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FAMILY SERVICE ASSOCIATION 403B PLAN 401k Plan overview

Plan NameFAMILY SERVICE ASSOCIATION 403B PLAN
Plan identification number 002

FAMILY SERVICE ASSOCIATION 403B 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 ASSOCIATION OF SHEBOYGAN INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC.
Employer identification number (EIN):390808501
NAIC Classification:522300
NAIC Description: Activities Related to Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY SERVICE ASSOCIATION 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARK EDMOND2024-10-15
0022022-01-01GRAZIA PERRELLA2023-10-16
0022022-01-01MARK EDMOND2024-10-15
0022021-01-01CHERYL NACK2022-10-28 CHERYL NACK2022-10-28
0022020-01-01CHERYL NACK2021-03-18
0022019-01-01CHERYL NACK2020-07-16
0022018-01-01CHERYL NACK2019-06-19
0022017-01-01WAYNE GRIESBACH2018-05-16 WAYNE GRIESBACH2018-05-16
0022016-01-01WAYNE GRIESBACH2017-06-20 WAYNE GRIESBACH2017-06-20
0022015-01-01WAYNE GRIESBACH2016-04-19 WAYNE GRIESBACH2016-04-19
0022014-01-01TAMMY L. HARRIS2015-04-24
0022013-01-01TAMMY L. HARRIS2014-05-28
0022012-01-01TAMMY L. HARRIS2013-07-31 TAMMY L. HARRIS2013-07-31
0022011-01-01TAMMY L. HARRIS2012-06-28 TAMMY L. HARRIS2012-06-28
0022010-01-01TAMMY HARRIS2011-06-06 TAMMY HARRIS2011-06-06

Financial Data on FAMILY SERVICE ASSOCIATION 403B PLAN

Measure Date Value
2025 : FAMILY SERVICE ASSOCIATION 403B PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-15109611
Net assets as of the end of the plan year2025-10-15932243
Total assets as of the beginning of the plan year2025-10-15854559
Value of plan covered by a fidelity bond2025-10-15100000
Participant contributions to plan in this plan year2025-10-1541278
Value of participant loans at end of plan year2025-10-1515798
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15109836
Plan net income in this plan year2025-10-1577684
Net assets as of the end of the plan year2025-10-15932243
Net assets as of the beginning of the plan year2025-10-15854559
Employer contributions to plan in this plan year2025-10-1536181
Fees paid to broker by Benefit Provider2025-10-152918
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-152263
2024 : FAMILY SERVICE ASSOCIATION 403B PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-151215
Net assets as of the end of the plan year2024-10-15854559
Total assets as of the beginning of the plan year2024-10-15663418
Value of plan covered by a fidelity bond2024-10-15100000
Participant contributions to plan in this plan year2024-10-1529554
Value of participant loans at end of plan year2024-10-1511921
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15114455
Plan net income in this plan year2024-10-15191141
Net assets as of the end of the plan year2024-10-15854559
Net assets as of the beginning of the plan year2024-10-15663418
Employer contributions to plan in this plan year2024-10-1548347
Fees paid to broker by Benefit Provider2024-10-15291
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15764
2022 : FAMILY SERVICE ASSOCIATION 403B PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-280
Total liabilities as of the end of the plan year2022-10-280
Total liabilities as of the beginning of the plan year2022-10-280
Total expenses incurred by plan in this plan year2022-10-28127761
Net assets as of the end of the plan year2022-10-281019199
Total assets as of the beginning of the plan year2022-10-28885782
Value of plan covered by a fidelity bond2022-10-2880000
Participant contributions to plan in this plan year2022-10-2843918
Value of participant loans at end of plan year2022-10-282947
Other expenses paid from plan in this plan year2022-10-28342
Other contributions to plan in this plan year2022-10-2825056
Other income to plan in this plan year2022-10-28146366
Plan net income in this plan year2022-10-28133417
Net assets as of the end of the plan year2022-10-281019199
Net assets as of the beginning of the plan year2022-10-28885782
Employer contributions to plan in this plan year2022-10-2845838
Fees paid to broker by Benefit Provider2022-10-28243

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