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403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES
Plan identification number 002

403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:ALAMEDA FAMILY SERVICES
Employer identification number (EIN):237088243
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about ALAMEDA FAMILY SERVICES

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1970-05-14
Company Identification Number: C0598396
Legal Registered Office Address: 2325 Clement Ave Ste A

Alameda
United States of America (USA)
94501

More information about ALAMEDA FAMILY SERVICES

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01MARIANNE BOUDREAU2019-08-02
0022016-01-01MARIANNE BOUDREAU
0022015-01-01ALAN HENKY ALAN HENKY2016-06-30
0022014-01-01ALAN HENCKY ALAN HENCKY2015-05-20
0022013-01-01ALAN HENCKY ALAN HENCKY2014-06-27
0022012-01-01ALAN HENCKY2013-05-23 ALAN HENCKY2013-05-23
0022011-01-01ALAN HENCKY2012-07-26 ALAN HENCKY2012-07-26
0022010-01-01CARL MASON CARL MASON2011-09-15
0022009-01-01ALAN HENCKY

Plan Statistics for 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES

Measure Date Value
2016: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2016 401k membership
Total participants, beginning-of-year2016-01-0145
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0144
Number of participants with account balances2016-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-0192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01110
Number of participants with account balances2015-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2014 401k membership
Total participants, beginning-of-year2014-01-01107
Total number of active participants reported on line 7a of the Form 55002014-01-0189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01114
Number of participants with account balances2014-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2013 401k membership
Total participants, beginning-of-year2013-01-0194
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01107
Number of participants with account balances2013-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2010: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2010 401k membership
Total participants, beginning-of-year2010-01-01109
Total number of active participants reported on line 7a of the Form 55002010-01-0199
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01124
Number of participants with account balances2010-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2009 401k membership
Total participants, beginning-of-year2009-01-01100
Total number of active participants reported on line 7a of the Form 55002009-01-0188
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01109
Number of participants with account balances2009-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES

Measure Date Value
2016 : 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$125,517
Expenses. Total of all expenses incurred2016-12-31$53,522
Benefits paid (including direct rollovers)2016-12-31$53,046
Total plan assets at end of year2016-12-31$793,423
Total plan assets at beginning of year2016-12-31$721,428
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$66,313
Expenses. Other expenses not covered elsewhere2016-12-31$476
Contributions received from other sources (not participants or employers)2016-12-31$236
Other income received2016-12-31$58,968
Net income (gross income less expenses)2016-12-31$71,995
Net plan assets at end of year (total assets less liabilities)2016-12-31$793,423
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$721,428
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
2015 : 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$152,547
Expenses. Total of all expenses incurred2015-12-31$94,364
Benefits paid (including direct rollovers)2015-12-31$93,696
Total plan assets at end of year2015-12-31$721,428
Total plan assets at beginning of year2015-12-31$663,245
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$65,241
Expenses. Other expenses not covered elsewhere2015-12-31$668
Contributions received from other sources (not participants or employers)2015-12-31$100,383
Other income received2015-12-31$-13,077
Net income (gross income less expenses)2015-12-31$58,183
Net plan assets at end of year (total assets less liabilities)2015-12-31$721,428
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$663,245
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
2014 : 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$119,014
Expenses. Total of all expenses incurred2014-12-31$11,023
Benefits paid (including direct rollovers)2014-12-31$10,272
Total plan assets at end of year2014-12-31$663,245
Total plan assets at beginning of year2014-12-31$555,254
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$81,287
Expenses. Other expenses not covered elsewhere2014-12-31$751
Contributions received from other sources (not participants or employers)2014-12-31$4,812
Other income received2014-12-31$32,915
Net income (gross income less expenses)2014-12-31$107,991
Net plan assets at end of year (total assets less liabilities)2014-12-31$663,245
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$555,254
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$170,612
Expenses. Total of all expenses incurred2013-12-31$105,205
Benefits paid (including direct rollovers)2013-12-31$104,455
Total plan assets at end of year2013-12-31$555,254
Total plan assets at beginning of year2013-12-31$489,847
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$78,325
Expenses. Other expenses not covered elsewhere2013-12-31$750
Contributions received from other sources (not participants or employers)2013-12-31$845
Other income received2013-12-31$91,442
Net income (gross income less expenses)2013-12-31$65,407
Net plan assets at end of year (total assets less liabilities)2013-12-31$555,254
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$489,847
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2010 : 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$82,419
Expenses. Total of all expenses incurred2010-12-31$14,285
Benefits paid (including direct rollovers)2010-12-31$13,498
Total plan assets at end of year2010-12-31$378,866
Total plan assets at beginning of year2010-12-31$310,732
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$40,968
Expenses. Other expenses not covered elsewhere2010-12-31$787
Contributions received from other sources (not participants or employers)2010-12-31$2,606
Other income received2010-12-31$38,845
Net income (gross income less expenses)2010-12-31$68,134
Net plan assets at end of year (total assets less liabilities)2010-12-31$378,866
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$310,732
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES

2016: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 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 ALAMEDA FAMILY SERVICES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF ALAMEDA FAMILY SERVICES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056711E
Policy instance 1
Insurance contract or identification number056711E
Number of Individuals Covered45
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $51
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 fees51
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056711E
Policy instance 1
Insurance contract or identification number056711E
Number of Individuals Covered57
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $79
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 fees79
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056711E
Policy instance 1
Insurance contract or identification number056711E
Number of Individuals Covered58
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $350
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 fees350
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056711E
Policy instance 1
Insurance contract or identification number056711E
Number of Individuals Covered124
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $160
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 fees35
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameMICHAEL PEARCE

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