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FAMILY TREE HOLDINGS INC. RETIREMENT PLAN 401k Plan overview

Plan NameFAMILY TREE HOLDINGS INC. RETIREMENT PLAN
Plan identification number 001

FAMILY TREE HOLDINGS INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FAMILY TREE HOLDINGS INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY TREE HOLDINGS INC.
Employer identification number (EIN):850774765
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY TREE HOLDINGS INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DALE C. CARPENTER
0012023-01-01
0012023-01-01DALE C. CARPENTER
0012022-01-01
0012022-01-01DALE C. CARPENTER
0012021-01-01
0012021-01-01DALE C. CARPENTER
0012020-04-24

Financial Data on FAMILY TREE HOLDINGS INC. RETIREMENT PLAN

Measure Date Value
2023 : FAMILY TREE HOLDINGS INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$65,670
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$381,683
Total plan assets at beginning of year2023-12-31$316,013
Other income received2023-12-31$65,670
Net income (gross income less expenses)2023-12-31$65,670
Net plan assets at end of year (total assets less liabilities)2023-12-31$381,683
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$316,013
Assets. Value of employer securities2023-12-31$381,683
2022 : FAMILY TREE HOLDINGS INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$240,883
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$316,013
Total plan assets at beginning of year2022-12-31$75,130
Other income received2022-12-31$240,883
Net income (gross income less expenses)2022-12-31$240,883
Net plan assets at end of year (total assets less liabilities)2022-12-31$316,013
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$75,130
Assets. Value of employer securities2022-12-31$316,013
2021 : FAMILY TREE HOLDINGS INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$-70,340
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$75,130
Total plan assets at beginning of year2021-12-31$145,470
Value of fidelity bond covering the plan2021-12-31$50,000
Other income received2021-12-31$-70,340
Net income (gross income less expenses)2021-12-31$-70,340
Net plan assets at end of year (total assets less liabilities)2021-12-31$75,130
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$145,470
Assets. Value of employer securities2021-12-31$75,130
2020 : FAMILY TREE HOLDINGS INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$145,500
Expenses. Total of all expenses incurred2020-12-31$30
Total plan assets at end of year2020-12-31$145,470
Total plan assets at beginning of year2020-12-31$0
Value of fidelity bond covering the plan2020-12-31$50,000
Contributions received from other sources (not participants or employers)2020-12-31$145,500
Other income received2020-12-31$0
Net income (gross income less expenses)2020-12-31$145,470
Net plan assets at end of year (total assets less liabilities)2020-12-31$145,470
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$0
Assets. Value of employer securities2020-12-31$145,470
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$30

Form 5500 Responses for FAMILY TREE HOLDINGS INC. RETIREMENT PLAN

2023: FAMILY TREE HOLDINGS INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FAMILY TREE HOLDINGS INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FAMILY TREE HOLDINGS INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FAMILY TREE HOLDINGS INC. RETIREMENT PLAN 2020 form 5500 responses
2020-04-24Type of plan entitySingle employer plan
2020-04-24First time form 5500 has been submittedYes
2020-04-24Submission has been amendedNo
2020-04-24This submission is the final filingNo
2020-04-24This return/report is a short plan year return/report (less than 12 months)Yes
2020-04-24Plan is a collectively bargained planNo
2020-04-24Plan funding arrangement – TrustYes
2020-04-24Plan benefit arrangement - TrustYes

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