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EMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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

FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MORE, INC. has sponsored the creation of one or more 401k plans.

Company Name:FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MORE, INC.
Employer identification number (EIN):741918313
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LIZ TOOMEY2024-10-15
0012022-01-01LIZ TOOMEY2023-08-02
0012021-01-01LIZ TOOMEY2022-10-17
0012020-01-01LIZ TOOMEY2021-07-30
0012019-01-01LIZ TOOMEY2020-07-30
0012018-01-01LIZ TOOMEY2019-07-25
0012017-01-01KATHERINE LINDEMANN2018-07-19 KATHERINE LINDEMANN2018-07-19
0012016-01-01MANUELA H. ARROYOS2017-03-23 MANUELA H. ARROYOS2017-03-23
0012015-01-01MANUELA H. ARROYOS2016-07-22 MANUELA H. ARROYOS2016-07-22
0012014-01-01MANUELA H. ARROYOS2015-06-01 MANUELA H. ARROYOS2015-06-01
0012013-01-01MANUELA H. ARROYOS2014-05-21 MANUELA H. ARROYOS2014-05-21
0012012-01-01MANUELA H. ARROYOS2013-07-09 MANUELA H. ARROYOS2013-07-09
0012011-01-01MANUELA H. ARROYOS2012-07-11
0012010-01-01MANUELA ARROYOS2011-06-10
0012009-01-01MANUELA ARROYOS

Financial Data on EMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-3132
Net assets as of the end of the plan year2025-07-31231736
Total assets as of the beginning of the plan year2025-07-31200269
Value of plan covered by a fidelity bond2025-07-3120000
Participant contributions to plan in this plan year2025-07-317683
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3123816
Plan net income in this plan year2025-07-3131467
Net assets as of the end of the plan year2025-07-31231736
Net assets as of the beginning of the plan year2025-07-31200269
Employer contributions to plan in this plan year2025-07-310
Fees paid to broker by Benefit Provider2025-07-313
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3132
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-2932
Net assets as of the end of the plan year2025-07-29231736
Total assets as of the beginning of the plan year2025-07-29200269
Value of plan covered by a fidelity bond2025-07-2920000
Participant contributions to plan in this plan year2025-07-297683
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-2923816
Plan net income in this plan year2025-07-2931467
Net assets as of the end of the plan year2025-07-29231736
Net assets as of the beginning of the plan year2025-07-29200269
Employer contributions to plan in this plan year2025-07-290
Fees paid to broker by Benefit Provider2025-07-293
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2932
2024 : EMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO 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 year2024-10-1510407
Net assets as of the end of the plan year2024-10-15200269
Total assets as of the beginning of the plan year2024-10-15204047
Value of plan covered by a fidelity bond2024-10-1520000
Participant contributions to plan in this plan year2024-10-152245
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 year2024-10-154384
Plan net income in this plan year2024-10-15-3778
Net assets as of the end of the plan year2024-10-15200269
Net assets as of the beginning of the plan year2024-10-15204047
Employer contributions to plan in this plan year2024-10-150
Fees paid to broker by Benefit Provider2024-10-15100
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-159
2022 : EMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-170
Total liabilities as of the end of the plan year2022-10-170
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-1724
Net assets as of the end of the plan year2022-10-17203646
Total assets as of the beginning of the plan year2022-10-17195060
Value of plan covered by a fidelity bond2022-10-1720000
Participant contributions to plan in this plan year2022-10-172100
Other expenses paid from plan in this plan year2022-10-1724
Other contributions to plan in this plan year2022-10-172929
Other income to plan in this plan year2022-10-173581
Plan net income in this plan year2022-10-178586
Net assets as of the end of the plan year2022-10-17203646
Net assets as of the beginning of the plan year2022-10-17195060
Employer contributions to plan in this plan year2022-10-170
Fees paid to broker by Benefit Provider2022-10-1716
2009 : EMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO

2009: EMPLOYEE BENEFIT PLAN OF FORT BEND SENIORS, MEALS ON WHEELS & MUCH MUCH MO 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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