How big is SBV Plan LLC's plan?

SBV Plan LLC's plan reported $939K in assets and 55 participants for 2024.

Original filing (PDF)20251008160803NAL0006111825001

SBV Plan LLC

Name: SBV Plan LLC — SBV 401(k) Plan, Form 5500 (2024)
Creator: SBV Plan LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBV 401(k) Plan

401(k) retirement plan · SBV Plan LLC's SBV 401(k) Plan held $939K in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$939K

Net assets (EOY)

$939K

Plan identifiers

SBV Plan LLC's EIN is 92-3731341.

EIN 92-3731341

Plan number 001

Plan year 2024

ACK ID 20251008160803NAL0006111825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SBV Plan LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SBV Plan LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SBV PLAN LLC.

Finding similar companies…

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SBV PLAN LLC

EIN

all filings

Address

1150 KANE CONCOURSE, FL 2 · BAY HARBOR ISLANDS, FL · 33154

Phone

(786) 766-5996

Industry

Real Estate

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

2025-10-08

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

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

McMillan Realty, LLC

McMillan Realty, LLC 401(k) Profit Sharing Plan

$938K · 2 participants

Alliance Title Corp.

T&L Services 401(k) Plan

$940K · 57 participants

DZP Investments LLC

DZP 401(k) Plan

$940K · 4 participants

Morgan Real Estate, Inc.

Morgan Real Estate Inc. 401(k) Plan

$937K · 11 participants

California Gold Development Corp.

California Gold Development Corporation 401(k) Plan

$941K · 20 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.