How big is Schooner Bay Association's plan?

Schooner Bay Association's plan reported $63K in assets and 3 participants for 2024.

Original filing (PDF)20250725073605NAL0007068128001

Schooner Bay Association

Name: Schooner Bay Association — Schooner Bay Association, Form 5500 (2024)
Creator: Schooner Bay Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schooner Bay Association 401(k) Plan

401(k) retirement plan · Schooner Bay Association's Schooner Bay Association 401(k) Plan held $63K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

DAWN Bates signed Schooner Bay Association's 2024 Form 5500 as plan administrator.

DAWN Bates — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schooner Bay Association's EIN is 66-0441187.

EIN 66-0441187

Plan number 001

Plan year 2024

ACK ID 20250725073605NAL0007068128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schooner Bay Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schooner Bay Association's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHOONER BAY ASSOCIATION.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score