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EASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN 401k Plan overview

Plan NameEASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN
Plan identification number 002

EASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • 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

EASTER SEALS OF SOUTHWEST FLORIDA has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEALS OF SOUTHWEST FLORIDA
Employer identification number (EIN):590638490
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022009-09-01WM. LADDISON WALDO

Plan Statistics for EASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN

401k plan membership statisitcs for EASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN

Measure Date Value
2009: EASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-0154
Total number of active participants reported on line 7a of the Form 55002009-09-0144
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-012
Total of all active and inactive participants2009-09-0146
Total participants2009-09-0146
Number of participants with account balances2009-09-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on EASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN

Measure Date Value
2010 : EASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for EASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN

2009: EASTER SEALS OF SOUTHWEST FLORIDA RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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