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THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTHE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN
Plan identification number 001

THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN 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.
  • 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

THE PLANTATION AT PONTE VEDRA, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE PLANTATION AT PONTE VEDRA, INC.
Employer identification number (EIN):592855473
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALEATHA OAKS2024-10-14 ALEATHA OAKS2024-10-14
0012022-01-01ALEATHA OAKS2023-10-09
0012021-01-01TOM RICE2022-09-19
0012020-01-01TOM RICE2021-09-13
0012018-01-01TOM RICE2019-05-15
0012017-01-01TOM RICE2018-03-15
0012016-01-01TOM RICE2017-02-06
0012015-01-01TOM RICE2016-03-18
0012013-01-01TOM RICE2014-02-17
0012012-01-01TOM RICE2013-07-25
0012011-01-01TOM RICE2012-09-20
0012010-01-01JAN KIBLER2011-05-26

Plan Statistics for THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN

Measure Date Value
2025: THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1593
Total number of particpants at end of year2025-10-1591
Number of Participants With Account Balances2025-10-1558
2024: THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1489
Total number of particpants at end of year2024-10-1490
Number of Participants With Account Balances2024-10-1459

Financial Data on THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN

Measure Date Value
2025 : THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-15450523
Net assets as of the end of the plan year2025-10-152559337
Total assets as of the beginning of the plan year2025-10-152478430
Value of plan covered by a fidelity bond2025-10-152250000
Participant contributions to plan in this plan year2025-10-15186601
Other income to plan in this plan year2025-10-15262890
Plan net income in this plan year2025-10-1580907
Net assets as of the end of the plan year2025-10-152559337
Net assets as of the beginning of the plan year2025-10-152478430
Employer contributions to plan in this plan year2025-10-1581939
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-155251
2024 : THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-14131269
Net assets as of the end of the plan year2024-10-142478430
Total assets as of the beginning of the plan year2024-10-142047918
Value of plan covered by a fidelity bond2024-10-142250000
Participant contributions to plan in this plan year2024-10-14172948
Other income to plan in this plan year2024-10-14304800
Plan net income in this plan year2024-10-14430512
Net assets as of the end of the plan year2024-10-142478430
Net assets as of the beginning of the plan year2024-10-142047918
Employer contributions to plan in this plan year2024-10-1484033
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-144618

Potentially related plans

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