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THE FAMILY OFFICE 401(K) PLAN 401k Plan overview

Plan NameTHE FAMILY OFFICE 401(K) PLAN
Plan identification number 001

THE FAMILY OFFICE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 FAMILY OFFICE, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE FAMILY OFFICE, LLC
Employer identification number (EIN):621745213
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Additional information about THE FAMILY OFFICE, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3072428

More information about THE FAMILY OFFICE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FAMILY OFFICE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01AMANDA BRUMMETT
0012023-01-01
0012023-01-01TIMOTHY DWYER
0012022-01-01
0012022-01-01DARRELL MASSENGALE
0012021-01-01
0012021-01-01AMY FREENY
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN SMITHERMAN
0012016-01-01STEVEN SMITHERMAN
0012015-01-01DAVID WILDS
0012014-01-01DAVID WILDS
0012013-01-01DAVID WILDS
0012012-01-01DAVID WILDS
0012011-01-01ROBIN SATYSHUR2012-06-28
0012010-01-01ROBIN SATYSHUR2011-07-11

Financial Data on THE FAMILY OFFICE 401(K) PLAN

Measure Date Value
2023 : THE FAMILY OFFICE 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,445,239
Expenses. Total of all expenses incurred2023-12-31$495,035
Benefits paid (including direct rollovers)2023-12-31$494,535
Total plan assets at end of year2023-12-31$8,635,655
Total plan assets at beginning of year2023-12-31$6,685,451
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$386,531
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$120,031
Other income received2023-12-31$1,586,152
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,950,204
Net plan assets at end of year (total assets less liabilities)2023-12-31$8,635,655
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$6,685,451
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$352,525
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$500
2022 : THE FAMILY OFFICE 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-803,261
Expenses. Total of all expenses incurred2022-12-31$860,205
Benefits paid (including direct rollovers)2022-12-31$859,680
Total plan assets at end of year2022-12-31$6,685,451
Total plan assets at beginning of year2022-12-31$8,348,917
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$355,556
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,560,210
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,663,466
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,685,451
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,348,917
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$401,393
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$525
2021 : THE FAMILY OFFICE 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,326,969
Expenses. Total of all expenses incurred2021-12-31$253,541
Benefits paid (including direct rollovers)2021-12-31$253,041
Total plan assets at end of year2021-12-31$8,348,917
Total plan assets at beginning of year2021-12-31$6,275,489
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$434,670
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$388,994
Other income received2021-12-31$1,134,191
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,073,428
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,348,917
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,275,489
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$369,114
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$500
2020 : THE FAMILY OFFICE 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,326,442
Expenses. Total of all expenses incurred2020-12-31$845,142
Benefits paid (including direct rollovers)2020-12-31$844,642
Total plan assets at end of year2020-12-31$6,275,489
Total plan assets at beginning of year2020-12-31$5,794,189
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$392,250
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$582,687
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$481,300
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,275,489
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,794,189
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$351,505
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$500
2019 : THE FAMILY OFFICE 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,952,521
Expenses. Total of all expenses incurred2019-12-31$350
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$5,794,189
Total plan assets at beginning of year2019-12-31$3,842,018
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$373,124
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$278,095
Other income received2019-12-31$1,050,514
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,952,171
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,794,189
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,842,018
Total contributions received or receivable from employer(s)2019-12-31$250,788
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$350
2018 : THE FAMILY OFFICE 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$312,665
Expenses. Total of all expenses incurred2018-12-31$1,009,054
Benefits paid (including direct rollovers)2018-12-31$1,008,629
Total plan assets at end of year2018-12-31$3,842,018
Total plan assets at beginning of year2018-12-31$4,538,407
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$258,906
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-238,638
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-696,389
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,842,018
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,538,407
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$292,397
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$425
2017 : THE FAMILY OFFICE 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,019,973
Expenses. Total of all expenses incurred2017-12-31$248,196
Benefits paid (including direct rollovers)2017-12-31$247,896
Total plan assets at end of year2017-12-31$4,538,407
Total plan assets at beginning of year2017-12-31$3,766,630
Value of fidelity bond covering the plan2017-12-31$400,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$296,961
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$615,978
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$771,777
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,538,407
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,766,630
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$107,034
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$300
2016 : THE FAMILY OFFICE 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$935,253
Expenses. Total of all expenses incurred2016-12-31$8,001
Benefits paid (including direct rollovers)2016-12-31$7,601
Total plan assets at end of year2016-12-31$3,766,630
Total plan assets at beginning of year2016-12-31$2,839,378
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$406,342
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$350,351
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$927,252
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,766,630
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,839,378
Total contributions received or receivable from employer(s)2016-12-31$178,560
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$400
2015 : THE FAMILY OFFICE 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$222,357
Expenses. Total of all expenses incurred2015-12-31$65,237
Benefits paid (including direct rollovers)2015-12-31$64,837
Total plan assets at end of year2015-12-31$2,839,378
Total plan assets at beginning of year2015-12-31$2,682,258
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$149,561
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-35,273
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$157,120
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,839,378
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,682,258
Total contributions received or receivable from employer(s)2015-12-31$108,069
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$400
2014 : THE FAMILY OFFICE 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$532,240
Expenses. Total of all expenses incurred2014-12-31$12,392
Benefits paid (including direct rollovers)2014-12-31$12,092
Total plan assets at end of year2014-12-31$2,682,258
Total plan assets at beginning of year2014-12-31$2,162,410
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$298,848
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$144,879
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$519,848
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,682,258
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,162,410
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$88,513
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$300
2013 : THE FAMILY OFFICE 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$559,042
Expenses. Total of all expenses incurred2013-12-31$311,328
Benefits paid (including direct rollovers)2013-12-31$311,103
Total plan assets at end of year2013-12-31$2,162,410
Total plan assets at beginning of year2013-12-31$1,914,696
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$213,044
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$72
Other income received2013-12-31$345,926
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$247,714
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,162,410
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,914,696
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$225
2012 : THE FAMILY OFFICE 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$528,644
Expenses. Total of all expenses incurred2012-12-31$49,977
Benefits paid (including direct rollovers)2012-12-31$32,421
Total plan assets at end of year2012-12-31$1,914,696
Total plan assets at beginning of year2012-12-31$1,436,029
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$209,993
Contributions received from other sources (not participants or employers)2012-12-31$26,137
Other income received2012-12-31$208,328
Net income (gross income less expenses)2012-12-31$478,667
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,914,696
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,436,029
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$4,865
Total contributions received or receivable from employer(s)2012-12-31$84,186
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$17,556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for THE FAMILY OFFICE 401(K) PLAN

2023: THE FAMILY OFFICE 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE FAMILY OFFICE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE FAMILY OFFICE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE FAMILY OFFICE 401(K) 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: THE FAMILY OFFICE 401(K) 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: THE FAMILY OFFICE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE FAMILY OFFICE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE FAMILY OFFICE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE FAMILY OFFICE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE FAMILY OFFICE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE FAMILY OFFICE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE FAMILY OFFICE 401(K) 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 funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67846
Policy instance 1

Potentially related plans

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