· 2022–2024 · DOL EFAST2

PALMETTO STATES PROPERTIES INC — PALMETTO STATES PROPERTIES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250609151552NAL0014156865001

PALMETTO STATES PROPERTIES INC

Form 5500-SF

FILING_RECEIVED

PALMETTO STATES PROPERTIES INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

6

Accounts w/ balance

1

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

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

27

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th 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 PALMETTO STATES PROPERTIES INC.

Plan sponsor

Name

PALMETTO STATES PROPERTIES INC

EIN

65-0632842all filings

Address

4303 NE 1ST TER STE 2 · OAKLAND PARK, FL · 333343157

Phone

(954) 594-1008

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

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 All Other Professional Services plans

DITRON DENTAL USA, LLC

DITRON DENTAL USA, LLC 401(K) PLAN

$7K · 1 participants

WOLF AND WILSON LTD.

WOLF AND WILSON LTD. 401(K) PLAN

$7K · 5 participants

DIANA SANCHEZ INSURANCE AGENCY INC

DIANA SANCHEZ INSURANCE AGENCY INC RETIREMENT PLAN

$7K · 1 participants

MSG DISTRIBUTORS INC

MSG DISTRIBUTORS INC 401(K) PROFIT SHARING PLAN & TRUST

$7K · 3 participants

CORTE MADERA LARKSPUR FOUNDATI

CORTE MADERA LARKSPUR FOUNDATI 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.