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HUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameHUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

HUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

HUMANE SOCIETY OF SARASOTA COU has sponsored the creation of one or more 401k plans.

Company Name:HUMANE SOCIETY OF SARASOTA COU
Employer identification number (EIN):596014943
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-07-10
0012022-01-01EDWARD ROJAS2023-06-02
0012021-01-01EDWARD ROJAS2022-07-18
0012020-01-01EDWARD ROJAS2021-04-02
0012019-01-01EDWARD ROJAS2020-04-08
0012018-01-01EDWARD ROJAS

Financial Data on HUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : HUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-3199293
Net assets as of the end of the plan year2025-07-31408649
Total assets as of the beginning of the plan year2025-07-31320434
Value of plan covered by a fidelity bond2025-07-3132043
Participant contributions to plan in this plan year2025-07-3185208
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3150465
Plan net income in this plan year2025-07-3188215
Net assets as of the end of the plan year2025-07-31408649
Net assets as of the beginning of the plan year2025-07-31320434
Employer contributions to plan in this plan year2025-07-3151835
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-317170
2024 : HUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-1013089
Net assets as of the end of the plan year2024-07-10320434
Total assets as of the beginning of the plan year2024-07-10146787
Value of plan covered by a fidelity bond2024-07-1020000
Participant contributions to plan in this plan year2024-07-1096903
Other expenses paid from plan in this plan year2024-07-100
Other contributions to plan in this plan year2024-07-104823
Other income to plan in this plan year2024-07-1042192
Plan net income in this plan year2024-07-10173647
Net assets as of the end of the plan year2024-07-10320434
Net assets as of the beginning of the plan year2024-07-10146787
Employer contributions to plan in this plan year2024-07-1042818
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-104053
2022 : HUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-180
Total liabilities as of the end of the plan year2022-07-180
Total liabilities as of the beginning of the plan year2022-07-180
Total expenses incurred by plan in this plan year2022-07-1840959
Net assets as of the end of the plan year2022-07-18179374
Total assets as of the beginning of the plan year2022-07-18172757
Value of plan covered by a fidelity bond2022-07-1820000
Participant contributions to plan in this plan year2022-07-1825286
Other expenses paid from plan in this plan year2022-07-180
Other contributions to plan in this plan year2022-07-180
Other income to plan in this plan year2022-07-1822290
Plan net income in this plan year2022-07-186617
Net assets as of the end of the plan year2022-07-18179374
Net assets as of the beginning of the plan year2022-07-18172757
Employer contributions to plan in this plan year2022-07-180
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-182758
2018 : HUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$117,509
Expenses. Total of all expenses incurred2018-12-31$294
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$117,215
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$0
Total contributions received or receivable from participants2018-12-31$11,854
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$2,545
Other income received2018-12-31$103,110
Net income (gross income less expenses)2018-12-31$117,215
Net plan assets at end of year (total assets less liabilities)2018-12-31$117,215
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$294

Form 5500 Responses for HUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST

2018: HUMANE SOCIETY OF SARASOTA COU 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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