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THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTHE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 001

THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.

401k Sponsoring company profile

THE FLORIDA ORCHESTRA, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE FLORIDA ORCHESTRA, INC.
Employer identification number (EIN):591223691
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Additional information about THE FLORIDA ORCHESTRA, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2866894

More information about THE FLORIDA ORCHESTRA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-07-01MARK CANTRELL2020-07-08 MARK CANTRELL2020-07-08
0012017-07-01MIGUEL ANGEL GARCIA2019-04-15
0012016-07-01
0012015-07-01
0012014-07-01DIANE HINCKLEY
0012013-07-01DIANE HINCKLEY
0012012-07-01DIANE HINCKLEY
0012011-07-01STEPHANIE GONTHIER
0012010-07-01STEPHANIE GONTHIER
0012009-07-01STEPHANIE GONTHIER

Plan Statistics for THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2018: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01126
Total number of active participants reported on line 7a of the Form 55002018-07-01145
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-013
Total of all active and inactive participants2018-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01148
Number of participants with account balances2018-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01123
Total number of active participants reported on line 7a of the Form 55002017-07-0197
Number of retired or separated participants receiving benefits2017-07-0129
Total of all active and inactive participants2017-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01126
Number of participants with account balances2017-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01128
Total number of active participants reported on line 7a of the Form 55002016-07-0194
Number of other retired or separated participants entitled to future benefits2016-07-0129
Total of all active and inactive participants2016-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01123
Number of participants with account balances2016-07-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01149
Total number of active participants reported on line 7a of the Form 55002015-07-0190
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0138
Total of all active and inactive participants2015-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01128
Number of participants with account balances2015-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01136
Total number of active participants reported on line 7a of the Form 55002014-07-0191
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-0138
Total of all active and inactive participants2014-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01131
Number of participants with account balances2014-07-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01149
Total number of active participants reported on line 7a of the Form 55002013-07-0189
Number of other retired or separated participants entitled to future benefits2013-07-0141
Total of all active and inactive participants2013-07-01130
Total participants2013-07-01130
Number of participants with account balances2013-07-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01223
Total number of active participants reported on line 7a of the Form 55002012-07-0192
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0155
Total of all active and inactive participants2012-07-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01147
Number of participants with account balances2012-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01158
Total number of active participants reported on line 7a of the Form 55002011-07-01169
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0154
Total of all active and inactive participants2011-07-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01223
Number of participants with account balances2011-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01136
Total number of active participants reported on line 7a of the Form 55002010-07-01101
Number of other retired or separated participants entitled to future benefits2010-07-0157
Total of all active and inactive participants2010-07-01158
Total participants2010-07-01158
Number of participants with account balances2010-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01228
Total number of active participants reported on line 7a of the Form 55002009-07-0197
Number of other retired or separated participants entitled to future benefits2009-07-0139
Total of all active and inactive participants2009-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01136
Number of participants with account balances2009-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$391,794
Total of all expenses incurred2019-06-30$546,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$526,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$215,559
Value of total assets at end of year2019-06-30$3,458,472
Value of total assets at beginning of year2019-06-30$3,612,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$19,502
Total interest from all sources2019-06-30$133
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$18,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$18,177
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$179,187
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$1,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Administrative expenses (other) incurred2019-06-30$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-154,289
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,458,472
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,612,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$19,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,436,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,610,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$7,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$15,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$157,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$36,372
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$526,581
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MAYER HOFMAN MCCANN PC
Accountancy firm EIN2019-06-30431947695
2018 : THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$539,969
Total of all expenses incurred2018-06-30$26,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$10,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$250,261
Value of total assets at end of year2018-06-30$3,612,761
Value of total assets at beginning of year2018-06-30$3,098,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$15,479
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$219,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$219,515
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$213,315
Participant contributions at beginning of year2018-06-30$0
Participant contributions at end of year2018-06-30$1,535
Participant contributions at beginning of year2018-06-30$1,846
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Administrative expenses (other) incurred2018-06-30$390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$513,923
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,612,761
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,098,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,610,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,096,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$70,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$35,681
Employer contributions (assets) at end of year2018-06-30$824
Employer contributions (assets) at beginning of year2018-06-30$632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$10,567
Contract administrator fees2018-06-30$15,089
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MAYER HOFMAN MCCANN PC
Accountancy firm EIN2018-06-30431947695
2017 : THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$546,010
Total of all expenses incurred2017-06-30$79,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$65,072
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$196,979
Value of total assets at end of year2017-06-30$3,098,838
Value of total assets at beginning of year2017-06-30$2,632,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$14,245
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$138,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$138,108
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$161,610
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Participant contributions at end of year2017-06-30$1,846
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$5,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$466,693
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,098,838
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,632,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,096,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,632,145
Interest on participant loans2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$210,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$30,164
Employer contributions (assets) at end of year2017-06-30$632
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$65,072
Contract administrator fees2017-06-30$14,245
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MAYER HOFMAN MCCANN PC
Accountancy firm EIN2017-06-30431947695
2016 : THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$197,221
Total of all expenses incurred2016-06-30$280,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$267,745
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$176,579
Value of total assets at end of year2016-06-30$2,632,145
Value of total assets at beginning of year2016-06-30$2,715,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$12,490
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$166,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$166,208
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$142,810
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-83,014
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,632,145
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,715,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,632,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,688,482
Interest on participant loans2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-145,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$33,769
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$26,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$267,745
Contract administrator fees2016-06-30$12,490
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAYER HOFMAN MCCANN PC
Accountancy firm EIN2016-06-30431947695
2015 : THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$270,365
Total of all expenses incurred2015-06-30$399,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$385,419
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$237,008
Value of total assets at end of year2015-06-30$2,715,159
Value of total assets at beginning of year2015-06-30$2,844,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$13,819
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$183,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$183,576
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$211,338
Participant contributions at end of year2015-06-30$0
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$2,944
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-128,873
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,715,159
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,844,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,688,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,813,794
Interest on participant loans2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-150,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$25,670
Employer contributions (assets) at end of year2015-06-30$26,677
Employer contributions (assets) at beginning of year2015-06-30$27,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$385,419
Contract administrator fees2015-06-30$13,819
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MAYER HOFMAN MCCANN PC
Accountancy firm EIN2015-06-30431947695
2014 : THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$576,426
Total of all expenses incurred2014-06-30$141,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$120,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$181,131
Value of total assets at end of year2014-06-30$2,844,032
Value of total assets at beginning of year2014-06-30$2,409,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$21,328
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$95,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$95,761
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$173,875
Participant contributions at end of year2014-06-30$2,944
Participant contributions at beginning of year2014-06-30$1,390
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$434,731
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,844,032
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,409,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,813,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,375,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$299,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$6,217
Employer contributions (assets) at end of year2014-06-30$27,294
Employer contributions (assets) at beginning of year2014-06-30$31,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$120,367
Contract administrator fees2014-06-30$21,328
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-06-30431947695
2013 : THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$388,542
Total of all expenses incurred2013-06-30$81,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$63,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$146,653
Value of total assets at end of year2013-06-30$2,409,301
Value of total assets at beginning of year2013-06-30$2,102,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$17,898
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$75,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$75,642
Administrative expenses professional fees incurred2013-06-30$17,898
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$114,682
Participant contributions at end of year2013-06-30$1,390
Participant contributions at beginning of year2013-06-30$1,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$307,101
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,409,301
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,102,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,375,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,076,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$166,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$31,971
Employer contributions (assets) at end of year2013-06-30$31,971
Employer contributions (assets) at beginning of year2013-06-30$24,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$63,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-06-30431947695
2012 : THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-06-30$30,564
Total income from all sources (including contributions)2012-06-30$112,105
Total of all expenses incurred2012-06-30$91,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$75,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$119,326
Value of total assets at end of year2012-06-30$2,102,200
Value of total assets at beginning of year2012-06-30$2,051,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$16,502
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$81,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$81,859
Administrative expenses professional fees incurred2012-06-30$16,502
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$94,820
Participant contributions at end of year2012-06-30$1,133
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$403
Total non interest bearing cash at beginning of year2012-06-30$101,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$20,501
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,102,200
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,051,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,076,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,948,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-89,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$24,103
Employer contributions (assets) at end of year2012-06-30$24,103
Employer contributions (assets) at beginning of year2012-06-30$1,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$75,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-06-30431947695
2011 : THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$559,523
Total of all expenses incurred2011-06-30$149,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$134,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$213,979
Value of total assets at end of year2011-06-30$2,051,135
Value of total assets at beginning of year2011-06-30$1,641,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$15,035
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$47,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$47,661
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$88,057
Other income not declared elsewhere2011-06-30$7,525
Administrative expenses (other) incurred2011-06-30$15,035
Total non interest bearing cash at end of year2011-06-30$101,478
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$409,682
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,051,135
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,641,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,948,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,636,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$290,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$125,922
Employer contributions (assets) at end of year2011-06-30$1,558
Employer contributions (assets) at beginning of year2011-06-30$4,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$134,806
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-06-30431947695
2010 : THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN

2018: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE FLORIDA ORCHESTRA 403(B) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63062-1
Policy instance 1
Insurance contract or identification numberMR 63062-1
Number of Individuals Covered145
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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