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BOYS & GIRLS CLUBS OF LAKELAND, INC. PENSION PLAN 401k Plan overview

Plan NameBOYS & GIRLS CLUBS OF LAKELAND, INC. PENSION PLAN
Plan identification number 001

BOYS & GIRLS CLUBS OF LAKELAND, INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

BOYS & GIRLS CLUBS OF LAKELAND, INC . has sponsored the creation of one or more 401k plans.

Company Name:BOYS & GIRLS CLUBS OF LAKELAND, INC .
Employer identification number (EIN):590171815
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOYS & GIRLS CLUBS OF LAKELAND, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01REX PERRY2016-10-06
0012014-01-01REX PERRY2015-10-09
0012013-01-01REX PERRY2014-10-01
0012012-01-01REX PERRY2013-07-19
0012011-01-01REX PERRY2012-07-20
0012010-01-01REX PERRY2011-06-22

Financial Data on BOYS & GIRLS CLUBS OF LAKELAND, INC. PENSION PLAN

Measure Date Value
2025 : BOYS & GIRLS CLUBS OF LAKELAND, INC. PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1468980
Net assets as of the end of the plan year2025-10-141286111
Total assets as of the beginning of the plan year2025-10-141077202
Value of plan covered by a fidelity bond2025-10-1450000
Participant contributions to plan in this plan year2025-10-1486142
Other contributions to plan in this plan year2025-10-144050
Other income to plan in this plan year2025-10-14122125
Plan net income in this plan year2025-10-14208909
Net assets as of the end of the plan year2025-10-141286111
Net assets as of the beginning of the plan year2025-10-141077202
Employer contributions to plan in this plan year2025-10-1465572
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1412039
Total expenses incurred by plan in this plan year2025-02-041546
Net assets as of the end of the plan year2025-02-041077202
Total assets as of the beginning of the plan year2025-02-04869876
Value of plan covered by a fidelity bond2025-02-0450000
Participant contributions to plan in this plan year2025-02-0452908
Other expenses paid from plan in this plan year2025-02-041339
Other income to plan in this plan year2025-02-04130852
Plan net income in this plan year2025-02-04207326
Net assets as of the end of the plan year2025-02-041077202
Net assets as of the beginning of the plan year2025-02-04869876
Employer contributions to plan in this plan year2025-02-0425112
2022 : BOYS & GIRLS CLUBS OF LAKELAND, INC. PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-050
Total liabilities as of the end of the plan year2022-09-050
Total liabilities as of the beginning of the plan year2022-09-050
Total expenses incurred by plan in this plan year2022-09-0561747
Net assets as of the end of the plan year2022-09-051246293
Total assets as of the beginning of the plan year2022-09-051090543
Value of plan covered by a fidelity bond2022-09-0550000
Participant contributions to plan in this plan year2022-09-0532188
Other expenses paid from plan in this plan year2022-09-051406
Other contributions to plan in this plan year2022-09-050
Other income to plan in this plan year2022-09-05164130
Plan net income in this plan year2022-09-05155750
Net assets as of the end of the plan year2022-09-051246293
Net assets as of the beginning of the plan year2022-09-051090543
Employer contributions to plan in this plan year2022-09-0521179
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-050

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