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FAMILY AND REC, INC. RETIREMENT PLAN 401k Plan overview

Plan NameFAMILY AND REC, INC. RETIREMENT PLAN
Plan identification number 001

FAMILY AND REC, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 AND REC, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY AND REC, INC.
Employer identification number (EIN):463326611
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY AND REC, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RONALD ALICEA
0012017-01-01RONALD ALICEA
0012016-01-01RONALD ALICEA
0012015-01-01RONALD ALICEA
0012014-01-01RONALD ALICEA
0012013-07-31RONALD ALICEA

Plan Statistics for FAMILY AND REC, INC. RETIREMENT PLAN

401k plan membership statisitcs for FAMILY AND REC, INC. RETIREMENT PLAN

Measure Date Value
2022: FAMILY AND REC, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FAMILY AND REC, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FAMILY AND REC, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FAMILY AND REC, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FAMILY AND REC, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FAMILY AND REC, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FAMILY AND REC, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAMILY AND REC, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FAMILY AND REC, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FAMILY AND REC, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-311
Total number of active participants reported on line 7a of the Form 55002013-07-311
Number of retired or separated participants receiving benefits2013-07-310
Number of other retired or separated participants entitled to future benefits2013-07-310
Total of all active and inactive participants2013-07-311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-310
Total participants2013-07-311
Number of participants with account balances2013-07-311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-310

Financial Data on FAMILY AND REC, INC. RETIREMENT PLAN

Measure Date Value
2022 : FAMILY AND REC, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-2,738
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$288,470
Total plan assets at beginning of year2022-12-31$291,208
Other income received2022-12-31$-2,738
Net income (gross income less expenses)2022-12-31$-2,738
Net plan assets at end of year (total assets less liabilities)2022-12-31$288,470
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$291,208
Assets. Value of employer securities2022-12-31$288,470
2021 : FAMILY AND REC, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$-216,437
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$291,208
Total plan assets at beginning of year2021-12-31$507,645
Other income received2021-12-31$-216,437
Net income (gross income less expenses)2021-12-31$-216,437
Net plan assets at end of year (total assets less liabilities)2021-12-31$291,208
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$507,645
Assets. Value of employer securities2021-12-31$291,208
2020 : FAMILY AND REC, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$36,413
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$507,645
Total plan assets at beginning of year2020-12-31$471,232
Other income received2020-12-31$36,413
Net income (gross income less expenses)2020-12-31$36,413
Net plan assets at end of year (total assets less liabilities)2020-12-31$507,645
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$471,232
Assets. Value of employer securities2020-12-31$507,645
2019 : FAMILY AND REC, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$43,557
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$471,232
Total plan assets at beginning of year2019-12-31$427,675
Other income received2019-12-31$43,557
Net income (gross income less expenses)2019-12-31$43,557
Net plan assets at end of year (total assets less liabilities)2019-12-31$471,232
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$427,675
Assets. Value of employer securities2019-12-31$471,232
2018 : FAMILY AND REC, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$174,783
Total plan assets at end of year2018-12-31$427,675
Total plan assets at beginning of year2018-12-31$252,892
Other income received2018-12-31$174,783
Net income (gross income less expenses)2018-12-31$174,783
Net plan assets at end of year (total assets less liabilities)2018-12-31$427,675
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$252,892
Assets. Value of employer securities2018-12-31$427,675
2017 : FAMILY AND REC, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$91,470
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$252,892
Total plan assets at beginning of year2017-12-31$161,422
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$91,470
Net income (gross income less expenses)2017-12-31$91,470
Net plan assets at end of year (total assets less liabilities)2017-12-31$252,892
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$161,422
Assets. Value of employer securities2017-12-31$252,892
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : FAMILY AND REC, INC. RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$74,422
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$161,422
Total plan assets at beginning of year2016-12-31$87,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$74,422
Net income (gross income less expenses)2016-12-31$74,422
Net plan assets at end of year (total assets less liabilities)2016-12-31$161,422
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$87,000
Assets. Value of employer securities2016-12-31$161,422
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : FAMILY AND REC, INC. RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-13,000
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$87,000
Total plan assets at beginning of year2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-13,000
Net income (gross income less expenses)2015-12-31$-13,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$87,000
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$100,000
Assets. Value of employer securities2015-12-31$87,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : FAMILY AND REC, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$-241,023
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$100,000
Total plan assets at beginning of year2014-12-31$341,023
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-241,023
Net income (gross income less expenses)2014-12-31$-241,023
Net plan assets at end of year (total assets less liabilities)2014-12-31$100,000
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$341,023
Assets. Value of employer securities2014-12-31$100,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : FAMILY AND REC, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$341,038
Expenses. Total of all expenses incurred2013-12-31$15
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$341,023
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$341,034
Other income received2013-12-31$4
Net income (gross income less expenses)2013-12-31$341,023
Net plan assets at end of year (total assets less liabilities)2013-12-31$341,023
Assets. Value of employer securities2013-12-31$221,000
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$15

Form 5500 Responses for FAMILY AND REC, INC. RETIREMENT PLAN

2022: FAMILY AND REC, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FAMILY AND REC, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FAMILY AND REC, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FAMILY AND REC, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FAMILY AND REC, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAMILY AND REC, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FAMILY AND REC, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FAMILY AND REC, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAMILY AND REC, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAMILY AND REC, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-31Type of plan entitySingle employer plan
2013-07-31First time form 5500 has been submittedYes
2013-07-31This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-31Plan funding arrangement – TrustYes
2013-07-31Plan benefit arrangement - TrustYes

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