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403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC.
Plan identification number 002

403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICE, INC.
Employer identification number (EIN):042104054
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about FAMILY SERVICE, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2008-07-01
Company Identification Number: 602844620
Legal Registered Office Address: 5503 S LEO ST

SEATTLE
United States of America (USA)
98178

More information about FAMILY SERVICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ELIZABETH GUILBEAULT2024-07-22 LINDA MOYNIHAN2024-07-22
0022022-01-01LINDA MOYNIHAN2023-09-21 LINDA MOYNIHAN2023-09-21
0022021-01-01DAISY LEUNG2022-10-13
0022020-01-01DAISY LEUNG2020-10-30
0022020-01-01DAISY LEUNG2021-07-09
0022020-01-01DAISY LEUNG2021-09-08
0022018-01-01DAISY LEUNG2019-04-05
0022017-01-01DAISY LEUNG2018-06-22 DAISY LEUNG2018-06-22
0022016-01-01ELIZABETH SWEENEY2017-06-09 ELIZABETH SWEENEY2017-06-09
0022015-01-01ELIZABETH SWEENEY2016-07-19 ELIZABETH SWEENEY2016-07-19
0022014-01-01ELIZABETH SWEENEY2015-09-24 ELIZABETH SWEENEY2015-09-24
0022013-01-01ELIZABETH SWEENEY2014-10-10 ELIZABETH SWEENEY2014-10-10
0022012-01-01ELIZABETH SWEENEY2013-06-21 ELIZABETH SWEENEY2013-06-21
0022011-01-01ELIZABETH SWEENEY2012-08-16 ELIZABETH SWEENEY2012-08-16
0022010-01-01ELIZABETH SWEENEY2011-10-17 ELIZABETH SWEENEY2011-10-17

Plan Statistics for 403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-23168
Total number of particpants at end of year2025-07-23180
Number of Participants With Account Balances2025-07-23141
Total number of particpants at beginning of year2025-07-17168
Total number of particpants at end of year2025-07-17180
Number of Participants With Account Balances2025-07-17141
2024: 403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-22142
Total number of particpants at end of year2024-07-22168
Number of Participants With Account Balances2024-07-22120

Financial Data on 403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-23192256
Net assets as of the end of the plan year2025-07-233096717
Total assets as of the beginning of the plan year2025-07-232573065
Value of plan covered by a fidelity bond2025-07-23230000
Participant contributions to plan in this plan year2025-07-23182407
Value of participant loans at end of plan year2025-07-2327280
Other contributions to plan in this plan year2025-07-231271
Other income to plan in this plan year2025-07-23411698
Plan net income in this plan year2025-07-23523652
Net assets as of the end of the plan year2025-07-233096717
Net assets as of the beginning of the plan year2025-07-232573065
Employer contributions to plan in this plan year2025-07-23120532
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2326267
Total expenses incurred by plan in this plan year2025-07-17192256
Net assets as of the end of the plan year2025-07-173096717
Total assets as of the beginning of the plan year2025-07-172573065
Value of plan covered by a fidelity bond2025-07-17230000
Participant contributions to plan in this plan year2025-07-17182407
Value of participant loans at end of plan year2025-07-1727280
Other contributions to plan in this plan year2025-07-171271
Other income to plan in this plan year2025-07-17411698
Plan net income in this plan year2025-07-17523652
Net assets as of the end of the plan year2025-07-173096717
Net assets as of the beginning of the plan year2025-07-172573065
Employer contributions to plan in this plan year2025-07-17120532
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1726267
2024 : 403(B) THRIFT PLAN OF FAMILY SERVICES OF THE MERRIMACK VALLEY, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2286845
Net assets as of the end of the plan year2024-07-222573065
Total assets as of the beginning of the plan year2024-07-221865633
Value of plan covered by a fidelity bond2024-07-22230000
Participant contributions to plan in this plan year2024-07-22168330
Value of participant loans at end of plan year2024-07-2218399
Other income to plan in this plan year2024-07-22530650
Plan net income in this plan year2024-07-22707432
Net assets as of the end of the plan year2024-07-222573065
Net assets as of the beginning of the plan year2024-07-221865633
Employer contributions to plan in this plan year2024-07-2295297
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2217802

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