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403(B) THRIFT PLAN OF COAST TO COAST LEGAL AID OF SOUTH FLORIDA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COAST TO COAST LEGAL AID OF SOUTH FLORIDA, INC.
Plan identification number 001

403(B) THRIFT PLAN OF COAST TO COAST LEGAL AID OF SOUTH FLORIDA, INC. 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).
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COAST TO COAST LEGAL AID OF SOUTH F LORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:COAST TO COAST LEGAL AID OF SOUTH F LORIDA, INC.
Employer identification number (EIN):900089501
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COAST TO COAST LEGAL AID OF SOUTH FLORIDA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AUDRA ZWEIG2024-04-17
0012022-01-01BEATRIZ ARBOLEDA2023-10-16
0012021-01-01BEATRIZ ARBOLEDA2022-06-01
0012020-01-01BEATRIZ ARBOLEDA2021-08-31
0012019-01-01ANGELA PALMER2020-10-05
0012018-01-01ANGELA PALMER2019-10-10
0012017-01-01ANGELA PALMER2018-07-31 ANGELA PALMER2018-07-31
0012016-01-01ANGELA PALMER2017-07-28 ANGELA PALMER2017-07-28
0012015-01-01JOSEPH MAJOROS2016-05-20
0012014-01-01JOSEPH MAJOROS2015-05-11 JOSEPH MAJOROS2015-05-11

Financial Data on 403(B) THRIFT PLAN OF COAST TO COAST LEGAL AID OF SOUTH FLORIDA, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF COAST TO COAST LEGAL AID OF SOUTH FLORIDA, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-210
Total liabilities as of the end of the plan year2025-05-210
Total liabilities as of the beginning of the plan year2025-05-210
Total expenses incurred by plan in this plan year2025-05-21500873
Net assets as of the end of the plan year2025-05-215759462
Total assets as of the beginning of the plan year2025-05-214948979
Value of plan covered by a fidelity bond2025-05-212000000
Participant contributions to plan in this plan year2025-05-21158379
Other expenses paid from plan in this plan year2025-05-21167
Other contributions to plan in this plan year2025-05-21180376
Other income to plan in this plan year2025-05-21870108
Plan net income in this plan year2025-05-21810483
Net assets as of the end of the plan year2025-05-215759462
Net assets as of the beginning of the plan year2025-05-214948979
Employer contributions to plan in this plan year2025-05-21102493
Fees paid to broker by Benefit Provider2025-05-211911
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-21297
2024 : 403(B) THRIFT PLAN OF COAST TO COAST LEGAL AID OF SOUTH FLORIDA, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-170
Total liabilities as of the end of the plan year2024-04-170
Total liabilities as of the beginning of the plan year2024-04-170
Total expenses incurred by plan in this plan year2024-04-17106539
Net assets as of the end of the plan year2024-04-174948979
Total assets as of the beginning of the plan year2024-04-173799129
Value of plan covered by a fidelity bond2024-04-17200000
Participant contributions to plan in this plan year2024-04-17174769
Other expenses paid from plan in this plan year2024-04-170
Other contributions to plan in this plan year2024-04-17216527
Other income to plan in this plan year2024-04-17783847
Plan net income in this plan year2024-04-171149850
Net assets as of the end of the plan year2024-04-174948979
Net assets as of the beginning of the plan year2024-04-173799129
Employer contributions to plan in this plan year2024-04-1781246
Fees paid to broker by Benefit Provider2024-04-172835
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-17113

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