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| Plan Name | THE CENTER FOR SPECIAL NEEDS TRUST 401(K) PSP |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION, INC. |
| Employer identification number (EIN): | 593705979 |
| NAIC Classification: | 523110 |
| NAIC Description: | Investment Banking and Securities Dealing |
Additional information about THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2000-12-08 |
| Company Identification Number: | N00000008096 |
| Legal Registered Office Address: |
3000 GULF TO BAY BLVD CLEARWATER 33759 |
More information about THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | LAURA DAVIS | 2024-06-03 | ||
| 001 | 2022-01-01 | LAURA DAVIS | 2023-10-04 | ||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | TODD BELISLE | 2021-10-14 | ||
| 001 | 2019-01-01 | TODD BELISLE | 2020-10-15 | ||
| 001 | 2018-01-01 | TODD BELISLE | 2019-10-10 | ||
| 001 | 2017-01-01 | TODD BELISLE | 2018-10-15 | ||
| 001 | 2016-01-01 | TODD BELISLE | 2017-10-16 | ||
| 001 | 2015-01-01 | TODD BELISLE | 2016-10-17 | ||
| 001 | 2014-01-01 | TODD BELISLE | 2015-10-15 | ||
| 001 | 2013-01-01 | TODD BELISLE | 2014-10-14 | ||
| 001 | 2012-01-01 | TODD BELISLE | 2013-10-01 | ||
| 001 | 2011-01-01 | THE CENTER FOR SPECIAL NEEDS T | 2012-07-16 |
| Measure | Date | Value |
|---|---|---|
| 2025: THE CENTER FOR SPECIAL NEEDS TRUST 401(K) PSP 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-19 | 21 |
| Total number of particpants at end of year | 2025-09-19 | 14 |
| Number of Participants With Account Balances | 2025-09-19 | 14 |
| 2024: THE CENTER FOR SPECIAL NEEDS TRUST 401(K) PSP 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-03 | 19 |
| Total number of particpants at end of year | 2024-06-03 | 21 |
| Number of Participants With Account Balances | 2024-06-03 | 15 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE CENTER FOR SPECIAL NEEDS TRUST 401(K) PSP 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-19 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-19 | 15020 |
| Net assets as of the end of the plan year | 2025-09-19 | 370786 |
| Total assets as of the beginning of the plan year | 2025-09-19 | 279827 |
| Value of plan covered by a fidelity bond | 2025-09-19 | 1000000 |
| Participant contributions to plan in this plan year | 2025-09-19 | 41925 |
| Other expenses paid from plan in this plan year | 2025-09-19 | 0 |
| Other contributions to plan in this plan year | 2025-09-19 | 0 |
| Other income to plan in this plan year | 2025-09-19 | 35637 |
| Plan net income in this plan year | 2025-09-19 | 90959 |
| Net assets as of the end of the plan year | 2025-09-19 | 370786 |
| Net assets as of the beginning of the plan year | 2025-09-19 | 279827 |
| Employer contributions to plan in this plan year | 2025-09-19 | 28417 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-19 | 8732 |
| 2024 : THE CENTER FOR SPECIAL NEEDS TRUST 401(K) PSP 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-06-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-03 | 57202 |
| Net assets as of the end of the plan year | 2024-06-03 | 279827 |
| Total assets as of the beginning of the plan year | 2024-06-03 | 213656 |
| Value of plan covered by a fidelity bond | 2024-06-03 | 1000000 |
| Participant contributions to plan in this plan year | 2024-06-03 | 41319 |
| Value of participant loans at end of plan year | 2024-06-03 | 0 |
| Other expenses paid from plan in this plan year | 2024-06-03 | 0 |
| Other contributions to plan in this plan year | 2024-06-03 | 18026 |
| Other income to plan in this plan year | 2024-06-03 | 34764 |
| Plan net income in this plan year | 2024-06-03 | 66171 |
| Net assets as of the end of the plan year | 2024-06-03 | 279827 |
| Net assets as of the beginning of the plan year | 2024-06-03 | 213656 |
| Employer contributions to plan in this plan year | 2024-06-03 | 29264 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-03 | 1895 |