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403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC
Plan identification number 001

403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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 CONNECTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY CONNECTIONS, INC.
Employer identification number (EIN):221865826
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01THELMA VILLAMOR THELMA VILLAMOR2018-09-11
0012016-01-01THELMA VILLAMOR THELMA VILLAMOR2017-09-29
0012015-10-01THELMA VILLAMOR THELMA VILLAMOR2016-10-14
0012014-10-01THELMA VILLAMOR THELMA VILLAMOR2016-07-15
0012013-10-01THELMA VILLAMOR THELMA VILLAMOR2015-07-15
0012012-10-01THELMA VILLAMOR THELMA VILLAMOR2014-07-11
0012011-10-01THELMA VILLAMOR THELMA VILLAMOR2013-04-29
0012009-10-01JOHN VENDITTI JOHN VENDITTI2011-07-01
0012008-10-01

Plan Statistics for 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC

401k plan membership statisitcs for 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC

Measure Date Value
2022: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2022 401k membership
Total participants, beginning-of-year2022-01-01215
Total number of active participants reported on line 7a of the Form 55002022-01-01135
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01228
Number of participants with account balances2022-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2021 401k membership
Total participants, beginning-of-year2021-01-01194
Total number of active participants reported on line 7a of the Form 55002021-01-01144
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01215
Number of participants with account balances2021-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2020 401k membership
Total participants, beginning-of-year2020-01-01190
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01194
Number of participants with account balances2020-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2019 401k membership
Total participants, beginning-of-year2019-01-01177
Total number of active participants reported on line 7a of the Form 55002019-01-01138
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01190
Number of participants with account balances2019-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-01139
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01177
Number of participants with account balances2018-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2017 401k membership
Total participants, beginning-of-year2017-01-01132
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01155
Number of participants with account balances2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2016 401k membership
Total participants, beginning-of-year2016-01-01129
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01132
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2015 401k membership
Total participants, beginning-of-year2015-10-01109
Total number of active participants reported on line 7a of the Form 55002015-10-01108
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0121
Total of all active and inactive participants2015-10-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01129
Number of participants with account balances2015-10-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0110
2014: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2014 401k membership
Total participants, beginning-of-year2014-10-0185
Total number of active participants reported on line 7a of the Form 55002014-10-0188
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0121
Total of all active and inactive participants2014-10-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01109
Number of participants with account balances2014-10-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0111
2013: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2013 401k membership
Total participants, beginning-of-year2013-10-0176
Total number of active participants reported on line 7a of the Form 55002013-10-0163
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0122
Total of all active and inactive participants2013-10-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0185
Number of participants with account balances2013-10-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-014
2012: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2012 401k membership
Total participants, beginning-of-year2012-10-01148
Total number of active participants reported on line 7a of the Form 55002012-10-01137
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0110
Total of all active and inactive participants2012-10-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01147
Number of participants with account balances2012-10-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-014
2011: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2011 401k membership
Total participants, beginning-of-year2011-10-01166
Total number of active participants reported on line 7a of the Form 55002011-10-01139
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0111
Total of all active and inactive participants2011-10-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01150
Number of participants with account balances2011-10-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-012
2009: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2009 401k membership
Total participants, beginning-of-year2009-10-01183
Total number of active participants reported on line 7a of the Form 55002009-10-01143
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-017
Total of all active and inactive participants2009-10-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01150
Number of participants with account balances2009-10-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC

Measure Date Value
2022 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-135,454
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$901,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$900,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$738,481
Value of total assets at end of year2022-12-31$5,320,077
Value of total assets at beginning of year2022-12-31$6,357,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,419
Total interest from all sources2022-12-31$3,361
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$333,310
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$42,914
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,037,334
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,320,077
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,357,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,072,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,853,071
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$3,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,247,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,504,340
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-877,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$362,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$900,461
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GELTRUDE & COMPANY, LLC
Accountancy firm EIN2022-12-31223362665
2021 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,261,271
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$205,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$203,939
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$528,459
Value of total assets at end of year2021-12-31$6,357,411
Value of total assets at beginning of year2021-12-31$5,301,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,408
Total interest from all sources2021-12-31$14,729
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$289,980
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$101
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,055,924
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,357,411
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,301,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,853,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,848,423
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$14,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,504,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,453,064
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$718,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$238,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$203,939
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GELTRUDE & COMPANY, LLC
Accountancy firm EIN2021-12-31223363665
2020 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$951,398
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$171,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$170,105
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$472,713
Value of total assets at end of year2020-12-31$5,301,487
Value of total assets at beginning of year2020-12-31$4,521,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,077
Total interest from all sources2020-12-31$10,099
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$310,797
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$576
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$780,216
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,301,487
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,521,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,848,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,815,204
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$10,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,453,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$706,067
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$468,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$161,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$170,105
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GELTRUDE & COMPANY, LLC
Accountancy firm EIN2020-12-31223363665
2019 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,479,129
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$269,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$268,862
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$789,962
Value of total assets at end of year2019-12-31$4,521,271
Value of total assets at beginning of year2019-12-31$3,311,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$887
Total interest from all sources2019-12-31$12,041
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$284,878
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$358,788
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,209,380
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,521,271
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,311,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,815,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,655,980
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$12,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$706,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$655,911
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$677,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$146,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$268,862
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GELTRUDE & COMPANY, LLC
Accountancy firm EIN2019-12-31223363665
2018 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS 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$0
Total income from all sources (including contributions)2018-12-31$198,784
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$115,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$115,260
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$425,526
Value of total assets at end of year2018-12-31$3,311,891
Value of total assets at beginning of year2018-12-31$3,229,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$738
Total interest from all sources2018-12-31$6,300
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$271,590
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,193
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$738
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$82,786
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,311,891
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,229,105
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 end of year2018-12-31$2,655,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,619,056
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$6,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$655,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$610,049
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-233,042
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
Contributions received in cash from employer2018-12-31$145,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$115,260
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GELTRUDE & COMPANY, LLC
Accountancy firm EIN2018-12-31223363665
2017 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS 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$0
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$757,840
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$310,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$309,836
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$392,171
Value of total assets at end of year2017-12-31$3,229,105
Value of total assets at beginning of year2017-12-31$2,781,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$581
Total interest from all sources2017-12-31$5,859
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$1,000,000
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$244,704
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,362
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$581
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$447,423
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,229,105
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,781,682
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$2,619,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,230,972
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$5,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$610,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$550,710
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$359,810
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$137,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$309,836
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 name2017-12-31GELTRUDE & COMPANY, LLC
Accountancy firm EIN2017-12-31223363665
2016 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS 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$529,836
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$112,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$112,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$331,694
Value of total assets at end of year2016-12-31$2,781,682
Value of total assets at beginning of year2016-12-31$2,364,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$581
Total interest from all sources2016-12-31$5,465
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$228,114
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,598
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$581
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$416,975
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,781,682
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,364,707
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 pooled separate accounts at end of year2016-12-31$2,230,972
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,838,952
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$5,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$550,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$525,755
Net investment gain/loss from pooled separate accounts2016-12-31$192,677
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$68,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$112,280
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 name2016-12-31GELTRUDE & COMPANY LLC
Accountancy firm EIN2016-12-31223363665
2015 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS 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$406,171
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$43,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$43,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$349,954
Value of total assets at end of year2015-12-31$2,364,708
Value of total assets at beginning of year2015-12-31$2,002,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$148
Total interest from all sources2015-12-31$1,184
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$59,939
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$247,428
Administrative expenses (other) incurred2015-12-31$148
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$362,688
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,364,708
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,002,020
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 pooled separate accounts at end of year2015-12-31$1,838,952
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,572,787
Interest earned on other investments2015-12-31$1,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$525,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$429,233
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$55,033
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$42,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$43,335
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 name2015-12-31GELTRUDE & COMPANY LLC
Accountancy firm EIN2015-12-31223363665
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$616,025
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$707,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$706,934
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$614,121
Value of total assets at end of year2015-09-30$2,002,020
Value of total assets at beginning of year2015-09-30$2,093,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$347
Total interest from all sources2015-09-30$3,651
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$227,285
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$347,146
Other income not declared elsewhere2015-09-30$0
Administrative expenses (other) incurred2015-09-30$347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-91,256
Value of net assets at end of year (total assets less liabilities)2015-09-30$2,002,020
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$2,093,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in pooled separate accounts at end of year2015-09-30$1,572,787
Value of interest in pooled separate accounts at beginning of year2015-09-30$1,777,085
Interest on participant loans2015-09-30$0
Interest earned on other investments2015-09-30$3,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$429,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$316,191
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from pooled separate accounts2015-09-30$-1,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$39,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$706,934
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30GELTRUDE & COMPANY, LLC
Accountancy firm EIN2015-09-30223363665
2014 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$472,745
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$118,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$118,410
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$332,282
Value of total assets at end of year2014-09-30$2,093,276
Value of total assets at beginning of year2014-09-30$1,739,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$503
Total interest from all sources2014-09-30$7,189
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$216,976
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$76,654
Other income not declared elsewhere2014-09-30$516
Administrative expenses (other) incurred2014-09-30$503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$353,832
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,093,276
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,739,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,777,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,214,068
Interest on participant loans2014-09-30$0
Interest earned on other investments2014-09-30$7,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$316,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$525,376
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from pooled separate accounts2014-09-30$132,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$38,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$118,410
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30GELTRUDE & COMPANY, LLC
Accountancy firm EIN2014-09-30223363665
2013 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$433,282
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$158,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$157,885
Expenses. Certain deemed distributions of participant loans2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$243,887
Value of total assets at end of year2013-09-30$1,739,444
Value of total assets at beginning of year2013-09-30$1,464,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$584
Total interest from all sources2013-09-30$12,601
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$10,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$10,262
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$205,598
Participant contributions at end of year2013-09-30$80,700
Participant contributions at beginning of year2013-09-30$31,550
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$8,162
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$1,590
Other income not declared elsewhere2013-09-30$0
Administrative expenses (other) incurred2013-09-30$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$274,813
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,739,444
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,464,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,214,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,058,771
Interest on participant loans2013-09-30$1,698
Interest earned on other investments2013-09-30$10,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$444,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$366,125
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$150,783
Net investment gain/loss from pooled separate accounts2013-09-30$15,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$36,699
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$23
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$157,885
Contract administrator fees2013-09-30$491
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30GELTRUDE & COMPANY, LLC
Accountancy firm EIN2013-09-30223363665
2012 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$434,655
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$57,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$57,452
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$261,247
Value of total assets at end of year2012-09-30$1,464,631
Value of total assets at beginning of year2012-09-30$1,087,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$428
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$13,678
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$6,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$6,335
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Amount of non-exempt transactions with any party-in-interest2012-09-30$0
Contributions received from participants2012-09-30$221,376
Participant contributions at end of year2012-09-30$31,550
Participant contributions at beginning of year2012-09-30$26,688
Participant contributions at end of year2012-09-30$8,162
Participant contributions at beginning of year2012-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$0
Administrative expenses (other) incurred2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$376,775
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,464,631
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,087,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-09-30$0
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$1,058,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$666,832
Interest on participant loans2012-09-30$1,176
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$12,502
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$366,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$394,336
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$153,395
Net investment gain/loss from pooled separate accounts2012-09-30$0
Net investment gain or loss from common/collective trusts2012-09-30$0
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$39,871
Employer contributions (assets) at end of year2012-09-30$23
Employer contributions (assets) at beginning of year2012-09-30$0
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$57,452
Contract administrator fees2012-09-30$428
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30GELTRUDE & COMPANY, LLC
Accountancy firm EIN2012-09-30223363665
2011 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$232,559
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$90,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$90,396
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$249,412
Value of total assets at end of year2011-09-30$1,087,856
Value of total assets at beginning of year2011-09-30$945,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$290
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$11,976
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$4,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$4,514
Administrative expenses professional fees incurred2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Amount of non-exempt transactions with any party-in-interest2011-09-30$0
Contributions received from participants2011-09-30$214,560
Participant contributions at end of year2011-09-30$26,688
Participant contributions at beginning of year2011-09-30$43,926
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$0
Administrative expenses (other) incurred2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$141,873
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,087,856
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$945,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-09-30$0
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-09-30$0
Investment advisory and management fees2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$666,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$588,933
Interest on participant loans2011-09-30$1,910
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$10,066
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$394,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$313,124
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-33,343
Net investment gain/loss from pooled separate accounts2011-09-30$0
Net investment gain or loss from common/collective trusts2011-09-30$0
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$34,852
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$90,396
Contract administrator fees2011-09-30$290
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30GELTRUDE AND COMPANY, LLC
Accountancy firm EIN2011-09-30223363665
2010 : 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC

2022: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS 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 filingNo
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: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS 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: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS 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: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: 403(B) THRIFT PLAN OF FAMILY CONNECTIONS INC 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059002
Policy instance 1
Insurance contract or identification number059002
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $364
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
Amount paid for insurance broker fees364
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059002B
Policy instance 1
Insurance contract or identification number059002B
Number of Individuals Covered215
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,581
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 fees2581
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059002B
Policy instance 1
Insurance contract or identification number059002B
Number of Individuals Covered194
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,581
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 fees2581
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059002B
Policy instance 1
Insurance contract or identification number059002B
Number of Individuals Covered190
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $862
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 fees862
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059002B
Policy instance 1
Insurance contract or identification number059002B
Number of Individuals Covered177
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 $1,988
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 fees1988
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059002B
Policy instance 1
Insurance contract or identification number059002B
Number of Individuals Covered155
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 $1,683
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 fees1683
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059002B
Policy instance 1
Insurance contract or identification number059002B
Number of Individuals Covered129
Insurance policy start date2015-10-01
Insurance policy end date2015-12-31
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059002B
Policy instance 1
Insurance contract or identification number059002B
Number of Individuals Covered109
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,384
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 fees1384
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2013-10-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $70
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $70
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES INC
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059002B
Policy instance 2
Insurance contract or identification number059002B
Number of Individuals Covered85
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
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 number059002B
Policy instance 2
Insurance contract or identification number059002B
Number of Individuals Covered76
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered147
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $1,920
Total amount of fees paid to insurance companyUSD $563
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $1,435
Amount paid for insurance broker fees563
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered150
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $1,227
Total amount of fees paid to insurance companyUSD $610
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered171
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $1,563
Total amount of fees paid to insurance companyUSD $511
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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