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FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 401k Plan overview

Plan NameFAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN
Plan identification number 001

FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • 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 SERVICE OF BARTHOLOMEW COUNTY, INC. DBA FAMILY SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICE OF BARTHOLOMEW COUNTY, INC. DBA FAMILY SERVICE, INC.
Employer identification number (EIN):351148259
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHARLOTTE BARTON COOMBS2024-06-20
0012022-01-01JULIE MILLER2023-06-12
0012021-01-01JULIE MILLER2022-06-28
0012020-01-01JULIE MILLER2021-06-03
0012019-01-01JULIE MILLER2020-06-29
0012018-01-01JULIE MILLER2019-07-29
0012017-01-01JULIE MILLER2018-07-09
0012016-01-01JULIE MILLER2017-07-12
0012015-01-01JULIE MILLER2016-07-12
0012014-01-01JULIE MILLER2015-07-21
0012013-01-01JULIE MILLER2014-07-16
0012012-01-01JULIE MILLER2013-05-07 JULIE MILLER2013-05-07
0012011-01-01JULIE MILLER2012-07-10
0012010-01-01KRISTY CARMICHAEL2011-07-05

Plan Statistics for FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN

401k plan membership statisitcs for FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN

Measure Date Value
2025: FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0739
Total number of particpants at end of year2025-10-0741
Number of Participants With Account Balances2025-10-0731
2024: FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2039
Total number of particpants at end of year2024-06-2039
Number of Participants With Account Balances2024-06-2034
2022: FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2840
Total number of particpants at end of year2022-06-2839
Number of Participants With Account Balances2022-06-2836

Financial Data on FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN

Measure Date Value
2025 : FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-0775694
Net assets as of the end of the plan year2025-10-07435132
Total assets as of the beginning of the plan year2025-10-07430665
Value of plan covered by a fidelity bond2025-10-0750000
Participant contributions to plan in this plan year2025-10-0718731
Value of participant loans at end of plan year2025-10-077115
Other income to plan in this plan year2025-10-0752875
Plan net income in this plan year2025-10-074467
Net assets as of the end of the plan year2025-10-07435132
Net assets as of the beginning of the plan year2025-10-07430665
Employer contributions to plan in this plan year2025-10-078555
Fees paid to broker by Benefit Provider2025-10-07849
2024 : FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2077341
Net assets as of the end of the plan year2024-06-20430665
Total assets as of the beginning of the plan year2024-06-20390011
Value of plan covered by a fidelity bond2024-06-2050000
Participant contributions to plan in this plan year2024-06-2023658
Value of participant loans at end of plan year2024-06-207694
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-2018042
Other income to plan in this plan year2024-06-2063442
Plan net income in this plan year2024-06-2040654
Net assets as of the end of the plan year2024-06-20430665
Net assets as of the beginning of the plan year2024-06-20390011
Value of contributions failed to transmitted timely2024-06-201209
Employer contributions to plan in this plan year2024-06-2012853
Fees paid to broker by Benefit Provider2024-06-201569
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2035
2022 : FAMILY SERVICE, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-280
Total liabilities as of the end of the plan year2022-06-280
Total liabilities as of the beginning of the plan year2022-06-280
Total expenses incurred by plan in this plan year2022-06-2866158
Net assets as of the end of the plan year2022-06-28438969
Total assets as of the beginning of the plan year2022-06-28413075
Value of plan covered by a fidelity bond2022-06-2850000
Participant contributions to plan in this plan year2022-06-2827091
Value of participant loans at end of plan year2022-06-288278
Other expenses paid from plan in this plan year2022-06-280
Other contributions to plan in this plan year2022-06-280
Other income to plan in this plan year2022-06-2850434
Plan net income in this plan year2022-06-2825894
Net assets as of the end of the plan year2022-06-28438969
Net assets as of the beginning of the plan year2022-06-28413075
Employer contributions to plan in this plan year2022-06-2814527
Fees paid to broker by Benefit Provider2022-06-28934
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-280

Potentially related plans

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