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403(B) THRIFT PLAN OF FAMILYWISE SERVICES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FAMILYWISE SERVICES
Plan identification number 003

403(B) THRIFT PLAN OF FAMILYWISE SERVICES 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 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

FAMILYWISE SERVICES has sponsored the creation of one or more 401k plans.

Company Name:FAMILYWISE SERVICES
Employer identification number (EIN):411343909
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 FAMILYWISE SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01COLLEEN GJERDAHL2024-10-04
0032022-01-01COLLEEN GJERDAHL2023-06-08
0032021-01-01COLLEEN GJERDAHL2022-03-28
0032020-01-01COLLEEN GJERDAHL2021-06-14
0032019-01-01BERNELL BUCHANAN2020-03-04
0032018-01-01BERNELL BUCHANAN2019-03-22
0032017-01-01BERNELL BUCHANAN2018-04-06 BERNELL BUCHANAN2018-04-06
0032016-01-01BERNELL BUCHANAN2017-04-13 BERNELL BUCHANAN2017-04-13
0032015-01-01BERNELL BUCHANAN2016-04-29 BERNELL BUCHANAN2016-04-29
0032014-01-01BERNELL BUCHANAN2015-05-28 BERNELL BUCHANAN2015-05-28
0032013-01-01BERNELL BUCHANAN2014-07-28 BERNELL BUCHANAN2014-07-28

Financial Data on 403(B) THRIFT PLAN OF FAMILYWISE SERVICES

Measure Date Value
2025 : 403(B) THRIFT PLAN OF FAMILYWISE SERVICES 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-3042073
Net assets as of the end of the plan year2025-09-301566195
Total assets as of the beginning of the plan year2025-09-301231078
Value of plan covered by a fidelity bond2025-09-30125000
Participant contributions to plan in this plan year2025-09-30145654
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-30179009
Plan net income in this plan year2025-09-30335117
Net assets as of the end of the plan year2025-09-301566195
Net assets as of the beginning of the plan year2025-09-301231078
Employer contributions to plan in this plan year2025-09-3052527
Fees paid to broker by Benefit Provider2025-09-30396
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-30546
2024 : 403(B) THRIFT PLAN OF FAMILYWISE SERVICES 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-048895
Net assets as of the end of the plan year2024-10-041231078
Total assets as of the beginning of the plan year2024-10-04982452
Value of plan covered by a fidelity bond2024-10-04125000
Participant contributions to plan in this plan year2024-10-04102364
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-04109553
Plan net income in this plan year2024-10-04248626
Net assets as of the end of the plan year2024-10-041231078
Net assets as of the beginning of the plan year2024-10-04982452
Employer contributions to plan in this plan year2024-10-0445604
Fees paid to broker by Benefit Provider2024-10-04684
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-04338
2022 : 403(B) THRIFT PLAN OF FAMILYWISE SERVICES 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-280
Total liabilities as of the end of the plan year2022-03-280
Total liabilities as of the beginning of the plan year2022-03-280
Total expenses incurred by plan in this plan year2022-03-2810385
Net assets as of the end of the plan year2022-03-281254611
Total assets as of the beginning of the plan year2022-03-28950765
Value of plan covered by a fidelity bond2022-03-28100000
Participant contributions to plan in this plan year2022-03-2894615
Other expenses paid from plan in this plan year2022-03-28644
Other contributions to plan in this plan year2022-03-2814125
Other income to plan in this plan year2022-03-28165193
Plan net income in this plan year2022-03-28303846
Net assets as of the end of the plan year2022-03-281254611
Net assets as of the beginning of the plan year2022-03-28950765
Employer contributions to plan in this plan year2022-03-2840298
Fees paid to broker by Benefit Provider2022-03-28184

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