401k Plan data: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN plan

DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN
Plan identification number	001

DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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

DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. D/B/A ABILITY has sponsored the creation of one or more 401k plans.

Company Name: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. D/B/A ABILITY

Employer identification number (EIN): 812532642

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LARRY LEY 2024-07-30
001 2022-01-01
001 2021-01-01
001 2020-01-01 LARRY R. LEY 2021-10-14 LARRY R. LEY 2021-10-14
001 2019-01-01 LARRY R. LEY 2020-10-14 LARRY R. LEY 2020-10-14
001 2018-01-01 LARRY R. LEY 2019-10-15 LARRY R. LEY 2019-10-15
001 2017-01-01
001 2016-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LARRY LEY	2024-07-30
001	2022-01-01
001	2021-01-01
001	2020-01-01	LARRY R. LEY	2021-10-14	LARRY R. LEY	2021-10-14
001	2019-01-01	LARRY R. LEY	2020-10-14	LARRY R. LEY	2020-10-14
001	2018-01-01	LARRY R. LEY	2019-10-15	LARRY R. LEY	2019-10-15
001	2017-01-01
001	2016-07-01

Plan Statistics for DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN

401k plan membership statisitcs for DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN

Measure Date Value
2022: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 263
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 273
Number of participants with account balances 2022-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 97
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 122
Number of participants with account balances 2021-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 95
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 119
Number of participants with account balances 2020-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 98
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 106
Number of participants with account balances 2019-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 92
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 98
Number of participants with account balances 2018-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 23
2017: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 115
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 131
Number of participants with account balances 2017-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 107
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 11
Total of all active and inactive participants 2016-07-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 118
Number of participants with account balances 2016-07-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 16

Measure	Date	Value
2022: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	263
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	273
Number of participants with account balances	2022-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	97
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	122
Number of participants with account balances	2021-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	95
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	119
Number of participants with account balances	2020-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	98
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	106
Number of participants with account balances	2019-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	92
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	98
Number of participants with account balances	2018-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	23
2017: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	115
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	131
Number of participants with account balances	2017-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	107
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	11
Total of all active and inactive participants	2016-07-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	118
Number of participants with account balances	2016-07-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	16

Financial Data on DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-267,011
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$84,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$82,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$103,361
Value of total assets at end of year	2022-12-31	$1,943,968
Value of total assets at beginning of year	2022-12-31	$2,295,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,169
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$52,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$52,077
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$230,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$103,361
Administrative expenses (other) incurred	2022-12-31	$1,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-351,103
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,943,968
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,295,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,912,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,253,633
Value of interest in common/collective trusts at end of year	2022-12-31	$31,053
Value of interest in common/collective trusts at beginning of year	2022-12-31	$41,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-423,027
Net investment gain or loss from common/collective trusts	2022-12-31	$578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$82,923
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PEAK AUDIT & ACCOUNTING LLC
Accountancy firm EIN	2022-12-31	831056549
2021 : DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$387,816
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$238,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$220,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$95,318
Value of total assets at end of year	2021-12-31	$2,295,071
Value of total assets at beginning of year	2021-12-31	$2,145,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$17,970
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$54,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$54,050
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$215,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$88,413
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$49,281
Administrative expenses (other) incurred	2021-12-31	$17,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$149,451
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,295,071
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,145,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,253,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,096,339
Value of interest in common/collective trusts at end of year	2021-12-31	$41,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$238,195
Net investment gain or loss from common/collective trusts	2021-12-31	$253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$6,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$220,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SIKICH LLP
Accountancy firm EIN	2021-12-31	363168081
2020 : DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$337,403
Total of all expenses incurred	2020-12-31	$149,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$123,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$92,669
Value of total assets at end of year	2020-12-31	$2,145,620
Value of total assets at beginning of year	2020-12-31	$1,957,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,692
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$76,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$76,679
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$200,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$75,473
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$49,281
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$94,442
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,167
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$7,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$188,292
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,145,620
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,957,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$17,888
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,096,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,862,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$168,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$15,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$123,419
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SIKICH LLP
Accountancy firm EIN	2020-12-31	363168081
2019 : DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$427,695
Total of all expenses incurred	2019-12-31	$213,665
Total of all expenses incurred	2019-12-31	$213,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$186,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$186,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$98,766
Value of total assets at end of year	2019-12-31	$1,957,328
Value of total assets at beginning of year	2019-12-31	$1,743,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$200,000
Value of fidelity bond cover	2019-12-31	$200,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$72,186
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$94,442
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,093
Other income not declared elsewhere	2019-12-31	$1,902
Administrative expenses (other) incurred	2019-12-31	$5,265
Administrative expenses (other) incurred	2019-12-31	$5,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$214,030
Value of net income/loss	2019-12-31	$214,030
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,957,328
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,743,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$21,485
Investment advisory and management fees	2019-12-31	$21,485
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,862,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,743,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$327,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$14,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$186,915
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	HOCHSCHILD, BLOOM & COMPANY
Accountancy firm name	2019-12-31	HOCHSCHILD, BLOOM & COMPANY
Accountancy firm EIN	2019-12-31	430673920
Accountancy firm EIN	2019-12-31	430673920
2018 : DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$171,953
Total of all expenses incurred	2018-12-31	$98,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$87,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$146,041
Value of total assets at end of year	2018-12-31	$1,743,298
Value of total assets at beginning of year	2018-12-31	$1,669,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,229
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$200,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$88,389
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$41,721
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$73,590
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,743,298
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,669,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$11,229
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,743,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,615,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$54,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$54,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$25,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$15,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$87,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	HOCHSCHILD, BLOOM & COMPANY
Accountancy firm EIN	2018-12-31	430673920
2017 : DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$387,150
Total loss/gain on sale of assets	2017-12-31	$22,109
Total of all expenses incurred	2017-12-31	$91,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$84,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$123,986
Value of total assets at end of year	2017-12-31	$1,669,708
Value of total assets at beginning of year	2017-12-31	$1,374,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,088
Total interest from all sources	2017-12-31	$7
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$63,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$63,964
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$123,986
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$122,597
Other income not declared elsewhere	2017-12-31	$629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$295,506
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,669,708
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,374,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$7,088
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,615,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,174,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$54,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$76,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$76,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$176,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$84,556
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$182,523
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$160,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	HOCHSCHILD, BLOOM & COMPANY
Accountancy firm EIN	2017-12-31	430673920
2016 : DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$1,393,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$40,979
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$60,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$57,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$1,374,202
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,880
Total interest from all sources	2016-12-31	$23
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$27,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$27,265
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$122,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-19,580
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,374,202
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$2,630
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,174,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$76,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$13,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$57,679
Contract administrator fees	2016-12-31	$250
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	HOCHSCHILD, BLOOM & COMPANY
Accountancy firm EIN	2016-12-31	430673920

Form 5500 Responses for DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN

2022: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	First time form 5500 has been submitted	Yes
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DEVELOPMENTAL SERVICES OF FRANKLIN COUNTY, INC. D/B/A ABILITY
Employer identification number (EIN):	812532642
NAIC Classification:	621610
NAIC Description:	Home Health Care Services