Original filing (PDF)20250701124541NAL0012698385001

EQUALITY FLORIDA INSTITUTE INC.

Name: EQUALITY FLORIDA INSTITUTE INC. — EQUALITY FLORIDA INSTITUTE INC. 403B PLAN, Form 5500 (2024)
Creator: EQUALITY FLORIDA INSTITUTE INC.

Form 5500-SF

FILING_RECEIVED

EQUALITY FLORIDA INSTITUTE INC. 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 EQUALITY FLORIDA INSTITUTE INC..

Plan sponsor

Name

EQUALITY FLORIDA INSTITUTE INC.

EIN

59-3435235

Address

PO BOX 13184 · ST PETERSBURG, FL · 33733

Phone

(850) 292-7992

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

EDUCATION REFORM NOW ADVOCACY

EDUCATION REFORM NOW ADVOCACY 401K PROFIT SHARING PLAN AND TRU

$3.6M · 35 participants

GREATER WACO CHAMBER OF COMMERCE

GREATER WACO CHAMBER OF COMMERCE 401(K) PLAN

$3.6M · 17 participants

NATIONAL ASSOCIATION OF CONSERVATION DISTRICTS

NATIONAL ASSOCIATION OF CONSERVATIONS TDA PLAN

$3.6M · 32 participants

WECA, INC.

WECA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$3.6M · 54 participants

LSU ALUMNI ASSOCIATION