VOLUNTEERS OF AMERICA N OF FLORIDA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VOLUNTEERS OF AMERICA PUERTO RICO 401K PLAN
| Measure | Date | Value |
|---|
| 2024 : VOLUNTEERS OF AMERICA PUERTO RICO 401K PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $116,829 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $29,198 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $6,510 |
| Total plan assets at end of year | 2024-01-01 | $265,933 |
| Total plan assets at beginning of year | 2024-01-01 | $178,302 |
| Total contributions received or receivable from participants | 2024-01-01 | $74,312 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $22,688 |
| Other income received | 2024-01-01 | $20,774 |
| Net income (gross income less expenses) | 2024-01-01 | $87,631 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $265,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $178,302 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $21,743 |
| 2023 : VOLUNTEERS OF AMERICA PUERTO RICO 401K PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $100,351 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $16,248 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $2,820 |
| Total plan assets at end of year | 2023-12-31 | $178,302 |
| Total plan assets at beginning of year | 2023-12-31 | $94,199 |
| Total contributions received or receivable from participants | 2023-12-31 | $63,352 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $13,428 |
| Other income received | 2023-12-31 | $18,464 |
| Net income (gross income less expenses) | 2023-12-31 | $84,103 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $178,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $94,199 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $18,535 |
| 2022 : VOLUNTEERS OF AMERICA PUERTO RICO 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $51,577 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $15,063 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $7,940 |
| Total plan assets at end of year | 2022-12-31 | $94,199 |
| Total plan assets at beginning of year | 2022-12-31 | $57,685 |
| Total contributions received or receivable from participants | 2022-12-31 | $46,732 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $7,123 |
| Other income received | 2022-12-31 | $-7,125 |
| Net income (gross income less expenses) | 2022-12-31 | $36,514 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $94,199 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $57,685 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $11,970 |
| 2021 : VOLUNTEERS OF AMERICA PUERTO RICO 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $48,301 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $7,501 |
| Total plan assets at end of year | 2021-12-31 | $57,685 |
| Total plan assets at beginning of year | 2021-12-31 | $16,885 |
| Total contributions received or receivable from participants | 2021-12-31 | $33,961 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $7,501 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $12 |
| Other income received | 2021-12-31 | $6,639 |
| Net income (gross income less expenses) | 2021-12-31 | $40,800 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $57,685 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,885 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $7,689 |
| 2020 : VOLUNTEERS OF AMERICA PUERTO RICO 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $17,320 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $435 |
| Total plan assets at end of year | 2020-12-31 | $16,885 |
| Total plan assets at beginning of year | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $12,727 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $435 |
| Other income received | 2020-12-31 | $981 |
| Net income (gross income less expenses) | 2020-12-31 | $16,885 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $16,885 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $3,612 |
| 2023: VOLUNTEERS OF AMERICA PUERTO RICO 401K PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: VOLUNTEERS OF AMERICA PUERTO RICO 401K PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: VOLUNTEERS OF AMERICA PUERTO RICO 401K PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: VOLUNTEERS OF AMERICA PUERTO RICO 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | First time form 5500 has been submitted | Yes |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 763502-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 763502-P1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $739 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 763502-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 763502-P1 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $117 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86439-1 |
| Policy instance | 2 |
| Insurance contract or identification number | RM 86439-1 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86439-1 |
| Policy instance | 1 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 86439-1 |
| Policy instance | 1 |
