Original filing (PDF)20250923104830NAL0006749424001

Sun Harvest Citrus LLC

Name: Sun Harvest Citrus LLC — Form 5500 (2023)
Creator: Sun Harvest Citrus LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Sun Harvest Citrus LLC filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 14.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

DAVE Holland signed Sun Harvest Citrus LLC's 2023 Form 5500 as plan administrator.

DAVE Holland — 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

Sun Harvest Citrus LLC's EIN is 85-3010005.

EIN 85-3010005

Plan number 001

Plan year 2023

ACK ID 20250923104830NAL0006749424001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sun Harvest Citrus LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sun Harvest Citrus 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 SUN HARVEST CITRUS LLC.

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Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 14.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SUN HARVEST CITRUS LLC

EIN

all filings

Address

14601 SIX MILE CYPRESS PARKWAY · FORT MYERS, FL · 33912

Phone

(772) 696-4195

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2025-09-23

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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