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FAMILY SERVICES OF NW PA 401(K) PLAN 401k Plan overview

Plan NameFAMILY SERVICES OF NW PA 401(K) PLAN
Plan identification number 001

FAMILY SERVICES OF NW PA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FAMILY SERVICES OF NW PA has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICES OF NW PA
Employer identification number (EIN):250987225
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY SERVICES OF NW PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01TAMMIE WADDING
0012015-07-01TAMMIE WADDING
0012014-07-01TAMMIE WADDING
0012013-07-01TAMMIE WADDING
0012012-07-01TAMMIE WADDING
0012011-07-01TAMMIE WADDING
0012010-07-01TAMMIE WADDING
0012010-07-01TAMMIE WADDING
0012009-07-01TAMMIE WADDING

Plan Statistics for FAMILY SERVICES OF NW PA 401(K) PLAN

401k plan membership statisitcs for FAMILY SERVICES OF NW PA 401(K) PLAN

Measure Date Value
2022: FAMILY SERVICES OF NW PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01260
Total number of active participants reported on line 7a of the Form 55002022-07-01131
Number of retired or separated participants receiving benefits2022-07-018
Number of other retired or separated participants entitled to future benefits2022-07-0191
Total of all active and inactive participants2022-07-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01230
Number of participants with account balances2022-07-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-014
2021: FAMILY SERVICES OF NW PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01260
Total number of active participants reported on line 7a of the Form 55002021-07-01133
Number of retired or separated participants receiving benefits2021-07-017
Number of other retired or separated participants entitled to future benefits2021-07-0197
Total of all active and inactive participants2021-07-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01237
Number of participants with account balances2021-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-018
2020: FAMILY SERVICES OF NW PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01267
Total number of active participants reported on line 7a of the Form 55002020-07-01150
Number of retired or separated participants receiving benefits2020-07-0111
Number of other retired or separated participants entitled to future benefits2020-07-0193
Total of all active and inactive participants2020-07-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01255
Number of participants with account balances2020-07-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: FAMILY SERVICES OF NW PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01250
Total number of active participants reported on line 7a of the Form 55002019-07-01153
Number of retired or separated participants receiving benefits2019-07-0110
Number of other retired or separated participants entitled to future benefits2019-07-0187
Total of all active and inactive participants2019-07-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01250
Number of participants with account balances2019-07-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-016
2018: FAMILY SERVICES OF NW PA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01240
Total number of active participants reported on line 7a of the Form 55002018-07-01144
Number of retired or separated participants receiving benefits2018-07-019
Number of other retired or separated participants entitled to future benefits2018-07-0178
Total of all active and inactive participants2018-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01231
Number of participants with account balances2018-07-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: FAMILY SERVICES OF NW PA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01225
Total number of active participants reported on line 7a of the Form 55002017-07-01150
Number of retired or separated participants receiving benefits2017-07-016
Number of other retired or separated participants entitled to future benefits2017-07-0168
Total of all active and inactive participants2017-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01224
Number of participants with account balances2017-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-014
2016: FAMILY SERVICES OF NW PA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01216
Total number of active participants reported on line 7a of the Form 55002016-07-01127
Number of retired or separated participants receiving benefits2016-07-015
Number of other retired or separated participants entitled to future benefits2016-07-0167
Total of all active and inactive participants2016-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01199
Number of participants with account balances2016-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-018
2015: FAMILY SERVICES OF NW PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01213
Total number of active participants reported on line 7a of the Form 55002015-07-01128
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-0172
Total of all active and inactive participants2015-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01203
Number of participants with account balances2015-07-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0111
2014: FAMILY SERVICES OF NW PA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01213
Total number of active participants reported on line 7a of the Form 55002014-07-01140
Number of retired or separated participants receiving benefits2014-07-013
Number of other retired or separated participants entitled to future benefits2014-07-0166
Total of all active and inactive participants2014-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01209
Number of participants with account balances2014-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: FAMILY SERVICES OF NW PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01213
Total number of active participants reported on line 7a of the Form 55002013-07-01130
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-0163
Total of all active and inactive participants2013-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01195
Number of participants with account balances2013-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: FAMILY SERVICES OF NW PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01206
Total number of active participants reported on line 7a of the Form 55002012-07-01117
Number of retired or separated participants receiving benefits2012-07-0114
Number of other retired or separated participants entitled to future benefits2012-07-0164
Total of all active and inactive participants2012-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01195
Number of participants with account balances2012-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: FAMILY SERVICES OF NW PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01195
Total number of active participants reported on line 7a of the Form 55002011-07-01127
Number of retired or separated participants receiving benefits2011-07-0110
Number of other retired or separated participants entitled to future benefits2011-07-0159
Total of all active and inactive participants2011-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01196
Number of participants with account balances2011-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: FAMILY SERVICES OF NW PA 401(K) PLAN 2010 401k membership
Total of all active and inactive participants2010-07-010
Total participants2010-07-010
Total participants, beginning-of-year2010-07-01184
Total number of active participants reported on line 7a of the Form 55002010-07-01128
Number of retired or separated participants receiving benefits2010-07-012
Number of other retired or separated participants entitled to future benefits2010-07-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Number of participants with account balances2010-07-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-013
2009: FAMILY SERVICES OF NW PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01178
Total number of active participants reported on line 7a of the Form 55002009-07-01135
Number of retired or separated participants receiving benefits2009-07-015
Number of other retired or separated participants entitled to future benefits2009-07-0142
Total of all active and inactive participants2009-07-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01183
Number of participants with account balances2009-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on FAMILY SERVICES OF NW PA 401(K) PLAN

Measure Date Value
2023 : FAMILY SERVICES OF NW PA 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$1,975,864
Total of all expenses incurred2023-06-30$611,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$603,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$644,837
Value of total assets at end of year2023-06-30$12,369,031
Value of total assets at beginning of year2023-06-30$11,004,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$7,498
Total interest from all sources2023-06-30$11,392
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$523,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$523,700
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$391,908
Participant contributions at end of year2023-06-30$230,098
Participant contributions at beginning of year2023-06-30$114,285
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$9,122
Administrative expenses (other) incurred2023-06-30$7,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$1,364,681
Value of net assets at end of year (total assets less liabilities)2023-06-30$12,369,031
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$11,004,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$12,138,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$10,890,062
Interest on participant loans2023-06-30$11,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$795,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$243,807
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$603,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30FELIX & GLOEKLER, PC
Accountancy firm EIN2023-06-30260001555
2022 : FAMILY SERVICES OF NW PA 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-782,441
Total of all expenses incurred2022-06-30$486,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$476,219
Expenses. Certain deemed distributions of participant loans2022-06-30$8,027
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$596,059
Value of total assets at end of year2022-06-30$11,004,350
Value of total assets at beginning of year2022-06-30$12,272,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,864
Total interest from all sources2022-06-30$4,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$370,061
Participant contributions at end of year2022-06-30$114,285
Participant contributions at beginning of year2022-06-30$62,863
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$7,931
Other income not declared elsewhere2022-06-30$1,964
Administrative expenses (other) incurred2022-06-30$1,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,268,551
Value of net assets at end of year (total assets less liabilities)2022-06-30$11,004,350
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,272,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$10,890,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$11,913,960
Interest on participant loans2022-06-30$4,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$3
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,385,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$218,067
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$296,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$476,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FELIX & GLOEKLER, PC
Accountancy firm EIN2022-06-30260001555
2021 : FAMILY SERVICES OF NW PA 401(K) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,517,880
Total of all expenses incurred2021-06-30$588,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$586,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$705,245
Value of total assets at end of year2021-06-30$12,272,901
Value of total assets at beginning of year2021-06-30$9,343,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,500
Total interest from all sources2021-06-30$3,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$291,514
Participant contributions at end of year2021-06-30$62,863
Participant contributions at beginning of year2021-06-30$81,460
Participant contributions at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$2,809,004
Administrative expenses (other) incurred2021-06-30$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,929,576
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,272,901
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,343,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$11,913,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,969,764
Interest on participant loans2021-06-30$3,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$3
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$53
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$53
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$413,731
Employer contributions (assets) at end of year2021-06-30$296,075
Employer contributions (assets) at beginning of year2021-06-30$292,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$586,804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2021-06-30260001555
2020 : FAMILY SERVICES OF NW PA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,017,412
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$467,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$428,662
Expenses. Certain deemed distributions of participant loans2020-06-30$29,912
Value of total corrective distributions2020-06-30$7,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$699,305
Value of total assets at end of year2020-06-30$9,343,325
Value of total assets at beginning of year2020-06-30$8,793,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,840
Total interest from all sources2020-06-30$4,362
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$1,840
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$269,789
Participant contributions at end of year2020-06-30$81,460
Participant contributions at beginning of year2020-06-30$107,157
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$28,314
Other income not declared elsewhere2020-06-30$313,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$549,612
Value of net assets at end of year (total assets less liabilities)2020-06-30$9,343,325
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,793,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,969,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,469,004
Interest on participant loans2020-06-30$4,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$53
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$18
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$18
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$401,202
Employer contributions (assets) at end of year2020-06-30$292,048
Employer contributions (assets) at beginning of year2020-06-30$217,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$428,662
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2020-06-30260001555
2019 : FAMILY SERVICES OF NW PA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,048,485
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$787,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$769,058
Expenses. Certain deemed distributions of participant loans2019-06-30$6,851
Value of total corrective distributions2019-06-30$8,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$584,792
Value of total assets at end of year2019-06-30$8,793,713
Value of total assets at beginning of year2019-06-30$8,532,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,927
Total interest from all sources2019-06-30$7,376
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$2,927
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$260,512
Participant contributions at end of year2019-06-30$107,157
Participant contributions at beginning of year2019-06-30$170,069
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$382
Other income not declared elsewhere2019-06-30$456,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$261,417
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,793,713
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,532,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$8,469,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$8,163,534
Income. Interest from loans (other than to participants)2019-06-30$7,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$18
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$50
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$323,898
Employer contributions (assets) at end of year2019-06-30$217,534
Employer contributions (assets) at beginning of year2019-06-30$198,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$769,058
Liabilities. Value of benefit claims payable at end of year2019-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2019-06-30260001555
2018 : FAMILY SERVICES OF NW PA 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,219,290
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$461,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$415,316
Expenses. Certain deemed distributions of participant loans2018-06-30$17,162
Value of total corrective distributions2018-06-30$8,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$587,356
Value of total assets at end of year2018-06-30$8,532,296
Value of total assets at beginning of year2018-06-30$7,774,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$20,584
Total interest from all sources2018-06-30$7,801
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$20,584
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$239,006
Participant contributions at end of year2018-06-30$170,069
Participant contributions at beginning of year2018-06-30$154,432
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$51,263
Other income not declared elsewhere2018-06-30$624,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$757,886
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,532,296
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,774,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$8,163,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,877,541
Income. Interest from loans (other than to participants)2018-06-30$7,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$50
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,516,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,516,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$297,087
Employer contributions (assets) at end of year2018-06-30$198,643
Employer contributions (assets) at beginning of year2018-06-30$225,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$415,316
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2018-06-30260001555
2017 : FAMILY SERVICES OF NW PA 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,450,907
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$883,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$851,958
Expenses. Certain deemed distributions of participant loans2017-06-30$10,629
Value of total corrective distributions2017-06-30$8,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$541,289
Value of total assets at end of year2017-06-30$7,774,410
Value of total assets at beginning of year2017-06-30$7,206,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$12,349
Total interest from all sources2017-06-30$6,366
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$12,349
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$225,861
Participant contributions at end of year2017-06-30$154,432
Participant contributions at beginning of year2017-06-30$112,107
Participant contributions at end of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$567,629
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,774,410
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,206,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,877,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,407,871
Interest on participant loans2017-06-30$6,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,516,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,451,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,451,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$903,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$315,428
Employer contributions (assets) at end of year2017-06-30$225,585
Employer contributions (assets) at beginning of year2017-06-30$234,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$851,958
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2017-06-30260001555
2016 : FAMILY SERVICES OF NW PA 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$572,860
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$260,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$244,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$567,464
Value of total assets at end of year2016-06-30$7,206,781
Value of total assets at beginning of year2016-06-30$6,894,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$16,136
Total interest from all sources2016-06-30$350,687
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$16,136
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$236,953
Participant contributions at end of year2016-06-30$112,107
Participant contributions at beginning of year2016-06-30$109,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$311,989
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,206,781
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,894,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,407,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,239,265
Interest on participant loans2016-06-30$6,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$1,451,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,383,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,383,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$344,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-345,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$330,511
Employer contributions (assets) at end of year2016-06-30$234,948
Employer contributions (assets) at beginning of year2016-06-30$162,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$244,735
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2016-06-30260001555
2015 : FAMILY SERVICES OF NW PA 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$759,546
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,360,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,337,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$449,951
Value of total assets at end of year2015-06-30$6,894,792
Value of total assets at beginning of year2015-06-30$7,495,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$22,638
Total interest from all sources2015-06-30$329,106
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$22,638
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$204,333
Participant contributions at end of year2015-06-30$109,817
Participant contributions at beginning of year2015-06-30$106,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-600,556
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,894,792
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,495,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,239,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,611,907
Income. Interest from loans (other than to participants)2015-06-30$4,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,383,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,577,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,577,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$324,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-19,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$245,618
Employer contributions (assets) at end of year2015-06-30$162,303
Employer contributions (assets) at beginning of year2015-06-30$199,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,337,464
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2015-06-30260001555
2014 : FAMILY SERVICES OF NW PA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,516,541
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$404,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$391,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$489,065
Value of total assets at end of year2014-06-30$7,495,348
Value of total assets at beginning of year2014-06-30$6,383,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$12,470
Total interest from all sources2014-06-30$250,296
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$12,470
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$210,503
Participant contributions at end of year2014-06-30$106,796
Participant contributions at beginning of year2014-06-30$108,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,112,310
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,495,348
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,383,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,611,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,069,747
Income. Interest from loans (other than to participants)2014-06-30$1,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,577,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,166,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,166,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$248,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$777,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$278,562
Employer contributions (assets) at end of year2014-06-30$199,329
Employer contributions (assets) at beginning of year2014-06-30$38,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$391,761
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2014-06-30260001555
2013 : FAMILY SERVICES OF NW PA 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,079,726
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$487,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$468,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$369,825
Value of total assets at end of year2013-06-30$6,383,038
Value of total assets at beginning of year2013-06-30$5,790,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$18,842
Total interest from all sources2013-06-30$165,350
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$18,842
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$215,551
Participant contributions at end of year2013-06-30$108,951
Participant contributions at beginning of year2013-06-30$86,584
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$32,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$592,493
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,383,038
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,790,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,069,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,441,173
Interest on participant loans2013-06-30$4,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,166,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,084,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,084,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$161,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$544,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$122,008
Employer contributions (assets) at end of year2013-06-30$38,322
Employer contributions (assets) at beginning of year2013-06-30$178,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$468,391
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2013-06-30260001555
2012 : FAMILY SERVICES OF NW PA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$603,272
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$533,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$519,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$491,175
Value of total assets at end of year2012-06-30$5,790,545
Value of total assets at beginning of year2012-06-30$5,720,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$13,673
Total interest from all sources2012-06-30$27,864
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$94,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$94,552
Administrative expenses professional fees incurred2012-06-30$13,673
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$224,782
Participant contributions at end of year2012-06-30$86,584
Participant contributions at beginning of year2012-06-30$99,254
Participant contributions at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$69,879
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,790,545
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,720,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,441,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,405,598
Interest on participant loans2012-06-30$4,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,084,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,015,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,015,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$23,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-10,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$266,393
Employer contributions (assets) at end of year2012-06-30$178,400
Employer contributions (assets) at beginning of year2012-06-30$200,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$519,720
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2012-06-30260001555
2011 : FAMILY SERVICES OF NW PA 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,347,465
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$223,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$209,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$499,574
Value of total assets at end of year2011-06-30$5,720,666
Value of total assets at beginning of year2011-06-30$4,597,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$14,539
Total interest from all sources2011-06-30$28,750
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$84,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$84,199
Administrative expenses professional fees incurred2011-06-30$14,539
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$100,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$215,299
Participant contributions at end of year2011-06-30$99,254
Participant contributions at beginning of year2011-06-30$93,027
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$9,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,123,551
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,720,666
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,597,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,405,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,477,924
Interest on participant loans2011-06-30$4,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,015,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$838,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$838,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$23,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$734,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$284,275
Employer contributions (assets) at end of year2011-06-30$200,041
Employer contributions (assets) at beginning of year2011-06-30$178,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$209,375
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30FELIX & GLOEKLER PC
Accountancy firm EIN2011-06-30260001555

Form 5500 Responses for FAMILY SERVICES OF NW PA 401(K) PLAN

2022: FAMILY SERVICES OF NW PA 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: FAMILY SERVICES OF NW PA 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FAMILY SERVICES OF NW PA 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FAMILY SERVICES OF NW PA 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FAMILY SERVICES OF NW PA 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FAMILY SERVICES OF NW PA 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FAMILY SERVICES OF NW PA 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FAMILY SERVICES OF NW PA 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FAMILY SERVICES OF NW PA 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FAMILY SERVICES OF NW PA 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FAMILY SERVICES OF NW PA 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FAMILY SERVICES OF NW PA 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: FAMILY SERVICES OF NW PA 401(K) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: FAMILY SERVICES OF NW PA 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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