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THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTHREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN
Plan identification number 001

THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THREE PALMZ INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THREE PALMZ INVESTMENTS, INC.
Employer identification number (EIN):464857452
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about THREE PALMZ INVESTMENTS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2014-02-13
Company Identification Number: P14000014263
Legal Registered Office Address: 913 Springville Ct.

Tampa

33614

More information about THREE PALMZ INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01CHRISTINE B. FRANCE
0012015-01-01BRAD A. FRANCE
0012014-02-28BRAD A. FRANCE

Plan Statistics for THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN

401k plan membership statisitcs for THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN

Measure Date Value
2016: THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
2015: THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-0110
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 participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-283
Total number of active participants reported on line 7a of the Form 55002014-02-283
Number of retired or separated participants receiving benefits2014-02-280
Number of other retired or separated participants entitled to future benefits2014-02-280
Total of all active and inactive participants2014-02-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-280
Total participants2014-02-283
Number of participants with account balances2014-02-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-280

Financial Data on THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN

Measure Date Value
2016 : THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-08-31$-42,306
Expenses. Total of all expenses incurred2016-08-31$311,068
Benefits paid (including direct rollovers)2016-08-31$311,068
Total plan assets at end of year2016-08-31$0
Total plan assets at beginning of year2016-08-31$353,374
Value of fidelity bond covering the plan2016-08-31$50,000
Other income received2016-08-31$-42,306
Net income (gross income less expenses)2016-08-31$-353,374
Net plan assets at end of year (total assets less liabilities)2016-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$353,374
Assets. Value of employer securities2016-08-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
2015 : THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$16,008
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$353,374
Total plan assets at beginning of year2015-12-31$337,366
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$16,008
Net income (gross income less expenses)2015-12-31$16,008
Net plan assets at end of year (total assets less liabilities)2015-12-31$353,374
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$337,366
Assets. Value of employer securities2015-12-31$353,374
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$337,366
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$337,366
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$341,811
Other income received2014-12-31$-4,445
Net income (gross income less expenses)2014-12-31$337,366
Net plan assets at end of year (total assets less liabilities)2014-12-31$337,366
Assets. Value of employer securities2014-12-31$337,366
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0

Form 5500 Responses for THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN

2016: THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THREE PALMZ INVESTMENTS, INC. RETIREMENT 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: THREE PALMZ INVESTMENTS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-02-28Type of plan entitySingle employer plan
2014-02-28First time form 5500 has been submittedYes
2014-02-28This return/report is a short plan year return/report (less than 12 months)Yes
2014-02-28Plan funding arrangement – TrustYes
2014-02-28Plan benefit arrangement - TrustYes

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