401k Plan data: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY plan

TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY
Plan identification number	002

TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

FAMILY SERVICE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: FAMILY SERVICE ASSOCIATION

Employer identification number (EIN): 210635041

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-07-01 CINDY HERDMAN-IVINS
002 2014-07-01 CINDY HERDMAN-IVINS
002 2013-07-01 CINDY HERDMAN-IVINS
002 2012-07-01 CINDY HERDMAN-IVINS
002 2012-01-01 CINDY HERDMAN IVINS 2013-10-10 CINDY HERDMAN IVINS 2013-10-10
002 2011-01-01 CINDY HERDMAN IVINS 2012-10-10 CINDY HERDMAN IVINS 2012-10-10
002 2010-01-01 CINDY HERDMAN IVINS 2011-07-21 CINDY HERDMAN IVINS 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2015-07-01	CINDY HERDMAN-IVINS
002	2014-07-01	CINDY HERDMAN-IVINS
002	2013-07-01	CINDY HERDMAN-IVINS
002	2012-07-01	CINDY HERDMAN-IVINS
002	2012-01-01	CINDY HERDMAN IVINS	2013-10-10	CINDY HERDMAN IVINS	2013-10-10
002	2011-01-01	CINDY HERDMAN IVINS	2012-10-10	CINDY HERDMAN IVINS	2012-10-10
002	2010-01-01	CINDY HERDMAN IVINS	2011-07-21	CINDY HERDMAN IVINS	2011-07-21

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY

Measure Date Value
2015: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2015 401k membership
Total participants, beginning-of-year 2015-07-01 89
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 81
Number of other retired or separated participants entitled to future benefits 2015-07-01 26
Total of all active and inactive participants 2015-07-01 107
Total participants 2015-07-01 107
Number of participants with account balances 2015-07-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 9
2014: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2014 401k membership
Total participants, beginning-of-year 2014-07-01 91
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 64
Number of other retired or separated participants entitled to future benefits 2014-07-01 25
Total of all active and inactive participants 2014-07-01 89
Total participants 2014-07-01 89
Number of participants with account balances 2014-07-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 13
2013: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2013 401k membership
Total participants, beginning-of-year 2013-07-01 92
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 69
Number of other retired or separated participants entitled to future benefits 2013-07-01 22
Total of all active and inactive participants 2013-07-01 91
Total participants 2013-07-01 91
Number of participants with account balances 2013-07-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 2
2012: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 72
Number of other retired or separated participants entitled to future benefits 2012-07-01 20
Total of all active and inactive participants 2012-07-01 92
Total participants 2012-07-01 92
Number of participants with account balances 2012-07-01 92

Measure	Date	Value
2015: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2015 401k membership
Total participants, beginning-of-year	2015-07-01	89
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	81
Number of other retired or separated participants entitled to future benefits	2015-07-01	26
Total of all active and inactive participants	2015-07-01	107
Total participants	2015-07-01	107
Number of participants with account balances	2015-07-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	9
2014: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2014 401k membership
Total participants, beginning-of-year	2014-07-01	91
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	64
Number of other retired or separated participants entitled to future benefits	2014-07-01	25
Total of all active and inactive participants	2014-07-01	89
Total participants	2014-07-01	89
Number of participants with account balances	2014-07-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	13
2013: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2013 401k membership
Total participants, beginning-of-year	2013-07-01	92
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	69
Number of other retired or separated participants entitled to future benefits	2013-07-01	22
Total of all active and inactive participants	2013-07-01	91
Total participants	2013-07-01	91
Number of participants with account balances	2013-07-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	2
2012: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	72
Number of other retired or separated participants entitled to future benefits	2012-07-01	20
Total of all active and inactive participants	2012-07-01	92
Total participants	2012-07-01	92
Number of participants with account balances	2012-07-01	92

Financial Data on TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY

Measure	Date	Value
2016 : TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2016 401k financial data
Total income from all sources	2016-06-30	$238,814
Expenses. Total of all expenses incurred	2016-06-30	$199,901
Benefits paid (including direct rollovers)	2016-06-30	$199,499
Total plan assets at end of year	2016-06-30	$2,827,010
Total plan assets at beginning of year	2016-06-30	$2,788,097
Total contributions received or receivable from participants	2016-06-30	$36,159
Expenses. Other expenses not covered elsewhere	2016-06-30	$402
Contributions received from other sources (not participants or employers)	2016-06-30	$80,237
Other income received	2016-06-30	$11,720
Net income (gross income less expenses)	2016-06-30	$38,913
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$2,827,010
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$2,788,097
Assets. Value of participant loans	2016-06-30	$38,060
Total contributions received or receivable from employer(s)	2016-06-30	$110,698
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$0
Amount contributed by the employer to the plan for this plan year	2016-06-30	$0
2015 : TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2015 401k financial data
Total income from all sources	2015-06-30	$359,030
Expenses. Total of all expenses incurred	2015-06-30	$355,796
Benefits paid (including direct rollovers)	2015-06-30	$355,350
Total plan assets at end of year	2015-06-30	$2,788,097
Total plan assets at beginning of year	2015-06-30	$2,784,863
Total contributions received or receivable from participants	2015-06-30	$35,346
Expenses. Other expenses not covered elsewhere	2015-06-30	$446
Contributions received from other sources (not participants or employers)	2015-06-30	$120,209
Other income received	2015-06-30	$105,288
Net income (gross income less expenses)	2015-06-30	$3,234
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$2,788,097
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,784,863
Assets. Value of participant loans	2015-06-30	$33,158
Total contributions received or receivable from employer(s)	2015-06-30	$98,187
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$0
Amount contributed by the employer to the plan for this plan year	2015-06-30	$0
2014 : TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2014 401k financial data
Total income from all sources	2014-06-30	$1,103,423
Expenses. Total of all expenses incurred	2014-06-30	$231,318
Benefits paid (including direct rollovers)	2014-06-30	$231,227
Total plan assets at end of year	2014-06-30	$2,784,863
Total plan assets at beginning of year	2014-06-30	$1,912,758
Total contributions received or receivable from participants	2014-06-30	$48,679
Expenses. Other expenses not covered elsewhere	2014-06-30	$91
Contributions received from other sources (not participants or employers)	2014-06-30	$686,912
Other income received	2014-06-30	$249,248
Net income (gross income less expenses)	2014-06-30	$872,105
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,784,863
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,912,758
Assets. Value of participant loans	2014-06-30	$25,274
Total contributions received or receivable from employer(s)	2014-06-30	$118,584
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$0
Amount contributed by the employer to the plan for this plan year	2014-06-30	$0
2013 : TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2013 401k financial data
Total income from all sources	2013-06-30	$1,572,991
Expenses. Total of all expenses incurred	2013-06-30	$42,414
Benefits paid (including direct rollovers)	2013-06-30	$42,414
Total plan assets at end of year	2013-06-30	$1,912,758
Total plan assets at beginning of year	2013-06-30	$382,181
Value of fidelity bond covering the plan	2013-06-30	$100,000
Total contributions received or receivable from participants	2013-06-30	$1,511,889
Other income received	2013-06-30	$61,102
Net income (gross income less expenses)	2013-06-30	$1,530,577
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,912,758
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$382,181

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY

2015: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: TAX DEFERRED ANNUITY PLAN OF FAMILY SERVICE ASSOCIATION OF ATLANTIC COUNTY 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050028-H

Policy instance

Insurance contract or identification number	050028-H
Number of Individuals Covered	107
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of fees paid to insurance company	USD $231
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	231
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PARSIPPANY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050028-H

Policy instance

Insurance contract or identification number	050028-H
Number of Individuals Covered	89
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of fees paid to insurance company	USD $1,210
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1210
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PARSIPPANY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050028-H

Policy instance

Insurance contract or identification number	050028-H
Number of Individuals Covered	91
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of fees paid to insurance company	USD $1,481
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1481
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PARSIPPANY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050028-H

Policy instance

Insurance contract or identification number	050028-H
Number of Individuals Covered	92
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of fees paid to insurance company	USD $135
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	18
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	MICHAEL SCOTT

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FAMILY SERVICE ASSOCIATION
Employer identification number (EIN):	210635041
NAIC Classification:	624100
NAIC Description:	Individual and Family Services