Traditions Senior Management, Inc. 401(k) Plan (terminated 2017): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2017. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Traditions Senior Management, Inc. 401(k) Plan Facts (plan year 2017)

Plan name
TRADITIONS SENIOR MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TRADITIONS SENIOR MANAGEMENT, INC.
Participants
1,798
Former employees with a balance
0
Plan year
Jan 1, 2017 – Jun 30, 2017
Plan established
Aug 17, 2005
✓ 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 2017 (Jan 1, 2017 – Jun 30, 2017), filed Oct 15, 2018. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2017

  • $2.82 million was paid out to participants.
  • Investment and other income added $10,343.

How the Traditions Senior Management, Inc. 401(k) changed, 2012–2017

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20121,887$2.48 million$0$250,372
20132,219$3.00 million$0$388,864
20142,371$3.65 million—$385,371
20152,760$3.49 million$11$988,555
2016869$2.82 million$0$1.52 million
2017 (final)1,798$0$0$2.82 million

Traditions Senior Management, Inc. 401(k) Contact Information

Phone
727-723-3000
Mailing address
24641 US HIGHWAY 19N, TAMPA FL 337635003
Plan sponsor
TRADITIONS SENIOR MANAGEMENT, INC.
Employer identification number (EIN)
45-1582829
Plan number
001

Questions about the Traditions Senior Management, Inc. 401(k)

Is the Traditions Senior Management, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2017.

Does Traditions Senior Management, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Traditions Senior Management, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Traditions Senior Management, Inc 401(k) plan?

1,798 participants at the start of plan year 2017.

Who manages the Traditions Senior Management, Inc 401(k) accounts?

FIFTH THIRD BANK RETIREMENT SERVICE is the plan's recordkeeper, which is where participants log in to see their balance.

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