Original filing (PDF)20250417102103NAL0001796018001

SGBR PARTNERS PC

Name: SGBR PARTNERS PC — SGBR PARTNERS PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SGBR PARTNERS PC

Form 5500-SF

FILING_RECEIVED

SGBR PARTNERS PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 29.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SGBR PARTNERS PC.

Plan sponsor

Name

SGBR PARTNERS PC

EIN

83-4505379

Address

165 E BAY AVE · MANAHAWKIN, NJ · 080503105

Phone

(267) 334-0082

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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