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BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST 401k Plan overview

Plan NameBLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST
Plan identification number 001

BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BLUE RIDGE HOMEOWNERS ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE HOMEOWNERS ASSOCIATION, INC.
Employer identification number (EIN):112330338
NAIC Classification:561790
NAIC Description:Other Services to Buildings and Dwellings

Additional information about BLUE RIDGE HOMEOWNERS ASSOCIATION, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1987-02-10
Company Identification Number: N19162
Legal Registered Office Address: 11784 W. SAMPLE RD

CORAL SPRINGS

33065

More information about BLUE RIDGE HOMEOWNERS ASSOCIATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01JOYCE SPARLING2017-06-21
0012015-01-01JOHN DAVID BELL2016-07-14
0012014-01-01RAYMOND LAMANNA2015-07-01
0012013-01-01DONALD P CRAWFORD, HOA2014-06-11
0012012-01-01CLIENT BORKSTROM2013-06-13 CLIENT BORKSTROM2013-06-13
0012011-01-01THOMAS ARENS2012-09-18
0012010-01-01THOMAS ARENS2011-06-21

Plan Statistics for BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST

401k plan membership statisitcs for BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST

Measure Date Value
2025: BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-1119
Total number of particpants at end of year2025-07-1118
Number of Participants With Account Balances2025-07-113
2024: BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-0322
Total number of particpants at end of year2024-10-0318
Number of Participants With Account Balances2024-10-033
2022: BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-09-2719
Total number of particpants at end of year2022-09-2721
Number of Participants With Account Balances2022-09-273

Financial Data on BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST

Measure Date Value
2025 : BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-110
Total liabilities as of the end of the plan year2025-07-110
Total liabilities as of the beginning of the plan year2025-07-110
Total expenses incurred by plan in this plan year2025-07-11564
Net assets as of the end of the plan year2025-07-11105233
Total assets as of the beginning of the plan year2025-07-1190237
Value of plan covered by a fidelity bond2025-07-1115000
Participant contributions to plan in this plan year2025-07-110
Value of participant loans at end of plan year2025-07-119793
Other expenses paid from plan in this plan year2025-07-110
Other contributions to plan in this plan year2025-07-110
Other income to plan in this plan year2025-07-1115560
Plan net income in this plan year2025-07-1114996
Net assets as of the end of the plan year2025-07-11105233
Net assets as of the beginning of the plan year2025-07-1190237
Employer contributions to plan in this plan year2025-07-110
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-11564
2024 : BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-030
Total liabilities as of the end of the plan year2024-10-030
Total liabilities as of the beginning of the plan year2024-10-030
Total expenses incurred by plan in this plan year2024-10-03629
Net assets as of the end of the plan year2024-10-0390237
Total assets as of the beginning of the plan year2024-10-0373165
Value of plan covered by a fidelity bond2024-10-0315000
Participant contributions to plan in this plan year2024-10-030
Value of participant loans at end of plan year2024-10-038463
Other expenses paid from plan in this plan year2024-10-030
Other contributions to plan in this plan year2024-10-030
Other income to plan in this plan year2024-10-0317701
Plan net income in this plan year2024-10-0317072
Net assets as of the end of the plan year2024-10-0390237
Net assets as of the beginning of the plan year2024-10-0373165
Employer contributions to plan in this plan year2024-10-030
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-03629
2022 : BLUE RIDGE HOMEOWNERS ASSOC., INC. CASH OR DEF. PLAN & TRUST 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-09-270
Total expenses incurred by plan in this plan year2022-09-27537
Net assets as of the end of the plan year2022-09-2797324
Total assets as of the beginning of the plan year2022-09-2781894
Value of plan covered by a fidelity bond2022-09-2715000
Participant contributions to plan in this plan year2022-09-270
Value of participant loans at end of plan year2022-09-275872
Other contributions to plan in this plan year2022-09-270
Other income to plan in this plan year2022-09-2715967
Plan net income in this plan year2022-09-2715430
Net assets as of the end of the plan year2022-09-2797324
Net assets as of the beginning of the plan year2022-09-2781894
Employer contributions to plan in this plan year2022-09-270
Fees paid to broker by Benefit Provider2022-09-27693
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-27537

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