Pelican Bay Foundation, Inc. 401(k) Plan: Login, Facts & Contact Information

Pelican Bay Foundation, Inc. 401(k) Plan Facts

Plan name
PELICAN BAY FOUNDATION, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PELICAN BAY FOUNDATION, INC.
Participants
245 (282 active employees)
Former employees with a balance
17
Plan assets
$3,442,022 at Dec 31, 2024
Average account balance
$33,745 across 102 accounts
Employer contributions
$212,015 in plan year 2024 (27% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $792,597 went into the plan in contributions, $212,015 of it from the employer (27%).
  • $2.83 million was paid out to participants.
  • Investment and other income added $391,830.

How the Pelican Bay Foundation, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019171$4.48 million$166,219$872,242
2020154$5.59 million$241,576$195,775
2021151$5.81 million$150,869$931,322
2022209$4.73 million$157,644$598,004
2023153$5.10 million$164,755$1.10 million
2024245$3.44 million$212,015$2.83 million

Pelican Bay Foundation, Inc. 401(k) Contact Information

Phone
239-597-8081
Mailing address
6251 PELICAN BAY BLVD, NAPLES FL 34108
Plan sponsor
PELICAN BAY FOUNDATION, INC.
Employer identification number (EIN)
59-1977547
Plan number
001

Questions about the Pelican Bay Foundation, Inc. 401(k)

Does Pelican Bay Foundation, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $212,015, 27% of all contributions.

Does the Pelican Bay Foundation, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Pelican Bay Foundation, Inc 401(k) plan?

245 participants at the start of plan year 2024, 282 of them active employees, and 17 former employees who still had money in the plan.

What is the average 401(k) balance at Pelican Bay Foundation, Inc?

About $33,745 per account: $3.44 million in plan assets across 102 accounts with a balance at the end of plan year 2024.

Who manages the Pelican Bay Foundation, Inc 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Pelican Bay Foundation, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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