401k Plan data: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN plan

FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 401k Plan overview

Plan Name	FLORIDA ACTUARIAL CORPORATION 401(K) PLAN
Plan identification number	001

FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 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.
Life insurance

401k Sponsoring company profile

FLORIDA ACTUARIAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: FLORIDA ACTUARIAL CORPORATION

Employer identification number (EIN): 202716953

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORIDA ACTUARIAL CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 MARK HOREVITZ 2020-09-03 MARK HOREVITZ 2020-09-03
001 2018-01-01 MARK HOREVITZ 2019-07-30 MARK HOREVITZ 2019-07-30
001 2017-01-01
001 2016-01-01 MARK HOREVITZ
001 2015-01-01 MARK HOREVITZ
001 2014-01-01 MARK HOREVITZ
001 2013-01-01 MARK HOREVITZ MARK HOREVITZ 2014-09-05
001 2012-01-01 MARK HOREVITZ MARK HOREVITZ 2013-09-05
001 2011-01-01 MARK HOREVITZ MARK HOREVITZ 2012-10-09
001 2010-01-01 MARK HOREVITZ MARK HOREVITZ 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	MARK HOREVITZ	2020-09-03	MARK HOREVITZ	2020-09-03
001	2018-01-01	MARK HOREVITZ	2019-07-30	MARK HOREVITZ	2019-07-30
001	2017-01-01
001	2016-01-01	MARK HOREVITZ
001	2015-01-01	MARK HOREVITZ
001	2014-01-01	MARK HOREVITZ
001	2013-01-01	MARK HOREVITZ		MARK HOREVITZ	2014-09-05
001	2012-01-01	MARK HOREVITZ		MARK HOREVITZ	2013-09-05
001	2011-01-01	MARK HOREVITZ		MARK HOREVITZ	2012-10-09
001	2010-01-01	MARK HOREVITZ		MARK HOREVITZ	2011-07-28

Financial Data on FLORIDA ACTUARIAL CORPORATION 401(K) PLAN

Measure	Date	Value
2025 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-14	0
Net assets as of the end of the plan year	2025-07-14	1809560
Total assets as of the beginning of the plan year	2025-07-14	1583929
Value of plan covered by a fidelity bond	2025-07-14	190000
Participant contributions to plan in this plan year	2025-07-14	32418
Value of participant loans at end of plan year	2025-07-14	37378
Other income to plan in this plan year	2025-07-14	164095
Plan net income in this plan year	2025-07-14	225631
Net assets as of the end of the plan year	2025-07-14	1809560
Net assets as of the beginning of the plan year	2025-07-14	1583929
Employer contributions to plan in this plan year	2025-07-14	29118
2024 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-24	101396
Net assets as of the end of the plan year	2024-07-24	1583929
Total assets as of the beginning of the plan year	2024-07-24	1421174
Value of plan covered by a fidelity bond	2024-07-24	170000
Participant contributions to plan in this plan year	2024-07-24	39323
Value of participant loans at end of plan year	2024-07-24	46115
Other income to plan in this plan year	2024-07-24	206977
Plan net income in this plan year	2024-07-24	162755
Net assets as of the end of the plan year	2024-07-24	1583929
Net assets as of the beginning of the plan year	2024-07-24	1421174
Employer contributions to plan in this plan year	2024-07-24	17851
2019 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$163,037
Expenses. Total of all expenses incurred	2019-12-31	$3,796
Benefits paid (including direct rollovers)	2019-12-31	$3,796
Total plan assets at end of year	2019-12-31	$1,339,708
Total plan assets at beginning of year	2019-12-31	$1,180,467
Value of fidelity bond covering the plan	2019-12-31	$140,000
Total contributions received or receivable from participants	2019-12-31	$29,435
Other income received	2019-12-31	$122,554
Net income (gross income less expenses)	2019-12-31	$159,241
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,339,708
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,180,467
Assets. Value of participant loans	2019-12-31	$0
Assets. Value of real-estate (other than employer real property)	2019-12-31	$420,000
Total contributions received or receivable from employer(s)	2019-12-31	$11,048
2018 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$16,418
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,180,467
Total plan assets at beginning of year	2018-12-31	$1,164,049
Value of fidelity bond covering the plan	2018-12-31	$120,000
Total contributions received or receivable from participants	2018-12-31	$29,762
Other income received	2018-12-31	$-57,350
Net income (gross income less expenses)	2018-12-31	$16,418
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,180,467
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,164,049
Assets. Value of participant loans	2018-12-31	$980
Assets. Value of real-estate (other than employer real property)	2018-12-31	$440,000
Total contributions received or receivable from employer(s)	2018-12-31	$44,006
2017 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$223,209
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,164,049
Total plan assets at beginning of year	2017-12-31	$940,840
Value of fidelity bond covering the plan	2017-12-31	$120,000
Total contributions received or receivable from participants	2017-12-31	$27,808
Other income received	2017-12-31	$158,545
Net income (gross income less expenses)	2017-12-31	$223,209
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,164,049
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$940,840
Assets. Value of real-estate (other than employer real property)	2017-12-31	$350,000
Total contributions received or receivable from employer(s)	2017-12-31	$36,856
2016 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$78,077
Expenses. Total of all expenses incurred	2016-12-31	$341
Benefits paid (including direct rollovers)	2016-12-31	$341
Total plan assets at end of year	2016-12-31	$940,840
Total plan assets at beginning of year	2016-12-31	$863,104
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$27,760
Other income received	2016-12-31	$14,192
Net income (gross income less expenses)	2016-12-31	$77,736
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$940,840
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$863,104
Assets. Value of real-estate (other than employer real property)	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$36,125
2015 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$20,518
Expenses. Total of all expenses incurred	2015-12-31	$4,000
Benefits paid (including direct rollovers)	2015-12-31	$4,000
Total plan assets at end of year	2015-12-31	$863,104
Total plan assets at beginning of year	2015-12-31	$846,586
Value of fidelity bond covering the plan	2015-12-31	$85,000
Total contributions received or receivable from participants	2015-12-31	$27,864
Other income received	2015-12-31	$-43,399
Net income (gross income less expenses)	2015-12-31	$16,518
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$863,104
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$846,586
Assets. Value of real-estate (other than employer real property)	2015-12-31	$215,000
Total contributions received or receivable from employer(s)	2015-12-31	$36,053
2014 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$93,855
Expenses. Total of all expenses incurred	2014-12-31	$2,176
Benefits paid (including direct rollovers)	2014-12-31	$2,176
Total plan assets at end of year	2014-12-31	$846,586
Total plan assets at beginning of year	2014-12-31	$754,907
Value of fidelity bond covering the plan	2014-12-31	$85,000
Total contributions received or receivable from participants	2014-12-31	$27,205
Other income received	2014-12-31	$34,093
Net income (gross income less expenses)	2014-12-31	$91,679
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$846,586
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$754,907
Assets. Value of real-estate (other than employer real property)	2014-12-31	$195,000
Total contributions received or receivable from employer(s)	2014-12-31	$32,557
2013 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$138,962
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$754,907
Total plan assets at beginning of year	2013-12-31	$615,945
Value of fidelity bond covering the plan	2013-12-31	$76,000
Total contributions received or receivable from participants	2013-12-31	$27,201
Other income received	2013-12-31	$76,143
Net income (gross income less expenses)	2013-12-31	$138,962
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$754,907
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$615,945
Assets. Value of real-estate (other than employer real property)	2013-12-31	$158,000
Total contributions received or receivable from employer(s)	2013-12-31	$35,618
2012 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$94,655
Expenses. Total of all expenses incurred	2012-12-31	$1,521
Benefits paid (including direct rollovers)	2012-12-31	$1,521
Total plan assets at end of year	2012-12-31	$615,945
Total plan assets at beginning of year	2012-12-31	$522,811
Value of fidelity bond covering the plan	2012-12-31	$70,000
Total contributions received or receivable from participants	2012-12-31	$26,318
Other income received	2012-12-31	$34,874
Net income (gross income less expenses)	2012-12-31	$93,134
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$615,945
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$522,811
Assets. Value of real-estate (other than employer real property)	2012-12-31	$149,000
Total contributions received or receivable from employer(s)	2012-12-31	$33,463
2011 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$34,497
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$522,811
Total plan assets at beginning of year	2011-12-31	$488,314
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$25,439
Other income received	2011-12-31	$-25,516
Net income (gross income less expenses)	2011-12-31	$34,497
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$522,811
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$488,314
Assets. Value of real-estate (other than employer real property)	2011-12-31	$145,000
Total contributions received or receivable from employer(s)	2011-12-31	$34,574
2010 : FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$133,971
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$488,314
Total plan assets at beginning of year	2010-12-31	$354,343
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$25,562
Contributions received from other sources (not participants or employers)	2010-12-31	$132
Other income received	2010-12-31	$75,060
Net income (gross income less expenses)	2010-12-31	$133,971
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$488,314
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$354,343
Assets. Value of real-estate (other than employer real property)	2010-12-31	$145,000
Total contributions received or receivable from employer(s)	2010-12-31	$33,217

Form 5500 Responses for FLORIDA ACTUARIAL CORPORATION 401(K) PLAN

2019: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: FLORIDA ACTUARIAL CORPORATION 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	653231
Policy instance	1
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	E65 3231
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	631291
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	631291
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	7780415
Policy instance	2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	631291
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	631291
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	631291
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	15358
Policy instance	2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	670003
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	15358
Policy instance	2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	670003
Policy instance	1

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Company Name:	FLORIDA ACTUARIAL CORPORATION
Employer identification number (EIN):	202716953
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services