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TAMPA BAY ACADEMY OF HOPE INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTAMPA BAY ACADEMY OF HOPE INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

TAMPA BAY ACADEMY OF HOPE INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

TAMPA BAY ACADEMY OF HOPE INC has sponsored the creation of one or more 401k plans.

Company Name:TAMPA BAY ACADEMY OF HOPE INC
Employer identification number (EIN):593390040
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMPA BAY ACADEMY OF HOPE INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-07-09
0012022-01-01EDWARD ROJAS2023-07-07
0012021-01-01EDWARD ROJAS2022-07-08
0012020-01-01EDWARD ROJAS2021-06-02
0012019-01-01EDWARD ROJAS2020-06-16

Financial Data on TAMPA BAY ACADEMY OF HOPE INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : TAMPA BAY ACADEMY OF HOPE INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-050
Total liabilities as of the end of the plan year2025-06-050
Total liabilities as of the beginning of the plan year2025-06-050
Total expenses incurred by plan in this plan year2025-06-051463
Net assets as of the end of the plan year2025-06-0575832
Total assets as of the beginning of the plan year2025-06-0568852
Participant contributions to plan in this plan year2025-06-050
Other expenses paid from plan in this plan year2025-06-050
Other contributions to plan in this plan year2025-06-050
Other income to plan in this plan year2025-06-058443
Plan net income in this plan year2025-06-056980
Net assets as of the end of the plan year2025-06-0575832
Net assets as of the beginning of the plan year2025-06-0568852
Employer contributions to plan in this plan year2025-06-050
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-051463
2024 : TAMPA BAY ACADEMY OF HOPE INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-090
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-093313
Net assets as of the end of the plan year2024-07-0968852
Total assets as of the beginning of the plan year2024-07-0962279
Participant contributions to plan in this plan year2024-07-090
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-099886
Plan net income in this plan year2024-07-096573
Net assets as of the end of the plan year2024-07-0968852
Net assets as of the beginning of the plan year2024-07-0962279
Employer contributions to plan in this plan year2024-07-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-091380
2022 : TAMPA BAY ACADEMY OF HOPE INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-080
Total liabilities as of the end of the plan year2022-07-080
Total liabilities as of the beginning of the plan year2022-07-080
Total expenses incurred by plan in this plan year2022-07-081971
Net assets as of the end of the plan year2022-07-0884975
Total assets as of the beginning of the plan year2022-07-0842676
Participant contributions to plan in this plan year2022-07-0819747
Value of participant loans at end of plan year2022-07-08994
Other expenses paid from plan in this plan year2022-07-080
Other contributions to plan in this plan year2022-07-080
Other income to plan in this plan year2022-07-087403
Plan net income in this plan year2022-07-0842299
Net assets as of the end of the plan year2022-07-0884975
Net assets as of the beginning of the plan year2022-07-0842676
Employer contributions to plan in this plan year2022-07-0817120
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-08625

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