Original filing (PDF)20250818084813NAL0001060145001

PRIORITY MARKETING OF SOUTHWEST FLORIDA, INC.

Name: PRIORITY MARKETING OF SOUTHWEST FLORIDA, INC. — PRIORITY MARKETING OF SOUTHWEST FLORIDA, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: PRIORITY MARKETING OF SOUTHWEST FLORIDA, INC.

Form 5500-SF

FILING_RECEIVED

PRIORITY MARKETING OF SOUTHWEST FLORIDA, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRIORITY MARKETING OF SOUTHWEST FLORIDA, INC..

Plan sponsor

Name

PRIORITY MARKETING OF SOUTHWEST FLORIDA, INC.

EIN

65-0771374

Address

12140 CARISSA COMMERCE COURT · SUITE 201 · FT. MYERS, FL · 33966

Phone

(239) 267-2638

Industry

Professional & Technical Servicessee all

Plan administrator