401k Plan data: FAMILY SERVICE INC. 403(B) TDA PLAN plan

FAMILY SERVICE INC. 403(B) TDA PLAN 401k Plan overview

Plan Name	FAMILY SERVICE INC. 403(B) TDA PLAN
Plan identification number	002

FAMILY SERVICE INC. 403(B) TDA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

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): 460259350

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY SERVICE INC. 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 DAN DEAL 2016-08-19 DAN DEAL 2016-08-19
002 2014-01-01 DAN DEAL 2016-08-19 DAN DEAL 2016-08-19
002 2013-01-01 DAN DEAL 2017-07-19
002 2012-01-01 DAN DEAL 2017-07-19
002 2012-01-01 DAN DEAL 2017-07-19
002 2012-01-01 DAN DEAL 2017-07-19
002 2011-01-01 DAN DEAL 2017-07-19
002 2010-01-01 DAN DEAL 2017-07-19
002 2009-01-01 DAN DEAL 2017-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	DAN DEAL	2016-08-19	DAN DEAL	2016-08-19
002	2014-01-01	DAN DEAL	2016-08-19	DAN DEAL	2016-08-19
002	2013-01-01	DAN DEAL	2017-07-19
002	2012-01-01	DAN DEAL	2017-07-19
002	2012-01-01	DAN DEAL	2017-07-19
002	2012-01-01	DAN DEAL	2017-07-19
002	2011-01-01	DAN DEAL	2017-07-19
002	2010-01-01	DAN DEAL	2017-07-19
002	2009-01-01	DAN DEAL	2017-07-19

Financial Data on FAMILY SERVICE INC. 403(B) TDA PLAN

Measure	Date	Value
2025 : FAMILY SERVICE INC. 403(B) TDA PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-23	857
Net assets as of the end of the plan year	2025-09-23	649553
Total assets as of the beginning of the plan year	2025-09-23	556618
Value of plan covered by a fidelity bond	2025-09-23	25000
Participant contributions to plan in this plan year	2025-09-23	20362
Other contributions to plan in this plan year	2025-09-23	6002
Other income to plan in this plan year	2025-09-23	57621
Plan net income in this plan year	2025-09-23	92935
Net assets as of the end of the plan year	2025-09-23	649553
Net assets as of the beginning of the plan year	2025-09-23	556618
Employer contributions to plan in this plan year	2025-09-23	9807
2024 : FAMILY SERVICE INC. 403(B) TDA PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-08-08	695
Net assets as of the end of the plan year	2024-08-08	556618
Total assets as of the beginning of the plan year	2024-08-08	466649
Value of plan covered by a fidelity bond	2024-08-08	25000
Participant contributions to plan in this plan year	2024-08-08	19298
Other income to plan in this plan year	2024-08-08	59327
Plan net income in this plan year	2024-08-08	89969
Net assets as of the end of the plan year	2024-08-08	556618
Net assets as of the beginning of the plan year	2024-08-08	466649
Employer contributions to plan in this plan year	2024-08-08	12039
2022 : FAMILY SERVICE INC. 403(B) TDA PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-08-29	962
Net assets as of the end of the plan year	2022-08-29	499482
Total assets as of the beginning of the plan year	2022-08-29	408889
Value of plan covered by a fidelity bond	2022-08-29	25000
Participant contributions to plan in this plan year	2022-08-29	17437
Other income to plan in this plan year	2022-08-29	65400
Plan net income in this plan year	2022-08-29	90593
Net assets as of the end of the plan year	2022-08-29	499482
Net assets as of the beginning of the plan year	2022-08-29	408889
Employer contributions to plan in this plan year	2022-08-29	8718

Potentially related plans

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Company Name:	FAMILY SERVICES, INC.
Employer identification number (EIN):	460259350
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)