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TAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

SAFETY COUNCIL OF PALM BEACH COUNTY INC has sponsored the creation of one or more 401k plans.

Company Name:SAFETY COUNCIL OF PALM BEACH COUNTY INC
Employer identification number (EIN):591168121
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JONATHAN PORGES2024-10-24
0022022-01-01LESLIE MCKENNA2023-10-11
0022021-01-01LESLIE MCKENNA2022-08-01
0022020-01-01TONI BURROWS2021-07-27
0022018-01-01TONI BURROWS2019-07-09
0022017-01-01TONI BURROWS2018-07-20 TONI BURROWS2018-07-20
0022016-01-01TONI BURROWS2017-06-16 TONI BURROWS2017-06-16
0022015-01-01TONI BURROWS2016-07-20 TONI BURROWS2016-07-20
0022013-01-01TONI BURROWS2014-06-26 TONI BURROWS2014-06-26
0022012-01-01TONI BURROWS2013-05-29 TONI BURROWS2013-05-29
0022011-01-01TONI BURROWS2012-06-12 TONI BURROWS2012-06-12
0022010-01-01TONI BURROWS2011-06-22 TONI BURROWS2011-06-22

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC 2025 401k membership
Total number of particpants at beginning of year2025-08-288
Total number of particpants at end of year2025-08-287
Number of Participants With Account Balances2025-08-286
Total number of particpants at beginning of year2025-04-307
Total number of particpants at end of year2025-04-308
Number of Participants With Account Balances2025-04-307
2022: TAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC 2022 401k membership
Total number of particpants at beginning of year2022-08-016
Total number of particpants at end of year2022-08-016
Number of Participants With Account Balances2022-08-016

Financial Data on TAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-280
Total liabilities as of the end of the plan year2025-08-280
Total liabilities as of the beginning of the plan year2025-08-280
Total expenses incurred by plan in this plan year2025-08-2823186
Net assets as of the end of the plan year2025-08-28564803
Total assets as of the beginning of the plan year2025-08-28498078
Value of plan covered by a fidelity bond2025-08-2850000
Participant contributions to plan in this plan year2025-08-288065
Value of participant loans at end of plan year2025-08-2873908
Other expenses paid from plan in this plan year2025-08-280
Other contributions to plan in this plan year2025-08-280
Other income to plan in this plan year2025-08-2877912
Plan net income in this plan year2025-08-2866725
Net assets as of the end of the plan year2025-08-28564803
Net assets as of the beginning of the plan year2025-08-28498078
Employer contributions to plan in this plan year2025-08-283934
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-289
Total transfers to/from plan in this plan year2025-04-300
Total liabilities as of the end of the plan year2025-04-300
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-3020000
Net assets as of the end of the plan year2025-04-30498078
Total assets as of the beginning of the plan year2025-04-30435857
Value of plan covered by a fidelity bond2025-04-3050000
Participant contributions to plan in this plan year2025-04-3011681
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-300
Other income to plan in this plan year2025-04-3063162
Plan net income in this plan year2025-04-3062221
Net assets as of the end of the plan year2025-04-30498078
Net assets as of the beginning of the plan year2025-04-30435857
Employer contributions to plan in this plan year2025-04-307378
Fees paid to broker by Benefit Provider2025-04-3046
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-300
2022 : TAX DEFERRED ANNUITY PLAN OF SAFETY COUNCIL OF PALM BEACH COUNTY, INC 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-010
Total liabilities as of the end of the plan year2022-08-010
Total liabilities as of the beginning of the plan year2022-08-010
Total expenses incurred by plan in this plan year2022-08-0135011
Net assets as of the end of the plan year2022-08-01486945
Total assets as of the beginning of the plan year2022-08-01421755
Value of plan covered by a fidelity bond2022-08-0150000
Participant contributions to plan in this plan year2022-08-0133363
Other expenses paid from plan in this plan year2022-08-0111
Other contributions to plan in this plan year2022-08-010
Other income to plan in this plan year2022-08-0158958
Plan net income in this plan year2022-08-0165190
Net assets as of the end of the plan year2022-08-01486945
Net assets as of the beginning of the plan year2022-08-01421755
Employer contributions to plan in this plan year2022-08-017880
Fees paid to broker by Benefit Provider2022-08-0191

Potentially related plans

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