Original filing (PDF)20260211100702NAL0002756915001

SOUTHWEST FLORIDA WORKFORCE DEVELOPMENT BOARD, INC.

Name: SOUTHWEST FLORIDA WORKFORCE DEVELOPMENT BOARD, INC. — CAREERSOURCE SOUTHWEST FLORIDA 403(B) PLAN, Form 5500 (2024)
Creator: SOUTHWEST FLORIDA WORKFORCE DEVELOPMENT BOARD, INC.

Form 5500-SF

FILING_RECEIVED

CAREERSOURCE SOUTHWEST FLORIDA 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 SOUTHWEST FLORIDA WORKFORCE DEVELOPMENT BOARD, INC..

Plan sponsor

Name

SOUTHWEST FLORIDA WORKFORCE DEVELOPMENT BOARD, INC.

DBA

CAREERSOURCE SOUTHWEST FLORIDA

EIN

65-0778245

Address

6800 SHOPPES AT PLANTATION · SUITE 170 · FORT MYERS, FL · 33912

Phone

(239) 931-8200

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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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VIRTUAL INERTIA CORPORATION