?>
Logo

HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN 401k Plan overview

Plan NameHEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN
Plan identification number 001

HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

HEART OF FLORIDA LEGAL AID SOCIETY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEART OF FLORIDA LEGAL AID SOCIETY, INC.
Employer identification number (EIN):596215748
NAIC Classification:541190

Additional information about HEART OF FLORIDA LEGAL AID SOCIETY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1968-11-25
Company Identification Number: 715641
Legal Registered Office Address: 160 E SUMMERLIN SUITE 208

BARTOW

33830

More information about HEART OF FLORIDA LEGAL AID SOCIETY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01SONYA DAIVS2022-10-17
0012020-01-01CARLY E. WOHL2021-06-23
0012018-01-01CARLY E. WOHL2019-03-11
0012017-01-01TAMARA WILLIAMS2018-01-16
0012016-01-01TAMARA WILLIAMS2017-04-03
0012015-01-01TAMARA WILLIAMS2016-05-11
0012014-01-01TAMARA WILLIAMS2015-07-14
0012013-01-01ALINA GONZALEZ DOCKERY2014-08-27
0012012-01-01ALINA GONZALEZ DOCKERY2013-07-08
0012011-01-01ALINA GONZALEZ DOCKERY2012-09-13
0012009-01-01ALINA GONZALEZ DOCKERY

Plan Statistics for HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN

401k plan membership statisitcs for HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN

Measure Date Value
2009: HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN

Measure Date Value
2010 : HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$80,658
Total income from all sources2010-12-31$44,904
Expenses. Total of all expenses incurred2010-12-31$11,090
Benefits paid (including direct rollovers)2010-12-31$9,725
Total plan assets at end of year2010-12-31$165,517
Total plan assets at beginning of year2010-12-31$51,045
Total contributions received or receivable from participants2010-12-31$3,600
Contributions received from other sources (not participants or employers)2010-12-31$1,307
Other income received2010-12-31$15,903
Net income (gross income less expenses)2010-12-31$33,814
Net plan assets at end of year (total assets less liabilities)2010-12-31$165,517
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$51,045
Total contributions received or receivable from employer(s)2010-12-31$24,094
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,365
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN

2009: HEART OF FLORIDA LEGAL AID SOCIETY, INC. 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3