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CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN 401k Plan overview

Plan NameCULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN
Plan identification number 001

CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN 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

FLORIDA WEST COAST, INC. has sponsored the creation of one or more 401k plans.

Company Name:FLORIDA WEST COAST, INC.
Employer identification number (EIN):650140473
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about FLORIDA WEST COAST, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1989-08-11
Company Identification Number: L08593
Legal Registered Office Address: 10181 SIX MILE CYPRESS PARKWAY

FT. MYERS

33966

More information about FLORIDA WEST COAST, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01HOWARD PALEN2021-06-07 HOWARD PALEN2021-06-07
0012018-01-01HOWARD PALEN2019-07-17 HOWARD PALEN2019-07-17
0012017-01-01DALE MAST2018-08-31 DALE MAST2018-08-31
0012016-01-01DALE MAST2017-07-10 DALE MAST2017-07-10
0012015-01-01DALE MAST2016-05-17 DALE MAST2016-05-17
0012014-01-01DALE MAST2015-04-02 DALE MAST2015-04-02
0012013-01-01DALE MAST2014-06-27 DALE MAST2014-06-27
0012012-01-01DALE MAST2013-08-21 DALE MAST2013-08-21
0012011-01-01DALE MAST2012-10-05 DALE MAST2012-10-05
0012010-01-01DALE MAST2011-07-18 DALE MAST2011-07-18

Plan Statistics for CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN

401k plan membership statisitcs for CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN

Measure Date Value
2022: CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01126
Total number of active participants reported on line 7a of the Form 55002022-01-01106
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01121
Number of participants with account balances2022-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01121
Total number of active participants reported on line 7a of the Form 55002021-01-01105
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01118
Number of participants with account balances2021-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011

Financial Data on CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN

Measure Date Value
2022 : CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-308,894
Total of all expenses incurred2022-12-31$531,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$487,347
Value of total corrective distributions2022-12-31$6,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$275,455
Value of total assets at end of year2022-12-31$2,519,125
Value of total assets at beginning of year2022-12-31$3,359,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,459
Total interest from all sources2022-12-31$3,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$6,755
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$275,455
Participant contributions at end of year2022-12-31$64,408
Participant contributions at beginning of year2022-12-31$56,744
Other income not declared elsewhere2022-12-31$2,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-840,243
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,519,125
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,359,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,300,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,235,063
Interest on participant loans2022-12-31$3,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$154,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$67,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-590,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$487,347
Contract administrator fees2022-12-31$30,704
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SEDITA KILTON & COMPANY, CPAS, PL
Accountancy firm EIN2022-12-31204055943
2021 : CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$682,900
Total of all expenses incurred2021-12-31$113,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$70,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$267,245
Value of total assets at end of year2021-12-31$3,359,368
Value of total assets at beginning of year2021-12-31$2,789,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,661
Total interest from all sources2021-12-31$4,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$6,595
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$267,245
Participant contributions at end of year2021-12-31$56,744
Participant contributions at beginning of year2021-12-31$89,469
Other income not declared elsewhere2021-12-31$659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$569,647
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,359,368
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,789,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,235,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,634,665
Interest on participant loans2021-12-31$4,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$67,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$65,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$410,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$70,592
Contract administrator fees2021-12-31$36,066
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SEDITA KILTON & COMPANY, CPAS, PL
Accountancy firm EIN2021-12-31204055943

Form 5500 Responses for CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN

2022: CULLIGAN FLORIDA WEST COAST, INC. 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CULLIGAN FLORIDA WEST COAST, INC. 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JT0F
Policy instance 1
Insurance contract or identification numberGAP-CP-JT0F
Number of Individuals Covered106
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,515
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,515
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JT0F
Policy instance 1
Insurance contract or identification numberGAP-CP-JT0F
Number of Individuals Covered85
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $498
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $498
Insurance broker organization code?3

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