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PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NamePHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT 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

PHOENIX YOUTH AND FAMILY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX YOUTH AND FAMILY SERVICES, INC.
Employer identification number (EIN):710778516
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTIE LINDSEY2024-10-14
0012022-01-01CHRISTIE LINDSEY2023-07-31 CHRISTIE LINDSEY2023-07-31
0012021-01-01CHRISTIE LINDSEY2022-07-29 CHRISTIE LINDSEY2022-07-29
0012020-01-01CHRISTIE LINDSEY2021-06-29
0012019-01-01CHRISTIE LINDSEY2020-07-17
0012018-01-01TOYCE NEWTON2019-07-02
0012017-01-01TOYCE NEWTON2018-06-25
0012016-01-01TOYCE NEWTON2017-07-10
0012015-01-01TOYCE NEWTON2016-05-24
0012014-01-01TOYCE NEWTON TOYCE NEWTON2015-10-14
0012013-01-01TOYCE NEWTON TOYCE NEWTON2014-10-01
0012012-01-01TOYCE NEWTON TOYCE NEWTON2014-01-22
0012011-01-01TOYCE NEWTON TOYCE NEWTON2014-01-22
0012009-01-01MECHELLE HARRIS MECHELLE HARRIS2010-07-28

Plan Statistics for PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2014: PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-0113
Total of all active and inactive participants2014-01-0119
Total participants2014-01-0119
Number of participants with account balances2014-01-013
2013: PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-0113
Total of all active and inactive participants2013-01-0119
Total participants2013-01-0119
Number of participants with account balances2013-01-013
2012: PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-0115
Total of all active and inactive participants2012-01-0121
Total participants2012-01-0121
Number of participants with account balances2012-01-013
2011: PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-0111
Total of all active and inactive participants2011-01-0121
Total participants2011-01-0121
Number of participants with account balances2011-01-012
2009: PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2014 : PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$26,977
Expenses. Total of all expenses incurred2014-12-31$11,073
Benefits paid (including direct rollovers)2014-12-31$11,073
Total plan assets at end of year2014-12-31$410,955
Total plan assets at beginning of year2014-12-31$395,051
Total contributions received or receivable from participants2014-12-31$19,196
Contributions received from other sources (not participants or employers)2014-12-31$693
Other income received2014-12-31$7,088
Net income (gross income less expenses)2014-12-31$15,904
Net plan assets at end of year (total assets less liabilities)2014-12-31$410,955
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$395,051
Assets. Value of participant loans2014-12-31$21,823
Total contributions received or receivable from employer(s)2014-12-31$0
2013 : PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$56,704
Expenses. Total of all expenses incurred2013-12-31$120,665
Benefits paid (including direct rollovers)2013-12-31$120,665
Total plan assets at end of year2013-12-31$395,051
Total plan assets at beginning of year2013-12-31$459,012
Total contributions received or receivable from participants2013-12-31$17,457
Other income received2013-12-31$39,247
Net income (gross income less expenses)2013-12-31$-63,961
Net plan assets at end of year (total assets less liabilities)2013-12-31$395,051
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$459,012
Assets. Value of participant loans2013-12-31$28,592
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$1,606
Total income from all sources2012-12-31$56,913
Expenses. Total of all expenses incurred2012-12-31$42,759
Benefits paid (including direct rollovers)2012-12-31$42,759
Total plan assets at end of year2012-12-31$459,012
Total plan assets at beginning of year2012-12-31$443,252
Total contributions received or receivable from participants2012-12-31$17,697
Other income received2012-12-31$34,386
Net income (gross income less expenses)2012-12-31$14,154
Net plan assets at end of year (total assets less liabilities)2012-12-31$459,012
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$443,252
Assets. Value of participant loans2012-12-31$25,924
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$8,666
Total contributions received or receivable from employer(s)2012-12-31$4,830
2011 : PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$49,359
Total income from all sources2011-12-31$59,845
Expenses. Total of all expenses incurred2011-12-31$7,530
Benefits paid (including direct rollovers)2011-12-31$7,530
Total plan assets at end of year2011-12-31$443,252
Total plan assets at beginning of year2011-12-31$341,578
Total contributions received or receivable from participants2011-12-31$32,096
Other income received2011-12-31$-2,123
Net income (gross income less expenses)2011-12-31$52,315
Net plan assets at end of year (total assets less liabilities)2011-12-31$443,252
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$341,578
Assets. Value of participant loans2011-12-31$37,208
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$8,666
Total contributions received or receivable from employer(s)2011-12-31$29,872
2010 : PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$60,021
Expenses. Total of all expenses incurred2010-12-31$189,172
Benefits paid (including direct rollovers)2010-12-31$188,492
Total plan assets at end of year2010-12-31$341,578
Total plan assets at beginning of year2010-12-31$470,729
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$14,156
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$31,268
Net income (gross income less expenses)2010-12-31$-129,151
Net plan assets at end of year (total assets less liabilities)2010-12-31$341,578
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$470,729
Assets. Value of participant loans2010-12-31$18,099
Total contributions received or receivable from employer(s)2010-12-31$14,597
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$680

Form 5500 Responses for PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN

2014: PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: PHOENIX YOUTH AND FAMILY SERVICES, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70038
Policy instance 1
Insurance contract or identification number70038
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $184
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees184
Insurance broker organization code?3
Insurance broker nameMARTIN, SHELBY D.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70038
Policy instance 1
Insurance contract or identification number70038
Number of Individuals Covered21
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $324
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees297
Insurance broker organization code?3
Insurance broker nameUNASSIGNED
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70038
Policy instance 1
Insurance contract or identification number70038
Number of Individuals Covered22
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70038
Policy instance 1
Insurance contract or identification number70038
Number of Individuals Covered23
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,602
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number940843
Policy instance 1
Insurance contract or identification number940843
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,730
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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