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EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 401k Plan overview

Plan NameEARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B)
Plan identification number 002

EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

EARLY LEARNING COALITION OF THE PASCO AND HERNANDO COUNTIES INC. has sponsored the creation of one or more 401k plans.

Company Name:EARLY LEARNING COALITION OF THE PASCO AND HERNANDO COUNTIES INC.
Employer identification number (EIN):593639528
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01EDWARD J SERRA CPA
0022022-07-01
0022022-07-01EDWARD J SERRA CPA
0022021-07-01
0022021-07-01EDWARD J SERRA CPA
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01EDWARD J SERRA CPA
0022016-07-01JAMES J FARRELLY
0022015-07-01JAMES J FARRELLY
0022014-07-01JAMES J FARRELLY
0022013-07-01JAMES J FARRELLY
0022012-07-01JAMES J FARRELLY
0022011-07-01JAMES J FARRELLY
0022010-07-01JAMES J FARRELLY

Financial Data on EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B)

Measure Date Value
2023 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2023 401k financial data
Total income from all sources2023-06-30$495,465
Expenses. Total of all expenses incurred2023-06-30$121,058
Benefits paid (including direct rollovers)2023-06-30$121,058
Total plan assets at end of year2023-06-30$1,961,837
Total plan assets at beginning of year2023-06-30$1,587,430
Value of fidelity bond covering the plan2023-06-30$100,000
Total contributions received or receivable from participants2023-06-30$108,025
Contributions received from other sources (not participants or employers)2023-06-30$25,770
Other income received2023-06-30$219,859
Net income (gross income less expenses)2023-06-30$374,407
Net plan assets at end of year (total assets less liabilities)2023-06-30$1,961,837
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$1,587,430
Assets. Value of participant loans2023-06-30$93,273
Total contributions received or receivable from employer(s)2023-06-30$141,811
2022 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2022 401k financial data
Total income from all sources2022-06-30$-102,376
Expenses. Total of all expenses incurred2022-06-30$103,644
Benefits paid (including direct rollovers)2022-06-30$103,611
Total plan assets at end of year2022-06-30$1,587,430
Total plan assets at beginning of year2022-06-30$1,793,450
Value of fidelity bond covering the plan2022-06-30$100,000
Total contributions received or receivable from participants2022-06-30$96,018
Expenses. Other expenses not covered elsewhere2022-06-30$33
Other income received2022-06-30$-310,727
Net income (gross income less expenses)2022-06-30$-206,020
Net plan assets at end of year (total assets less liabilities)2022-06-30$1,587,430
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$1,793,450
Assets. Value of participant loans2022-06-30$75,425
Total contributions received or receivable from employer(s)2022-06-30$112,333
2021 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2021 401k financial data
Total income from all sources2021-06-30$522,541
Expenses. Total of all expenses incurred2021-06-30$12,642
Benefits paid (including direct rollovers)2021-06-30$12,596
Total plan assets at end of year2021-06-30$1,793,450
Total plan assets at beginning of year2021-06-30$1,283,551
Value of fidelity bond covering the plan2021-06-30$100,000
Total contributions received or receivable from participants2021-06-30$80,990
Expenses. Other expenses not covered elsewhere2021-06-30$46
Other income received2021-06-30$349,050
Net income (gross income less expenses)2021-06-30$509,899
Net plan assets at end of year (total assets less liabilities)2021-06-30$1,793,450
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$1,283,551
Assets. Value of participant loans2021-06-30$37,925
Total contributions received or receivable from employer(s)2021-06-30$92,501
2020 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2020 401k financial data
Total income from all sources2020-06-30$289,790
Expenses. Total of all expenses incurred2020-06-30$242,523
Benefits paid (including direct rollovers)2020-06-30$242,449
Total plan assets at end of year2020-06-30$1,283,551
Total plan assets at beginning of year2020-06-30$1,236,284
Value of fidelity bond covering the plan2020-06-30$100,000
Total contributions received or receivable from participants2020-06-30$77,613
Expenses. Other expenses not covered elsewhere2020-06-30$74
Other income received2020-06-30$131,076
Net income (gross income less expenses)2020-06-30$47,267
Net plan assets at end of year (total assets less liabilities)2020-06-30$1,283,551
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,236,284
Assets. Value of participant loans2020-06-30$34,627
Total contributions received or receivable from employer(s)2020-06-30$81,101
2019 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2019 401k financial data
Total income from all sources2019-06-30$208,998
Expenses. Total of all expenses incurred2019-06-30$37,218
Benefits paid (including direct rollovers)2019-06-30$37,144
Total plan assets at end of year2019-06-30$1,236,284
Total plan assets at beginning of year2019-06-30$1,064,504
Value of fidelity bond covering the plan2019-06-30$100,000
Total contributions received or receivable from participants2019-06-30$77,939
Expenses. Other expenses not covered elsewhere2019-06-30$74
Other income received2019-06-30$58,421
Net income (gross income less expenses)2019-06-30$171,780
Net plan assets at end of year (total assets less liabilities)2019-06-30$1,236,284
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,064,504
Assets. Value of participant loans2019-06-30$26,694
Total contributions received or receivable from employer(s)2019-06-30$72,638
2018 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2018 401k financial data
Total income from all sources2018-06-30$263,618
Expenses. Total of all expenses incurred2018-06-30$30,266
Benefits paid (including direct rollovers)2018-06-30$30,193
Total plan assets at end of year2018-06-30$1,064,504
Total plan assets at beginning of year2018-06-30$831,152
Value of fidelity bond covering the plan2018-06-30$100,000
Total contributions received or receivable from participants2018-06-30$81,176
Expenses. Other expenses not covered elsewhere2018-06-30$73
Other income received2018-06-30$100,977
Net income (gross income less expenses)2018-06-30$233,352
Net plan assets at end of year (total assets less liabilities)2018-06-30$1,064,504
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$831,152
Assets. Value of participant loans2018-06-30$17,956
Total contributions received or receivable from employer(s)2018-06-30$81,465
2017 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2017 401k financial data
Total income from all sources2017-06-30$264,490
Expenses. Total of all expenses incurred2017-06-30$130,869
Benefits paid (including direct rollovers)2017-06-30$130,704
Total plan assets at end of year2017-06-30$831,152
Total plan assets at beginning of year2017-06-30$697,531
Value of fidelity bond covering the plan2017-06-30$100,000
Total contributions received or receivable from participants2017-06-30$93,219
Expenses. Other expenses not covered elsewhere2017-06-30$165
Other income received2017-06-30$94,206
Net income (gross income less expenses)2017-06-30$133,621
Net plan assets at end of year (total assets less liabilities)2017-06-30$831,152
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$697,531
Assets. Value of participant loans2017-06-30$28,917
Total contributions received or receivable from employer(s)2017-06-30$77,065
2016 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2016 401k financial data
Total income from all sources2016-06-30$142,963
Expenses. Total of all expenses incurred2016-06-30$134,067
Benefits paid (including direct rollovers)2016-06-30$133,804
Total plan assets at end of year2016-06-30$697,531
Total plan assets at beginning of year2016-06-30$688,635
Value of fidelity bond covering the plan2016-06-30$50,000
Total contributions received or receivable from participants2016-06-30$88,948
Expenses. Other expenses not covered elsewhere2016-06-30$263
Other income received2016-06-30$-4,862
Net income (gross income less expenses)2016-06-30$8,896
Net plan assets at end of year (total assets less liabilities)2016-06-30$697,531
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$688,635
Assets. Value of participant loans2016-06-30$20,377
Total contributions received or receivable from employer(s)2016-06-30$58,877
2015 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2015 401k financial data
Total income from all sources2015-06-30$173,003
Expenses. Total of all expenses incurred2015-06-30$38,069
Benefits paid (including direct rollovers)2015-06-30$37,769
Total plan assets at end of year2015-06-30$688,635
Total plan assets at beginning of year2015-06-30$553,701
Value of fidelity bond covering the plan2015-06-30$50,000
Total contributions received or receivable from participants2015-06-30$88,545
Expenses. Other expenses not covered elsewhere2015-06-30$300
Other income received2015-06-30$29,579
Net income (gross income less expenses)2015-06-30$134,934
Net plan assets at end of year (total assets less liabilities)2015-06-30$688,635
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$553,701
Total contributions received or receivable from employer(s)2015-06-30$54,879
2014 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2014 401k financial data
Total income from all sources2014-06-30$177,824
Expenses. Total of all expenses incurred2014-06-30$12,194
Benefits paid (including direct rollovers)2014-06-30$11,913
Total plan assets at end of year2014-06-30$553,701
Total plan assets at beginning of year2014-06-30$388,071
Value of fidelity bond covering the plan2014-06-30$50,000
Total contributions received or receivable from participants2014-06-30$79,242
Expenses. Other expenses not covered elsewhere2014-06-30$281
Other income received2014-06-30$63,912
Net income (gross income less expenses)2014-06-30$165,630
Net plan assets at end of year (total assets less liabilities)2014-06-30$553,701
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$388,071
Total contributions received or receivable from employer(s)2014-06-30$34,670
2013 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2013 401k financial data
Total income from all sources2013-06-30$128,614
Expenses. Total of all expenses incurred2013-06-30$76,223
Benefits paid (including direct rollovers)2013-06-30$75,901
Total plan assets at end of year2013-06-30$388,071
Total plan assets at beginning of year2013-06-30$335,680
Value of fidelity bond covering the plan2013-06-30$50,000
Total contributions received or receivable from participants2013-06-30$69,772
Expenses. Other expenses not covered elsewhere2013-06-30$322
Other income received2013-06-30$27,099
Net income (gross income less expenses)2013-06-30$52,391
Net plan assets at end of year (total assets less liabilities)2013-06-30$388,071
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$335,680
Total contributions received or receivable from employer(s)2013-06-30$31,743
2012 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2012 401k financial data
Total income from all sources2012-06-30$80,676
Expenses. Total of all expenses incurred2012-06-30$19,572
Benefits paid (including direct rollovers)2012-06-30$19,156
Total plan assets at end of year2012-06-30$335,680
Total plan assets at beginning of year2012-06-30$274,576
Value of fidelity bond covering the plan2012-06-30$50,000
Total contributions received or receivable from participants2012-06-30$57,639
Expenses. Other expenses not covered elsewhere2012-06-30$416
Other income received2012-06-30$-1,333
Net income (gross income less expenses)2012-06-30$61,104
Net plan assets at end of year (total assets less liabilities)2012-06-30$335,680
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$274,576
Total contributions received or receivable from employer(s)2012-06-30$24,370
2011 : EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2011 401k financial data
Total income from all sources2011-06-30$109,284
Expenses. Total of all expenses incurred2011-06-30$8,151
Benefits paid (including direct rollovers)2011-06-30$7,821
Total plan assets at end of year2011-06-30$274,576
Total plan assets at beginning of year2011-06-30$173,443
Value of fidelity bond covering the plan2011-06-30$50,000
Total contributions received or receivable from participants2011-06-30$49,615
Expenses. Other expenses not covered elsewhere2011-06-30$330
Other income received2011-06-30$31,436
Net income (gross income less expenses)2011-06-30$101,133
Net plan assets at end of year (total assets less liabilities)2011-06-30$274,576
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$173,443
Total contributions received or receivable from employer(s)2011-06-30$28,233

Form 5500 Responses for EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B)

2022: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EARLY LEARNING COALITION PNTSA PLAN TYPE 403 (B) 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01First time form 5500 has been submittedYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number64262
Policy instance 1

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