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THE HEART MATTERS FOSTER FAMILY AGENCY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameTHE HEART MATTERS FOSTER FAMILY AGENCY DEFINED BENEFIT PENSION PLAN
Plan identification number 002

THE HEART MATTERS FOSTER FAMILY AGENCY DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

THE HEART MATTERS FOSTER FAMILY AGENCY has sponsored the creation of one or more 401k plans.

Company Name:THE HEART MATTERS FOSTER FAMILY AGENCY
Employer identification number (EIN):464463807
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEART MATTERS FOSTER FAMILY AGENCY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CARRIE MATHEWS2024-09-24
0022022-01-01CARRIE MATHEWS2023-11-03
0022021-01-01CARRIE MATHEWS2022-10-17
0022021-01-01CARRIE MATHEWS2022-10-11

Financial Data on THE HEART MATTERS FOSTER FAMILY AGENCY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : THE HEART MATTERS FOSTER FAMILY AGENCY DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-214336
Net assets as of the end of the plan year2025-07-21367646
Total assets as of the beginning of the plan year2025-07-21338972
Value of plan covered by a fidelity bond2025-07-2180000
Participant contributions to plan in this plan year2025-07-210
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-2133010
Plan net income in this plan year2025-07-2128674
Net assets as of the end of the plan year2025-07-21367646
Net assets as of the beginning of the plan year2025-07-21338972
Employer contributions to plan in this plan year2025-07-210
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-214336
2024 : THE HEART MATTERS FOSTER FAMILY AGENCY DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-240
Total liabilities as of the end of the plan year2024-09-240
Total liabilities as of the beginning of the plan year2024-09-240
Total expenses incurred by plan in this plan year2024-09-240
Net assets as of the end of the plan year2024-09-24338972
Total assets as of the beginning of the plan year2024-09-2487251
Value of plan covered by a fidelity bond2024-09-2450000
Participant contributions to plan in this plan year2024-09-240
Other expenses paid from plan in this plan year2024-09-240
Other contributions to plan in this plan year2024-09-240
Other income to plan in this plan year2024-09-2414776
Plan net income in this plan year2024-09-24251721
Net assets as of the end of the plan year2024-09-24338972
Net assets as of the beginning of the plan year2024-09-2487251
Employer contributions to plan in this plan year2024-09-24236945
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-240

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