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FAMILY TREE CARE HOMES LLC 401k Plan overview

Plan NameFAMILY TREE CARE HOMES LLC
Plan identification number 001

FAMILY TREE CARE HOMES LLC 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 TREE CARE HOMES LLC has sponsored the creation of one or more 401k plans.

Company Name:FAMILY TREE CARE HOMES LLC
Employer identification number (EIN):821786969
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY TREE CARE HOMES LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LEE PANZER2024-05-28
0012022-01-01LEE PANZER2023-07-10
0012021-01-01LEE PANZER2022-09-06
0012020-04-01LEE PANZER2021-11-05
0012020-04-01LEE PANZER2021-10-30

Financial Data on FAMILY TREE CARE HOMES LLC

Measure Date Value
2025 : FAMILY TREE CARE HOMES LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-049193
Net assets as of the end of the plan year2025-07-04284966
Total assets as of the beginning of the plan year2025-07-04192960
Value of plan covered by a fidelity bond2025-07-0420000
Participant contributions to plan in this plan year2025-07-0458505
Value of participant loans at end of plan year2025-07-04997
Other income to plan in this plan year2025-07-0429783
Plan net income in this plan year2025-07-0492006
Net assets as of the end of the plan year2025-07-04284966
Net assets as of the beginning of the plan year2025-07-04192960
Employer contributions to plan in this plan year2025-07-0412911
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-041601
2024 : FAMILY TREE CARE HOMES LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-284414
Net assets as of the end of the plan year2024-05-28192960
Total assets as of the beginning of the plan year2024-05-28106230
Value of plan covered by a fidelity bond2024-05-2811000
Participant contributions to plan in this plan year2024-05-2852808
Other income to plan in this plan year2024-05-2826340
Plan net income in this plan year2024-05-2886730
Net assets as of the end of the plan year2024-05-28192960
Net assets as of the beginning of the plan year2024-05-28106230
Employer contributions to plan in this plan year2024-05-2811996
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-28753
2022 : FAMILY TREE CARE HOMES LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-063865
Net assets as of the end of the plan year2022-09-0675074
Total assets as of the beginning of the plan year2022-09-0631578
Value of plan covered by a fidelity bond2022-09-064000
Participant contributions to plan in this plan year2022-09-0632546
Other income to plan in this plan year2022-09-067129
Plan net income in this plan year2022-09-0643496
Net assets as of the end of the plan year2022-09-0675074
Net assets as of the beginning of the plan year2022-09-0631578
Employer contributions to plan in this plan year2022-09-067686
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-06355

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