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THE VILLAGES, INC. EMPLOYER SPONSORED 403(B) PLAN 401k Plan overview

Plan NameTHE VILLAGES, INC. EMPLOYER SPONSORED 403(B) PLAN
Plan identification number 001

THE VILLAGES, INC. EMPLOYER SPONSORED 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

THE VILLAGES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE VILLAGES, INC.
Employer identification number (EIN):486127351
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about THE VILLAGES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1973-03-22
Company Identification Number: 725901
Legal Registered Office Address: 323 Circle Drive

Maitland

32751

More information about THE VILLAGES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE VILLAGES, INC. EMPLOYER SPONSORED 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KALEENA HARMER2023-10-02 KALEENA HARMER2023-10-02
0012021-01-01KALEENA HARMER2022-10-04 KALEENA HARMER2022-10-04
0012020-01-01SUE ROHLEDER2021-04-29
0012019-01-01SUE ROHLEDER2020-02-19
0012018-01-01SUE ROHLEDER2019-02-21 SUE ROHLEDER2019-02-21
0012017-01-01SYLVIA CRAWFORD2018-10-01 SYLVIA CRAWFORD2018-10-01
0012016-01-01SYLVIA CRAWFORD2017-07-26
0012015-01-01SYLVIA CRAWFORD2016-07-28
0012014-01-01SYLVIA CRAWFORD2015-10-13
0012013-01-01ALLISON WILSON2014-06-18
0012012-01-01ALLISON WILSON2013-06-26
0012011-01-01ALLISON WILSON2012-07-25
0012010-01-01ALLISON WILSON2011-07-07

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