· 2022–2024 · DOL EFAST2

LUCI-PORT-TURLYNK BARTLEW INC — LUCI-PORT-TURLYNK BARTLEW INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240731112058NAL0014263539001

LUCI-PORT-TURLYNK BARTLEW INC

Form 5500-SF

FILING_RECEIVED

LUCI-PORT-TURLYNK BARTLEW INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

16

Accounts w/ balance

14

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

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

40

Vendor & structure

100

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 LUCI-PORT-TURLYNK BARTLEW INC.

Plan sponsor

Name

LUCI-PORT-TURLYNK BARTLEW INC

EIN

59-3746199all filings

Address

DBA KIDZ WORLD PRESCHOOL · 50 50TH STREET S · SAINT PETERSBURG, FL · 337070000

Phone

(727) 322-6316

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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