Plan Name | FAMILY INSIGHT 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FAMILY INSIGHT, P.C. |
Employer identification number (EIN): | 202308383 |
NAIC Classification: | 621330 |
NAIC Description: | Offices of Mental Health Practitioners (except Physicians) |
Additional information about FAMILY INSIGHT, P.C.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2005-01-03 |
Company Identification Number: | 0629361 |
Legal Registered Office Address: |
3433 BRAMBLETON AVENUE SUITE 201A ROANOKE United States of America (USA) 24018 |
More information about FAMILY INSIGHT, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | MARK PHILLIPS | 2018-07-24 | ||
001 | 2016-01-01 | MARK PHILLIPS | 2017-06-16 |
Measure | Date | Value |
---|---|---|
2022: FAMILY INSIGHT 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16 |
Total of all active and inactive participants | 2022-01-01 | 303 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 303 |
Number of participants with account balances | 2022-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 19 |
2021: FAMILY INSIGHT 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 321 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 249 |
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 | 21 |
Total of all active and inactive participants | 2021-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 270 |
Number of participants with account balances | 2021-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 34 |
2020: FAMILY INSIGHT 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 235 |
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 | 86 |
Total of all active and inactive participants | 2020-01-01 | 321 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 321 |
Number of participants with account balances | 2020-01-01 | 171 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: FAMILY INSIGHT 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 312 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 316 |
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 | 1 |
Total of all active and inactive participants | 2019-01-01 | 317 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 317 |
Number of participants with account balances | 2019-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: FAMILY INSIGHT 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 225 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 310 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 310 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 310 |
Number of participants with account balances | 2018-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : FAMILY INSIGHT 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $131,875 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $56,294 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $39,559 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $255,819 |
Value of total assets at end of year | 2022-12-31 | $735,287 |
Value of total assets at beginning of year | 2022-12-31 | $659,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $15,670 |
Total interest from all sources | 2022-12-31 | $83 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $17,434 |
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 | $17,434 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $63,173 |
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 | $223,796 |
Participant contributions at end of year | 2022-12-31 | $14,830 |
Participant contributions at beginning of year | 2022-12-31 | $1,966 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $8,326 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,788 |
Total non interest bearing cash at end of year | 2022-12-31 | $2,079 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
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 | $75,581 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $735,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $659,706 |
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 | $716,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $626,628 |
Interest on participant loans | 2022-12-31 | $83 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,547 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $5,102 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $5,102 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-141,461 |
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 |
Contributions received in cash from employer | 2022-12-31 | $28,235 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $17,684 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $39,559 |
Contract administrator fees | 2022-12-31 | $15,670 |
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 | KEITER |
Accountancy firm EIN | 2022-12-31 | 541631262 |
2021 : FAMILY INSIGHT 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 | $334,224 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $205,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $189,949 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $262,377 |
Value of total assets at end of year | 2021-12-31 | $659,706 |
Value of total assets at beginning of year | 2021-12-31 | $530,912 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,481 |
Total interest from all sources | 2021-12-31 | $86 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $13,149 |
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 | $13,149 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $63,173 |
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 | $203,454 |
Participant contributions at end of year | 2021-12-31 | $1,966 |
Participant contributions at beginning of year | 2021-12-31 | $3,000 |
Participant contributions at end of year | 2021-12-31 | $8,326 |
Participant contributions at beginning of year | 2021-12-31 | $41,709 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $8,214 |
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 | $128,794 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $659,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $530,912 |
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 | $626,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $430,007 |
Interest on participant loans | 2021-12-31 | $86 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $32,989 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $5,102 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $58,612 |
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 | Yes |
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 | $50,709 |
Employer contributions (assets) at end of year | 2021-12-31 | $17,684 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $23,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $189,949 |
Contract administrator fees | 2021-12-31 | $15,481 |
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 | KEITER |
Accountancy firm EIN | 2021-12-31 | 541631262 |
2020 : FAMILY INSIGHT 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 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 | $4,010 |
Total income from all sources (including contributions) | 2020-12-31 | $239,158 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $45,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $35,330 |
Value of total corrective distributions | 2020-12-31 | $9,845 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $179,986 |
Value of total assets at end of year | 2020-12-31 | $530,912 |
Value of total assets at beginning of year | 2020-12-31 | $341,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $291 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $16,962 |
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 | $16,962 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $46,300 |
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 | $112,493 |
Participant contributions at end of year | 2020-12-31 | $3,000 |
Participant contributions at end of year | 2020-12-31 | $41,709 |
Participant contributions at beginning of year | 2020-12-31 | $42,242 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $34,914 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $4,010 |
Administrative expenses (other) incurred | 2020-12-31 | $291 |
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 | $193,692 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $530,912 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $337,220 |
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 | $430,007 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $271,952 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $32,989 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $7,688 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $39,522 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,688 |
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 | Yes |
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 | $32,579 |
Employer contributions (assets) at end of year | 2020-12-31 | $23,207 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $19,348 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $35,330 |
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 | KEITER |
Accountancy firm EIN | 2020-12-31 | 541631262 |
2019 : FAMILY INSIGHT 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 | $142,214 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,766 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $100,878 |
Value of total assets at end of year | 2019-12-31 | $279,637 |
Value of total assets at beginning of year | 2019-12-31 | $141,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $110 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $25,204 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $25,204 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000 |
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 |
Contributions received from participants | 2019-12-31 | $81,798 |
Participant contributions at end of year | 2019-12-31 | $42,242 |
Participant contributions at beginning of year | 2019-12-31 | $21,812 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $4,010 |
Administrative expenses (other) incurred | 2019-12-31 | $110 |
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 | $138,448 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $279,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $141,189 |
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 registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $271,949 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $136,669 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $7,688 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,520 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $14,648 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,484 |
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 | $19,080 |
Employer contributions (assets) at end of year | 2019-12-31 | $19,348 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $9,222 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,656 |
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 | MARK PHILLIPS |
Accountancy firm EIN | 2019-12-31 | 202308383 |
2018 : FAMILY INSIGHT 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,562 |
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 | $86,889 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,644 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,644 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $102,497 |
Value of total assets at end of year | 2018-12-31 | $172,223 |
Value of total assets at beginning of year | 2018-12-31 | $85,416 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,496 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $6,496 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $14,119 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 | $70,182 |
Participant contributions at end of year | 2018-12-31 | $21,812 |
Participant contributions at beginning of year | 2018-12-31 | $6,207 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $11,225 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $4,562 |
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 | $82,245 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $167,661 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $85,416 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $136,669 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $73,175 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $4,520 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,389 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-21,704 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
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 | $21,090 |
Employer contributions (assets) at end of year | 2018-12-31 | $9,222 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,645 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,644 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KEITER STEPHENS |
Accountancy firm EIN | 2018-12-31 | 541631262 |
2022: FAMILY INSIGHT 401(K) 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: FAMILY INSIGHT 401(K) 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: FAMILY INSIGHT 401(K) 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: FAMILY INSIGHT 401(K) 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: FAMILY INSIGHT 401(K) 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 |