· 2022–2024 · DOL EFAST2

The Beaches of Longboat Key - SO — The Beaches of, Form 5500 (2024)

Original filing (PDF)20250720130647NAL0000846002001

The Beaches of Longboat Key - SO

Form 5500-SF

FILING_RECEIVED

The Beaches of Longboat Key 401(k)

401(k) retirement plan · The Beaches of Longboat Key - SO's The Beaches of Longboat Key 401(k) held $12K in plan assets for 11 participants in 2024.

Active participants

11

Accounts w/ balance

5

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

25

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BEACHES OF LONGBOAT KEY - SO.

Plan sponsor

Name

THE BEACHES OF LONGBOAT KEY - SO

EIN

Address

775 LONGBOAT CLUB RD · LONGBOAT KEY, FL · 34228

Phone

(941) 383-6449

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2024-12-31

Filed

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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