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FAMILY SERVICE UPPER OHIO VALLEY RETIREMENT PLAN 401k Plan overview

Plan NameFAMILY SERVICE UPPER OHIO VALLEY RETIREMENT PLAN
Plan identification number 001

FAMILY SERVICE UPPER OHIO VALLEY RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

FAMILY SERVICE UPPER OHIO VALLEY has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICE UPPER OHIO VALLEY
Employer identification number (EIN):550357074
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY SERVICE UPPER OHIO VALLEY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01JILL WILLEY2023-10-16
0012021-01-01JILL WILLEY2022-10-14
0012020-01-01JILL WILLEY2021-09-09
0012019-01-01JILL WILLEY2020-10-08
0012018-01-01JILL WILLEY2019-10-04
0012017-01-01JILL WILLEY2018-10-01
0012016-01-01JILL WILLEY2017-09-29
0012015-01-01JILL WILLEY2016-12-28
0012014-01-01JILL WILLEY2016-12-28
0012013-01-01JILL WILLEY2016-12-28
0012012-01-01GLEN BURTON GLEN BURTON2013-08-01
0012011-01-01GLEN BURTON2012-07-31
0012010-01-01GLEN BURTON2011-07-27

Financial Data on FAMILY SERVICE UPPER OHIO VALLEY RETIREMENT PLAN

Measure Date Value
2025 : FAMILY SERVICE UPPER OHIO VALLEY RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-030
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-03116684
Net assets as of the end of the plan year2025-10-03722143
Total assets as of the beginning of the plan year2025-10-03741779
Participant contributions to plan in this plan year2025-10-0326182
Value of participant loans at end of plan year2025-10-037769
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-0346924
Plan net income in this plan year2025-10-03-19636
Net assets as of the end of the plan year2025-10-03722143
Net assets as of the beginning of the plan year2025-10-03741779
Employer contributions to plan in this plan year2025-10-0323942
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-033643
2024 : FAMILY SERVICE UPPER OHIO VALLEY RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1511253
Net assets as of the end of the plan year2024-10-15741779
Total assets as of the beginning of the plan year2024-10-15639702
Value of plan covered by a fidelity bond2024-10-1590000
Participant contributions to plan in this plan year2024-10-1524305
Value of participant loans at end of plan year2024-10-159566
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1566494
Plan net income in this plan year2024-10-15102077
Net assets as of the end of the plan year2024-10-15741779
Net assets as of the beginning of the plan year2024-10-15639702
Employer contributions to plan in this plan year2024-10-1522531
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-152635
2022 : FAMILY SERVICE UPPER OHIO VALLEY RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-140
Total liabilities as of the end of the plan year2022-10-140
Total liabilities as of the beginning of the plan year2022-10-140
Total expenses incurred by plan in this plan year2022-10-1412346
Net assets as of the end of the plan year2022-10-14733493
Total assets as of the beginning of the plan year2022-10-14627207
Value of plan covered by a fidelity bond2022-10-1490000
Participant contributions to plan in this plan year2022-10-1423815
Value of participant loans at end of plan year2022-10-145970
Other expenses paid from plan in this plan year2022-10-140
Other contributions to plan in this plan year2022-10-1411886
Other income to plan in this plan year2022-10-1453322
Plan net income in this plan year2022-10-14106286
Net assets as of the end of the plan year2022-10-14733493
Net assets as of the beginning of the plan year2022-10-14627207
Employer contributions to plan in this plan year2022-10-1429609
Fees paid to broker by Benefit Provider2022-10-14669
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-14669

Form 5500 Responses for FAMILY SERVICE UPPER OHIO VALLEY RETIREMENT PLAN

2012: FAMILY SERVICE UPPER OHIO VALLEY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number070536
Policy instance 1

Potentially related plans

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