Southern Shores Realty Services, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Southern Shores Realty Services, INC.
  • Sponsor EIN: 562090761
  • Sponsor Address: 5 OCEAN BLVD, SOUTHERN SHORES, NC, 27949
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 39
  • Total Assets: $3.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202539$3.6M$0$0
202433$3.4M$0$16,818
202333$3.4M$43,388$155,934
202239$3.0M$0$162,659

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