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THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTHE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS PLAN
Plan identification number 001

THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS has sponsored the creation of one or more 401k plans.

Company Name:THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS
Employer identification number (EIN):596072584
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-04-01
0012022-04-01
0012021-04-01
0012020-04-01
0012018-04-01
0012017-04-01
0012016-04-01MARCUS D. GOODSON2017-07-25
0012015-04-01MARCUS D. GOODSON2016-09-22
0012013-04-01MARCUS D. GOODSON2014-08-01 MARCUS D. GOODSON2014-08-01
0012012-04-01MARCUS D. GOODSON2013-09-27 MARCUS D. GOODSON2013-09-27
0012011-04-01MARCUS D. GOODSON2012-05-24
0012010-04-01MARCUS D. GOODSON2011-07-12

Plan Statistics for THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS PLAN

401k plan membership statisitcs for THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS PLAN

Measure Date Value
2025: THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-11-1096
Total number of particpants at end of year2025-11-1065
Number of Participants With Account Balances2025-11-1062
2024: THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-3095
Total number of particpants at end of year2024-07-3096
Number of Participants With Account Balances2024-07-3088

Financial Data on THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS PLAN

Measure Date Value
2025 : THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-11-10529158
Net assets as of the end of the plan year2025-11-102947314
Total assets as of the beginning of the plan year2025-11-102866856
Value of plan covered by a fidelity bond2025-11-10500000
Participant contributions to plan in this plan year2025-11-10143231
Value of participant loans at end of plan year2025-11-1020902
Other contributions to plan in this plan year2025-11-10206829
Other income to plan in this plan year2025-11-10169216
Plan net income in this plan year2025-11-1080458
Net assets as of the end of the plan year2025-11-102947314
Net assets as of the beginning of the plan year2025-11-102866856
Employer contributions to plan in this plan year2025-11-1090340
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-1024908
2024 : THE HOUSING AUTHORITY OF THE CITY OF FORT MYERS 401(K) SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-30549992
Net assets as of the end of the plan year2024-07-302866856
Total assets as of the beginning of the plan year2024-07-302700875
Value of plan covered by a fidelity bond2024-07-30500000
Participant contributions to plan in this plan year2024-07-30147502
Value of participant loans at end of plan year2024-07-3039604
Other income to plan in this plan year2024-07-30472968
Plan net income in this plan year2024-07-30165981
Net assets as of the end of the plan year2024-07-302866856
Net assets as of the beginning of the plan year2024-07-302700875
Employer contributions to plan in this plan year2024-07-3095503
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3021857

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