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POLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) PLAN 401k Plan overview

Plan NamePOLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) PLAN
Plan identification number 001

POLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) 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

POLK COUNTY SCHOOL READINESS COALITION, INC. has sponsored the creation of one or more 401k plans.

Company Name:POLK COUNTY SCHOOL READINESS COALITION, INC.
Employer identification number (EIN):593648316
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012014-07-01
0012013-07-01LISA BREWER2015-05-19 LISA BREWER2015-05-19
0012012-07-01KRIS GIORDANO2014-04-15
0012011-07-01KRIS GIORDANO2013-04-15
0012010-07-01KRIS GIORDANO2012-04-17

Plan Statistics for POLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) PLAN

401k plan membership statisitcs for POLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) PLAN

Measure Date Value
2025: POLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-1080
Total number of particpants at end of year2025-04-1075
Number of Participants With Account Balances2025-04-1055

Financial Data on POLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) PLAN

Measure Date Value
2025 : POLK COUNTY SCHOOL READINESS COALITION, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-10169255
Net assets as of the end of the plan year2025-04-102591097
Total assets as of the beginning of the plan year2025-04-102142839
Value of plan covered by a fidelity bond2025-04-10250000
Participant contributions to plan in this plan year2025-04-10197988
Value of participant loans at end of plan year2025-04-1088528
Other income to plan in this plan year2025-04-10280861
Plan net income in this plan year2025-04-10448258
Net assets as of the end of the plan year2025-04-102591097
Net assets as of the beginning of the plan year2025-04-102142839
Employer contributions to plan in this plan year2025-04-10138664
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1012654

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