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TAX DEFERRED ANNUITY PLAN OF FLORIDA LEGAL SERVICES, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF FLORIDA LEGAL SERVICES, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF FLORIDA LEGAL SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

FLORIDA LEGAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FLORIDA LEGAL SERVICES, INC.
Employer identification number (EIN):591436126
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF FLORIDA LEGAL SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01CHRISTOPHER JONES2022-07-26 CHRISTOPHER JONES2022-07-26
0022020-01-01CHRISTOPHER JONES2021-07-27
0022019-01-01CHRISTOPHER JONES2020-07-31 CHRISTOPHER JONES2020-07-31
0022018-01-01BRIANNA JONES2019-10-10
0022017-01-01LEA REMIGIO2018-07-19
0022017-01-01LEA REMIGIO2018-10-15
0022016-01-01LEA REMIGIO2018-01-19
0022016-01-01
0022015-01-01LEA REMIGIO2016-10-14
0022014-01-01BARBARA O'STEAN2015-07-28 BARBARA O'STEAN2015-07-28
0022013-01-01BARBARA O'STEAN2014-07-31
0022012-01-01BARBARA O'STEAN2013-05-03
0022011-01-01BARBARA OSTEAN2012-06-05
0022010-01-01BARBARA OSTEAN2011-09-07

Financial Data on TAX DEFERRED ANNUITY PLAN OF FLORIDA LEGAL SERVICES, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF FLORIDA LEGAL SERVICES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-220
Total liabilities as of the end of the plan year2025-10-220
Total liabilities as of the beginning of the plan year2025-10-220
Total expenses incurred by plan in this plan year2025-10-2292079
Net assets as of the end of the plan year2025-10-223308942
Total assets as of the beginning of the plan year2025-10-223020772
Value of plan covered by a fidelity bond2025-10-22500000
Participant contributions to plan in this plan year2025-10-2240396
Other expenses paid from plan in this plan year2025-10-220
Other contributions to plan in this plan year2025-10-220
Other income to plan in this plan year2025-10-22339853
Plan net income in this plan year2025-10-22288170
Net assets as of the end of the plan year2025-10-223308942
Net assets as of the beginning of the plan year2025-10-223020772
Employer contributions to plan in this plan year2025-10-220
Fees paid to broker by Benefit Provider2025-10-2267
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-220
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 year2025-07-3192079
Net assets as of the end of the plan year2025-07-313308942
Total assets as of the beginning of the plan year2025-07-313020772
Value of plan covered by a fidelity bond2025-07-31500000
Participant contributions to plan in this plan year2025-07-3140396
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 year2025-07-31339853
Plan net income in this plan year2025-07-31288170
Net assets as of the end of the plan year2025-07-313308942
Net assets as of the beginning of the plan year2025-07-313020772
Employer contributions to plan in this plan year2025-07-310
Fees paid to broker by Benefit Provider2025-07-3167
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-310
2022 : TAX DEFERRED ANNUITY PLAN OF FLORIDA LEGAL SERVICES, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-26326766
Net assets as of the end of the plan year2022-07-263390068
Total assets as of the beginning of the plan year2022-07-263344453
Value of plan covered by a fidelity bond2022-07-261000000
Participant contributions to plan in this plan year2022-07-2633000
Other expenses paid from plan in this plan year2022-07-2646
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26339381
Plan net income in this plan year2022-07-2645615
Net assets as of the end of the plan year2022-07-263390068
Net assets as of the beginning of the plan year2022-07-263344453
Employer contributions to plan in this plan year2022-07-260
Fees paid to broker by Benefit Provider2022-07-2656
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-260

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