Original filing (PDF)20250714123836NAL0002686770001

EMERALD BAY COMMUNITY ASSOCIATION

Name: EMERALD BAY COMMUNITY ASSOCIATION — EMERALD BAY 401K PLAN, Form 5500 (2024)
Creator: EMERALD BAY COMMUNITY ASSOCIATION

Form 5500-SF

FILING_RECEIVED

EMERALD BAY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 EMERALD BAY COMMUNITY ASSOCIATION.

Plan sponsor

Name

EMERALD BAY COMMUNITY ASSOCIATION

EIN

95-0714180

Address

600 EMERALD BAY · LAGUNA BEACH, CA · 92651

Phone

(949) 494-8571

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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

METROPOLITAN MANAGEMENT CORP.

METROPOLITAN MANAGEMENT CORP. 401(K) PLAN

$4.1M · 58 participants

GWR 401(K) PLAN

GWR EQUITIES, LLC

$4.1M · 150 participants

PMAS, LLC

THE PMAS GROUP 401(K) PLAN

$4.1M · 17 participants

JD2 REALTY MANAGEMENT LLC

JD2 RETIREMENT PLAN

$4.1M · 41 participants

NATIONAL PROPERTY MANAGEMENT ASSOCIATES, INC.

NATIONAL PROPERTY MANAGEMENT ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST

$4.1M · 427 participants