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THE COMMUNITY OF HARBOR BAY ISLE OWNERS ASSOCIATION, INC 401k Plan overview

Plan NameTHE COMMUNITY OF HARBOR BAY ISLE OWNERS ASSOCIATION, INC
Plan identification number 001

THE COMMUNITY OF HARBOR BAY ISLE OWNERS ASSOCIATION, INC 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.
  • 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 COMMUNITY 401(K) PLAN has sponsored the creation of one or more 401k plans.

Company Name:THE COMMUNITY 401(K) PLAN
Employer identification number (EIN):942496154
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMMUNITY OF HARBOR BAY ISLE OWNERS ASSOCIATION, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01APRIL D JAEGER2024-07-18
0012022-01-01APRIL D JAEGER2023-06-28
0012021-01-01APRIL D. JAEGER2022-06-08 APRIL D. JAEGER2022-06-08
0012020-01-01APRIL DAWN JAEGER2021-05-11 APRIL DAWN JAEGER2021-05-11
0012019-01-01APRIL DAWN JAEGER2020-09-14 APRIL DAWN JAEGER2020-09-14
0012018-01-01APRIL DAWN JAEGER2019-07-17 APRIL DAWN JAEGER2019-07-17
0012017-01-01APRIL DAWN JAEGER2018-06-21
0012016-01-01APRIL DAWN JAEGER2017-10-16
0012015-01-01GEORGE KAY

Financial Data on THE COMMUNITY OF HARBOR BAY ISLE OWNERS ASSOCIATION, INC

Measure Date Value
2025 : THE COMMUNITY OF HARBOR BAY ISLE OWNERS ASSOCIATION, INC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-15193501
Net assets as of the end of the plan year2025-07-154948011
Total assets as of the beginning of the plan year2025-07-154379966
Value of plan covered by a fidelity bond2025-07-153000000
Participant contributions to plan in this plan year2025-07-15208014
Value of participant loans at end of plan year2025-07-15213678
Other expenses paid from plan in this plan year2025-07-1536558
Other contributions to plan in this plan year2025-07-1513321
Other income to plan in this plan year2025-07-15412468
Plan net income in this plan year2025-07-15568045
Net assets as of the end of the plan year2025-07-154948011
Net assets as of the beginning of the plan year2025-07-154379966
Employer contributions to plan in this plan year2025-07-15127743
2024 : THE COMMUNITY OF HARBOR BAY ISLE OWNERS ASSOCIATION, INC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-18254541
Net assets as of the end of the plan year2024-07-184379966
Total assets as of the beginning of the plan year2024-07-183794473
Value of plan covered by a fidelity bond2024-07-183000000
Participant contributions to plan in this plan year2024-07-18201932
Value of participant loans at end of plan year2024-07-18208484
Other expenses paid from plan in this plan year2024-07-1813857
Other income to plan in this plan year2024-07-18513928
Plan net income in this plan year2024-07-18585493
Net assets as of the end of the plan year2024-07-184379966
Net assets as of the beginning of the plan year2024-07-183794473
Employer contributions to plan in this plan year2024-07-18124174
Fees paid to broker by Benefit Provider2024-07-186101
2015 : THE COMMUNITY OF HARBOR BAY ISLE OWNERS ASSOCIATION, INC 2015 401k financial data
Total income from all sources2015-12-31$167,097
Expenses. Total of all expenses incurred2015-12-31$24,974
Benefits paid (including direct rollovers)2015-12-31$24,101
Total plan assets at end of year2015-12-31$2,340,085
Total plan assets at beginning of year2015-12-31$2,197,962
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$120,244
Other income received2015-12-31$-22,702
Net income (gross income less expenses)2015-12-31$142,123
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,340,085
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,197,962
Assets. Value of participant loans2015-12-31$100,224
Total contributions received or receivable from employer(s)2015-12-31$69,555
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$873

Form 5500 Responses for THE COMMUNITY OF HARBOR BAY ISLE OWNERS ASSOCIATION, INC

2015: THE COMMUNITY OF HARBOR BAY ISLE OWNERS ASSOCIATION, INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9405
Policy instance 1

Potentially related plans

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