| Plan Name | TAX DEFERRED ANNUITY PLAN OF POSITIVE ALTERNATIVES, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | POSITIVE ALTERNATIVES, INC. |
| Employer identification number (EIN): | 391297249 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
Additional information about POSITIVE ALTERNATIVES, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1995-09-18 |
| Company Identification Number: | N95000004505 |
| Legal Registered Office Address: |
3340 SW 32 AVE. MIAMI 33133 |
More information about POSITIVE ALTERNATIVES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | KELLI KAMHOLZ | 2021-08-04 | ||
| 001 | 2019-01-01 | KELLI KAMHOLZ | 2020-07-30 | ||
| 001 | 2018-01-01 | KELLI KAMHOLZ | 2019-09-23 | ||
| 001 | 2017-01-01 | KELLI KAMHOLZ | 2018-08-23 | ||
| 001 | 2016-01-01 | GLENN REYNOLDS | 2017-10-09 | ||
| 001 | 2015-01-01 | GLENN REYNOLDS | 2016-08-01 | GLENN REYNOLDS | 2016-08-01 |
| 001 | 2014-01-01 | GLENN REYNOLDS | 2015-07-15 | GLENN REYNOLDS | 2015-07-15 |
| 001 | 2013-01-01 | GLENN I REYNOLDS | 2014-07-29 | GLENN I REYNOLDS | 2014-07-29 |
| 001 | 2012-01-01 | GLENN REYNOLDS, ACCOUTANT | 2013-06-18 | GLENN REYNOLDS, ACCOUTANT | 2013-06-18 |
| 001 | 2011-01-01 | GLENN REYNOLDS, ACCOUNTANT | 2012-07-18 | GLENN REYNOLDS, ACCOUNTANT | 2012-07-18 |
| 001 | 2010-01-01 | KIMBERY EDWARDS, EXECUTIVE DIRECTOR | 2011-06-21 | KIMBERY EDWARDS, EXECUTIVE DIRECTOR | 2011-06-21 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF POSITIVE ALTERNATIVES, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-14 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-14 | 49899 |
| Net assets as of the end of the plan year | 2025-07-14 | 1091969 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 891739 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 300000 |
| Participant contributions to plan in this plan year | 2025-07-14 | 105942 |
| Value of participant loans at end of plan year | 2025-07-14 | 5703 |
| Other expenses paid from plan in this plan year | 2025-07-14 | 0 |
| Other contributions to plan in this plan year | 2025-07-14 | 0 |
| Other income to plan in this plan year | 2025-07-14 | 99201 |
| Plan net income in this plan year | 2025-07-14 | 200230 |
| Net assets as of the end of the plan year | 2025-07-14 | 1091969 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 891739 |
| Employer contributions to plan in this plan year | 2025-07-14 | 44986 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-14 | 550 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF POSITIVE ALTERNATIVES, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-01 | 95981 |
| Net assets as of the end of the plan year | 2024-07-01 | 891739 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 736703 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 300000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 99842 |
| Value of participant loans at end of plan year | 2024-07-01 | 5424 |
| Other expenses paid from plan in this plan year | 2024-07-01 | 0 |
| Other contributions to plan in this plan year | 2024-07-01 | 0 |
| Other income to plan in this plan year | 2024-07-01 | 114999 |
| Plan net income in this plan year | 2024-07-01 | 155036 |
| Net assets as of the end of the plan year | 2024-07-01 | 891739 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 736703 |
| Employer contributions to plan in this plan year | 2024-07-01 | 36176 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 2250 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF POSITIVE ALTERNATIVES, INC. 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-21 | 122767 |
| Net assets as of the end of the plan year | 2022-07-21 | 767594 |
| Total assets as of the beginning of the plan year | 2022-07-21 | 712300 |
| Value of plan covered by a fidelity bond | 2022-07-21 | 300000 |
| Participant contributions to plan in this plan year | 2022-07-21 | 104810 |
| Value of participant loans at end of plan year | 2022-07-21 | 10449 |
| Other income to plan in this plan year | 2022-07-21 | 72040 |
| Plan net income in this plan year | 2022-07-21 | 55294 |
| Net assets as of the end of the plan year | 2022-07-21 | 767594 |
| Net assets as of the beginning of the plan year | 2022-07-21 | 712300 |
| Employer contributions to plan in this plan year | 2022-07-21 | 1211 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-21 | 600 |