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FAMILY SERVICE FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameFAMILY SERVICE FOUNDATION 401(K) PLAN
Plan identification number 006

FAMILY SERVICE FOUNDATION 401(K) PLAN Benefits

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

401k Sponsoring company profile

FAMILY SERVICE FOUNDATION, INC has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICE FOUNDATION, INC
Employer identification number (EIN):520607940
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about FAMILY SERVICE FOUNDATION, INC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D00844746

More information about FAMILY SERVICE FOUNDATION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY SERVICE FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-07-01
0062021-07-01
0062020-07-01
0062019-07-01
0062018-07-01
0062017-07-01
0062017-07-01
0062017-07-01
0062016-07-01DONALD WEBSTER
0062016-07-01
0062015-07-01DONALD WEBSTER

Plan Statistics for FAMILY SERVICE FOUNDATION 401(K) PLAN

401k plan membership statisitcs for FAMILY SERVICE FOUNDATION 401(K) PLAN

Measure Date Value
2022: FAMILY SERVICE FOUNDATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01402
Total number of active participants reported on line 7a of the Form 55002022-07-01390
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0121
Total of all active and inactive participants2022-07-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01411
Number of participants with account balances2022-07-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-011
2021: FAMILY SERVICE FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01394
Total number of active participants reported on line 7a of the Form 55002021-07-01376
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0125
Total of all active and inactive participants2021-07-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01401
Number of participants with account balances2021-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: FAMILY SERVICE FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01402
Total number of active participants reported on line 7a of the Form 55002020-07-01373
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0120
Total of all active and inactive participants2020-07-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01393
Number of participants with account balances2020-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: FAMILY SERVICE FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01391
Total number of active participants reported on line 7a of the Form 55002019-07-01381
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0120
Total of all active and inactive participants2019-07-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01401
Number of participants with account balances2019-07-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: FAMILY SERVICE FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01380
Total number of active participants reported on line 7a of the Form 55002018-07-01372
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0119
Total of all active and inactive participants2018-07-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01391
Number of participants with account balances2018-07-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: FAMILY SERVICE FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01387
Total number of active participants reported on line 7a of the Form 55002017-07-01360
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0119
Total of all active and inactive participants2017-07-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01379
Number of participants with account balances2017-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: FAMILY SERVICE FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01346
Total number of active participants reported on line 7a of the Form 55002016-07-01362
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0117
Total of all active and inactive participants2016-07-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01379
Number of participants with account balances2016-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: FAMILY SERVICE FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01282
Total number of active participants reported on line 7a of the Form 55002015-07-01323
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0110
Total of all active and inactive participants2015-07-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01333
Number of participants with account balances2015-07-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015

Financial Data on FAMILY SERVICE FOUNDATION 401(K) PLAN

Measure Date Value
2023 : FAMILY SERVICE FOUNDATION 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$255,965
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$85,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$82,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$162,272
Value of total assets at end of year2023-06-30$957,176
Value of total assets at beginning of year2023-06-30$786,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$3,069
Total interest from all sources2023-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$16,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$16,766
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$124,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$170,657
Value of net assets at end of year (total assets less liabilities)2023-06-30$957,176
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$786,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$662
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$103,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$786,519
Interest on participant loans2023-06-30$0
Income. Interest from loans (other than to participants)2023-06-30$0
Value of interest in common/collective trusts at end of year2023-06-30$853,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$30,060
Net investment gain or loss from common/collective trusts2023-06-30$46,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$37,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$82,239
Contract administrator fees2023-06-30$2,407
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30MULLEN, SONDBERG, WIMBUSH, AND STON
Accountancy firm EIN2023-06-30521197902
2022 : FAMILY SERVICE FOUNDATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$70,106
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$55,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$53,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$200,845
Value of total assets at end of year2022-06-30$786,519
Value of total assets at beginning of year2022-06-30$772,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,811
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$10,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$10,845
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$131,511
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$28,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$14,304
Value of net assets at end of year (total assets less liabilities)2022-06-30$786,519
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$772,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$672
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$786,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$772,215
Interest on participant loans2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-141,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$40,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$53,991
Contract administrator fees2022-06-30$1,139
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MULLEN, SONDBERG, WIMBUSH, AND STON
Accountancy firm EIN2022-06-30521197902
2021 : FAMILY SERVICE FOUNDATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$334,934
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$69,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$66,120
Value of total corrective distributions2021-06-30$1,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$169,641
Value of total assets at end of year2021-06-30$772,215
Value of total assets at beginning of year2021-06-30$506,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,378
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$7,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$7,376
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$124,404
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$1,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$265,617
Value of net assets at end of year (total assets less liabilities)2021-06-30$772,215
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$506,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$138
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$772,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$506,598
Interest on participant loans2021-06-30$0
Income. Interest from loans (other than to participants)2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$157,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$43,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$66,120
Contract administrator fees2021-06-30$1,240
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MULLEN,SONDBERG, WIMBUSH, AND STONE
Accountancy firm EIN2021-06-30521197902
2020 : FAMILY SERVICE FOUNDATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$166,237
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$34,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$31,303
Value of total corrective distributions2020-06-30$1,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$150,658
Value of total assets at end of year2020-06-30$506,598
Value of total assets at beginning of year2020-06-30$374,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$928
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$7,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$7,737
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$110,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$132,033
Value of net assets at end of year (total assets less liabilities)2020-06-30$506,598
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$374,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$506,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$374,565
Interest on participant loans2020-06-30$0
Income. Interest from loans (other than to participants)2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$7,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$39,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$31,303
Contract administrator fees2020-06-30$928
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30MULLEN, SONDBERG, WIMBUSH AND STONE
Accountancy firm EIN2020-06-30521197902
2019 : FAMILY SERVICE FOUNDATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$138,093
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$45,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$41,206
Value of total corrective distributions2019-06-30$1,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$117,439
Value of total assets at end of year2019-06-30$374,565
Value of total assets at beginning of year2019-06-30$282,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,668
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$5,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$5,608
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$82,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$92,256
Value of net assets at end of year (total assets less liabilities)2019-06-30$374,565
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$282,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$374,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$282,309
Interest on participant loans2019-06-30$0
Income. Interest from loans (other than to participants)2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$15,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$34,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$41,206
Contract administrator fees2019-06-30$2,668
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30MULLEN, SONDBERG, WIMBUSH AND STONE
Accountancy firm EIN2019-06-30521197902
2018 : FAMILY SERVICE FOUNDATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$119,012
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$35,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$31,674
Value of total corrective distributions2018-06-30$2,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$103,310
Value of total assets at end of year2018-06-30$282,309
Value of total assets at beginning of year2018-06-30$198,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,374
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$4,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$4,102
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$70,199
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$10,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$83,915
Value of net assets at end of year (total assets less liabilities)2018-06-30$282,309
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$198,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$282,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$183,826
Interest on participant loans2018-06-30$0
Income. Interest from loans (other than to participants)2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$11,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$33,111
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$4,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$31,674
Contract administrator fees2018-06-30$1,374
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30MULLEN, SONDBERG, WIMBUSH AND STONE
Accountancy firm EIN2018-06-30521197902
2017 : FAMILY SERVICE FOUNDATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$117,706
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$18,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$16,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$100,726
Value of total assets at end of year2017-06-30$198,393
Value of total assets at beginning of year2017-06-30$98,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,242
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$2,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$2,390
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$69,118
Participant contributions at end of year2017-06-30$10,389
Participant contributions at beginning of year2017-06-30$1,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$99,427
Value of net assets at end of year (total assets less liabilities)2017-06-30$198,393
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$98,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$183,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$96,119
Interest on participant loans2017-06-30$0
Income. Interest from loans (other than to participants)2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$14,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$31,608
Employer contributions (assets) at end of year2017-06-30$4,178
Employer contributions (assets) at beginning of year2017-06-30$881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$16,037
Contract administrator fees2017-06-30$2,242
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30MULLEN, SONDBERG, WIMBUSH AND STONE
Accountancy firm EIN2017-06-30521197902
2016 : FAMILY SERVICE FOUNDATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$99,898
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$97,466
Value of total assets at end of year2016-06-30$98,966
Value of total assets at beginning of year2016-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$932
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$879
Was this plan covered by a fidelity bond2016-06-30No
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$64,649
Participant contributions at end of year2016-06-30$1,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$98,966
Value of net assets at end of year (total assets less liabilities)2016-06-30$98,966
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$96,119
Interest on participant loans2016-06-30$0
Income. Interest from loans (other than to participants)2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$1,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$32,817
Employer contributions (assets) at end of year2016-06-30$881
Contract administrator fees2016-06-30$932
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30MULLEN, SONDBERG, WIMBUSH AND STONE
Accountancy firm EIN2016-06-30521197902

Form 5500 Responses for FAMILY SERVICE FOUNDATION 401(K) PLAN

2022: FAMILY SERVICE FOUNDATION 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: FAMILY SERVICE FOUNDATION 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FAMILY SERVICE FOUNDATION 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FAMILY SERVICE FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FAMILY SERVICE FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FAMILY SERVICE FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FAMILY SERVICE FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FAMILY SERVICE FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes

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