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| Plan Name | 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC. |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | OUR FAMILY SERVICES, INC. |
| Employer identification number (EIN): | 942598560 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
Additional information about OUR FAMILY SERVICES, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2016-08-17 |
| Company Identification Number: | P16000068405 |
| Legal Registered Office Address: |
612 PLUM LANE ALTAMONTE SPRINGS 32701 |
More information about OUR FAMILY SERVICES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ALMA LOPEZ | 2024-10-15 | ||
| 002 | 2022-01-01 | ALMA LOPEZ | 2023-07-27 | ||
| 002 | 2021-01-01 | JAMIE SNYDER | 2022-08-29 | ||
| 002 | 2020-01-01 | DAVID HAGAN | 2021-03-19 | ||
| 002 | 2019-01-01 | JOAN HUBELE | 2020-08-12 | ||
| 002 | 2018-01-01 | JOAN HUBELE | 2019-06-11 | ||
| 002 | 2017-01-01 | JOAN HUBELE | 2018-07-12 | JOAN HUBELE | 2018-07-12 |
| 002 | 2016-01-01 | JOAN HUBELE | 2017-07-05 | JOAN HUBELE | 2017-07-05 |
| 002 | 2015-01-01 | KIM EGITA | 2016-05-06 | KIM EGITA | 2016-05-06 |
| 002 | 2014-01-01 | KIM EGITA | 2015-04-06 | KIM EGITA | 2015-04-06 |
| 002 | 2012-01-01 | PATTI CALDWELL | 2013-08-22 | PATTI CALDWELL | 2013-08-22 |
| 002 | 2011-01-01 | SUSAN ARCHIBALD | 2012-07-30 | ||
| 002 | 2010-01-01 | SUSAN ARCHIBALD | 2011-06-28 | SUSAN ARCHIBALD | 2011-06-28 |
| Measure | Date | Value |
|---|---|---|
| 2025: 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC. 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-29 | 73 |
| Total number of particpants at end of year | 2025-09-29 | 66 |
| Number of Participants With Account Balances | 2025-09-29 | 47 |
| 2024: 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC. 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-15 | 73 |
| Total number of particpants at end of year | 2024-10-15 | 73 |
| Number of Participants With Account Balances | 2024-10-15 | 55 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-29 | 443909 |
| Net assets as of the end of the plan year | 2025-09-29 | 1392673 |
| Total assets as of the beginning of the plan year | 2025-09-29 | 1589044 |
| Value of plan covered by a fidelity bond | 2025-09-29 | 200000 |
| Participant contributions to plan in this plan year | 2025-09-29 | 43750 |
| Other expenses paid from plan in this plan year | 2025-09-29 | 0 |
| Other contributions to plan in this plan year | 2025-09-29 | 26344 |
| Other income to plan in this plan year | 2025-09-29 | 159238 |
| Plan net income in this plan year | 2025-09-29 | -196371 |
| Net assets as of the end of the plan year | 2025-09-29 | 1392673 |
| Net assets as of the beginning of the plan year | 2025-09-29 | 1589044 |
| Employer contributions to plan in this plan year | 2025-09-29 | 18206 |
| Fees paid to broker by Benefit Provider | 2025-09-29 | 62 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-29 | 209 |
| 2024 : 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 163301 |
| Net assets as of the end of the plan year | 2024-10-15 | 1589044 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 1468419 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 56635 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 212897 |
| Plan net income in this plan year | 2024-10-15 | 120625 |
| Net assets as of the end of the plan year | 2024-10-15 | 1589044 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 1468419 |
| Employer contributions to plan in this plan year | 2024-10-15 | 14394 |
| Fees paid to broker by Benefit Provider | 2024-10-15 | 166 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 64 |