| Plan Name | MARY POND, P. A. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MARY C. POND, P.A. |
| Employer identification number (EIN): | 593453603 |
| NAIC Classification: | 531390 |
| NAIC Description: | Other Activities Related to Real Estate |
Additional information about MARY C. POND, P.A.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1997-05-16 |
| Company Identification Number: | P97000043511 |
| Legal Registered Office Address: |
2930 LAWN AVENUE TAMPA 33611 |
More information about MARY C. POND, P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MARY POND | 2024-05-08 | ||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | MARY C. POND | 2018-07-10 | MARY C. POND | 2018-07-10 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MARY POND, P. A. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-03-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-13 | 3957 |
| Net assets as of the end of the plan year | 2025-03-13 | 940081 |
| Total assets as of the beginning of the plan year | 2025-03-13 | 677288 |
| Value of plan covered by a fidelity bond | 2025-03-13 | 50750 |
| Participant contributions to plan in this plan year | 2025-03-13 | 92560 |
| Other income to plan in this plan year | 2025-03-13 | 148302 |
| Plan net income in this plan year | 2025-03-13 | 262793 |
| Net assets as of the end of the plan year | 2025-03-13 | 940081 |
| Net assets as of the beginning of the plan year | 2025-03-13 | 677288 |
| Employer contributions to plan in this plan year | 2025-03-13 | 25888 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-13 | 3957 |
| Total liabilities as of the end of the plan year | 2025-02-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-02-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-17 | 3957 |
| Net assets as of the end of the plan year | 2025-02-17 | 940081 |
| Total assets as of the beginning of the plan year | 2025-02-17 | 677288 |
| Value of plan covered by a fidelity bond | 2025-02-17 | 50750 |
| Participant contributions to plan in this plan year | 2025-02-17 | 92560 |
| Other income to plan in this plan year | 2025-02-17 | 148302 |
| Plan net income in this plan year | 2025-02-17 | 262793 |
| Net assets as of the end of the plan year | 2025-02-17 | 940081 |
| Net assets as of the beginning of the plan year | 2025-02-17 | 677288 |
| Employer contributions to plan in this plan year | 2025-02-17 | 25888 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-17 | 3957 |
| 2024 : MARY POND, P. A. 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-08 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-08 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-08 | 2746 |
| Net assets as of the end of the plan year | 2024-05-08 | 677288 |
| Total assets as of the beginning of the plan year | 2024-05-08 | 481593 |
| Value of plan covered by a fidelity bond | 2024-05-08 | 50750 |
| Participant contributions to plan in this plan year | 2024-05-08 | 71568 |
| Other expenses paid from plan in this plan year | 2024-05-08 | 0 |
| Other contributions to plan in this plan year | 2024-05-08 | 0 |
| Other income to plan in this plan year | 2024-05-08 | 110193 |
| Plan net income in this plan year | 2024-05-08 | 195695 |
| Net assets as of the end of the plan year | 2024-05-08 | 677288 |
| Net assets as of the beginning of the plan year | 2024-05-08 | 481593 |
| Employer contributions to plan in this plan year | 2024-05-08 | 16680 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-08 | 2746 |
| 2022 : MARY POND, P. A. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-01 | 1891 |
| Net assets as of the end of the plan year | 2022-09-01 | 495627 |
| Total assets as of the beginning of the plan year | 2022-09-01 | 328960 |
| Value of plan covered by a fidelity bond | 2022-09-01 | 50750 |
| Participant contributions to plan in this plan year | 2022-09-01 | 54994 |
| Other income to plan in this plan year | 2022-09-01 | 98532 |
| Plan net income in this plan year | 2022-09-01 | 166667 |
| Net assets as of the end of the plan year | 2022-09-01 | 495627 |
| Net assets as of the beginning of the plan year | 2022-09-01 | 328960 |
| Employer contributions to plan in this plan year | 2022-09-01 | 15032 |
| Fees paid to broker by Benefit Provider | 2022-09-01 | 1891 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-01 | 1891 |