Original filing (PDF)20250606093728NAL0009072931001

KIMBERLY S NURNEY LLC

Name: KIMBERLY S NURNEY LLC — SOUTHERN ERRANDS AND CONCIERGE SERVICE 401(K) PLAN, Form 5500 (2024)
Creator: KIMBERLY S NURNEY LLC

Form 5500-SF

FILING_RECEIVED

SOUTHERN ERRANDS AND CONCIERGE SERVICE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMBERLY S NURNEY LLC.

Plan sponsor

Name

KIMBERLY S NURNEY LLC

EIN

84-3238314

Address

96069 NORTHSHORE DR · FERNANDINA BEACH, FL · 32034

Phone

(904) 335-7261

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-03

Filed

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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