Easter Seals Of Southwest Florida 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Easter Seals Of Southwest Florida
  • Sponsor EIN: 590638490
  • Sponsor Address: 350 BRADEN AVE, SARASOTA, FL, 342432001
  • Plan Type: 403(b)
  • Plan Number: 003
  • Total Participants: 174
  • Total Assets: $3.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023174$3.8M$276,922$447,061
2022159$2.7M$239,960$376,320

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