FAMILY SERVICES INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FAMILY SERVICES INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : FAMILY SERVICES INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-02 | 124942 |
| Net assets as of the end of the plan year | 2025-06-02 | 2467484 |
| Total assets as of the beginning of the plan year | 2025-06-02 | 2185100 |
| Value of plan covered by a fidelity bond | 2025-06-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-02 | 82347 |
| Other contributions to plan in this plan year | 2025-06-02 | 1522 |
| Other income to plan in this plan year | 2025-06-02 | 266941 |
| Plan net income in this plan year | 2025-06-02 | 282384 |
| Net assets as of the end of the plan year | 2025-06-02 | 2467484 |
| Net assets as of the beginning of the plan year | 2025-06-02 | 2185100 |
| Employer contributions to plan in this plan year | 2025-06-02 | 56516 |
| Fees paid to broker by Benefit Provider | 2025-06-02 | 3495 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-02 | 7464 |
| 2024 : FAMILY SERVICES INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-30 | 618361 |
| Net assets as of the end of the plan year | 2024-05-30 | 2185100 |
| Total assets as of the beginning of the plan year | 2024-05-30 | 2398250 |
| Value of plan covered by a fidelity bond | 2024-05-30 | 550000 |
| Participant contributions to plan in this plan year | 2024-05-30 | 66639 |
| Other income to plan in this plan year | 2024-05-30 | 294048 |
| Plan net income in this plan year | 2024-05-30 | -213150 |
| Net assets as of the end of the plan year | 2024-05-30 | 2185100 |
| Net assets as of the beginning of the plan year | 2024-05-30 | 2398250 |
| Employer contributions to plan in this plan year | 2024-05-30 | 44524 |
| Fees paid to broker by Benefit Provider | 2024-05-30 | 3324 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-30 | 6508 |
| 2022 : FAMILY SERVICES INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-208,068 |
| Total of all expenses incurred | 2022-12-31 | $387,482 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $384,293 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $145,991 |
| Value of total assets at end of year | 2022-12-31 | $2,398,250 |
| Value of total assets at beginning of year | 2022-12-31 | $2,993,800 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,189 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $3,189 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $96,514 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-595,550 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,398,250 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,993,800 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,906,208 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,506,271 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $492,042 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $487,529 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-354,059 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $49,477 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $384,293 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FIORE FEDEL SNYDER CAROTHERS, LLP |
| Accountancy firm EIN | 2022-12-31 | 202000257 |
| Total income from all sources (including contributions) | 2022-01-01 | $-208,068 |
| Total of all expenses incurred | 2022-01-01 | $387,482 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $384,293 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $145,991 |
| Value of total assets at end of year | 2022-01-01 | $2,398,250 |
| Value of total assets at beginning of year | 2022-01-01 | $2,993,800 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $3,189 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $3,189 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $96,514 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-595,550 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,398,250 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,993,800 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,906,208 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $2,506,271 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $492,042 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $487,529 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-354,059 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $49,477 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $384,293 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FIORE FEDEL SNYDER CAROTHERS, LLP |
| Accountancy firm EIN | 2022-01-01 | 202000257 |
| 2021 : FAMILY SERVICES INC. 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $561,279 |
| Total of all expenses incurred | 2021-12-31 | $161,062 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $154,761 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $172,439 |
| Value of total assets at end of year | 2021-12-31 | $2,993,800 |
| Value of total assets at beginning of year | 2021-12-31 | $2,593,583 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,301 |
| Total interest from all sources | 2021-12-31 | $2,711 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $6,301 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $114,204 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $400,217 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,993,800 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,593,583 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $2,506,271 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $2,364,792 |
| Interest earned on other investments | 2021-12-31 | $2,711 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $487,529 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $228,791 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $386,129 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $58,235 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $154,761 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | FIORE FEDEL SNYDER CAROTHERS, LLP |
| Accountancy firm EIN | 2021-12-31 | 202000257 |
