401k Plan data: ASSOCIATED INDUSTRIES OF FLORIDA plan

ASSOCIATED INDUSTRIES OF FLORIDA 401k Plan overview

Plan Name	ASSOCIATED INDUSTRIES OF FLORIDA
Plan identification number	001

ASSOCIATED INDUSTRIES OF FLORIDA Benefits

401k Plan Type

Defined 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

ASSOCIATED INDUSTRIES OF FLORIDA has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATED INDUSTRIES OF FLORIDA

Employer identification number (EIN): 590148010

NAIC Classification: 524290

Additional information about ASSOCIATED INDUSTRIES OF FLORIDA

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1981-05-29

Company Identification Number: 758577

Legal Registered Office Address: 516 N ADAMS ST

TALLAHASSEE

32301

More information about ASSOCIATED INDUSTRIES OF FLORIDA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED INDUSTRIES OF FLORIDA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 STEPHEN TRICKEY 2022-09-28
001 2020-01-01 STEPHEN TRICKEY 2021-07-23
001 2019-01-01 ROBERT MCRAE 2020-09-16
001 2018-01-01 ROBERT D MCRAE 2019-06-11
001 2017-01-01 ROBERT D MCRAE 2018-06-05
001 2016-01-01 ROBERT D MCRAE 2017-07-19
001 2015-01-01 ROBERT D MCRAE 2016-07-11
001 2014-01-01 ROBERT D MCRAE 2015-07-14
001 2013-01-01 ROBERT D MCRAE
001 2012-01-01 ROBERT D MCRAE
001 2011-01-01 ROBERT D MCRAE
001 2009-01-01 BARNEY BISHOP

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	STEPHEN TRICKEY	2022-09-28
001	2020-01-01	STEPHEN TRICKEY	2021-07-23
001	2019-01-01	ROBERT MCRAE	2020-09-16
001	2018-01-01	ROBERT D MCRAE	2019-06-11
001	2017-01-01	ROBERT D MCRAE	2018-06-05
001	2016-01-01	ROBERT D MCRAE	2017-07-19
001	2015-01-01	ROBERT D MCRAE	2016-07-11
001	2014-01-01	ROBERT D MCRAE	2015-07-14
001	2013-01-01	ROBERT D MCRAE
001	2012-01-01	ROBERT D MCRAE
001	2011-01-01	ROBERT D MCRAE
001	2009-01-01	BARNEY BISHOP

Plan Statistics for ASSOCIATED INDUSTRIES OF FLORIDA

401k plan membership statisitcs for ASSOCIATED INDUSTRIES OF FLORIDA

Measure Date Value
2022: ASSOCIATED INDUSTRIES OF FLORIDA 2022 401k membership
Total participants, beginning-of-year 2022-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 15
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2013: ASSOCIATED INDUSTRIES OF FLORIDA 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ASSOCIATED INDUSTRIES OF FLORIDA 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ASSOCIATED INDUSTRIES OF FLORIDA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ASSOCIATED INDUSTRIES OF FLORIDA 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 21

Measure	Date	Value
2022: ASSOCIATED INDUSTRIES OF FLORIDA 2022 401k membership
Total participants, beginning-of-year	2022-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	15
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2013: ASSOCIATED INDUSTRIES OF FLORIDA 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ASSOCIATED INDUSTRIES OF FLORIDA 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ASSOCIATED INDUSTRIES OF FLORIDA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ASSOCIATED INDUSTRIES OF FLORIDA 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	21

Financial Data on ASSOCIATED INDUSTRIES OF FLORIDA

Measure	Date	Value
2022 : ASSOCIATED INDUSTRIES OF FLORIDA 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-413,142
Expenses. Total of all expenses incurred	2022-12-31	$93,851
Benefits paid (including direct rollovers)	2022-12-31	$69,353
Total plan assets at end of year	2022-12-31	$3,621,508
Total plan assets at beginning of year	2022-12-31	$4,128,501
Value of fidelity bond covering the plan	2022-12-31	$361,258
Total contributions received or receivable from participants	2022-12-31	$73,037
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-557,857
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-506,993
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,621,508
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,128,501
Assets. Value of participant loans	2022-12-31	$8,156
Total contributions received or receivable from employer(s)	2022-12-31	$71,678
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$11,552
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$12,946
2013 : ASSOCIATED INDUSTRIES OF FLORIDA 2013 401k financial data
Total income from all sources	2013-12-31	$568,029
Expenses. Total of all expenses incurred	2013-12-31	$199,948
Benefits paid (including direct rollovers)	2013-12-31	$199,348
Total plan assets at end of year	2013-12-31	$2,043,607
Total plan assets at beginning of year	2013-12-31	$1,675,526
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$100,866
Assets. Value of loans (other than to participants)	2013-12-31	$99,009
Expenses. Other expenses not covered elsewhere	2013-12-31	$600
Other income received	2013-12-31	$430,798
Net income (gross income less expenses)	2013-12-31	$368,081
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,043,607
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,675,526
Total contributions received or receivable from employer(s)	2013-12-31	$36,365
2012 : ASSOCIATED INDUSTRIES OF FLORIDA 2012 401k financial data
Total income from all sources	2012-12-31	$378,204
Expenses. Total of all expenses incurred	2012-12-31	$243,249
Benefits paid (including direct rollovers)	2012-12-31	$243,099
Total plan assets at end of year	2012-12-31	$1,675,526
Total plan assets at beginning of year	2012-12-31	$1,540,571
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$108,680
Assets. Value of loans (other than to participants)	2012-12-31	$45,608
Expenses. Other expenses not covered elsewhere	2012-12-31	$150
Other income received	2012-12-31	$223,203
Net income (gross income less expenses)	2012-12-31	$134,955
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,675,526
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,540,571
Total contributions received or receivable from employer(s)	2012-12-31	$46,321
2011 : ASSOCIATED INDUSTRIES OF FLORIDA 2011 401k financial data
Total income from all sources	2011-12-31	$92,018
Expenses. Total of all expenses incurred	2011-12-31	$162,516
Benefits paid (including direct rollovers)	2011-12-31	$162,266
Total plan assets at end of year	2011-12-31	$1,540,571
Total plan assets at beginning of year	2011-12-31	$1,611,069
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$90,838
Assets. Value of loans (other than to participants)	2011-12-31	$42,878
Expenses. Other expenses not covered elsewhere	2011-12-31	$250
Contributions received from other sources (not participants or employers)	2011-12-31	$1,035
Other income received	2011-12-31	$-44,740
Net income (gross income less expenses)	2011-12-31	$-70,498
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,540,571
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,611,069
Total contributions received or receivable from employer(s)	2011-12-31	$44,885
2010 : ASSOCIATED INDUSTRIES OF FLORIDA 2010 401k financial data
Total income from all sources	2010-12-31	$415,094
Expenses. Total of all expenses incurred	2010-12-31	$101,942
Benefits paid (including direct rollovers)	2010-12-31	$101,817
Total plan assets at end of year	2010-12-31	$1,611,069
Total plan assets at beginning of year	2010-12-31	$1,297,917
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$91,951
Expenses. Other expenses not covered elsewhere	2010-12-31	$125
Contributions received from other sources (not participants or employers)	2010-12-31	$149,173
Other income received	2010-12-31	$131,528
Net income (gross income less expenses)	2010-12-31	$313,152
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,611,069
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,297,917
Total contributions received or receivable from employer(s)	2010-12-31	$42,442

Form 5500 Responses for ASSOCIATED INDUSTRIES OF FLORIDA

2022: ASSOCIATED INDUSTRIES OF FLORIDA 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2013: ASSOCIATED INDUSTRIES OF FLORIDA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ASSOCIATED INDUSTRIES OF FLORIDA 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ASSOCIATED INDUSTRIES OF FLORIDA 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ASSOCIATED INDUSTRIES OF FLORIDA 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ASSOCIATED INDUSTRIES OF FLORIDA
Employer identification number (EIN):	590148010
NAIC Classification:	524290

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1981-05-29
Company Identification Number:	758577
Legal Registered Office Address:	516 N ADAMS ST TALLAHASSEE 32301