Original filing (PDF)20251013133728NAL0001414577001

ESTATES FLORIDA PAYROLL, LLC

Name: ESTATES FLORIDA PAYROLL, LLC — ESTATES FLORIDA 401(K) PLAN, Form 5500 (2024)
Creator: ESTATES FLORIDA PAYROLL, LLC

Form 5500-SF

FILING_RECEIVED

ESTATES FLORIDA 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESTATES FLORIDA PAYROLL, LLC.

Plan sponsor

Name

ESTATES FLORIDA PAYROLL, LLC

EIN

84-3631820

Address

30 WEST 57TH STREET · 4TH FLOOR · NEW YORK, NY · 10019

Phone

(212) 708-6601

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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