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FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN 401k Plan overview

Plan NameFAMILY INTERVENTION SERVICES, INC. 403(B) PLAN
Plan identification number 001

FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN 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)(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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CENTER FOR FAMILY SERVICES has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR FAMILY SERVICES
Employer identification number (EIN):223669704
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01
0012019-07-01

Plan Statistics for FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN

401k plan membership statisitcs for FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN

Measure Date Value
2020: FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01227
Total number of active participants reported on line 7a of the Form 55002020-07-0178
Number of retired or separated participants receiving benefits2020-07-018
Number of other retired or separated participants entitled to future benefits2020-07-01124
Total of all active and inactive participants2020-07-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01210
Number of participants with account balances2020-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0120
2019: FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01218
Total number of active participants reported on line 7a of the Form 55002019-07-01119
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01108
Total of all active and inactive participants2019-07-01227
Total participants2019-07-01227
Number of participants with account balances2019-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0113

Financial Data on FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN

Measure Date Value
2021 : FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$631,412
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$183,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$178,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$116,931
Value of total assets at end of year2021-06-30$2,254,820
Value of total assets at beginning of year2021-06-30$1,806,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$98,428
Participant contributions at beginning of year2021-06-30$5,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$448,355
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,254,820
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,806,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,211,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,641,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$24,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$46,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$514,481
Net investment gain or loss from common/collective trusts2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$18,503
Employer contributions (assets) at end of year2021-06-30$18,503
Employer contributions (assets) at beginning of year2021-06-30$112,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$178,327
Contract administrator fees2021-06-30$4,730
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30SMOLIN, LUPIN AND CO. PA
Accountancy firm EIN2021-06-30223696669
2020 : FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$314,165
Total of all expenses incurred2020-06-30$163,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$159,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$280,822
Value of total assets at end of year2020-06-30$1,806,465
Value of total assets at beginning of year2020-06-30$1,656,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$4,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$4,410
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$167,848
Participant contributions at end of year2020-06-30$5,556
Participant contributions at beginning of year2020-06-30$10,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$150,309
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,806,465
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,656,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,641,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,511,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$46,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$36,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$33,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$112,974
Employer contributions (assets) at end of year2020-06-30$112,974
Employer contributions (assets) at beginning of year2020-06-30$97,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$159,446
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SMOLIN, LUPIN AND CO. PA
Accountancy firm EIN2020-06-30223696669

Form 5500 Responses for FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN

2020: FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FAMILY INTERVENTION SERVICES, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-FU3Q
Policy instance 1
Insurance contract or identification numberGAP-B2-FU3Q
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $166
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-FU3Q
Policy instance 1
Insurance contract or identification numberGAP-B2-FU3Q
Number of Individuals Covered222
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $200
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $200
Insurance broker organization code?4

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