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Plan Name | FAMILY CARE SOUTHWEST PC 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | FAMILY CARE SOUTHWEST PC |
Employer identification number (EIN): | 841045746 |
NAIC Classification: | 111100 |
NAIC Description: | Oilseed and Grain Farming |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | KATHLEEN JORGENSEN | 2023-06-14 | ||
001 | 2021-01-01 | KATHLEEN JORGENSEN | 2022-07-13 | ||
001 | 2020-01-01 | KATHLEEN JORGENSEN | 2021-07-09 | ||
001 | 2019-01-01 | KATHLEEN JORGENSEN | 2020-07-15 | ||
001 | 2018-01-01 | KATHLEEN JORGENSEN | 2019-07-11 | ||
001 | 2017-01-01 | KATHLEEN JORGENSEN | 2018-04-18 | ||
001 | 2016-01-01 | KATHLEEN JORGENSEN | 2017-05-11 | ||
001 | 2015-01-01 | HELEN STORY | 2016-05-17 | HELEN STORY | 2016-05-17 |
001 | 2014-01-01 | HELEN STORY | 2015-05-28 | ||
001 | 2013-01-01 | HELEN STORY |
Measure | Date | Value |
---|---|---|
2013: FAMILY CARE SOUTHWEST PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 23 |
Number of participants with account balances | 2013-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : FAMILY CARE SOUTHWEST PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $190,702 |
Expenses. Total of all expenses incurred | 2013-12-31 | $37,276 |
Benefits paid (including direct rollovers) | 2013-12-31 | $37,211 |
Total plan assets at end of year | 2013-12-31 | $459,408 |
Total plan assets at beginning of year | 2013-12-31 | $305,982 |
Value of fidelity bond covering the plan | 2013-12-31 | $40,000 |
Total contributions received or receivable from participants | 2013-12-31 | $55,482 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $110,027 |
Net income (gross income less expenses) | 2013-12-31 | $153,426 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $459,408 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $305,982 |
Assets. Value of participant loans | 2013-12-31 | $17,807 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $25,193 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $65 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2013: FAMILY CARE SOUTHWEST PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 257134 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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