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| Plan Name | HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY, FL, INC. 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY, FL, INC. |
| Employer identification number (EIN): | 590863199 |
| NAIC Classification: | 813930 |
| NAIC Description: | Labor Unions and Similar Labor Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2020-10-01 | ||||
| 001 | 2019-10-01 | ||||
| 001 | 2018-10-01 | ||||
| 001 | 2017-10-01 | ||||
| 001 | 2017-10-01 | ||||
| 001 | 2016-10-01 | ||||
| 001 | 2015-10-01 | ||||
| 001 | 2014-10-01 | ||||
| 001 | 2013-10-01 | DOROTHY RITCHEY | 2015-02-13 | ||
| 001 | 2012-10-01 | DOROTHY RITCHEY | 2013-12-17 | ||
| 001 | 2011-10-01 | DOROTHY RITCHEY | 2012-12-17 | ||
| 001 | 2009-10-01 | DOROTHY RITCHEY | |||
| 001 | 2007-10-01 |
| Measure | Date | Value |
|---|---|---|
| 2009: HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY, FL, INC. 403(B) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-10-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 43 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 1 |
| Total of all active and inactive participants | 2009-10-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 44 |
| Number of participants with account balances | 2009-10-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY, FL, INC. 403(B) PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-09-30 | $17,819 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $1,900 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $1,900 |
| Total plan assets at end of year | 2011-09-30 | $176,296 |
| Total plan assets at beginning of year | 2011-09-30 | $160,377 |
| Value of fidelity bond covering the plan | 2011-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $18,307 |
| Other income received | 2011-09-30 | $-10,805 |
| Net income (gross income less expenses) | 2011-09-30 | $15,919 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $176,296 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $160,377 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $10,317 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| 2010 : HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY, FL, INC. 403(B) PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
| 2009: HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY, FL, INC. 403(B) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2007: HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY, FL, INC. 403(B) PLAN 2007 form 5500 responses | ||
| 2007-10-01 | Submission has been amended | No |
| 2007-10-01 | This submission is the final filing | No |
| 2007-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-10-01 | Plan is a collectively bargained plan | No |
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