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403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC.
Plan identification number 002

403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

OUR FAMILY SERVICES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ALMA LOPEZ2024-10-15
0022022-01-01ALMA LOPEZ2023-07-27
0022021-01-01JAMIE SNYDER2022-08-29
0022020-01-01DAVID HAGAN2021-03-19
0022019-01-01JOAN HUBELE2020-08-12
0022018-01-01JOAN HUBELE2019-06-11
0022017-01-01JOAN HUBELE2018-07-12 JOAN HUBELE2018-07-12
0022016-01-01JOAN HUBELE2017-07-05 JOAN HUBELE2017-07-05
0022015-01-01KIM EGITA2016-05-06 KIM EGITA2016-05-06
0022014-01-01KIM EGITA2015-04-06 KIM EGITA2015-04-06
0022012-01-01PATTI CALDWELL2013-08-22 PATTI CALDWELL2013-08-22
0022011-01-01SUSAN ARCHIBALD2012-07-30
0022010-01-01SUSAN ARCHIBALD2011-06-28 SUSAN ARCHIBALD2011-06-28

Plan Statistics for 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC. 2025 401k membership
Total number of particpants at beginning of year2025-09-2973
Total number of particpants at end of year2025-09-2966
Number of Participants With Account Balances2025-09-2947
2024: 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-1573
Total number of particpants at end of year2024-10-1573
Number of Participants With Account Balances2024-10-1555

Financial Data on 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC.

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 year2025-09-290
Total liabilities as of the end of the plan year2025-09-290
Total liabilities as of the beginning of the plan year2025-09-290
Total expenses incurred by plan in this plan year2025-09-29443909
Net assets as of the end of the plan year2025-09-291392673
Total assets as of the beginning of the plan year2025-09-291589044
Value of plan covered by a fidelity bond2025-09-29200000
Participant contributions to plan in this plan year2025-09-2943750
Other expenses paid from plan in this plan year2025-09-290
Other contributions to plan in this plan year2025-09-2926344
Other income to plan in this plan year2025-09-29159238
Plan net income in this plan year2025-09-29-196371
Net assets as of the end of the plan year2025-09-291392673
Net assets as of the beginning of the plan year2025-09-291589044
Employer contributions to plan in this plan year2025-09-2918206
Fees paid to broker by Benefit Provider2025-09-2962
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-29209
2024 : 403(B) THRIFT PLAN OF OUR FAMILY SERVICES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15163301
Net assets as of the end of the plan year2024-10-151589044
Total assets as of the beginning of the plan year2024-10-151468419
Value of plan covered by a fidelity bond2024-10-15100000
Participant contributions to plan in this plan year2024-10-1556635
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15212897
Plan net income in this plan year2024-10-15120625
Net assets as of the end of the plan year2024-10-151589044
Net assets as of the beginning of the plan year2024-10-151468419
Employer contributions to plan in this plan year2024-10-1514394
Fees paid to broker by Benefit Provider2024-10-15166
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1564

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