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EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 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 SERVICES OF WESTCHESTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICES OF WESTCHESTER, INC.
Employer identification number (EIN):131773419
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about FAMILY SERVICES OF WESTCHESTER, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1954-05-04
Company Identification Number: 89178
Legal Registered Office Address: 2975 westchester avenue
suite 401
PURCHASE
United States of America (USA)
10577

More information about FAMILY SERVICES OF WESTCHESTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01GEOFFREY BARSKY GEOFFREY BARSKY2018-10-15
0012016-01-01GEOFFREY BARSKY GEOFFREY BARSKY2017-10-16
0012015-01-01GEOFFREY BARSKY GEOFFREY BARSKY2016-10-17
0012015-01-01GEOFFREY BARSKY GEOFFREY BARSKY2016-10-24
0012014-01-01GEOFFREY BARSKY GEOFFREY BARSKY2015-10-16
0012013-01-01GEOFFREY BARSKY GEOFFREY BARSKY2014-10-15
0012012-01-01GEOFFREY BARSKY GEOFFREY BARSKY2013-10-11
0012011-01-01GEOFFREY BARSKY
0012010-01-01GEOFFREY BARSKY
0012009-01-01SUSAN WAYNE

Plan Statistics for EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC.

Measure Date Value
2018: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01424
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01436
Total number of active participants reported on line 7a of the Form 55002017-01-01273
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01151
Total of all active and inactive participants2017-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01424
Number of participants with account balances2017-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01409
Total number of active participants reported on line 7a of the Form 55002016-01-01284
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01150
Total of all active and inactive participants2016-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01436
Number of participants with account balances2016-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01403
Total number of active participants reported on line 7a of the Form 55002015-01-01319
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01409
Number of participants with account balances2015-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01380
Total number of active participants reported on line 7a of the Form 55002014-01-01309
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0194
Total of all active and inactive participants2014-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01403
Number of participants with account balances2014-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01352
Total number of active participants reported on line 7a of the Form 55002013-01-01291
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01380
Number of participants with account balances2013-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01344
Total number of active participants reported on line 7a of the Form 55002012-01-01263
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0187
Total of all active and inactive participants2012-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01352
Number of participants with account balances2012-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01338
Total number of active participants reported on line 7a of the Form 55002011-01-01263
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0179
Total of all active and inactive participants2011-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01344
Number of participants with account balances2011-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01276
Total number of active participants reported on line 7a of the Form 55002010-01-01255
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0180
Total of all active and inactive participants2010-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01337
Number of participants with account balances2010-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01250
Total number of active participants reported on line 7a of the Form 55002009-01-01212
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01276
Number of participants with account balances2009-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC.

Measure Date Value
2018 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,112
Total income from all sources (including contributions)2018-12-31$101,823
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,438,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,435,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$5,346,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,338
Total interest from all sources2018-12-31$6,428
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$3,338
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at beginning of year2018-12-31$83,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,336,803
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,336,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,960,800
Interest earned on other investments2018-12-31$6,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,302,876
Net investment gain/loss from pooled separate accounts2018-12-31$95,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,435,288
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GALLEROS ROBINSON CPAS, LLP
Accountancy firm EIN2018-12-31273263553
2017 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,481,061
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$417,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$402,055
Expenses. Certain deemed distributions of participant loans2017-12-31$10,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$971,497
Value of total assets at end of year2017-12-31$5,346,915
Value of total assets at beginning of year2017-12-31$4,273,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,711
Total interest from all sources2017-12-31$12,926
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$83,239
Participant contributions at beginning of year2017-12-31$80,437
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$10,112
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$5,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,063,183
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,336,803
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,273,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,960,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,023,470
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$12,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,302,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,169,713
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$496,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$971,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$402,055
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DAY SECKLER
Accountancy firm EIN2017-12-31262310586
2016 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,082,945
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$502,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$496,870
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$846,438
Value of total assets at end of year2016-12-31$4,273,620
Value of total assets at beginning of year2016-12-31$3,692,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,311
Total interest from all sources2016-12-31$12,819
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$397,395
Amount contributed by the employer to the plan for this plan year2016-12-31$397,395
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$80,437
Participant contributions at beginning of year2016-12-31$96,915
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,838
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$5,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$580,764
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,273,620
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,692,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,023,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,434,679
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$12,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,169,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,161,262
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$223,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$817,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$496,870
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DAY SECKLER
Accountancy firm EIN2016-12-31262310586
2015 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-5,725
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$214,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$208,840
Expenses. Certain deemed distributions of participant loans2015-12-31$3,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$3,689,337
Value of total assets at beginning of year2015-12-31$3,909,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,532
Total interest from all sources2015-12-31$13,132
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$445,714
Minimum employer required contribution for this plan year2015-12-31$1,100,313
Amount contributed by the employer to the plan for this plan year2015-12-31$654,599
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$93,397
Participant contributions at beginning of year2015-12-31$105,028
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$12
Administrative expenses (other) incurred2015-12-31$2,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-220,615
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,689,337
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,909,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,434,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,577,188
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$13,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,161,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,227,736
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-18,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$208,840
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LEDERER LEVINE & ASSOC
Accountancy firm EIN2015-12-31223778048
2014 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$298,672
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$249,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$249,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$114,793
Value of total assets at end of year2014-12-31$3,909,952
Value of total assets at beginning of year2014-12-31$3,861,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25
Total interest from all sources2014-12-31$13,408
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$504,261
Minimum employer required contribution for this plan year2014-12-31$504,261
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$101,805
Participant contributions at beginning of year2014-12-31$90,597
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$48,773
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,909,952
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,861,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,577,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,508,122
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$13,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,230,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,262,460
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$170,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$114,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$249,874
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LEDERER LEVINE & ASSOC
Accountancy firm EIN2014-12-31223778048
2013 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$770,619
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$135,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$132,217
Expenses. Certain deemed distributions of participant loans2013-12-31$2,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$307,327
Value of total assets at end of year2013-12-31$3,858,261
Value of total assets at beginning of year2013-12-31$3,222,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24
Total interest from all sources2013-12-31$14,440
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$307,327
Amount contributed by the employer to the plan for this plan year2013-12-31$307,327
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$87,679
Participant contributions at beginning of year2013-12-31$75,974
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$635,460
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,858,261
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,222,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,508,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,974,742
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$14,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,262,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,172,085
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$448,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$307,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$132,217
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LEDERER, LEVINE & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31223778048
2012 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$562,161
Total of all expenses incurred2012-12-31$248,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$248,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$341,512
Value of total assets at end of year2012-12-31$3,222,801
Value of total assets at beginning of year2012-12-31$2,908,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24
Total interest from all sources2012-12-31$19,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$338,906
Amount contributed by the employer to the plan for this plan year2012-12-31$338,906
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,606
Administrative expenses (other) incurred2012-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$313,922
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,222,801
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,908,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,974,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,749,066
Interest earned on other investments2012-12-31$19,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,248,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,159,813
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$245,554
Net investment gain/loss from pooled separate accounts2012-12-31$200,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$338,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,661
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LEDERER, LEVINE & ASSOCIATES,LLC
Accountancy firm EIN2012-12-31223778048
2011 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$358,542
Total of all expenses incurred2011-12-31$238,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$238,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$372,668
Value of total assets at end of year2011-12-31$2,908,879
Value of total assets at beginning of year2011-12-31$2,788,596
Total interest from all sources2011-12-31$22,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$372,668
Amount contributed by the employer to the plan for this plan year2011-12-31$372,668
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$120,282
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,908,879
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,788,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,749,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,676,888
Interest earned on other investments2011-12-31$22,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,159,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,111,708
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$238,260
Net investment gain/loss from pooled separate accounts2011-12-31$-36,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$372,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LEDERER,LEVINE & ASSOCIATES,LLC
Accountancy firm EIN2011-12-31223778048
2010 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$638,898
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$59,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$59,825
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$426,858
Value of total assets at end of year2010-12-31$2,788,596
Value of total assets at beginning of year2010-12-31$2,209,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$28,296
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$426,858
Amount contributed by the employer to the plan for this plan year2010-12-31$426,858
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$579,073
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,788,596
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,209,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,676,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,251,141
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$28,296
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,111,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$958,382
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$56,051
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$183,744
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$426,858
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,774
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEDERER LEVINE ASSOC LLC
Accountancy firm EIN2010-12-31223778048

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC.

2018: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF WESTCHESTER, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050403H
Policy instance 1
Insurance contract or identification number050403H
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050403H
Policy instance 1
Insurance contract or identification number050403H
Number of Individuals Covered424
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,178
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1178
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameTARRYTOWN REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050403H
Policy instance 1
Insurance contract or identification number050403H
Number of Individuals Covered409
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $120
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees120
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTARRYTOWN REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050403H
Policy instance 1
Insurance contract or identification number050403H
Number of Individuals Covered403
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 $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 Administration1
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050403H
Policy instance 1
Insurance contract or identification number050403H
Number of Individuals Covered380
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 $408
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees408
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTARRYTOWN REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050403-H
Policy instance 1
Insurance contract or identification number050403-H
Number of Individuals Covered352
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 $214
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees80
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameERIC PAULSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050403-H
Policy instance 1
Insurance contract or identification number050403-H
Number of Individuals Covered344
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $999
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050403-H
Policy instance 1
Insurance contract or identification number050403-H
Number of Individuals Covered337
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $1,032
Contracts With Unallocated Funds Deposit Administration1
Welfare Benefit Premiums Paid to CarrierUSD $5,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees304
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameSHAMEKA STEPNEY

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