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TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 401k Plan overview

Plan NameTREASURE COAST ACADEMY IV INC. RETIREMENT PLAN
Plan identification number 001

TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TREASURE COAST ACADEMY IV INC. has sponsored the creation of one or more 401k plans.

Company Name:TREASURE COAST ACADEMY IV INC.
Employer identification number (EIN):815439633
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LISA M. CHITTY
0012023-01-01
0012023-01-01LISA M. CHITTY
0012022-01-01
0012022-01-01LISA M. CHITTY
0012021-01-01
0012021-01-01JOHN P CHITTY
0012020-01-01
0012019-01-01
0012017-02-20LISA M. CHITTY

Plan Statistics for TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN

401k plan membership statisitcs for TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN

Measure Date Value
2023: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0141
Total number of active participants reported on line 7a of the Form 55002023-01-0141
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0144
Number of participants with account balances2023-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0137
Total number of active participants reported on line 7a of the Form 55002022-01-0130
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0130
Number of participants with account balances2022-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0124
Total number of active participants reported on line 7a of the Form 55002021-01-0127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0127
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0146
Total number of active participants reported on line 7a of the Form 55002020-01-0128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0128
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0135
Total number of active participants reported on line 7a of the Form 55002019-01-0145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0146
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-204
Total number of active participants reported on line 7a of the Form 55002017-02-203
Number of retired or separated participants receiving benefits2017-02-200
Number of other retired or separated participants entitled to future benefits2017-02-200
Total of all active and inactive participants2017-02-203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-200
Total participants2017-02-203
Number of participants with account balances2017-02-202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-200

Financial Data on TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN

Measure Date Value
2023 : TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$-715,919
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$2,422,485
Total plan assets at beginning of year2023-12-31$3,138,404
Value of fidelity bond covering the plan2023-12-31$290,000
Total contributions received or receivable from participants2023-12-31$36,569
Other income received2023-12-31$-766,891
Net income (gross income less expenses)2023-12-31$-715,919
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,422,485
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,138,404
Assets. Value of employer securities2023-12-31$2,187,274
Total contributions received or receivable from employer(s)2023-12-31$14,403
2022 : TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$255,179
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$3,138,404
Total plan assets at beginning of year2022-12-31$2,883,225
Value of fidelity bond covering the plan2022-12-31$250,000
Total contributions received or receivable from participants2022-12-31$18,723
Contributions received from other sources (not participants or employers)2022-12-31$119,162
Other income received2022-12-31$104,007
Net income (gross income less expenses)2022-12-31$255,179
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,138,404
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,883,225
Assets. Value of employer securities2022-12-31$2,981,652
Total contributions received or receivable from employer(s)2022-12-31$13,287
2021 : TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$114,781
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$2,883,225
Total plan assets at beginning of year2021-12-31$2,768,444
Value of fidelity bond covering the plan2021-12-31$250,000
Other income received2021-12-31$114,781
Net income (gross income less expenses)2021-12-31$114,781
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,883,225
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,768,444
Assets. Value of employer securities2021-12-31$2,883,225
2020 : TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$20
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$2,768,444
Total plan assets at beginning of year2020-12-31$2,768,424
Value of fidelity bond covering the plan2020-12-31$20,000
Other income received2020-12-31$20
Net income (gross income less expenses)2020-12-31$20
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,768,444
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,768,424
Assets. Value of employer securities2020-12-31$2,768,444
2019 : TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-15,479
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$2,768,424
Total plan assets at beginning of year2019-12-31$2,783,903
Value of fidelity bond covering the plan2019-12-31$20,000
Other income received2019-12-31$-15,479
Net income (gross income less expenses)2019-12-31$-15,479
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,768,424
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,783,903
Assets. Value of employer securities2019-12-31$2,768,424
2018 : TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-327,991
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,783,903
Total plan assets at beginning of year2018-12-31$3,111,894
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-327,991
Net income (gross income less expenses)2018-12-31$-327,991
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,783,903
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,111,894
Assets. Value of employer securities2018-12-31$2,783,903
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$3,111,896
Expenses. Total of all expenses incurred2017-12-31$2
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$3,111,894
Total plan assets at beginning of year2017-12-31$0
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$171,875
Other income received2017-12-31$2,940,021
Net income (gross income less expenses)2017-12-31$3,111,894
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,111,894
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Assets. Value of employer securities2017-12-31$3,111,894
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2

Form 5500 Responses for TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN

2023: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: TREASURE COAST ACADEMY IV INC. RETIREMENT PLAN 2017 form 5500 responses
2017-02-20Type of plan entitySingle employer plan
2017-02-20First time form 5500 has been submittedYes
2017-02-20This return/report is a short plan year return/report (less than 12 months)Yes
2017-02-20Plan funding arrangement – TrustYes
2017-02-20Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number153596
Policy instance 1
Insurance contract or identification number153596
Number of Individuals Covered17
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,032
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number153596
Policy instance 1
Insurance contract or identification number153596
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $899
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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