Plan Snapshot
- Plan Sponsor: Florida Insurance, INC.
- Sponsor EIN: 650418043
- Sponsor Address: 1460 BELTREES STREET, SUITE 11, DUNEDIN, FL, 34698
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 13
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 13 | $1.4M | $0 | $0 |
| 2024 | 9 | $1.2M | $19,922 | $24,902 |
| 2023 | 9 | $1.0M | $18,748 | $23,435 |
| 2022 | 10 | $875,464 | $37,900 | $50,211 |
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