· 2022–2024 · DOL EFAST2

HACIENDA VILLAGE CO-OP INC — HACIENDA VILLAGE CO-OP INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240417114936NAL0004866386001

HACIENDA VILLAGE CO-OP INC

Form 5500-SF

FILING_RECEIVED

HACIENDA VILLAGE CO-OP INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

7

Accounts w/ balance

3

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

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

37

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 HACIENDA VILLAGE CO-OP INC.

Plan sponsor

Name

HACIENDA VILLAGE CO-OP INC

EIN

59-3253896all filings

Address

280 LA VISTA DR · WINTER SPRINGS, FL · 32708

Phone

(407) 327-0051

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

SAMUEL P SEMENEA

SAMUEL P SEMENEA

$36K · 23 participants

SHEPHERD TITLE AGENCY LLC

SHEPHERD TITLE AGENCY LLC 401K

$36K · 6 participants

RICHARD P GLASS INVESTMENTS INC

RICHARD P. GLASS INVESTMENTS, INC

$36K · 1 participants

TWOSELLINGSISTERS PLLC

TWO SELLING SISTERS 401(K) PLAN

$36K · 2 participants

GOODAGENT.ORG INC

GOODAGENT.ORG 401(K) PLAN

$36K · 4 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.