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FIRST CALL FOR HELP OF BROWARD 403(B) PLAN 401k Plan overview

Plan NameFIRST CALL FOR HELP OF BROWARD 403(B) PLAN
Plan identification number 001

FIRST CALL FOR HELP OF BROWARD 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

FIRST CALL FOR HELP OF BROWARD, INC. D/B/A 2-1-1 BROWARD has sponsored the creation of one or more 401k plans.

Company Name:FIRST CALL FOR HELP OF BROWARD, INC. D/B/A 2-1-1 BROWARD
Employer identification number (EIN):650589294
NAIC Classification:561420

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST CALL FOR HELP OF BROWARD 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01LOUISA MORRIS2024-09-10
0012022-07-01LOUISA MORRIS2024-01-11
0012021-07-01LOUISA MORRIS2022-12-01
0012020-07-01LOUISA MORRIS2021-11-18
0012019-07-01LOUISA MORRIS2021-01-22
0012018-07-01LOUISA MORRIS2020-01-08
0012017-07-01LOUISA MORRIS2019-01-08
0012016-07-01LOUISA MORRIS2017-08-17
0012015-07-01LOUISA A. MORRIS2016-11-08
0012014-07-01LOUISA A. MORRIS2016-01-04
0012013-07-01LOUISA A. MORRIS2015-01-06
0012012-07-01LOUISA A. MORRIS2014-01-28
0012011-07-01SHEILA J. SMITH2013-04-11
0012010-07-01S. SMITH2012-01-31

Financial Data on FIRST CALL FOR HELP OF BROWARD 403(B) PLAN

Measure Date Value
2025 : FIRST CALL FOR HELP OF BROWARD 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-140
Total liabilities as of the end of the plan year2025-11-140
Total liabilities as of the beginning of the plan year2025-11-140
Total expenses incurred by plan in this plan year2025-11-1426154
Net assets as of the end of the plan year2025-11-14535650
Total assets as of the beginning of the plan year2025-11-14477942
Value of plan covered by a fidelity bond2025-11-14141000
Participant contributions to plan in this plan year2025-11-1452217
Other expenses paid from plan in this plan year2025-11-140
Other contributions to plan in this plan year2025-11-140
Other income to plan in this plan year2025-11-1431645
Plan net income in this plan year2025-11-1457708
Net assets as of the end of the plan year2025-11-14535650
Net assets as of the beginning of the plan year2025-11-14477942
Employer contributions to plan in this plan year2025-11-140
Fees paid to broker by Benefit Provider2025-11-14533
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-14221
Total transfers to/from plan in this plan year2025-08-140
Total liabilities as of the end of the plan year2025-08-140
Total liabilities as of the beginning of the plan year2025-08-140
Total expenses incurred by plan in this plan year2025-08-1426154
Net assets as of the end of the plan year2025-08-14535650
Total assets as of the beginning of the plan year2025-08-14477942
Value of plan covered by a fidelity bond2025-08-14141000
Participant contributions to plan in this plan year2025-08-1452217
Other expenses paid from plan in this plan year2025-08-140
Other contributions to plan in this plan year2025-08-140
Other income to plan in this plan year2025-08-1431645
Plan net income in this plan year2025-08-1457708
Net assets as of the end of the plan year2025-08-14535650
Net assets as of the beginning of the plan year2025-08-14477942
Employer contributions to plan in this plan year2025-08-140
Fees paid to broker by Benefit Provider2025-08-14533
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-14221
2024 : FIRST CALL FOR HELP OF BROWARD 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-100
Total liabilities as of the end of the plan year2024-09-100
Total liabilities as of the beginning of the plan year2024-09-100
Total expenses incurred by plan in this plan year2024-09-1012365
Net assets as of the end of the plan year2024-09-10477942
Total assets as of the beginning of the plan year2024-09-10403312
Value of plan covered by a fidelity bond2024-09-10141000
Participant contributions to plan in this plan year2024-09-1056265
Other expenses paid from plan in this plan year2024-09-100
Other contributions to plan in this plan year2024-09-100
Other income to plan in this plan year2024-09-1030730
Plan net income in this plan year2024-09-1074630
Net assets as of the end of the plan year2024-09-10477942
Net assets as of the beginning of the plan year2024-09-10403312
Employer contributions to plan in this plan year2024-09-100
Fees paid to broker by Benefit Provider2024-09-10804
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-10160

Potentially related plans

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