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TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN 401k Plan overview

Plan NameTAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN
Plan identification number 001

TAMPA BAY WORKFORCE ALLIANCE, 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.
  • 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 WORKFORCE ALLIANCE, IN has sponsored the creation of one or more 401k plans.

Company Name:TAMPA BAY WORKFORCE ALLIANCE, IN
Employer identification number (EIN):593655316
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012018-01-01MIMI TRAN2019-07-03
0012017-01-01ANNA MUNRO2018-11-02
0012016-01-01ANNA MUNRO2017-08-04
0012015-01-01ANNA MUNRO2016-07-06
0012014-01-01ANNA MUNRO2015-06-11
0012013-01-01ANNA MUNRO2014-09-02
0012012-01-01MISSY KANE2013-07-22

Plan Statistics for TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN

401k plan membership statisitcs for TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN

Measure Date Value
2022: TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01158
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01130
Number of participants with account balances2022-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01153
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01154
Number of participants with account balances2021-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-01116
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01153
Number of participants with account balances2020-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011

Financial Data on TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN

Measure Date Value
2022 : TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$14,106
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$317,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$299,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$589,480
Value of total assets at end of year2022-12-31$3,162,200
Value of total assets at beginning of year2022-12-31$3,465,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,553
Total interest from all sources2022-12-31$6,628
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$61,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$61,291
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$224,890
Participant contributions at end of year2022-12-31$262,569
Participant contributions at beginning of year2022-12-31$157,642
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$29,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-303,394
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,162,200
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,465,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,814,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,307,952
Interest on participant loans2022-12-31$6,628
Value of interest in common/collective trusts at end of year2022-12-31$85,442
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-644,059
Net investment gain or loss from common/collective trusts2022-12-31$766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$334,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$299,947
Contract administrator fees2022-12-31$9,689
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDG CPAS
Accountancy firm EIN2022-12-31222625944
2021 : TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$955,990
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,222,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,199,310
Expenses. Certain deemed distributions of participant loans2021-12-31$16,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$496,922
Value of total assets at end of year2021-12-31$3,465,594
Value of total assets at beginning of year2021-12-31$3,731,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,886
Total interest from all sources2021-12-31$9,505
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$33,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$33,808
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$205,764
Participant contributions at end of year2021-12-31$157,642
Participant contributions at beginning of year2021-12-31$216,537
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-266,377
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,465,594
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,731,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,307,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,339,021
Interest on participant loans2021-12-31$9,505
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$176,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$413,836
Net investment gain or loss from common/collective trusts2021-12-31$1,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$291,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,199,310
Contract administrator fees2021-12-31$6,886
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDG CPAS
Accountancy firm EIN2021-12-31222625944
2020 : TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,051,157
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$159,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$144,913
Expenses. Certain deemed distributions of participant loans2020-12-31$10,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$602,346
Value of total assets at end of year2020-12-31$3,731,971
Value of total assets at beginning of year2020-12-31$2,840,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,658
Total interest from all sources2020-12-31$13,535
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$158,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$158,147
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$284,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$237,249
Participant contributions at end of year2020-12-31$216,537
Participant contributions at beginning of year2020-12-31$220,630
Administrative expenses (other) incurred2020-12-31$4,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$891,202
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,731,971
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,840,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,339,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,485,810
Interest on participant loans2020-12-31$13,535
Value of interest in common/collective trusts at end of year2020-12-31$176,413
Value of interest in common/collective trusts at beginning of year2020-12-31$134,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$273,780
Net investment gain or loss from common/collective trusts2020-12-31$3,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$365,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$144,913
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDG CPAS
Accountancy firm EIN2020-12-31222625944

Form 5500 Responses for TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN

2022: TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAMPA BAY WORKFORCE ALLIANCE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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