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| Plan Name | THE CENTER FOR FAMILY WELLNESS 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE CENTER FOR FAMILY WELLNESS |
| Employer identification number (EIN): | 471680714 |
| NAIC Classification: | 621330 |
| NAIC Description: | Offices of Mental Health Practitioners (except Physicians) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JONATHAN SMITH | 2024-09-05 | ||
| 001 | 2022-01-01 | JONATHAN SMITH | 2023-10-19 | ||
| 001 | 2021-09-01 | JONATHAN SMITH | 2022-11-23 |
| Measure | Date | Value |
|---|---|---|
| 2024: THE CENTER FOR FAMILY WELLNESS 401K PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-09-05 | 8 |
| Total number of particpants at end of year | 2024-09-05 | 8 |
| Number of Participants With Account Balances | 2024-09-05 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE CENTER FOR FAMILY WELLNESS 401K PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-05 | 468 |
| Net assets as of the end of the plan year | 2024-09-05 | 88858 |
| Total assets as of the beginning of the plan year | 2024-09-05 | 34662 |
| Value of plan covered by a fidelity bond | 2024-09-05 | 4000 |
| Participant contributions to plan in this plan year | 2024-09-05 | 34058 |
| Other income to plan in this plan year | 2024-09-05 | 10275 |
| Plan net income in this plan year | 2024-09-05 | 54196 |
| Net assets as of the end of the plan year | 2024-09-05 | 88858 |
| Net assets as of the beginning of the plan year | 2024-09-05 | 34662 |
| Employer contributions to plan in this plan year | 2024-09-05 | 10331 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-05 | 468 |