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403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC.
Plan identification number 001

403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

211 PALM BEACH/TREASURE COAST, INC. has sponsored the creation of one or more 401k plans.

Company Name:211 PALM BEACH/TREASURE COAST, INC.
Employer identification number (EIN):237153017
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about 211 PALM BEACH/TREASURE COAST, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1971-11-05
Company Identification Number: 722018
Legal Registered Office Address: 3469 Summit Blvd.

West Palm Beach

33406

More information about 211 PALM BEACH/TREASURE COAST, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEATHER ANSTAETT2024-10-16
0012022-01-01HEATHER ANSTAETT2023-09-28
0012021-01-01HEATHER ANSTAETT2022-07-29
0012020-01-01HEATHER ANSTAETT2021-07-12
0012019-01-01HEATHER ANSTAETT2020-07-27
0012018-01-01MINDY GONZALEZ2019-04-24
0012017-01-01SHARON L'HERROU2018-04-23 SHARON L'HERROU2018-04-23
0012016-01-01SHARON L'HERROU2017-05-10 SHARON L'HERROU2017-05-10
0012015-01-01SUSAN K. BUZA2016-05-20 SUSAN K. BUZA2016-05-20
0012014-01-01SUSAN K. BUZA2015-04-17 SUSAN K. BUZA2015-04-17
0012013-01-01SUSAN K. BUZA2014-07-02 SUSAN K. BUZA2014-07-02
0012012-01-01SUSAN K. BUZA2013-05-22 SUSAN K. BUZA2013-05-22
0012011-01-01SUSAN K. BUZA2012-06-13 SUSAN K. BUZA2012-06-13
0012010-01-01SUSAN K. BUZA2011-06-03 SUSAN K. BUZA2011-06-03

Plan Statistics for 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC. 2025 401k membership
Total number of particpants at beginning of year2025-05-2298
Total number of particpants at end of year2025-05-2296
Number of Participants With Account Balances2025-05-2279
2024: 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-16115
Total number of particpants at end of year2024-10-1698
Number of Participants With Account Balances2024-10-1679

Financial Data on 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-220
Total liabilities as of the end of the plan year2025-05-220
Total liabilities as of the beginning of the plan year2025-05-220
Total expenses incurred by plan in this plan year2025-05-2283259
Net assets as of the end of the plan year2025-05-221580806
Total assets as of the beginning of the plan year2025-05-221281388
Value of plan covered by a fidelity bond2025-05-22160000
Participant contributions to plan in this plan year2025-05-22169882
Other expenses paid from plan in this plan year2025-05-220
Other contributions to plan in this plan year2025-05-223552
Other income to plan in this plan year2025-05-22176730
Plan net income in this plan year2025-05-22299418
Net assets as of the end of the plan year2025-05-221580806
Net assets as of the beginning of the plan year2025-05-221281388
Employer contributions to plan in this plan year2025-05-2232513
Fees paid to broker by Benefit Provider2025-05-22671
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-22802
2024 : 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1683741
Net assets as of the end of the plan year2024-10-161281389
Total assets as of the beginning of the plan year2024-10-161039090
Value of plan covered by a fidelity bond2024-10-16125000
Participant contributions to plan in this plan year2024-10-16147113
Value of participant loans at end of plan year2024-10-1626586
Other expenses paid from plan in this plan year2024-10-160
Other contributions to plan in this plan year2024-10-160
Other income to plan in this plan year2024-10-16161591
Plan net income in this plan year2024-10-16242299
Net assets as of the end of the plan year2024-10-161281389
Net assets as of the beginning of the plan year2024-10-161039090
Employer contributions to plan in this plan year2024-10-1617336
Fees paid to broker by Benefit Provider2024-10-16333
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-16207

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