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FAMILY SERVICE OF WAUKESHA 401k Plan overview

Plan NameFAMILY SERVICE OF WAUKESHA
Plan identification number 001

FAMILY SERVICE OF WAUKESHA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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 WAUKESHA has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICE OF WAUKESHA
Employer identification number (EIN):391038707
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY SERVICE OF WAUKESHA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MELISSA CARINI2024-10-14 MELISSA CARINI2024-10-14
0012022-01-01KRYSTAL WYNTER2023-10-12 KRYSTAL WYNTER2023-10-12
0012020-01-01LISA WALLACE2021-09-21
0012019-01-01LISA WALLACE2020-10-15
0012018-01-01LISA WALLACE2019-10-09 LISA WALLACE2019-10-09

Financial Data on FAMILY SERVICE OF WAUKESHA

Measure Date Value
2025 : FAMILY SERVICE OF WAUKESHA 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-150
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-15181949
Net assets as of the end of the plan year2025-05-150
Total assets as of the beginning of the plan year2025-05-15164814
Value of plan covered by a fidelity bond2025-05-151000
Participant contributions to plan in this plan year2025-05-150
Other expenses paid from plan in this plan year2025-05-150
Other contributions to plan in this plan year2025-05-150
Other income to plan in this plan year2025-05-1517135
Plan net income in this plan year2025-05-15-164814
Net assets as of the end of the plan year2025-05-150
Net assets as of the beginning of the plan year2025-05-15164814
Employer contributions to plan in this plan year2025-05-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-153178
2024 : FAMILY SERVICE OF WAUKESHA 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1439540
Net assets as of the end of the plan year2024-10-14164814
Total assets as of the beginning of the plan year2024-10-14177985
Value of plan covered by a fidelity bond2024-10-141000
Other income to plan in this plan year2024-10-1426369
Plan net income in this plan year2024-10-14-13171
Net assets as of the end of the plan year2024-10-14164814
Net assets as of the beginning of the plan year2024-10-14177985
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-145482

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