Profit Sharing · DOL Form 5500 · 2024
South Atlantic Capital, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $2.5M
- Avg per participant High balance/head
Official DOL plan name: South Atlantic Capital Inc Profit-Sharing Plan · Sponsored by South Atlantic Capital, Inc. · Florida · Professional & Technical Services
$8M in assets, 3 participants
South Atlantic Capital, Inc.'s South Atlantic Capital Inc Profit-Sharing Plan reported $8M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 50th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,660 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
South Atlantic Capital Inc Profit-Sharing Plan holds $8M for 3 participants - about $2.5M per participant, above the median plan by assets.
- #9,660
- in Professional & Technical Services (20,173 peers)
- -5.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
South Atlantic Capital Inc Profit-Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
South Atlantic Capital Inc Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,527,363 Top 50% higher than 50% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
South Atlantic Capital Inc Profit-Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Atlantic Capital Inc Profit-Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Atlantic Capital Inc Profit-Sharing Plan reported net income fell from $325K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- South Atlantic Capital Inc Profit-Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 593453870 · South Atlantic Capital, Inc. PY 2024 · Profit Sharing
South Atlantic Capital Inc Profit-Sharing Plan · $8M · 3 · 50th
- PART $8M
- TYPE 3
- NET 50th
- BOOK Profit Sharing
- VS-ST near Brighton Center, Inc. Employee Pension Plan
- BOY ind #9660
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Florida →
South Atlantic Capital Inc Profit-Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 593453870 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Atlantic Capital, Inc.)
Sponsor-wide plan assets over time
All South Atlantic Capital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 0.5871900878837121% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $8M |
| 2023 | 1 | 3 | $8M |
| 2024 | 1 | 3 | $8M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
South Atlantic Capital Inc Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Brighton Center, Inc. Employee Pension Plan in KY ($8M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Brighton Center, Inc. Employee Pension Plan (KY) $8M · 169
- Solheim Lutheran Home 403(b) Retirement Plan (CA) $8M · 158
- Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing Plan (PR) $8M · 126
- Community Health and Counseling Services Discretionary Profit Sharing 401(a) (ME) $8M · 335
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.