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EMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, 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 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.
  • 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

SENIORS IN SERVICE OF TAMPA BAY INC has sponsored the creation of one or more 401k plans.

Company Name:SENIORS IN SERVICE OF TAMPA BAY INC
Employer identification number (EIN):592422975
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEATHER ROGERS2024-07-12
0012022-01-01HEATHER ROGERS2023-09-06
0012021-01-01HEATHER ROGERS2022-10-07
0012020-01-01HEATHER ROGERS2021-06-25
0012019-01-01HEATHER ROGERS2020-07-30

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-2935
Total number of particpants at end of year2025-07-2934
Number of Participants With Account Balances2025-07-2928
2024: EMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-1231
Total number of particpants at end of year2024-07-1235
Number of Participants With Account Balances2024-07-1229

Financial Data on EMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-29115227
Net assets as of the end of the plan year2025-07-29615832
Total assets as of the beginning of the plan year2025-07-29560520
Value of plan covered by a fidelity bond2025-07-2960000
Participant contributions to plan in this plan year2025-07-2981127
Value of participant loans at end of plan year2025-07-296177
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-29857
Other income to plan in this plan year2025-07-2951215
Plan net income in this plan year2025-07-2955312
Net assets as of the end of the plan year2025-07-29615832
Net assets as of the beginning of the plan year2025-07-29560520
Employer contributions to plan in this plan year2025-07-2937340
Fees paid to broker by Benefit Provider2025-07-29196
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2998
2024 : EMPLOYEE BENEFIT PLAN OF SENIORS IN SERVICE OF TAMPA BAY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-120
Total liabilities as of the end of the plan year2024-07-120
Total liabilities as of the beginning of the plan year2024-07-120
Total expenses incurred by plan in this plan year2024-07-123192
Net assets as of the end of the plan year2024-07-12560520
Total assets as of the beginning of the plan year2024-07-12394221
Value of plan covered by a fidelity bond2024-07-1260000
Participant contributions to plan in this plan year2024-07-1277069
Value of participant loans at end of plan year2024-07-123921
Other expenses paid from plan in this plan year2024-07-120
Other contributions to plan in this plan year2024-07-125843
Other income to plan in this plan year2024-07-1253662
Plan net income in this plan year2024-07-12166299
Net assets as of the end of the plan year2024-07-12560520
Net assets as of the beginning of the plan year2024-07-12394221
Employer contributions to plan in this plan year2024-07-1232917
Fees paid to broker by Benefit Provider2024-07-12215
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1266

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