FAMILY SERVICE MADISON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF FAMILY SERVICE MADISON, INC.
| Measure | Date | Value |
|---|
| 2025 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICE MADISON, INC. 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-30 | 377969 |
| Net assets as of the end of the plan year | 2025-09-30 | 3656628 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 3297223 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-30 | 217564 |
| Other expenses paid from plan in this plan year | 2025-09-30 | 0 |
| Other contributions to plan in this plan year | 2025-09-30 | 5778 |
| Other income to plan in this plan year | 2025-09-30 | 514032 |
| Plan net income in this plan year | 2025-09-30 | 359405 |
| Net assets as of the end of the plan year | 2025-09-30 | 3656628 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 3297223 |
| Employer contributions to plan in this plan year | 2025-09-30 | 0 |
| Fees paid to broker by Benefit Provider | 2025-09-30 | 676 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 740 |
| 2024 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICE MADISON, INC. 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-26 | 422921 |
| Net assets as of the end of the plan year | 2024-07-26 | 3297223 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 3003739 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-26 | 177156 |
| Value of participant loans at end of plan year | 2024-07-26 | 4871 |
| Other expenses paid from plan in this plan year | 2024-07-26 | 268 |
| Other contributions to plan in this plan year | 2024-07-26 | 34938 |
| Other income to plan in this plan year | 2024-07-26 | 504311 |
| Plan net income in this plan year | 2024-07-26 | 293484 |
| Net assets as of the end of the plan year | 2024-07-26 | 3297223 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 3003739 |
| Employer contributions to plan in this plan year | 2024-07-26 | 0 |
| Fees paid to broker by Benefit Provider | 2024-07-26 | 527 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 0 |
| 2021 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICE MADISON, INC. 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $605,003 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $171,735 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $166,736 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $112,311 |
| Value of total assets at end of year | 2021-12-31 | $3,427,316 |
| Value of total assets at beginning of year | 2021-12-31 | $2,994,048 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,999 |
| Total interest from all sources | 2021-12-31 | $2,257 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $109,847 |
| Participant contributions at end of year | 2021-12-31 | $17,356 |
| Participant contributions at beginning of year | 2021-12-31 | $29,124 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,818 |
| Other income not declared elsewhere | 2021-12-31 | $352 |
| Administrative expenses (other) incurred | 2021-12-31 | $4,999 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $433,268 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,427,316 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,994,048 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,310,098 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,869,794 |
| Interest on participant loans | 2021-12-31 | $1,295 |
| Interest earned on other investments | 2021-12-31 | $962 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $99,862 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $95,130 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $490,083 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $-354 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $166,736 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
