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EASTER SEALS FLORIDA, INC. 403(B) PLAN 401k Plan overview

Plan NameEASTER SEALS FLORIDA, INC. 403(B) PLAN
Plan identification number 001

EASTER SEALS FLORIDA, INC. 403(B) PLAN 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

EASTER SEALS FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEALS FLORIDA, INC.
Employer identification number (EIN):590637848
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about EASTER SEALS FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1960-01-05
Company Identification Number: 700308
Legal Registered Office Address: LAW OFFICE OF CORY TAYLOR , P.A.

ORLANDO

32801

More information about EASTER SEALS FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEALS FLORIDA, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUSAN VENTURA2024-09-20 RIKESHA BLAKE2024-09-19
0012022-01-01SUSAN VENTURA2023-09-22 RIKESHA BLAKE2023-09-22
0012021-01-01SUSAN VENTURA2022-07-26 RIKESHA BLAKE2022-07-26
0012020-01-01SUSAN VENTURA2021-07-08 RIKESHA BLAKE2021-07-08
0012019-01-01SUSAN VENTURA2020-06-22 GLADYS EPPS2020-06-22
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01GLADYS EPPS
0012011-01-01GLADYS EPPS
0012010-01-01GLADYS EPPS
0012009-01-01GLADYS EPPS

Plan Statistics for EASTER SEALS FLORIDA, INC. 403(B) PLAN

401k plan membership statisitcs for EASTER SEALS FLORIDA, INC. 403(B) PLAN

Measure Date Value
2023: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01326
Total number of active participants reported on line 7a of the Form 55002023-01-01332
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01332
Number of participants with account balances2023-01-01120
2022: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01290
Total number of active participants reported on line 7a of the Form 55002022-01-01326
Total of all active and inactive participants2022-01-01326
Total participants2022-01-01326
Number of participants with account balances2022-01-01130
2021: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01290
Total number of active participants reported on line 7a of the Form 55002021-01-01290
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01363
Total participants2021-01-01363
Number of participants with account balances2021-01-01129
2020: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01323
Total number of active participants reported on line 7a of the Form 55002020-01-01290
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01352
Total participants2020-01-01352
Number of participants with account balances2020-01-01106
2019: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01322
Total number of active participants reported on line 7a of the Form 55002019-01-01323
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01384
Total participants2019-01-01384
Number of participants with account balances2019-01-01108
2018: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01318
Total number of active participants reported on line 7a of the Form 55002018-01-01322
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01381
Number of participants with account balances2018-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01284
Total number of active participants reported on line 7a of the Form 55002017-01-01318
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01379
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01209
Total number of active participants reported on line 7a of the Form 55002016-01-01284
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01284
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01257
Total number of active participants reported on line 7a of the Form 55002015-01-01209
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01209
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01257
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01257
Number of participants with account balances2014-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01252
Total number of active participants reported on line 7a of the Form 55002013-01-01262
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01262
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01241
Total number of active participants reported on line 7a of the Form 55002012-01-01252
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01252
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01258
Total number of active participants reported on line 7a of the Form 55002011-01-01241
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01241
Number of participants with account balances2011-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01287
Total number of active participants reported on line 7a of the Form 55002010-01-01258
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01258
Number of participants with account balances2010-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01304
Total number of active participants reported on line 7a of the Form 55002009-01-01287
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01287
Number of participants with account balances2009-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EASTER SEALS FLORIDA, INC. 403(B) PLAN

Measure Date Value
2023 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$441,947
Total unrealized appreciation/depreciation of assets2023-12-31$441,947
Total income from all sources (including contributions)2023-12-31$720,654
Total of all expenses incurred2023-12-31$476,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$472,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$271,619
Value of total assets at end of year2023-12-31$3,260,668
Value of total assets at beginning of year2023-12-31$3,016,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$4,082
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$7,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$7,088
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$200,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$271,619
Administrative expenses (other) incurred2023-12-31$4,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$243,929
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,260,668
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,016,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,915,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,693,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$344,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$323,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$472,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2023-12-31261472386
2022 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-631,167
Total unrealized appreciation/depreciation of assets2022-12-31$-631,167
Total income from all sources (including contributions)2022-12-31$-383,077
Total of all expenses incurred2022-12-31$28,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$24,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$241,627
Value of total assets at end of year2022-12-31$3,016,739
Value of total assets at beginning of year2022-12-31$3,428,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,973
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,463
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
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$226,486
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,141
Administrative expenses (other) incurred2022-12-31$3,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-411,874
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,016,739
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,428,613
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$3,016,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,428,613
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$24,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2022-12-31261472386
2021 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$311,265
Total unrealized appreciation/depreciation of assets2021-12-31$311,265
Total income from all sources (including contributions)2021-12-31$915,546
Total of all expenses incurred2021-12-31$263,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$260,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$597,930
Value of total assets at end of year2021-12-31$3,428,613
Value of total assets at beginning of year2021-12-31$2,776,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,487
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,351
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$174,352
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$423,578
Administrative expenses (other) incurred2021-12-31$2,487
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$652,071
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,428,613
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,776,542
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$3,428,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,776,542
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$260,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31No
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31THOMAS WHITCOMB
Accountancy firm EIN2021-12-31261472386
2020 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$334,152
Total unrealized appreciation/depreciation of assets2020-12-31$334,152
Total income from all sources (including contributions)2020-12-31$519,606
Total of all expenses incurred2020-12-31$199,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$198,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$179,493
Value of total assets at end of year2020-12-31$2,776,542
Value of total assets at beginning of year2020-12-31$2,456,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,338
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,961
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$149,667
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$29,826
Administrative expenses (other) incurred2020-12-31$1,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$319,786
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,776,542
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,456,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,776,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,456,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$198,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THOMAS WHITCOMB
Accountancy firm EIN2020-12-31261472386
2019 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$401,538
Total unrealized appreciation/depreciation of assets2019-12-31$401,538
Total income from all sources (including contributions)2019-12-31$538,995
Total of all expenses incurred2019-12-31$38,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$132,513
Value of total assets at end of year2019-12-31$2,456,756
Value of total assets at beginning of year2019-12-31$1,956,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$889
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,944
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$245,676
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$132,513
Administrative expenses (other) incurred2019-12-31$889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$500,050
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,456,756
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,956,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,456,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,956,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$38,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THOMAS WHITCOMB
Accountancy firm EIN2019-12-31261472386
2018 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-124,000
Total unrealized appreciation/depreciation of assets2018-12-31$-124,000
Total income from all sources (including contributions)2018-12-31$13,057
Total of all expenses incurred2018-12-31$144,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$144,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$132,074
Value of total assets at end of year2018-12-31$1,956,706
Value of total assets at beginning of year2018-12-31$2,088,148
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,983
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$170,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$132,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-131,442
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,956,706
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,088,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,956,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,088,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$144,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THOMAS WHITCOMB
Accountancy firm EIN2018-12-31261472386
2017 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$255,027
Total unrealized appreciation/depreciation of assets2017-12-31$255,027
Total income from all sources (including contributions)2017-12-31$394,094
Total of all expenses incurred2017-12-31$14,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$134,706
Value of total assets at end of year2017-12-31$2,088,148
Value of total assets at beginning of year2017-12-31$1,708,520
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,361
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$170,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$134,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$379,628
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,088,148
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,708,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,088,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,708,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31THOMAS WHITCOMB
Accountancy firm EIN2017-12-31261472386
2016 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$104,772
Total unrealized appreciation/depreciation of assets2016-12-31$104,772
Total income from all sources (including contributions)2016-12-31$244,234
Total of all expenses incurred2016-12-31$88,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$88,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$135,062
Value of total assets at end of year2016-12-31$1,708,520
Value of total assets at beginning of year2016-12-31$1,552,992
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$170,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$135,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$155,528
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,708,520
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,552,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,708,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,552,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$88,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THOMAS WHITCOMB
Accountancy firm EIN2016-12-31261472386
2015 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-17,946
Total unrealized appreciation/depreciation of assets2015-12-31$-17,946
Total income from all sources (including contributions)2015-12-31$96,056
Total of all expenses incurred2015-12-31$106,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$106,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$109,475
Value of total assets at end of year2015-12-31$1,552,992
Value of total assets at beginning of year2015-12-31$1,563,105
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,527
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$170,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$109,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-10,113
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,552,992
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,563,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,552,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,563,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$106,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THOMAS WHITCOMB
Accountancy firm EIN2015-12-31261472386
2014 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$99,385
Total unrealized appreciation/depreciation of assets2014-12-31$99,385
Total income from all sources (including contributions)2014-12-31$220,730
Total of all expenses incurred2014-12-31$62,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$62,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$117,107
Value of total assets at end of year2014-12-31$1,563,105
Value of total assets at beginning of year2014-12-31$1,405,035
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,238
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$170,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$117,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$158,070
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,563,105
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,405,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,563,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,405,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$62,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THOMAS WHITCOMB
Accountancy firm EIN2014-12-31261472386
2013 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$209,988
Total unrealized appreciation/depreciation of assets2013-12-31$209,988
Total income from all sources (including contributions)2013-12-31$374,787
Total of all expenses incurred2013-12-31$61,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$61,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$160,578
Value of total assets at end of year2013-12-31$1,405,035
Value of total assets at beginning of year2013-12-31$1,091,787
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,221
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$160,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$313,248
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,405,035
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,091,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,405,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,091,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$61,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THOMAS WHITCOMB
Accountancy firm EIN2013-12-31261472386
2012 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$100,133
Total unrealized appreciation/depreciation of assets2012-12-31$100,133
Total income from all sources (including contributions)2012-12-31$215,042
Total of all expenses incurred2012-12-31$75,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$75,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$110,443
Value of total assets at end of year2012-12-31$1,091,787
Value of total assets at beginning of year2012-12-31$952,358
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,466
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$110,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$139,429
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,091,787
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$952,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,091,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$952,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$75,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31THOMAS WHITCOMB
Accountancy firm EIN2012-12-31261472386
2011 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-5,067
Total unrealized appreciation/depreciation of assets2011-12-31$-5,067
Total income from all sources (including contributions)2011-12-31$129,811
Total of all expenses incurred2011-12-31$48,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$48,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$129,663
Value of total assets at end of year2011-12-31$952,358
Value of total assets at beginning of year2011-12-31$871,537
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,215
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$129,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$80,821
Value of net assets at end of year (total assets less liabilities)2011-12-31$952,358
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$871,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$952,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$871,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$48,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THOMAS WHITCOMB
Accountancy firm EIN2011-12-31261472386
2010 : EASTER SEALS FLORIDA, INC. 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$70,203
Total unrealized appreciation/depreciation of assets2010-12-31$70,203
Total income from all sources (including contributions)2010-12-31$267,955
Total of all expenses incurred2010-12-31$169,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$169,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$192,830
Value of total assets at end of year2010-12-31$871,537
Value of total assets at beginning of year2010-12-31$773,334
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,922
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$192,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$98,203
Value of net assets at end of year (total assets less liabilities)2010-12-31$871,537
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$773,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$871,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$773,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$169,752
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THOMAS WHITCOMB
Accountancy firm EIN2010-12-31261472386

Form 5500 Responses for EASTER SEALS FLORIDA, INC. 403(B) PLAN

2023: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EASTER SEALS FLORIDA, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61603
Policy instance 1
Insurance contract or identification number61603
Number of Individuals Covered121
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $3,455
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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