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TAMPA BAY HEALTH 401(K) PLAN 401k Plan overview

Plan NameTAMPA BAY HEALTH 401(K) PLAN
Plan identification number 001

TAMPA BAY HEALTH 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

TAMPA BAY HEALTH INSURANCE ADVISORS has sponsored the creation of one or more 401k plans.

Company Name:TAMPA BAY HEALTH INSURANCE ADVISORS
Employer identification number (EIN):472738209
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMPA BAY HEALTH 401(K) PLAN

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
0012019-01-01KELLEY GREIF2020-06-11
0012018-01-01KELLEY GREIF2019-10-09

Financial Data on TAMPA BAY HEALTH 401(K) PLAN

Measure Date Value
2025 : TAMPA BAY HEALTH 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-15373
Total expenses incurred by plan in this plan year2025-10-154910
Net assets as of the end of the plan year2025-10-15575078
Total assets as of the beginning of the plan year2025-10-15479752
Value of plan covered by a fidelity bond2025-10-1547976
Participant contributions to plan in this plan year2025-10-1545162
Other income to plan in this plan year2025-10-1532373
Plan net income in this plan year2025-10-1595699
Net assets as of the end of the plan year2025-10-15575078
Net assets as of the beginning of the plan year2025-10-15479379
Employer contributions to plan in this plan year2025-10-1523074
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-154910
2024 : TAMPA BAY HEALTH 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-15373
Total liabilities as of the beginning of the plan year2024-11-150
Total expenses incurred by plan in this plan year2024-11-153950
Net assets as of the end of the plan year2024-11-15479752
Total assets as of the beginning of the plan year2024-11-15354393
Value of plan covered by a fidelity bond2024-11-1535440
Participant contributions to plan in this plan year2024-11-1549168
Other income to plan in this plan year2024-11-1546566
Plan net income in this plan year2024-11-15124986
Net assets as of the end of the plan year2024-11-15479379
Net assets as of the beginning of the plan year2024-11-15354393
Employer contributions to plan in this plan year2024-11-1533202
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-153950
2023 : TAMPA BAY HEALTH 401(K) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-02-100
Total expenses incurred by plan in this plan year2023-02-103119
Net assets as of the end of the plan year2023-02-10340914
Total assets as of the beginning of the plan year2023-02-10218967
Value of plan covered by a fidelity bond2023-02-1080000
Participant contributions to plan in this plan year2023-02-1039127
Other income to plan in this plan year2023-02-1065597
Plan net income in this plan year2023-02-10121947
Net assets as of the end of the plan year2023-02-10340914
Net assets as of the beginning of the plan year2023-02-10218967
Employer contributions to plan in this plan year2023-02-1020342
Expensese paid to adminstrative service provicers from plan in this plan year2023-02-103119

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