Original filing (PDF)20241004083549NAL0005534403001

NAIFA-FLORIDA, INC.

Name: NAIFA-FLORIDA, INC. — NAIFA-FLORIDA 401(K) PLAN, Form 5500 (2023)
Creator: NAIFA-FLORIDA, INC.

Form 5500-SF

FILING_RECEIVED

NAIFA-FLORIDA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAIFA-FLORIDA, INC..

Plan sponsor

Name

NAIFA-FLORIDA, INC.

EIN

59-0856103

Address

PO BOX 14365 · TALLAHASSEE, FL · 32317

Phone

(850) 422-1701

Industry

Finance & Insurancesee all

Plan administrator

Name

NAIFA-FLORIDA, INC.

EIN

59-0856103

City

TALLAHASSEE, FL

Phone

(850) 422-1701

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

T.M. SEGER CLAIM SERVICE, INC.

T.M. SEGER CLAIM SERVICE, INC. PROFIT SHARING PLAN

DAVIES LIFE & HEALTH, INC.

CLASSIC TITLE SERVICES, LLC

CLASSIC TITLE SERVICES 401(K) PLAN

LONG TERM CARE GROUP, INC.

LONG TERM CARE GROUP, INC. 401(K) PLAN

CR SOLUTIONS COMPANY LLC