How big is Tequila Tales II LLC's plan?

Tequila Tales II LLC's plan reported $139K in assets and 6 participants for 2024.

Original filing (PDF)20250820151315NAL0005821584001

Tequila Tales II LLC

Name: Tequila Tales II LLC — Form 5500 (2024)
Creator: Tequila Tales II LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Tequila Tales II LLC held $139K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

People on this filing

James Gregg signed Tequila Tales II LLC's 2024 Form 5500 as plan administrator.

James Gregg — 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

Tequila Tales II LLC's EIN is 83-4328302.

EIN 83-4328302

Plan number 001

Plan year 2024

ACK ID 20250820151315NAL0005821584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tequila Tales II LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tequila Tales II LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEQUILA TALES II LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TEQUILA TALES II LLC

EIN

all filings

Address

4311 LONGCHAMP DRIVE · SARASOTA, FL · 34235

Phone

(941) 457-0220

Industry

Accommodation & Food Services

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

2025-08-20

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

GHAI Management Services, Inc.

GHAI Management Services, Inc. 401(k) Plan

$139K · 242 participants

Houston Enterprises Inc.

Houston Enterprises Inc. 401(k) Profit Sharing & Trust

$139K · 47 participants

Edge Vision, Inc. DBA Chick-FIL-a Greeneville

Edge Vision, Inc. 401(k) Plan

$139K · 11 participants

Aurora Vision Inc.

Aurora Vision Inc. 401(k) P/S Plan

$139K · 63 participants

Hudson Hospitality, Inc.

Hudson Hospitality, Inc. 401(k) Plan

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