Original filing (PDF)20251014130045NAL0006049042001

SHINE516, INC.

Name: SHINE516, INC. — SHINE516, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SHINE516, INC.

Form 5500

FILING_RECEIVED

SHINE516, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

80% in single holdingNo recordkeeper disclosed

Active participants

193

Accounts w/ balance

230

Plan assets (EOY)

$144.3M

Net assets (EOY)

$112.1M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHINE516, INC..

Plan sponsor

Name

SHINE516, INC.

EIN

88-1584593

Address

428 OCOEE APOPKA ROAD · OCOEE, FL · 34761

Phone

(407) 648-1145

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

3I · Requires investment in employer securities

2I · Stock bonus

2Q · S-corporation ESOP

2P · Leveraged ESOP

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $143.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Unallocated - 16,000	—	—	$29.6M	$115.0M	79.7%
	Allocated - 4,000.00	—	—	$7.4M	$28.8M	19.9%

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