401k Plan data: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST plan

FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 401k Plan overview

Plan Name	FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST
Plan identification number	001

FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FAMILY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: FAMILY SERVICES, INC.

Employer identification number (EIN): 432029834

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about FAMILY SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1922-01-06

Company Identification Number: 17590

Legal Registered Office Address: 29 NORTH HAMILTON STREET
Dutchess
POUGHKEEPSIE
United States of America (USA)
12601

More information about FAMILY SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 BRIAN DOYLE
001 2011-01-01 BRIAN DOYLE
001 2010-01-01 CARLTON MITCHELL
001 2009-01-01 CARLTON MITCHELL

Plan Statistics for FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST

401k plan membership statisitcs for FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST

Measure Date Value
2014: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 103
Total of all active and inactive participants 2014-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 103
Number of participants with account balances 2014-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 94
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 117
Number of participants with account balances 2013-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 106
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 29
Total of all active and inactive participants 2012-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 135
Number of participants with account balances 2012-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 107
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 32
Total of all active and inactive participants 2011-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 139
Number of participants with account balances 2011-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 123
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 27
Total of all active and inactive participants 2010-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 150
Number of participants with account balances 2010-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 130
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 149
Number of participants with account balances 2009-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	103
Total of all active and inactive participants	2014-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	103
Number of participants with account balances	2014-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	94
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	117
Number of participants with account balances	2013-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	106
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	29
Total of all active and inactive participants	2012-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	135
Number of participants with account balances	2012-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	107
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	32
Total of all active and inactive participants	2011-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	139
Number of participants with account balances	2011-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	123
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	27
Total of all active and inactive participants	2010-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	150
Number of participants with account balances	2010-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	130
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	149
Number of participants with account balances	2009-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST

Measure	Date	Value
2014 : FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$29,980
Total unrealized appreciation/depreciation of assets	2014-12-31	$29,980
Total income from all sources (including contributions)	2014-12-31	$69,256
Total of all expenses incurred	2014-12-31	$164,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$108,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,058
Value of total assets at end of year	2014-12-31	$1,362,533
Value of total assets at beginning of year	2014-12-31	$1,457,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$55,759
Total interest from all sources	2014-12-31	$10
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$35,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$35,208
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$130,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$4,058
Amount contributed by the employer to the plan for this plan year	2014-12-31	$4,058
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-94,857
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,362,533
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,457,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$55,759
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,329,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,274,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$29,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$3,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$3,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$4,058
Employer contributions (assets) at end of year	2014-12-31	$4,058
Employer contributions (assets) at beginning of year	2014-12-31	$179,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$108,354
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	SEDORE & COMPANY, CPA'S, PC
Accountancy firm EIN	2014-12-31	141698408
2013 : FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$90,247
Total unrealized appreciation/depreciation of assets	2013-12-31	$90,247
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$331,620
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$243,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$225,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$179,775
Value of total assets at end of year	2013-12-31	$1,457,390
Value of total assets at beginning of year	2013-12-31	$1,369,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,197
Total interest from all sources	2013-12-31	$9
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$27,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$27,238
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$130,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$179,775
Amount contributed by the employer to the plan for this plan year	2013-12-31	$179,775
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$88,131
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,457,390
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,369,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$18,197
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,274,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,144,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$3,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$21,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$21,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$34,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$179,775
Employer contributions (assets) at end of year	2013-12-31	$179,775
Employer contributions (assets) at beginning of year	2013-12-31	$203,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$225,292
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	SEDORE & COMPANY, CPA'S, PC
Accountancy firm EIN	2013-12-31	141698408
2012 : FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$74,852
Total unrealized appreciation/depreciation of assets	2012-12-31	$74,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$312,715
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$228,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$203,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$203,273
Value of total assets at end of year	2012-12-31	$1,369,259
Value of total assets at beginning of year	2012-12-31	$1,284,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$25,272
Total interest from all sources	2012-12-31	$7
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$32,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$32,293
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$130,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$203,273
Amount contributed by the employer to the plan for this plan year	2012-12-31	$203,273
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$84,392
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,369,259
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,284,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$25,272
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,144,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,056,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$21,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$203,273
Employer contributions (assets) at end of year	2012-12-31	$203,273
Employer contributions (assets) at beginning of year	2012-12-31	$226,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$203,051
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	SEDORE & COMPANY, CPA'S, PC
Accountancy firm EIN	2012-12-31	141698408
2011 : FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$248,366
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$152,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$128,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$226,351
Value of total assets at end of year	2011-12-31	$1,284,867
Value of total assets at beginning of year	2011-12-31	$1,189,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$24,331
Total interest from all sources	2011-12-31	$15
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$29,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$29,045
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$130,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$226,351
Amount contributed by the employer to the plan for this plan year	2011-12-31	$226,351
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$95,830
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,284,867
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,189,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$24,331
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,056,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$909,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$10,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$10,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-7,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$226,351
Employer contributions (assets) at end of year	2011-12-31	$226,351
Employer contributions (assets) at beginning of year	2011-12-31	$269,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$128,205
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	OCONNOR DAVIES, LLP
Accountancy firm EIN	2011-12-31	271728945
2010 : FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$341,773
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$113,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$94,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$269,070
Value of total assets at end of year	2010-12-31	$1,189,037
Value of total assets at beginning of year	2010-12-31	$960,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$19,253
Total interest from all sources	2010-12-31	$1,435
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$17,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$17,559
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$269,070
Amount contributed by the employer to the plan for this plan year	2010-12-31	$269,070
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$228,494
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,189,037
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$960,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$19,253
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$909,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$671,344
Interest earned on other investments	2010-12-31	$1,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$10,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$53,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$269,070
Employer contributions (assets) at end of year	2010-12-31	$269,070
Employer contributions (assets) at beginning of year	2010-12-31	$286,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$94,026
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	OCONNOR DAVIES MUNNS & DOBBINS LLP
Accountancy firm EIN	2010-12-31	133385019
2009 : FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
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	$286,342
Amount contributed by the employer to the plan for this plan year	2009-12-31	$286,342

Form 5500 Responses for FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST

2014: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FAMILIES FIRST NEW YORK, INC. DEFINED CONTRIBUTION PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FAMILY SERVICES, INC.
Employer identification number (EIN):	432029834
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1922-01-06
Company Identification Number:	17590
Legal Registered Office Address:	29 NORTH HAMILTON STREET Dutchess POUGHKEEPSIE United States of America (USA) 12601