401k Plan data: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC plan

EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC
Plan identification number	001

EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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 SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC. has sponsored the creation of one or more 401k plans.

Company Name: FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC.

Employer identification number (EIN): 390833966

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 JOHN PFLEIDERER JOHN PFLEIDERER 2014-08-01
001 2012-01-01 JOHN PFLEIDERER JOHN PFLEIDERER 2013-10-15
001 2011-01-01 JOHN PFLEIDERER JOHN PFLEIDERER 2012-07-30
001 2009-01-01 JOHN PFLEIDERER JOHN PFLEIDERER 2010-10-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	JOHN PFLEIDERER	JOHN PFLEIDERER	2014-08-01
001	2012-01-01	JOHN PFLEIDERER	JOHN PFLEIDERER	2013-10-15
001	2011-01-01	JOHN PFLEIDERER	JOHN PFLEIDERER	2012-07-30
001	2009-01-01	JOHN PFLEIDERER	JOHN PFLEIDERER	2010-10-27

Plan Statistics for EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC

Measure Date Value
2013: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 36
Total participants 2013-01-01 36
Number of participants with account balances 2013-01-01 36
2012: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 30
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 30
2011: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 21
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 21
2009: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 20
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2013: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	36
Total participants	2013-01-01	36
Number of participants with account balances	2013-01-01	36
2012: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	30
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	30
2011: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	21
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	21
2009: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	20
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC

Measure	Date	Value
2013 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2013 401k financial data
Total income from all sources	2013-12-31	$182,111
Expenses. Total of all expenses incurred	2013-12-31	$40,051
Benefits paid (including direct rollovers)	2013-12-31	$13,433
Total plan assets at end of year	2013-12-31	$689,900
Total plan assets at beginning of year	2013-12-31	$547,840
Value of fidelity bond covering the plan	2013-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$26,568
Other income received	2013-12-31	$116,651
Net income (gross income less expenses)	2013-12-31	$142,060
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$689,900
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$547,840
Total contributions received or receivable from employer(s)	2013-12-31	$65,460
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$40
Minimum employer required contribution for this plan year	2013-12-31	$65,500
Amount contributed by the employer to the plan for this plan year	2013-12-31	$65,460
2012 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2012 401k financial data
Total income from all sources	2012-12-31	$109,787
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$547,840
Total plan assets at beginning of year	2012-12-31	$438,053
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$44,671
Net income (gross income less expenses)	2012-12-31	$109,787
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$547,840
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$438,053
Total contributions received or receivable from employer(s)	2012-12-31	$65,116
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$-116
Minimum employer required contribution for this plan year	2012-12-31	$65,000
Amount contributed by the employer to the plan for this plan year	2012-12-31	$65,116
2011 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2011 401k financial data
Total income from all sources	2011-12-31	$39,024
Expenses. Total of all expenses incurred	2011-12-31	$26,412
Benefits paid (including direct rollovers)	2011-12-31	$26,412
Total plan assets at end of year	2011-12-31	$438,053
Total plan assets at beginning of year	2011-12-31	$425,441
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$-8,990
Net income (gross income less expenses)	2011-12-31	$12,612
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$438,053
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$425,441
Total contributions received or receivable from employer(s)	2011-12-31	$48,014
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$-14
Minimum employer required contribution for this plan year	2011-12-31	$48,000
Amount contributed by the employer to the plan for this plan year	2011-12-31	$48,014
2010 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2010 401k financial data
Total income from all sources	2010-12-31	$90,906
Expenses. Total of all expenses incurred	2010-12-31	$2,465
Benefits paid (including direct rollovers)	2010-12-31	$2,463
Total plan assets at end of year	2010-12-31	$436,853
Total plan assets at beginning of year	2010-12-31	$348,412
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$39,222
Net income (gross income less expenses)	2010-12-31	$88,441
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$436,853
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$348,412
Total contributions received or receivable from employer(s)	2010-12-31	$51,684
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$-1,684
Minimum employer required contribution for this plan year	2010-12-31	$50,000
Amount contributed by the employer to the plan for this plan year	2010-12-31	$51,684
2009 : EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$52,321
Amount contributed by the employer to the plan for this plan year	2009-12-31	$52,321

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC

2013: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE BENEFIT PLAN OF FAMILY SERVICES OF SOUTHE WISCONSIN AND NORTHERN ILLINOIS INC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053361-K

Policy instance

Insurance contract or identification number	053361-K
Number of Individuals Covered	36
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $58
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	58
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA LIFE INSURANCE CO

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053361-K

Policy instance

Insurance contract or identification number	053361-K
Number of Individuals Covered	30
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $38
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	17
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	JUSTIN KONECK

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053361-K

Policy instance

Insurance contract or identification number	053361-K
Number of Individuals Covered	21
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $196
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053361-K

Policy instance

Insurance contract or identification number	053361-K
Number of Individuals Covered	20
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $44
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC.
Employer identification number (EIN):	390833966
NAIC Classification:	624100
NAIC Description:	Individual and Family Services