?>
| Plan Name | 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | HEATHER ANSTAETT | 2024-10-16 | ||
| 001 | 2022-01-01 | HEATHER ANSTAETT | 2023-09-28 | ||
| 001 | 2021-01-01 | HEATHER ANSTAETT | 2022-07-29 | ||
| 001 | 2020-01-01 | HEATHER ANSTAETT | 2021-07-12 | ||
| 001 | 2019-01-01 | HEATHER ANSTAETT | 2020-07-27 | ||
| 001 | 2018-01-01 | MINDY GONZALEZ | 2019-04-24 | ||
| 001 | 2017-01-01 | SHARON L'HERROU | 2018-04-23 | SHARON L'HERROU | 2018-04-23 |
| 001 | 2016-01-01 | SHARON L'HERROU | 2017-05-10 | SHARON L'HERROU | 2017-05-10 |
| 001 | 2015-01-01 | SUSAN K. BUZA | 2016-05-20 | SUSAN K. BUZA | 2016-05-20 |
| 001 | 2014-01-01 | SUSAN K. BUZA | 2015-04-17 | SUSAN K. BUZA | 2015-04-17 |
| 001 | 2013-01-01 | SUSAN K. BUZA | 2014-07-02 | SUSAN K. BUZA | 2014-07-02 |
| 001 | 2012-01-01 | SUSAN K. BUZA | 2013-05-22 | SUSAN K. BUZA | 2013-05-22 |
| 001 | 2011-01-01 | SUSAN K. BUZA | 2012-06-13 | SUSAN K. BUZA | 2012-06-13 |
| 001 | 2010-01-01 | SUSAN K. BUZA | 2011-06-03 | SUSAN K. BUZA | 2011-06-03 |
| 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 year | 2025-05-22 | 98 |
| Total number of particpants at end of year | 2025-05-22 | 96 |
| Number of Participants With Account Balances | 2025-05-22 | 79 |
| 2024: 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC. 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-16 | 115 |
| Total number of particpants at end of year | 2024-10-16 | 98 |
| Number of Participants With Account Balances | 2024-10-16 | 79 |
| 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 year | 2025-05-22 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-22 | 83259 |
| Net assets as of the end of the plan year | 2025-05-22 | 1580806 |
| Total assets as of the beginning of the plan year | 2025-05-22 | 1281388 |
| Value of plan covered by a fidelity bond | 2025-05-22 | 160000 |
| Participant contributions to plan in this plan year | 2025-05-22 | 169882 |
| Other expenses paid from plan in this plan year | 2025-05-22 | 0 |
| Other contributions to plan in this plan year | 2025-05-22 | 3552 |
| Other income to plan in this plan year | 2025-05-22 | 176730 |
| Plan net income in this plan year | 2025-05-22 | 299418 |
| Net assets as of the end of the plan year | 2025-05-22 | 1580806 |
| Net assets as of the beginning of the plan year | 2025-05-22 | 1281388 |
| Employer contributions to plan in this plan year | 2025-05-22 | 32513 |
| Fees paid to broker by Benefit Provider | 2025-05-22 | 671 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-22 | 802 |
| 2024 : 403(B) THRIFT PLAN OF 211 PALM BEACH/TREASURE COAST, INC. 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-16 | 83741 |
| Net assets as of the end of the plan year | 2024-10-16 | 1281389 |
| Total assets as of the beginning of the plan year | 2024-10-16 | 1039090 |
| Value of plan covered by a fidelity bond | 2024-10-16 | 125000 |
| Participant contributions to plan in this plan year | 2024-10-16 | 147113 |
| Value of participant loans at end of plan year | 2024-10-16 | 26586 |
| Other expenses paid from plan in this plan year | 2024-10-16 | 0 |
| Other contributions to plan in this plan year | 2024-10-16 | 0 |
| Other income to plan in this plan year | 2024-10-16 | 161591 |
| Plan net income in this plan year | 2024-10-16 | 242299 |
| Net assets as of the end of the plan year | 2024-10-16 | 1281389 |
| Net assets as of the beginning of the plan year | 2024-10-16 | 1039090 |
| Employer contributions to plan in this plan year | 2024-10-16 | 17336 |
| Fees paid to broker by Benefit Provider | 2024-10-16 | 333 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-16 | 207 |