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TAX DEFERRED ANNUITY PLAN OF CENTER FOR FAMILY SERVICES, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CENTER FOR FAMILY SERVICES, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF CENTER FOR FAMILY SERVICES, 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.

401k Sponsoring company profile

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

Company Name:CENTER FOR FAMILY SERVICES, INC.
Employer identification number (EIN):250965238
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CENTER FOR FAMILY SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL BRESSAN2024-09-24 PAUL BRESSAN2024-09-24
0012022-01-01PAUL BRESSAN2024-09-24 PAUL BRESSAN2024-09-24
0012021-01-01PAUL BRESSAN2024-09-24 PAUL BRESSAN2024-09-24
0012020-01-01VALINDA MCCOY2021-06-16
0012019-01-01VALINDA MCCOY2020-05-18
0012018-01-01VALINDA MCCOY2019-05-22
0012017-01-01VALINDA MCCOY2018-04-26
0012016-01-01PAMELA JARRELL2017-07-27
0012014-01-01PAMELA JARRELL2015-10-15
0012013-01-01PAMELA JARRELL2014-07-31 PAMELA JARRELL2014-07-31
0012012-01-01PAMELA JARRELL2013-07-29
0012011-01-01PAMELA JARRELL2012-07-31
0012010-01-01PAMELA JARRELL2011-08-01

Financial Data on TAX DEFERRED ANNUITY PLAN OF CENTER FOR FAMILY SERVICES, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CENTER FOR FAMILY SERVICES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-210
Total liabilities as of the end of the plan year2025-05-210
Total liabilities as of the beginning of the plan year2025-05-210
Total expenses incurred by plan in this plan year2025-05-21129
Net assets as of the end of the plan year2025-05-21114914
Total assets as of the beginning of the plan year2025-05-2190463
Value of plan covered by a fidelity bond2025-05-2150000
Participant contributions to plan in this plan year2025-05-2115781
Other expenses paid from plan in this plan year2025-05-210
Other income to plan in this plan year2025-05-218799
Plan net income in this plan year2025-05-2124451
Net assets as of the end of the plan year2025-05-21114914
Net assets as of the beginning of the plan year2025-05-2190463
Fees paid to broker by Benefit Provider2025-05-21129
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-21129
2024 : TAX DEFERRED ANNUITY PLAN OF CENTER FOR FAMILY SERVICES, INC. 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-240
Total liabilities as of the beginning of the plan year2024-09-240
Total expenses incurred by plan in this plan year2024-09-249796
Net assets as of the end of the plan year2024-09-2490454
Total assets as of the beginning of the plan year2024-09-2490862
Value of plan covered by a fidelity bond2024-09-2450000
Participant contributions to plan in this plan year2024-09-240
Other income to plan in this plan year2024-09-249388
Plan net income in this plan year2024-09-24-408
Net assets as of the end of the plan year2024-09-2490454
Net assets as of the beginning of the plan year2024-09-2490862
Fees paid to broker by Benefit Provider2024-09-2427
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2427

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