Original filing (PDF)20250325110955NAL0010129859001

SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY, INC.

Name: SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY, INC. — SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY, INC. 403(B) PLAN, Form 5500 (2023)
Creator: SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY, INC.

Form 5500-SF

FILING_RECEIVED

SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY, INC. 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY, INC..

Plan sponsor

Name

SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY, INC.

EIN

59-1591554

Address

101 WEST PALMETTO AVE · LONGWOOD, FL · 32750

Phone

(407) 834-1660

Industry

Law Offices· Professional & Technical Servicessee 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

2025-03-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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