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403(B) THRIFT PLAN OF FAMILYMEANS 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FAMILYMEANS
Plan identification number 004

403(B) THRIFT PLAN OF FAMILYMEANS 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.
  • 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 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

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

Company Name:FAMILYMEANS
Employer identification number (EIN):416045574
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 FAMILYMEANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01DOUG ELLIOTT2024-07-22
0042022-01-01DOUG ELLIOTT2023-07-27
0042021-01-01LISA HOLSTEN2022-04-06
0042020-01-01LISA HOLSTEN2021-04-29
0042019-01-01KAREN REIER2020-03-12
0042018-01-01KAREN REIER2019-03-14
0042017-01-01KAREN REIER2018-04-12 KAREN REIER2018-04-12
0042016-01-01KAREN REIER2017-04-03 KAREN REIER2017-04-03
0042014-01-01KAREN REIER2015-05-27 KAREN REIER2015-05-27
0042013-01-01KAREN REIER2014-07-28 KAREN REIER2014-07-28
0042012-01-01KAREN REIER2013-07-10 KAREN REIER2013-07-10
0042011-01-01KAREN REIER2012-06-13 KAREN REIER2012-06-13
0042010-01-01KAREN REIER2011-05-26 KAREN REIER2011-05-26

Plan Statistics for 403(B) THRIFT PLAN OF FAMILYMEANS

401k plan membership statisitcs for 403(B) THRIFT PLAN OF FAMILYMEANS

Measure Date Value
2025: 403(B) THRIFT PLAN OF FAMILYMEANS 2025 401k membership
Total number of particpants at beginning of year2025-07-3193
Total number of particpants at end of year2025-07-3193
Number of Participants With Account Balances2025-07-3186
2024: 403(B) THRIFT PLAN OF FAMILYMEANS 2024 401k membership
Total number of particpants at beginning of year2024-07-2297
Total number of particpants at end of year2024-07-2293
Number of Participants With Account Balances2024-07-2293
2022: 403(B) THRIFT PLAN OF FAMILYMEANS 2022 401k membership
Total number of particpants at beginning of year2022-04-0688
Total number of particpants at end of year2022-04-0689
Number of Participants With Account Balances2022-04-0689

Financial Data on 403(B) THRIFT PLAN OF FAMILYMEANS

Measure Date Value
2025 : 403(B) THRIFT PLAN OF FAMILYMEANS 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-312178096
Net assets as of the end of the plan year2025-07-316874318
Total assets as of the beginning of the plan year2025-07-317603154
Value of plan covered by a fidelity bond2025-07-31500000
Participant contributions to plan in this plan year2025-07-31170288
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-31128552
Other income to plan in this plan year2025-07-311081920
Plan net income in this plan year2025-07-31-728836
Net assets as of the end of the plan year2025-07-316874318
Net assets as of the beginning of the plan year2025-07-317603154
Employer contributions to plan in this plan year2025-07-3168500
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31715
2024 : 403(B) THRIFT PLAN OF FAMILYMEANS 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-220
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-22155829
Net assets as of the end of the plan year2024-07-227603154
Total assets as of the beginning of the plan year2024-07-226450777
Value of plan covered by a fidelity bond2024-07-22500000
Participant contributions to plan in this plan year2024-07-22148884
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-2227420
Other income to plan in this plan year2024-07-221085495
Plan net income in this plan year2024-07-221152377
Net assets as of the end of the plan year2024-07-227603154
Net assets as of the beginning of the plan year2024-07-226450777
Employer contributions to plan in this plan year2024-07-2246407
Fees paid to broker by Benefit Provider2024-07-221160
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-22252
2022 : 403(B) THRIFT PLAN OF FAMILYMEANS 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-060
Total liabilities as of the end of the plan year2022-04-060
Total liabilities as of the beginning of the plan year2022-04-060
Total expenses incurred by plan in this plan year2022-04-06382268
Net assets as of the end of the plan year2022-04-067530177
Total assets as of the beginning of the plan year2022-04-066557833
Value of plan covered by a fidelity bond2022-04-06600000
Participant contributions to plan in this plan year2022-04-06152858
Value of participant loans at end of plan year2022-04-069352
Other expenses paid from plan in this plan year2022-04-06619
Other contributions to plan in this plan year2022-04-0668969
Other income to plan in this plan year2022-04-061086151
Plan net income in this plan year2022-04-06972344
Net assets as of the end of the plan year2022-04-067530177
Net assets as of the beginning of the plan year2022-04-066557833
Employer contributions to plan in this plan year2022-04-0646634
Fees paid to broker by Benefit Provider2022-04-06450

Potentially related plans

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