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TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF THE SUN COAST, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF THE SUN COAST, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF THE SUN COAST, INC. 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.
  • 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

BIG BROTHERS/BIG SISTERS OF THE SUN COAST, INC. has sponsored the creation of one or more 401k plans.

Company Name:BIG BROTHERS/BIG SISTERS OF THE SUN COAST, INC.
Employer identification number (EIN):591361826
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF THE SUN COAST, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK FERSTER2024-07-22
0012022-01-01MARK FERSTER2023-09-15
0012021-01-01MARK FERSTER2022-09-21
0012020-01-01MARK FERSTER2021-07-23
0012019-01-01MARK FERSTER2020-06-30
0012018-01-01MARK FERSTER2019-07-16
0012017-01-01MARK FERSTER2018-07-27
0012016-01-01MARK FERSTER2017-05-09 MARK FERSTER2017-05-09
0012015-01-01MARK FERSTER2016-05-13 MARK FERSTER2016-05-13
0012014-01-01MARK FERSTER2015-09-14
0012014-01-01MARK FERSTER2015-09-14
0012013-01-01MARK FERSTER2014-06-24
0012012-01-01MARK FERSTER2013-04-15
0012011-01-01MARK FERSTER2012-04-25
0012010-01-01MARK FERSTER2011-06-03

Financial Data on TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF THE SUN COAST, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF THE SUN COAST, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-3132448
Net assets as of the end of the plan year2025-07-31910365
Total assets as of the beginning of the plan year2025-07-31652193
Value of plan covered by a fidelity bond2025-07-3170000
Participant contributions to plan in this plan year2025-07-31145443
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3198602
Plan net income in this plan year2025-07-31258172
Net assets as of the end of the plan year2025-07-31910365
Net assets as of the beginning of the plan year2025-07-31652193
Employer contributions to plan in this plan year2025-07-3146575
Fees paid to broker by Benefit Provider2025-07-31228
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31271
2024 : TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF THE SUN COAST, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-220
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-2291522
Net assets as of the end of the plan year2024-07-22652193
Total assets as of the beginning of the plan year2024-07-22518210
Value of plan covered by a fidelity bond2024-07-2270000
Participant contributions to plan in this plan year2024-07-22101726
Value of participant loans at end of plan year2024-07-222573
Other expenses paid from plan in this plan year2024-07-22192
Other contributions to plan in this plan year2024-07-221792
Other income to plan in this plan year2024-07-2287919
Plan net income in this plan year2024-07-22133983
Net assets as of the end of the plan year2024-07-22652193
Net assets as of the beginning of the plan year2024-07-22518210
Employer contributions to plan in this plan year2024-07-2234068
Fees paid to broker by Benefit Provider2024-07-22421
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-220

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