401k Plan data: F.A.C.T. 401(K) PROFIT SHARING PLAN plan

F.A.C.T. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	F.A.C.T. 401(K) PROFIT SHARING PLAN
Plan identification number	001

F.A.C.T. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

FAMILIES AND COMMUNITY TOGETHER has sponsored the creation of one or more 401k plans.

Company Name: FAMILIES AND COMMUNITY TOGETHER

Employer identification number (EIN): 223751640

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan F.A.C.T. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TARA EVANS 2023-07-20
001 2021-01-01 TARA EVANS 2022-07-12
001 2020-01-01 PHIL TISUE 2021-07-20
001 2019-01-01 GINA WOODSON 2020-10-08
001 2018-01-01 GINA WOODSON 2019-10-10
001 2017-01-01 GINA WOODSON 2018-08-08 GINA WOODSON 2018-08-08
001 2016-01-01 GINA WOODSON 2017-10-05 RICHARD HLAVACEK 2017-10-05
001 2015-01-01 RICHARD HLAVACEK 2016-06-15 GINA WOODSON 2016-06-15
001 2014-01-01 GINA WOODSON
001 2013-01-01 GINA WOODSON
001 2012-01-01 GINA WOODSON
001 2010-01-01 GINA WOODSON 2011-10-21 GINA WOODSON 2011-10-21
001 2009-01-01 GINA WOODSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TARA EVANS	2023-07-20
001	2021-01-01	TARA EVANS	2022-07-12
001	2020-01-01	PHIL TISUE	2021-07-20
001	2019-01-01	GINA WOODSON	2020-10-08
001	2018-01-01	GINA WOODSON	2019-10-10
001	2017-01-01	GINA WOODSON	2018-08-08	GINA WOODSON	2018-08-08
001	2016-01-01	GINA WOODSON	2017-10-05	RICHARD HLAVACEK	2017-10-05
001	2015-01-01	RICHARD HLAVACEK	2016-06-15	GINA WOODSON	2016-06-15
001	2014-01-01	GINA WOODSON
001	2013-01-01	GINA WOODSON
001	2012-01-01	GINA WOODSON
001	2010-01-01	GINA WOODSON	2011-10-21	GINA WOODSON	2011-10-21
001	2009-01-01	GINA WOODSON

Plan Statistics for F.A.C.T. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for F.A.C.T. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: F.A.C.T. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 54
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 77
Number of participants with account balances 2014-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: F.A.C.T. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 59
Number of participants with account balances 2013-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: F.A.C.T. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2009: F.A.C.T. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 42
Number of participants with account balances 2009-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: F.A.C.T. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	54
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	77
Number of participants with account balances	2014-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: F.A.C.T. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	59
Number of participants with account balances	2013-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: F.A.C.T. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2009: F.A.C.T. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	42
Number of participants with account balances	2009-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on F.A.C.T. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : F.A.C.T. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$38
Total income from all sources	2014-12-31	$338,184
Expenses. Total of all expenses incurred	2014-12-31	$28,887
Benefits paid (including direct rollovers)	2014-12-31	$27,691
Total plan assets at end of year	2014-12-31	$1,620,068
Total plan assets at beginning of year	2014-12-31	$1,310,733
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$55,794
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,196
Contributions received from other sources (not participants or employers)	2014-12-31	$29,405
Other income received	2014-12-31	$65,032
Net income (gross income less expenses)	2014-12-31	$309,297
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,620,068
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,310,733
Assets. Value of participant loans	2014-12-31	$96,680
Total contributions received or receivable from employer(s)	2014-12-31	$187,953
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : F.A.C.T. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$31
Total income from all sources	2013-12-31	$305,733
Expenses. Total of all expenses incurred	2013-12-31	$86,247
Benefits paid (including direct rollovers)	2013-12-31	$85,391
Total plan assets at end of year	2013-12-31	$1,310,733
Total plan assets at beginning of year	2013-12-31	$1,091,216
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$57,548
Expenses. Other expenses not covered elsewhere	2013-12-31	$818
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$178,074
Net income (gross income less expenses)	2013-12-31	$219,486
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,310,733
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,091,216
Assets. Value of participant loans	2013-12-31	$72,812
Total contributions received or receivable from employer(s)	2013-12-31	$70,111
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$38
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : F.A.C.T. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$230,156
Expenses. Total of all expenses incurred	2012-12-31	$78,259
Benefits paid (including direct rollovers)	2012-12-31	$69,352
Total plan assets at end of year	2012-12-31	$1,091,216
Total plan assets at beginning of year	2012-12-31	$939,319
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$76,478
Expenses. Other expenses not covered elsewhere	2012-12-31	$428
Contributions received from other sources (not participants or employers)	2012-12-31	$10,917
Other income received	2012-12-31	$71,214
Net income (gross income less expenses)	2012-12-31	$151,897
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,091,216
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$939,319
Assets. Value of participant loans	2012-12-31	$41,056
Total contributions received or receivable from employer(s)	2012-12-31	$71,547
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$8,479
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for F.A.C.T. 401(K) PROFIT SHARING PLAN

2014: F.A.C.T. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: F.A.C.T. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: F.A.C.T. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2009: F.A.C.T. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2009-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828874

Policy instance

Insurance contract or identification number	GA-828874
Number of Individuals Covered	77
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $5,068
Total amount of fees paid to insurance company	USD $511
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,068
Insurance broker organization code?	3
Amount paid for insurance broker fees	511
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH, PIERCE, FENNER &

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828874

Policy instance

Insurance contract or identification number	GA-828874
Number of Individuals Covered	59
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,377
Total amount of fees paid to insurance company	USD $440
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,377
Insurance broker organization code?	3
Amount paid for insurance broker fees	440
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH PIERCE FENNER SMITH I

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

Policy contract number

055380-C

Policy instance

Insurance contract or identification number	055380-C
Number of Individuals Covered	47
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $314
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	85
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker organization code?	3
Insurance broker name	SCOTT RITCHIE

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828874

Policy instance

Insurance contract or identification number	GA-828874
Number of Individuals Covered	33
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,926
Total amount of fees paid to insurance company	USD $241
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,926
Insurance broker organization code?	3
Amount paid for insurance broker fees	241
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH PIERCE FENNER SMITH I

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Company Name:	FAMILIES AND COMMUNITY TOGETHER
Employer identification number (EIN):	223751640
NAIC Classification:	624100
NAIC Description:	Individual and Family Services