SERVICES BY DESIGN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SERVICES BY DESIGN DBA CARING SOLUTIONS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SERVICES BY DESIGN DBA CARING SOLUTIONS 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 205519 |
| Net assets as of the end of the plan year | 2025-10-15 | 802400 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 730071 |
| Participant contributions to plan in this plan year | 2025-10-15 | 114127 |
| Other income to plan in this plan year | 2025-10-15 | 82704 |
| Plan net income in this plan year | 2025-10-15 | 72329 |
| Net assets as of the end of the plan year | 2025-10-15 | 802400 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 730071 |
| Employer contributions to plan in this plan year | 2025-10-15 | 81017 |
| Fees paid to broker by Benefit Provider | 2025-10-15 | 2249 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 4031 |
| 2024 : SERVICES BY DESIGN DBA CARING SOLUTIONS 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 68741 |
| Net assets as of the end of the plan year | 2024-10-14 | 730071 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 520897 |
| Participant contributions to plan in this plan year | 2024-10-14 | 117817 |
| Other income to plan in this plan year | 2024-10-14 | 84224 |
| Plan net income in this plan year | 2024-10-14 | 209174 |
| Net assets as of the end of the plan year | 2024-10-14 | 730071 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 520897 |
| Employer contributions to plan in this plan year | 2024-10-14 | 75874 |
| Fees paid to broker by Benefit Provider | 2024-10-14 | 2982 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 1450 |
| 2021 : SERVICES BY DESIGN DBA CARING SOLUTIONS 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 | $197,132 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $75,286 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $74,136 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $145,856 |
| Value of total assets at end of year | 2021-12-31 | $565,752 |
| Value of total assets at beginning of year | 2021-12-31 | $443,906 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,150 |
| Total interest from all sources | 2021-12-31 | $57 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| 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 | $91,048 |
| 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 | $121,846 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $565,752 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $443,906 |
| 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 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $14,824 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $540,129 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $418,591 |
| Interest on participant loans | 2021-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
| Interest earned on other investments | 2021-12-31 | $57 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $10,491 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $10,491 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $25,623 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $51,219 |
| 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 | $54,808 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $74,136 |
| Contract administrator fees | 2021-12-31 | $1,150 |
| 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 | Disclaimer |
| Accountancy firm name | 2021-12-31 | SCHMERSAHL TRELOAR & CO. |
| Accountancy firm EIN | 2021-12-31 | 431540459 |
| 2020 : SERVICES BY DESIGN DBA CARING SOLUTIONS 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $258,372 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $51,521 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $49,571 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $204,944 |
| Value of total assets at end of year | 2020-12-31 | $443,906 |
| Value of total assets at beginning of year | 2020-12-31 | $237,055 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,950 |
| Total interest from all sources | 2020-12-31 | $28 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | No |
| 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 | $124,375 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $7,015 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,495 |
| 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 | $206,851 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $443,906 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $237,055 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,824 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,499 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $418,591 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $220,035 |
| Interest on participant loans | 2020-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
| Interest earned on other investments | 2020-12-31 | $28 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $10,491 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $53,400 |
| 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 | $77,074 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $4,506 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $49,571 |
| Contract administrator fees | 2020-12-31 | $1,950 |
| 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 | Disclaimer |
| Accountancy firm name | 2020-12-31 | SCHMERSAHL TRELOAR & CO. |
| Accountancy firm EIN | 2020-12-31 | 431540459 |
| 2019 : SERVICES BY DESIGN DBA CARING SOLUTIONS 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $252,091 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $15,036 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $13,736 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $235,926 |
| Value of total assets at end of year | 2019-12-31 | $237,055 |
| Value of total assets at beginning of year | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,300 |
| Total interest from all sources | 2019-12-31 | $7 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| 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 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $125,004 |
| Participant contributions at end of year | 2019-12-31 | $7,015 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $27,540 |
| 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 | $237,055 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $237,055 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| 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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $220,035 |
| Interest earned on other investments | 2019-12-31 | $7 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $5,499 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $16,158 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 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 |
| Contributions received in cash from employer | 2019-12-31 | $83,382 |
| Employer contributions (assets) at end of year | 2019-12-31 | $4,506 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $13,736 |
| Contract administrator fees | 2019-12-31 | $1,300 |
| 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 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SCHMERSAHL TRELOAR & CO. |
| Accountancy firm EIN | 2019-12-31 | 431540459 |
