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403(B) THRIFT PLAN OF FAMILY SERVICE INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FAMILY SERVICE INC.
Plan identification number 002

403(B) THRIFT PLAN OF FAMILY SERVICE 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

FAMILY SERVICE MADISON, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICE MADISON, INC.
Employer identification number (EIN):390806186
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF FAMILY SERVICE INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KATHY SCHOFF2024-07-26 KATHY SCHOFF2024-07-26
0022022-01-01KATHY SCHOFF2023-10-10 KATHY SCHOFF2023-10-10
0022021-01-01KATHY SCHOFF2022-10-12
0022021-01-01KATHY SCHOFF2022-10-12
0022020-01-01KATHY SCHOFF2021-07-25 KATHY SCHOFF2021-07-25
0022019-01-01KATHY SCHOFF2020-09-27 KATHY SCHOFF2020-09-27
0022018-01-01DAVID JOHNSON2019-07-23
0022017-01-01DAVID JOHNSON2018-03-28 DAVID JOHNSON2018-03-28
0022016-01-01DAVID JOHNSON2017-10-16 DAVID JOHNSON2017-10-16
0022015-01-01RUSSELL KING2016-07-27 RUSSELL KING2016-07-27
0022013-01-01DAVID JOHNSON2014-09-27 DAVID JOHNSON2014-09-27
0022012-01-01DAVID JOHNSON2013-08-27
0022011-01-01DAVID JOHNSON2012-05-16
0022010-01-01DAVID JOHNSON2011-07-28

Plan Statistics for 403(B) THRIFT PLAN OF FAMILY SERVICE INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF FAMILY SERVICE INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF FAMILY SERVICE INC. 2025 401k membership
Total number of particpants at beginning of year2025-09-303
Total number of particpants at end of year2025-09-303
Number of Participants With Account Balances2025-09-303
2024: 403(B) THRIFT PLAN OF FAMILY SERVICE INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-264
Total number of particpants at end of year2024-07-263
Number of Participants With Account Balances2024-07-263
2022: 403(B) THRIFT PLAN OF FAMILY SERVICE INC. 2022 401k membership
Total number of particpants at beginning of year2022-10-127
Total number of particpants at end of year2022-10-126
Number of Participants With Account Balances2022-10-124

Financial Data on 403(B) THRIFT PLAN OF FAMILY SERVICE INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF FAMILY SERVICE INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-304418
Net assets as of the end of the plan year2025-09-3015279
Total assets as of the beginning of the plan year2025-09-3018132
Value of plan covered by a fidelity bond2025-09-30500000
Other income to plan in this plan year2025-09-301566
Plan net income in this plan year2025-09-30-2852
Net assets as of the end of the plan year2025-09-3015279
Net assets as of the beginning of the plan year2025-09-3018132
2024 : 403(B) THRIFT PLAN OF FAMILY SERVICE INC. 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-260
Net assets as of the end of the plan year2024-07-2618132
Total assets as of the beginning of the plan year2024-07-2617015
Value of plan covered by a fidelity bond2024-07-26500000
Value of participant loans at end of plan year2024-07-26723
Other income to plan in this plan year2024-07-261117
Plan net income in this plan year2024-07-261117
Net assets as of the end of the plan year2024-07-2618132
Net assets as of the beginning of the plan year2024-07-2617015
2022 : 403(B) THRIFT PLAN OF FAMILY SERVICE INC. 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-120
Net assets as of the end of the plan year2022-10-1220351
Total assets as of the beginning of the plan year2022-10-1217814
Value of plan covered by a fidelity bond2022-10-12500000
Value of participant loans at end of plan year2022-10-122524
Other expenses paid from plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-122537
Plan net income in this plan year2022-10-122537
Net assets as of the end of the plan year2022-10-1220351
Net assets as of the beginning of the plan year2022-10-1217814

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