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403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY
Plan identification number 004

403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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 SERVICE AGENCY has sponsored the creation of one or more 401k plans.

Company Name:FAMILY SERVICE AGENCY
Employer identification number (EIN):860096792
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about FAMILY SERVICE AGENCY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0228532

More information about FAMILY SERVICE AGENCY

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01SHARON NORTHER2024-09-26 SHARON NORTHERN2024-09-26
0042022-01-01VERN T. BROWN2023-10-04
0042021-01-01VERN T. BROWN2022-10-17
0042020-01-01VERN BROWN2021-02-23
0042019-01-01VERN BROWN2020-07-28
0042018-01-01VERN BROWN2020-07-29
0042017-01-01VERN BROWN2018-09-24 VERN BROWN2018-09-24
0042016-01-01VERN BROWN2017-08-31 VERN BROWN2017-08-31
0042015-01-01GARY BEGAY2016-07-21 GARY BEGAY2016-07-21
0042014-01-01GARY BEGAY2015-07-30 GARY BEGAY2015-07-30
0042013-01-01SORREL BOWMAN-ROGERS2014-07-22 SORREL BOWMAN-ROGERS2014-07-22
0042012-01-01SORREL BOWMAN-ROGERS2013-07-25 SORREL BOWMAN-ROGERS2013-07-25
0042011-01-01SORREL BOWMAN-ROGERS2012-07-18 SORREL BOWMAN-ROGERS2012-07-18
0042010-01-01SORREL BOWMAN-ROGERS2011-06-10 SORREL BOWMAN-ROGERS2011-06-10

Financial Data on 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY

Measure Date Value
2025 : 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-03389170
Net assets as of the end of the plan year2025-10-03101660
Total assets as of the beginning of the plan year2025-10-03450943
Value of plan covered by a fidelity bond2025-10-03500000
Value of participant loans at end of plan year2025-10-030
Other contributions to plan in this plan year2025-10-031180
Other income to plan in this plan year2025-10-0344916
Plan net income in this plan year2025-10-03-349283
Net assets as of the end of the plan year2025-10-03101660
Net assets as of the beginning of the plan year2025-10-03450943
Employer contributions to plan in this plan year2025-10-03-6209
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-03920
2024 : 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-265405
Net assets as of the end of the plan year2024-09-26450943
Total assets as of the beginning of the plan year2024-09-26349220
Participant contributions to plan in this plan year2024-09-2633282
Value of participant loans at end of plan year2024-09-26705
Other income to plan in this plan year2024-09-2659341
Plan net income in this plan year2024-09-26101723
Net assets as of the end of the plan year2024-09-26450943
Net assets as of the beginning of the plan year2024-09-26349220
Value of contributions failed to transmitted timely2024-09-261843
Employer contributions to plan in this plan year2024-09-2614505
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-261925

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