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Original filing (PDF)20260309133400NAL0002276064001

FLORIDA BUSINESS DEVELOPMENT CORPORATION

Form 5500-SF
FILING_RECEIVED
FLORIDA BUSINESS DEVELOPMENT CORP. 401(K) PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
52
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLORIDA BUSINESS DEVELOPMENT CORPORATION.
Plan sponsor
Name
FLORIDA BUSINESS DEVELOPMENT CORPORATION
EIN
65-0179159
Address
1715 N. WEST SHORE BLVD. · SUITE 780 · TAMPA, FL · 33607
Phone
(813) 441-7241
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-03-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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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