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THE FAMILY INSTITUTE 401K RETIREMENT PLAN 401k Plan overview

Plan NameTHE FAMILY INSTITUTE 401K RETIREMENT PLAN
Plan identification number 001

THE FAMILY INSTITUTE 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

THE FAMILY INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE FAMILY INSTITUTE, INC.
Employer identification number (EIN):202946363
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about THE FAMILY INSTITUTE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1981-05-21
Company Identification Number: F35886
Legal Registered Office Address: 15405 CEDARWOOD LANE

NAPLES

34110

More information about THE FAMILY INSTITUTE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FAMILY INSTITUTE 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01DOMENICO CHIARIELLO2023-03-17 DOMENICO CHIARIELLO2023-03-17
0012021-01-01DOMENICO CHIARIELLO2022-05-15 DOMENICO CHIARIELLO2022-05-15
0012020-01-01DOMENICO CHIARIELLO2021-07-02
0012019-01-01DOMENICO CHIARIELLO2020-07-27
0012018-01-01DOMENICO CHIARIELLO2019-06-06
0012017-01-01DOMENICO CHIARIELLO2018-09-26
0012016-01-01DOMENICO CHIARIELLO2017-05-17
0012015-01-01DOMENICO CHIARIELLO2016-01-30
0012014-01-01DOMENICO CHIARIELLO2015-08-18
0012013-01-01DOMENICO CHIARIELLO2014-09-29
0012012-01-01DOMENICO CHIARIELLO2013-09-25
0012011-01-01DOMENICO CHIARIELLO2012-03-30
0012010-01-01DOMENICO CHIARIELLO2011-10-14

Financial Data on THE FAMILY INSTITUTE 401K RETIREMENT PLAN

Measure Date Value
2025 : THE FAMILY INSTITUTE 401K RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-240
Net assets as of the end of the plan year2025-02-24759599
Total assets as of the beginning of the plan year2025-02-24620006
Value of plan covered by a fidelity bond2025-02-24100000
Participant contributions to plan in this plan year2025-02-2453000
Other income to plan in this plan year2025-02-2486593
Plan net income in this plan year2025-02-24139593
Net assets as of the end of the plan year2025-02-24759599
Net assets as of the beginning of the plan year2025-02-24620006
2024 : THE FAMILY INSTITUTE 401K RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-290
Net assets as of the end of the plan year2024-02-29620006
Total assets as of the beginning of the plan year2024-02-29489432
Value of plan covered by a fidelity bond2024-02-29100000
Participant contributions to plan in this plan year2024-02-2940000
Other income to plan in this plan year2024-02-2990574
Plan net income in this plan year2024-02-29130574
Net assets as of the end of the plan year2024-02-29620006
Net assets as of the beginning of the plan year2024-02-29489432
2022 : THE FAMILY INSTITUTE 401K RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-150
Net assets as of the end of the plan year2022-05-15589623
Total assets as of the beginning of the plan year2022-05-15396716
Value of plan covered by a fidelity bond2022-05-15100000
Participant contributions to plan in this plan year2022-05-15104000
Other income to plan in this plan year2022-05-1588907
Plan net income in this plan year2022-05-15192907
Net assets as of the end of the plan year2022-05-15589623
Net assets as of the beginning of the plan year2022-05-15396716

Potentially related plans

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