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403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA 401k Plan overview

Plan Name403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA
Plan identification number 001

403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA 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.
  • 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

MANASOTA LIGHTHOUSE FOR THE BLIND has sponsored the creation of one or more 401k plans.

Company Name:MANASOTA LIGHTHOUSE FOR THE BLIND
Employer identification number (EIN):592591136
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01ALEXANDRA FOLEY2024-04-29
0012021-10-01LISA HOWARD2023-05-01
0012021-10-01LISA HOWARD2023-11-03
0012020-10-01LISA HOWARD2022-04-14
0012019-10-01LISA HOWARD2021-04-08
0012018-10-01LISA HOWARD2020-03-20
0012017-10-01LISA HOWARD2019-04-26
0012016-10-01LISA HOWARD2018-04-17

Plan Statistics for 403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA

401k plan membership statisitcs for 403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA

Measure Date Value
2025: 403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA 2025 401k membership
Total number of particpants at beginning of year2025-07-1526
Total number of particpants at end of year2025-07-1528
Number of Participants With Account Balances2025-07-1527
2023: 403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA 2023 401k membership
Total number of particpants at beginning of year2023-11-0333
Total number of particpants at end of year2023-11-0321
Number of Participants With Account Balances2023-11-0320

Financial Data on 403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA

Measure Date Value
2025 : 403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-150
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-1517155
Net assets as of the end of the plan year2025-07-15920617
Total assets as of the beginning of the plan year2025-07-15612403
Value of plan covered by a fidelity bond2025-07-1570000
Participant contributions to plan in this plan year2025-07-15115597
Other expenses paid from plan in this plan year2025-07-150
Other contributions to plan in this plan year2025-07-1514449
Other income to plan in this plan year2025-07-15168672
Plan net income in this plan year2025-07-15308214
Net assets as of the end of the plan year2025-07-15920617
Net assets as of the beginning of the plan year2025-07-15612403
Employer contributions to plan in this plan year2025-07-1526651
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-15216
2023 : 403(B) THRIFT PLAN OF MANA-SOTA LIGHTHOUSE FOR THE BLIND, INC. D/B/A LIGHTHOUSE OF MANASOTA 2023 401k financial data
Total transfers to/from plan in this plan year2023-11-030
Total liabilities as of the end of the plan year2023-11-030
Total liabilities as of the beginning of the plan year2023-11-030
Total expenses incurred by plan in this plan year2023-11-0329408
Net assets as of the end of the plan year2023-11-03431887
Total assets as of the beginning of the plan year2023-11-03445283
Value of plan covered by a fidelity bond2023-11-0350000
Participant contributions to plan in this plan year2023-11-0387338
Other expenses paid from plan in this plan year2023-11-030
Other contributions to plan in this plan year2023-11-030
Other income to plan in this plan year2023-11-03-91439
Plan net income in this plan year2023-11-03-13396
Net assets as of the end of the plan year2023-11-03431887
Net assets as of the beginning of the plan year2023-11-03445283
Employer contributions to plan in this plan year2023-11-0320113

Potentially related plans

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