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EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, INC.
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

NORTHEAST FLORIDA AREA AGENCY ON AG ING, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHEAST FLORIDA AREA AGENCY ON AG ING, INC.
Employer identification number (EIN):591569867
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JAMES LEE2024-06-24
0032022-01-01JAMES LEE2023-11-16
0032021-01-01TRINA NULLET2023-02-13
0032020-01-01JAMES LEE2021-07-26
0032019-01-01JALYNNE SANTIAGO2020-07-17
0032018-01-01JALYNNE SANTIAGO2019-07-31
0032017-01-01JALYNNE SANTIAGO2018-07-31 JALYNNE SANTIAGO2018-07-31
0032016-01-01JALYNNE SANTIAGO2017-06-15 JALYNNE SANTIAGO2017-06-15
0032015-01-01JALYNNE SANTIAGO2016-08-01 JALYNNE SANTIAGO2016-08-01
0032014-01-01RICK ROBBINS2015-07-14 RICK ROBBINS2015-07-14
0032013-01-01RICK ROBBINS2014-06-30 RICK ROBBINS2014-06-30
0032012-01-01PAMELA AYERS2013-07-29 PAMELA AYERS2013-07-29
0032011-01-01WILLIAM HARDY2012-07-13 WILLIAM HARDY2012-07-13
0032010-01-01WILLIAM HARDY2011-07-07

Financial Data on EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-020
Total liabilities as of the end of the plan year2025-05-020
Total liabilities as of the beginning of the plan year2025-05-020
Total expenses incurred by plan in this plan year2025-05-02170839
Net assets as of the end of the plan year2025-05-024144110
Total assets as of the beginning of the plan year2025-05-023464904
Value of plan covered by a fidelity bond2025-05-02500000
Participant contributions to plan in this plan year2025-05-02145401
Value of participant loans at end of plan year2025-05-0262987
Other expenses paid from plan in this plan year2025-05-020
Other contributions to plan in this plan year2025-05-023191
Other income to plan in this plan year2025-05-02467729
Plan net income in this plan year2025-05-02679206
Net assets as of the end of the plan year2025-05-024144110
Net assets as of the beginning of the plan year2025-05-023464904
Employer contributions to plan in this plan year2025-05-02233724
Fees paid to broker by Benefit Provider2025-05-02822
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-02822
2024 : EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-24114313
Net assets as of the end of the plan year2024-06-243464904
Total assets as of the beginning of the plan year2024-06-242752295
Value of plan covered by a fidelity bond2024-06-24500000
Participant contributions to plan in this plan year2024-06-24121529
Value of participant loans at end of plan year2024-06-2428698
Other expenses paid from plan in this plan year2024-06-24403
Other contributions to plan in this plan year2024-06-2434365
Other income to plan in this plan year2024-06-24445997
Plan net income in this plan year2024-06-24712609
Net assets as of the end of the plan year2024-06-243464904
Net assets as of the beginning of the plan year2024-06-242752295
Employer contributions to plan in this plan year2024-06-24225031
Fees paid to broker by Benefit Provider2024-06-24628
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-240

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