| Plan Name | THE FLORIDA BAR FOUNDATION, INC. 401(K) RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE FLORIDA BAR FOUNDATION, INC. |
| Employer identification number (EIN): | 591004604 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE FLORIDA BAR FOUNDATION, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1961-08-02 |
| Company Identification Number: | 702751 |
| Legal Registered Office Address: |
1200 SOUTH PINE ISLAND ROAD PLANTATION 33324 |
More information about THE FLORIDA BAR FOUNDATION, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ANDREW FRYE | 2024-10-14 | ||
| 002 | 2022-01-01 | ROBERT HEIDT | 2023-08-09 | ||
| 002 | 2021-07-01 | LOU ANN POWELL | 2022-07-20 | ||
| 002 | 2020-07-01 | LOU ANN POWELL | 2022-01-24 | ||
| 002 | 2019-07-01 | LOU ANN POWELL | 2020-10-28 | ||
| 002 | 2018-07-01 | LOU ANN POWELL | 2019-12-18 | ||
| 002 | 2017-07-01 | LOU ANN POWELL | 2018-09-28 | ||
| 002 | 2016-07-01 | LOU ANN POWELL | 2017-12-18 | ||
| 002 | 2015-07-01 | LOU ANN POWELL | 2016-11-18 | ||
| 002 | 2014-10-01 | LOU ANN POWELL | 2016-03-15 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE FLORIDA BAR FOUNDATION, INC. 401(K) RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-13 | 7305 |
| Net assets as of the end of the plan year | 2025-10-13 | 908865 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 683731 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 6000000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 63275 |
| Value of participant loans at end of plan year | 2025-10-13 | 3474 |
| Other income to plan in this plan year | 2025-10-13 | 93891 |
| Plan net income in this plan year | 2025-10-13 | 225134 |
| Net assets as of the end of the plan year | 2025-10-13 | 908865 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 683731 |
| Employer contributions to plan in this plan year | 2025-10-13 | 75273 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 3773 |
| 2024 : THE FLORIDA BAR FOUNDATION, INC. 401(K) RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-14 | 1186909 |
| Net assets as of the end of the plan year | 2024-10-14 | 683731 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 1584594 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 83307 |
| Value of participant loans at end of plan year | 2024-10-14 | 5710 |
| Other contributions to plan in this plan year | 2024-10-14 | 14114 |
| Other income to plan in this plan year | 2024-10-14 | 115131 |
| Plan net income in this plan year | 2024-10-14 | -900863 |
| Net assets as of the end of the plan year | 2024-10-14 | 683731 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 1584594 |
| Employer contributions to plan in this plan year | 2024-10-14 | 73494 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 4035 |