401k Plan data: 403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. plan

403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC.
Plan identification number	002

403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 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.
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

FAMILY SERVICES OF SOUTHEAST TEXAS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF 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 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

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
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

Financial Data on 403(B) THRIFT PLAN OF FAMILY SERVICES OF SOUTHEAST TEXAS, INC.

Measure	Date	Value
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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

051607G

Policy instance

Insurance contract or identification number	051607G
Number of Individuals Covered	22
Insurance policy start date	2008-08-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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See full terms and conditions

Company Name:	FAMILY SERVICES OF SOUTHEAST TEXAS, INC.
Employer identification number (EIN):	741382713
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

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