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THE FIRST TEE OF NORTH FLORIDA RETIREMENT PLAN 401k Plan overview

Plan NameTHE FIRST TEE OF NORTH FLORIDA RETIREMENT PLAN
Plan identification number 001

THE FIRST TEE OF NORTH FLORIDA 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.
  • 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

THE FIRST TEE OF NORTH FLORIDA has sponsored the creation of one or more 401k plans.

Company Name:THE FIRST TEE OF NORTH FLORIDA
Employer identification number (EIN):593577327
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FIRST TEE OF NORTH FLORIDA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMBER KING2024-06-21
0012022-01-01AMBER KING2023-06-26
0012021-01-01AMBER KING2022-06-29
0012020-01-01AMBER KING2021-06-18
0012019-01-01AMBER KING2020-07-06
0012018-01-01AMBER KING2019-06-12
0012017-01-01AMBER KING2018-07-16
0012016-04-01AMBER KING2017-07-28

Financial Data on THE FIRST TEE OF NORTH FLORIDA RETIREMENT PLAN

Measure Date Value
2025 : THE FIRST TEE OF NORTH FLORIDA RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-1528674
Net assets as of the end of the plan year2025-04-15135812
Total assets as of the beginning of the plan year2025-04-15124128
Value of plan covered by a fidelity bond2025-04-1520000
Participant contributions to plan in this plan year2025-04-1515941
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-1517354
Plan net income in this plan year2025-04-1511684
Net assets as of the end of the plan year2025-04-15135812
Net assets as of the beginning of the plan year2025-04-15124128
Employer contributions to plan in this plan year2025-04-157063
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-152824
2024 : THE FIRST TEE OF NORTH FLORIDA RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-210
Total liabilities as of the end of the plan year2024-06-210
Total liabilities as of the beginning of the plan year2024-06-210
Total expenses incurred by plan in this plan year2024-06-2148
Net assets as of the end of the plan year2024-06-21124128
Total assets as of the beginning of the plan year2024-06-21193678
Value of plan covered by a fidelity bond2024-06-2120000
Participant contributions to plan in this plan year2024-06-211315
Other expenses paid from plan in this plan year2024-06-210
Other contributions to plan in this plan year2024-06-210
Other income to plan in this plan year2024-06-21-70817
Plan net income in this plan year2024-06-21-69550
Net assets as of the end of the plan year2024-06-21124128
Net assets as of the beginning of the plan year2024-06-21193678
Employer contributions to plan in this plan year2024-06-210
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2148
2022 : THE FIRST TEE OF NORTH FLORIDA RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-29929
Net assets as of the end of the plan year2022-06-29211459
Total assets as of the beginning of the plan year2022-06-29173581
Value of plan covered by a fidelity bond2022-06-297000
Participant contributions to plan in this plan year2022-06-2912716
Other income to plan in this plan year2022-06-2919397
Plan net income in this plan year2022-06-2937878
Net assets as of the end of the plan year2022-06-29211459
Net assets as of the beginning of the plan year2022-06-29173581
Employer contributions to plan in this plan year2022-06-296694
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-29230

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