· 2022–2024 · DOL EFAST2

PROJECT HOPE OF MARION COUNTY — PROJECT HOPE OF MARION COUNTY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20241015122033NAL0047872576001

PROJECT HOPE OF MARION COUNTY

Form 5500-SF

FILING_RECEIVED

PROJECT HOPE OF MARION COUNTY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

66

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROJECT HOPE OF MARION COUNTY.

Plan sponsor

Name

PROJECT HOPE OF MARION COUNTY

EIN

20-8657795all filings

Address

PO BOX 5548 · OCALA, FL · 34478

Phone

(352) 427-5549

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

SGRY 401(K) PROFIT SHARING PLAN & TRUST

$35K · 12 participants

BOYS & GIRLS CLUB OF ST. MARYS

BOYS & GIRLS CLUB OF ST. MARYS PENSION PLAN

$35K · 3 participants

THE BRIDGE CHURCH CHINO

THE BRIDGE CHURCH CHINO RETIREMENT PLAN

$35K · 11 participants

FAITH AND COMMUNITY EMPOWERMENT

FAITH AND COMMUNITY EMPOWERMENT 401(K) PLAN

$35K · 1 participants

INREACH 401(K) PLAN

$35K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.