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EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA
Plan identification number 002

EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA 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.
  • 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

HEALTH COUNCIL OF SOUTH FLORIDA INC has sponsored the creation of one or more 401k plans.

Company Name:HEALTH COUNCIL OF SOUTH FLORIDA INC
Employer identification number (EIN):592268478
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 BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01NICOLE MARRIOTT2024-07-31
0022022-01-01NICOLE MARRIOTT2023-07-13
0022021-01-01NICOLE MARRIOTT2022-10-24
0022021-01-01NICOLE MARRIOTT2022-10-24
0022020-01-01NICOLE MARRIOTT2021-10-14
0022020-01-01NICOLE MARRIOTT2021-10-14
0022018-01-01NICOLE MARRIOTT2019-09-11
0022017-01-01ROXANNE ORTIZ2018-07-11 ROXANNE ORTIZ2018-07-11
0022016-01-01MARISEL LOSA2017-07-20 MARISEL LOSA2017-07-20
0022015-01-01MARISEL LOSA2016-06-22 MARISEL LOSA2016-06-22
0022014-01-01MARISEL LOSA2015-07-30 MARISEL LOSA2015-07-30
0022011-01-01MARISEL LOSA2012-07-31
0022010-01-01MARISEL LOSA2011-10-13

Plan Statistics for EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA

Measure Date Value
2025: EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA 2025 401k membership
Total number of particpants at beginning of year2025-07-3119
Total number of particpants at end of year2025-07-3119
Number of Participants With Account Balances2025-07-3119
2024: EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA 2024 401k membership
Total number of particpants at beginning of year2024-07-3117
Total number of particpants at end of year2024-07-3119
Number of Participants With Account Balances2024-07-3119
2022: EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA 2022 401k membership
Total number of particpants at beginning of year2022-10-2416
Total number of particpants at end of year2022-10-2414
Number of Participants With Account Balances2022-10-2414

Financial Data on EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA

Measure Date Value
2025 : EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA 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 year2025-07-3119447
Net assets as of the end of the plan year2025-07-31350057
Total assets as of the beginning of the plan year2025-07-31297805
Value of plan covered by a fidelity bond2025-07-3190000
Participant contributions to plan in this plan year2025-07-310
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 year2025-07-3139757
Plan net income in this plan year2025-07-3152252
Net assets as of the end of the plan year2025-07-31350057
Net assets as of the beginning of the plan year2025-07-31297805
Employer contributions to plan in this plan year2025-07-3131942
Fees paid to broker by Benefit Provider2025-07-31217
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31179
2024 : EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-312939
Net assets as of the end of the plan year2024-07-31297805
Total assets as of the beginning of the plan year2024-07-31220858
Value of plan covered by a fidelity bond2024-07-3190000
Participant contributions to plan in this plan year2024-07-310
Value of participant loans at end of plan year2024-07-3114294
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-3114551
Other income to plan in this plan year2024-07-3135164
Plan net income in this plan year2024-07-3176947
Net assets as of the end of the plan year2024-07-31297805
Net assets as of the beginning of the plan year2024-07-31220858
Employer contributions to plan in this plan year2024-07-3130171
Fees paid to broker by Benefit Provider2024-07-3193
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3169
2022 : EMPLOYEE BENEFITS PLAN OF HEALTH COUNCIL OF SOUTH FLORIDA 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-240
Total liabilities as of the end of the plan year2022-10-240
Total liabilities as of the beginning of the plan year2022-10-240
Total expenses incurred by plan in this plan year2022-10-2446552
Net assets as of the end of the plan year2022-10-24231159
Total assets as of the beginning of the plan year2022-10-24237766
Value of plan covered by a fidelity bond2022-10-2490000
Participant contributions to plan in this plan year2022-10-242181
Value of participant loans at end of plan year2022-10-2424965
Other expenses paid from plan in this plan year2022-10-24102
Other contributions to plan in this plan year2022-10-241816
Other income to plan in this plan year2022-10-2423732
Plan net income in this plan year2022-10-24-6607
Net assets as of the end of the plan year2022-10-24231159
Net assets as of the beginning of the plan year2022-10-24237766
Employer contributions to plan in this plan year2022-10-2412216
Fees paid to broker by Benefit Provider2022-10-2494

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