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| Plan Name | 403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FAMILY SERVICES OF SOUTHEAST TEXAS, INC. |
| Employer identification number (EIN): | 741382713 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
Additional information about FAMILY SERVICES OF SOUTHEAST TEXAS, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1931-06-09 |
| Company Identification Number: | 0005963201 |
| Legal Registered Office Address: |
3550 FANNIN ST BEAUMONT United States of America (USA) 77701 |
More information about FAMILY SERVICES OF SOUTHEAST TEXAS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ALICIEA MORGAN | 2024-07-16 | ||
| 002 | 2022-01-01 | ALACIEA MORGAN | 2023-10-13 | ||
| 002 | 2021-01-01 | KIM TRAN | 2022-07-11 | ||
| 002 | 2020-01-01 | KIM TRAN | 2021-06-11 | ||
| 002 | 2019-01-01 | KIM TRAN | 2020-10-09 | ||
| 002 | 2018-01-01 | SHIRLEY FIGARI | 2019-07-30 | ||
| 002 | 2017-01-01 | MARTIN GRAHAM | 2018-10-12 | MARTIN GRAHAM | 2018-10-12 |
| 002 | 2016-01-01 | JUDITH THOMPSON | 2017-06-21 | JUDITH THOMPSON | 2017-06-21 |
| 002 | 2015-01-01 | JUDITH THOMPSON | 2016-07-29 | JUDITH THOMPSON | 2016-07-29 |
| 002 | 2014-01-01 | JANET WALKER | 2015-10-14 | JANET WALKER | 2015-10-14 |
| 002 | 2013-01-01 | JANET WALKER | 2014-10-02 | JANET WALKER | 2014-10-02 |
| 002 | 2012-01-01 | JANET WALKER | 2013-04-26 | JANET WALKER | 2013-04-26 |
| 002 | 2011-01-01 | JANET WALKER | 2012-07-16 | JANET WALKER | 2012-07-16 |
| 002 | 2010-01-01 | JANET WALKER | 2012-02-20 |
| Measure | Date | Value |
|---|---|---|
| 2025: 403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-31 | 38 |
| Total number of particpants at end of year | 2025-07-31 | 34 |
| Number of Participants With Account Balances | 2025-07-31 | 27 |
| 2024: 403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-16 | 36 |
| Total number of particpants at end of year | 2024-07-16 | 29 |
| Number of Participants With Account Balances | 2024-07-16 | 23 |
| 2022: 403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-11 | 24 |
| Total number of particpants at end of year | 2022-07-11 | 19 |
| Number of Participants With Account Balances | 2022-07-11 | 19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-31 | 133059 |
| Net assets as of the end of the plan year | 2025-07-31 | 419129 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 477885 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 150000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 8476 |
| Other expenses paid from plan in this plan year | 2025-07-31 | 0 |
| Other contributions to plan in this plan year | 2025-07-31 | 0 |
| Other income to plan in this plan year | 2025-07-31 | 58806 |
| Plan net income in this plan year | 2025-07-31 | -58756 |
| Net assets as of the end of the plan year | 2025-07-31 | 419129 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 477885 |
| Employer contributions to plan in this plan year | 2025-07-31 | 7021 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 217 |
| 2024 : 403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-16 | 185146 |
| Net assets as of the end of the plan year | 2024-07-16 | 477885 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 564357 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 150000 |
| Participant contributions to plan in this plan year | 2024-07-16 | 19480 |
| Other expenses paid from plan in this plan year | 2024-07-16 | 0 |
| Other contributions to plan in this plan year | 2024-07-16 | 0 |
| Other income to plan in this plan year | 2024-07-16 | 68589 |
| Plan net income in this plan year | 2024-07-16 | -86472 |
| Net assets as of the end of the plan year | 2024-07-16 | 477885 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 564357 |
| Employer contributions to plan in this plan year | 2024-07-16 | 10605 |
| Fees paid to broker by Benefit Provider | 2024-07-16 | 107 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-16 | 94 |
| 2022 : 403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-11 | 45161 |
| Net assets as of the end of the plan year | 2022-07-11 | 809570 |
| Total assets as of the beginning of the plan year | 2022-07-11 | 730152 |
| Value of plan covered by a fidelity bond | 2022-07-11 | 150000 |
| Participant contributions to plan in this plan year | 2022-07-11 | 21452 |
| Other expenses paid from plan in this plan year | 2022-07-11 | 415 |
| Other contributions to plan in this plan year | 2022-07-11 | 0 |
| Other income to plan in this plan year | 2022-07-11 | 93606 |
| Plan net income in this plan year | 2022-07-11 | 79418 |
| Net assets as of the end of the plan year | 2022-07-11 | 809570 |
| Net assets as of the beginning of the plan year | 2022-07-11 | 730152 |
| Employer contributions to plan in this plan year | 2022-07-11 | 9521 |
| Fees paid to broker by Benefit Provider | 2022-07-11 | 36 |
| 2008 : 403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. 2008 401k financial data | ||
| Transfers to/from the plan | 2008-12-31 | $0 |
| Total plan liabilities at end of year | 2008-12-31 | $0 |
| Total plan liabilities at beginning of year | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $240,816 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $0 |
| Total plan assets at end of year | 2008-12-31 | $240,816 |
| Total plan assets at beginning of year | 2008-12-31 | $0 |
| Total contributions received or receivable from participants | 2008-12-31 | $2,173 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $232,796 |
| Other income received | 2008-12-31 | $-6,130 |
| Noncash contributions received | 2008-12-31 | $0 |
| Net income (gross income less expenses) | 2008-12-31 | $240,816 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $240,816 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $11,977 |
| Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
| Value of corrective distributions | 2008-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $0 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |
| Policy contract number | 051607G |
| Policy instance | 1 |