Original filing (PDF)20241001125331NAL0011589216001

TAMPA LIFE PLAN VILLAGE

Name: TAMPA LIFE PLAN VILLAGE — TAMPA LIFE PLAN VILLAGE 403(B) PLAN, Form 5500 (2023)
Creator: TAMPA LIFE PLAN VILLAGE

Form 5500-SF

FILING_RECEIVED

TAMPA LIFE PLAN VILLAGE 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAMPA LIFE PLAN VILLAGE.

Plan sponsor

Name

TAMPA LIFE PLAN VILLAGE

EIN

83-3600494

Address

12401 N. 22ND STREET · TAMPA, FL · 33612

Phone

(813) 975-5144

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-01

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

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