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FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 401k Plan overview

Plan NameFLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC
Plan identification number 002

FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 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.
  • 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

UNITED FAMILY AND CHILDRENS SOCIET has sponsored the creation of one or more 401k plans.

Company Name:UNITED FAMILY AND CHILDRENS SOCIET
Employer identification number (EIN):221487363
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MANUELA GARCIA2024-10-14
0022022-01-01MANUELA GARCIA2023-10-13
0022021-01-01MANUELA GARCIA2022-10-13
0022020-01-01MANUELA GARCIA2021-05-28
0022020-01-01MANUELA GARCIA2021-05-27
0022019-01-01MANUELA GARCIA2020-09-24
0022018-01-01MANUELA GARCIA2019-10-15
0022017-01-01THOMAS REEDY THOMAS REEDY2018-10-15
0022016-01-01THOMAS REEDY THOMAS REEDY2017-10-09
0022015-01-01THOMAS REEDY THOMAS REEDY2016-10-12
0022014-01-01THOMAS REEDY THOMAS REEDY2015-10-08
0022013-01-01THOMAS REEDY THOMAS REEDY2014-10-03
0022012-01-01THOMAS REEDY THOMAS REEDY2013-10-09
0022011-01-01THOMAS REEDY THOMAS REEDY2012-10-10
0022009-01-01THOMAS REEDY THOMAS REEDY2010-10-14
0022009-01-01THOMAS REEDY THOMAS REEDY2010-10-11
0022009-01-01THOMAS REEDY THOMAS REEDY2010-10-11

Financial Data on FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC

Measure Date Value
2025 : FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-01751
Net assets as of the end of the plan year2025-10-011549116
Total assets as of the beginning of the plan year2025-10-011244426
Value of plan covered by a fidelity bond2025-10-01500000
Participant contributions to plan in this plan year2025-10-010
Value of participant loans at end of plan year2025-10-0151737
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-010
Other income to plan in this plan year2025-10-01290702
Plan net income in this plan year2025-10-01304690
Net assets as of the end of the plan year2025-10-011549116
Net assets as of the beginning of the plan year2025-10-011244426
Employer contributions to plan in this plan year2025-10-0114739
Fees paid to broker by Benefit Provider2025-10-01127
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-01127
2024 : FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1446847
Net assets as of the end of the plan year2024-10-141244426
Total assets as of the beginning of the plan year2024-10-14999337
Value of plan covered by a fidelity bond2024-10-14125000
Participant contributions to plan in this plan year2024-10-140
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14251980
Plan net income in this plan year2024-10-14245089
Net assets as of the end of the plan year2024-10-141244426
Net assets as of the beginning of the plan year2024-10-14999337
Employer contributions to plan in this plan year2024-10-1439956
Fees paid to broker by Benefit Provider2024-10-1450
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1448
2017 : FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2017 401k financial data
Total income from all sources2017-12-31$148,488
Expenses. Total of all expenses incurred2017-12-31$187
Total plan assets at end of year2017-12-31$801,522
Total plan assets at beginning of year2017-12-31$653,221
Expenses. Other expenses not covered elsewhere2017-12-31$187
Other income received2017-12-31$116,637
Net income (gross income less expenses)2017-12-31$148,301
Net plan assets at end of year (total assets less liabilities)2017-12-31$801,522
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$653,221
Total contributions received or receivable from employer(s)2017-12-31$31,851
2016 : FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2016 401k financial data
Total income from all sources2016-12-31$63,520
Expenses. Total of all expenses incurred2016-12-31$17,765
Benefits paid (including direct rollovers)2016-12-31$17,635
Total plan assets at end of year2016-12-31$653,221
Total plan assets at beginning of year2016-12-31$607,466
Expenses. Other expenses not covered elsewhere2016-12-31$130
Other income received2016-12-31$34,014
Net income (gross income less expenses)2016-12-31$45,755
Net plan assets at end of year (total assets less liabilities)2016-12-31$653,221
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$607,466
Total contributions received or receivable from employer(s)2016-12-31$29,506
2015 : FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2015 401k financial data
Total income from all sources2015-12-31$24,568
Expenses. Total of all expenses incurred2015-12-31$63,142
Benefits paid (including direct rollovers)2015-12-31$62,936
Total plan assets at end of year2015-12-31$607,466
Total plan assets at beginning of year2015-12-31$646,040
Expenses. Other expenses not covered elsewhere2015-12-31$206
Other income received2015-12-31$2,800
Net income (gross income less expenses)2015-12-31$-38,574
Net plan assets at end of year (total assets less liabilities)2015-12-31$607,466
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$646,040
Total contributions received or receivable from employer(s)2015-12-31$21,768
2014 : FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2014 401k financial data
Total income from all sources2014-12-31$80,772
Expenses. Total of all expenses incurred2014-12-31$67,082
Benefits paid (including direct rollovers)2014-12-31$66,856
Total plan assets at end of year2014-12-31$646,040
Total plan assets at beginning of year2014-12-31$632,350
Expenses. Other expenses not covered elsewhere2014-12-31$226
Other income received2014-12-31$45,791
Net income (gross income less expenses)2014-12-31$13,690
Net plan assets at end of year (total assets less liabilities)2014-12-31$646,040
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$632,350
Total contributions received or receivable from employer(s)2014-12-31$34,981
2013 : FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2013 401k financial data
Total income from all sources2013-12-31$133,827
Expenses. Total of all expenses incurred2013-12-31$333
Total plan assets at end of year2013-12-31$632,350
Total plan assets at beginning of year2013-12-31$498,856
Expenses. Other expenses not covered elsewhere2013-12-31$333
Other income received2013-12-31$101,126
Net income (gross income less expenses)2013-12-31$133,494
Net plan assets at end of year (total assets less liabilities)2013-12-31$632,350
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$498,856
Total contributions received or receivable from employer(s)2013-12-31$32,701
2012 : FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2012 401k financial data
Total income from all sources2012-12-31$75,331
Expenses. Total of all expenses incurred2012-12-31$246
Total plan assets at end of year2012-12-31$498,856
Total plan assets at beginning of year2012-12-31$423,771
Expenses. Other expenses not covered elsewhere2012-12-31$246
Other income received2012-12-31$46,350
Net income (gross income less expenses)2012-12-31$75,085
Net plan assets at end of year (total assets less liabilities)2012-12-31$498,856
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$423,771
Total contributions received or receivable from employer(s)2012-12-31$28,981
2011 : FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2011 401k financial data
Total income from all sources2011-12-31$20,534
Expenses. Total of all expenses incurred2011-12-31$254
Total plan assets at end of year2011-12-31$423,771
Total plan assets at beginning of year2011-12-31$403,491
Expenses. Other expenses not covered elsewhere2011-12-31$254
Other income received2011-12-31$-8,425
Net income (gross income less expenses)2011-12-31$20,280
Net plan assets at end of year (total assets less liabilities)2011-12-31$423,771
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$403,491
Total contributions received or receivable from employer(s)2011-12-31$28,959
2010 : FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2010 401k financial data
Total income from all sources2010-12-31$68,744
Expenses. Total of all expenses incurred2010-12-31$236
Total plan assets at end of year2010-12-31$403,491
Total plan assets at beginning of year2010-12-31$334,983
Expenses. Other expenses not covered elsewhere2010-12-31$236
Other income received2010-12-31$41,534
Net income (gross income less expenses)2010-12-31$68,508
Net plan assets at end of year (total assets less liabilities)2010-12-31$403,491
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$334,983
Total contributions received or receivable from employer(s)2010-12-31$27,210

Form 5500 Responses for FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC

2017: FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 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: FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 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: FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 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: FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: FLEXIBLE ANNUITY DC PLAN OF UNITED FAM & CHILDRENS SOC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number052009-C
Policy instance 1

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