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FAMILY HEALTH SERVICES 403(B) PLAN 401k Plan overview

Plan NameFAMILY HEALTH SERVICES 403(B) PLAN
Plan identification number 001

FAMILY HEALTH SERVICES 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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 HEALTH SERVICES OF EAST CENTRAL OHIO INC has sponsored the creation of one or more 401k plans.

Company Name:FAMILY HEALTH SERVICES OF EAST CENTRAL OHIO INC
Employer identification number (EIN):310785627
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY HEALTH SERVICES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01ASHLEY WASHBURN2023-08-17 ASHLEY WASHBURN2023-08-17
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01KIM MASON
0012012-07-01KIM MASON
0012011-07-01KIM MASON

Plan Statistics for FAMILY HEALTH SERVICES 403(B) PLAN

401k plan membership statisitcs for FAMILY HEALTH SERVICES 403(B) PLAN

Measure Date Value
2013: FAMILY HEALTH SERVICES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0115
Total number of active participants reported on line 7a of the Form 55002013-07-0112
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0112
Number of participants with account balances2013-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: FAMILY HEALTH SERVICES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0115
Total number of active participants reported on line 7a of the Form 55002012-07-0113
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-012
Total of all active and inactive participants2012-07-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0115
Number of participants with account balances2012-07-019
2011: FAMILY HEALTH SERVICES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0111
Total number of active participants reported on line 7a of the Form 55002011-07-0113
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-012
Total of all active and inactive participants2011-07-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0115
Number of participants with account balances2011-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on FAMILY HEALTH SERVICES 403(B) PLAN

Measure Date Value
2014 : FAMILY HEALTH SERVICES 403(B) PLAN 2014 401k financial data
Total income from all sources2014-06-30$26,175
Expenses. Total of all expenses incurred2014-06-30$0
Total plan assets at end of year2014-06-30$138,816
Total plan assets at beginning of year2014-06-30$112,641
Value of fidelity bond covering the plan2014-06-30$250,000
Total contributions received or receivable from participants2014-06-30$2,588
Other income received2014-06-30$23,370
Net income (gross income less expenses)2014-06-30$26,175
Net plan assets at end of year (total assets less liabilities)2014-06-30$138,816
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$112,641
Assets. Value of participant loans2014-06-30$1,213
Total contributions received or receivable from employer(s)2014-06-30$217
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : FAMILY HEALTH SERVICES 403(B) PLAN 2013 401k financial data
Total income from all sources2013-06-30$12,012
Expenses. Total of all expenses incurred2013-06-30$27
Benefits paid (including direct rollovers)2013-06-30$27
Total plan assets at end of year2013-06-30$112,641
Total plan assets at beginning of year2013-06-30$100,656
Value of fidelity bond covering the plan2013-06-30$250,000
Total contributions received or receivable from participants2013-06-30$1,805
Other income received2013-06-30$10,207
Net income (gross income less expenses)2013-06-30$11,985
Net plan assets at end of year (total assets less liabilities)2013-06-30$112,641
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$100,656
Assets. Value of participant loans2013-06-30$2,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : FAMILY HEALTH SERVICES 403(B) PLAN 2012 401k financial data
Total income from all sources2012-06-30$-1,110
Expenses. Total of all expenses incurred2012-06-30$10,495
Benefits paid (including direct rollovers)2012-06-30$10,495
Total plan assets at end of year2012-06-30$100,656
Total plan assets at beginning of year2012-06-30$112,261
Total contributions received or receivable from participants2012-06-30$1,516
Other income received2012-06-30$-2,770
Net income (gross income less expenses)2012-06-30$-11,605
Net plan assets at end of year (total assets less liabilities)2012-06-30$100,656
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$112,261
Assets. Value of participant loans2012-06-30$2,751
Total contributions received or receivable from employer(s)2012-06-30$144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0

Form 5500 Responses for FAMILY HEALTH SERVICES 403(B) PLAN

2013: FAMILY HEALTH SERVICES 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FAMILY HEALTH SERVICES 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FAMILY HEALTH SERVICES 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes

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