Original filing (PDF)20250430142603NAL0002986992001

NORTHEAST FLORIDA COMMUNITY ACTION AGENCY, INC.

Name: NORTHEAST FLORIDA COMMUNITY ACTION AGENCY, INC. — NORTHEAST FLORIDA COMMUNITY ACTION AGENCY, INC. RETIREMENT PLAN AND TRUST, Form 5500 (2023)
Creator: NORTHEAST FLORIDA COMMUNITY ACTION AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

NORTHEAST FLORIDA COMMUNITY ACTION AGENCY, INC. RETIREMENT PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHEAST FLORIDA COMMUNITY ACTION AGENCY, INC..

Plan sponsor

Name

NORTHEAST FLORIDA COMMUNITY ACTION AGENCY, INC.

EIN

59-1090517

Address

POST OFFICE BOX 52025 · JACKSONVILLE, FL · 32201

Phone

(904) 398-7472

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-30

Pension benefit codes

2E · Profit-sharing

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

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