401k Plan data: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN plan

FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

FIRST COAST SENIOR ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: FIRST COAST SENIOR ADVISORS, INC.

Employer identification number (EIN): 471724852

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about FIRST COAST SENIOR ADVISORS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2014-08-29

Company Identification Number: P14000072328

Legal Registered Office Address: 12965 SPICEBERRY CIRCLE S

JACKSONVILLE

32246

More information about FIRST COAST SENIOR ADVISORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 DAVID STIEGLITZ
001 2015-01-01 DAVID STIEGLITZ
001 2014-08-29 DAVID STIEGLITZ

Plan Statistics for FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-29 2
Total number of active participants reported on line 7a of the Form 5500 2014-08-29 2
Number of retired or separated participants receiving benefits 2014-08-29 0
Number of other retired or separated participants entitled to future benefits 2014-08-29 0
Total of all active and inactive participants 2014-08-29 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-29 0
Total participants 2014-08-29 2
Number of participants with account balances 2014-08-29 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-29 0

Measure	Date	Value
2022: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-29	2
Total number of active participants reported on line 7a of the Form 5500	2014-08-29	2
Number of retired or separated participants receiving benefits	2014-08-29	0
Number of other retired or separated participants entitled to future benefits	2014-08-29	0
Total of all active and inactive participants	2014-08-29	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-29	0
Total participants	2014-08-29	2
Number of participants with account balances	2014-08-29	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-29	0

Financial Data on FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-104,498
Total plan assets at end of year	2022-12-31	$220,576
Total plan assets at beginning of year	2022-12-31	$325,074
Other income received	2022-12-31	$-104,498
Net income (gross income less expenses)	2022-12-31	$-104,498
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$220,576
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$325,074
Assets. Value of employer securities	2022-12-31	$220,576
2021 : FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$164,353
Total plan assets at end of year	2021-12-31	$325,074
Total plan assets at beginning of year	2021-12-31	$160,721
Other income received	2021-12-31	$164,353
Net income (gross income less expenses)	2021-12-31	$164,353
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$325,074
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$160,721
Assets. Value of employer securities	2021-12-31	$325,074
2020 : FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-33,081
Total plan assets at end of year	2020-12-31	$160,721
Total plan assets at beginning of year	2020-12-31	$193,802
Other income received	2020-12-31	$-33,081
Net income (gross income less expenses)	2020-12-31	$-33,081
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$160,721
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$193,802
Assets. Value of employer securities	2020-12-31	$160,721
2019 : FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-22,189
Total plan assets at end of year	2019-12-31	$193,802
Total plan assets at beginning of year	2019-12-31	$215,991
Other income received	2019-12-31	$-22,189
Net income (gross income less expenses)	2019-12-31	$-22,189
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$193,802
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$215,991
Assets. Value of employer securities	2019-12-31	$193,802
2018 : FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$47,290
Total plan assets at end of year	2018-12-31	$215,991
Total plan assets at beginning of year	2018-12-31	$168,701
Other income received	2018-12-31	$47,290
Net income (gross income less expenses)	2018-12-31	$47,290
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$215,991
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$168,701
Assets. Value of employer securities	2018-12-31	$215,991
2017 : FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-13,508
Total plan assets at end of year	2017-12-31	$168,701
Total plan assets at beginning of year	2017-12-31	$182,209
Other income received	2017-12-31	$-13,508
Net income (gross income less expenses)	2017-12-31	$-13,508
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$168,701
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$182,209
Assets. Value of employer securities	2017-12-31	$168,701
2016 : FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$39,849
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$182,209
Total plan assets at beginning of year	2016-12-31	$142,360
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$39,849
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$39,849
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$182,209
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$142,360
Assets. Value of employer securities	2016-12-31	$182,209
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$42,797
Expenses. Total of all expenses incurred	2015-12-31	$28,978
Benefits paid (including direct rollovers)	2015-12-31	$28,978
Total plan assets at end of year	2015-12-31	$142,360
Total plan assets at beginning of year	2015-12-31	$128,541
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$42,797
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$13,819
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$142,360
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$128,541
Assets. Value of employer securities	2015-12-31	$142,360
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$128,651
Expenses. Total of all expenses incurred	2014-12-31	$110
Total plan assets at end of year	2014-12-31	$128,541
Total plan assets at beginning of year	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$110
Contributions received from other sources (not participants or employers)	2014-12-31	$128,676
Other income received	2014-12-31	$-25
Net income (gross income less expenses)	2014-12-31	$128,541
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$128,541
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$100,000

Form 5500 Responses for FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN

2022: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIRST COAST SENIOR ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-29	Type of plan entity	Single employer plan
2014-08-29	First time form 5500 has been submitted	Yes
2014-08-29	Submission has been amended	No
2014-08-29	This submission is the final filing	No
2014-08-29	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-08-29	Plan is a collectively bargained plan	No
2014-08-29	Plan funding arrangement – Trust	Yes
2014-08-29	Plan benefit arrangement - Trust	Yes

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Company Name:	FIRST COAST SENIOR ADVISORS, INC.
Employer identification number (EIN):	471724852
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2014-08-29
Company Identification Number:	P14000072328
Legal Registered Office Address:	12965 SPICEBERRY CIRCLE S JACKSONVILLE 32246