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FAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) PLAN 401k Plan overview

Plan NameFAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) PLAN
Plan identification number 001

FAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 HEALTH SERVICES OF ERIE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:FAMILY HEALTH SERVICES OF ERIE COUNTY
Employer identification number (EIN):263607741
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about FAMILY HEALTH SERVICES OF ERIE COUNTY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2008-07-21
Company Identification Number: 1795036
Legal Registered Office Address: 1111 HAYES AVENUE C/O LEGAL DEPT.
-
SANDUSKY
United States of America (USA)
44870

More information about FAMILY HEALTH SERVICES OF ERIE COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID TATRO2024-09-19 DAVID TATRO2024-09-19
0012022-01-01DAVID TATRO2023-10-02
0012021-01-01DAVID TATRO2022-10-11
0012020-01-01DAVID TATRO2021-11-01
0012019-01-01DAVID TATRO2020-10-05
0012018-01-01ALBERT JANKA2019-07-17 ALBERT JANKA2019-07-17
0012017-01-01MARIA ROBINSON2018-07-24 MARIA ROBINSON2018-07-24
0012017-01-01DONALD BRANUM
0012016-01-01MARIA ROBINSON2017-05-02 MARIA ROBINSON2017-05-02
0012015-01-01LISA FREITAS2016-07-13 LISA FREITAS2016-07-13
0012014-04-01WILSON FORNEY2015-10-15 WILSON FORNEY2015-10-15

Plan Statistics for FAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) PLAN

401k plan membership statisitcs for FAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) PLAN

Measure Date Value
2017: FAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-0124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0124
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on FAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) PLAN

Measure Date Value
2017 : FAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$290
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$290
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$0
Total contributions received or receivable from participants2017-12-31$277
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$13
Net income (gross income less expenses)2017-12-31$290
Net plan assets at end of year (total assets less liabilities)2017-12-31$290
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0

Form 5500 Responses for FAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) PLAN

2017: FAMILY HEALTH SERVICES OF ERIE COUNTY 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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