Original filing (PDF)20250325100848NAL0007626179001

AMELIA ISLAND CONCIERGE SERVICES, INC.

Name: AMELIA ISLAND CONCIERGE SERVICES, INC. — AMELIA ISLAND CONCIERGE SERVICE, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: AMELIA ISLAND CONCIERGE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

AMELIA ISLAND CONCIERGE SERVICE, INC. PROFIT SHARING PLAN AND TRUST

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 AMELIA ISLAND CONCIERGE SERVICES, INC..

Plan sponsor

Name

AMELIA ISLAND CONCIERGE SERVICES, INC.

EIN

87-2897322

Address

1832 BUCCANEER DRIVE · JACKSONVILLE, FL · 32225

Phone

(443) 255-7899

Industry

Real Estatesee all

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

2025-03-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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