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THE EDUCATION FUND, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTHE EDUCATION FUND, INC. RETIREMENT PLAN
Plan identification number 001

THE EDUCATION FUND, INC. RETIREMENT PLAN 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(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.
  • 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

THE EDUCATION FUND, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE EDUCATION FUND, INC.
Employer identification number (EIN):592468114
NAIC Classification:611000

Additional information about THE EDUCATION FUND, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1984-08-21
Company Identification Number: N04800
Legal Registered Office Address: AKERMAN SENTERFITT & EIDISON PA

MIAMI

33131

More information about THE EDUCATION FUND, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EDUCATION FUND, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LINDA LECHT2024-07-02
0012022-01-01LINDA LECHT2023-07-18
0012021-01-01LINDA LECHT2022-10-13
0012020-01-01LINDA LECHT2021-09-15
0012019-01-01LINDA LECHT2020-09-17
0012018-01-01LINDA LECHT2019-07-31
0012017-01-01LINDA LECHT2018-06-19
0012016-01-01LINDA LECHT2017-07-19

Financial Data on THE EDUCATION FUND, INC. RETIREMENT PLAN

Measure Date Value
2025 : THE EDUCATION FUND, INC. RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-083004
Net assets as of the end of the plan year2025-07-08798691
Total assets as of the beginning of the plan year2025-07-08594528
Value of plan covered by a fidelity bond2025-07-08340000
Participant contributions to plan in this plan year2025-07-0885344
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-0888346
Plan net income in this plan year2025-07-08204163
Net assets as of the end of the plan year2025-07-08798691
Net assets as of the beginning of the plan year2025-07-08594528
Employer contributions to plan in this plan year2025-07-0833477
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0863
2024 : THE EDUCATION FUND, INC. RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-020
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-0242878
Net assets as of the end of the plan year2024-07-02594528
Total assets as of the beginning of the plan year2024-07-02443108
Value of plan covered by a fidelity bond2024-07-02340000
Participant contributions to plan in this plan year2024-07-0267613
Other expenses paid from plan in this plan year2024-07-020
Other contributions to plan in this plan year2024-07-0214988
Other income to plan in this plan year2024-07-0284510
Plan net income in this plan year2024-07-02151420
Net assets as of the end of the plan year2024-07-02594528
Net assets as of the beginning of the plan year2024-07-02443108
Employer contributions to plan in this plan year2024-07-0227187
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-02580

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