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COBYS FAMILY SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameCOBYS FAMILY SERVICES RETIREMENT PLAN
Plan identification number 001

COBYS FAMILY SERVICES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • 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

COBYS FAMILY SERVICES has sponsored the creation of one or more 401k plans.

Company Name:COBYS FAMILY SERVICES
Employer identification number (EIN):232128881
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COBYS FAMILY SERVICES

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 696755

More information about COBYS FAMILY SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COBYS FAMILY SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01BETHANY KAUFFMAN-RAUB2024-09-12 BETHANY KAUFFMAN-RAUB2024-09-12
0012022-07-01BETHANY KAUFFMAN-RAUB2024-02-13 BETHANY KAUFFMAN-RAUB2024-02-13
0012021-07-01BETHANY KAUFFMAN-RAUB2022-10-19 BETHANY KAUFFMAN-RAUB2022-10-19
0012020-07-01BETHANY KAUFFMAN-RAUB2021-10-25 BETHANY KAUFFMAN-RAUB2021-10-25
0012019-07-01BETHANY KAUFFMANRAUB2020-11-25 BETHANY KAUFFMANRAUB2020-11-25
0012018-07-01BETHANY KAUFFMAN-RAUB2020-01-03 BETHANY KAUFFMAN-RAUB2020-01-03
0012017-07-01BETHANY KAUFFMAN-RAUB2018-10-10 BETHANY KAUFFMAN-RAUB2018-10-10
0012017-01-01BETHANY KAUFFMAN-RAUB2018-10-09 BETHANY KAUFFMAN-RAUB2018-10-09

Financial Data on COBYS FAMILY SERVICES RETIREMENT PLAN

Measure Date Value
2024 : COBYS FAMILY SERVICES RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-120
Total liabilities as of the end of the plan year2024-09-120
Total liabilities as of the beginning of the plan year2024-09-120
Total expenses incurred by plan in this plan year2024-09-12911420
Net assets as of the end of the plan year2024-09-125017114
Total assets as of the beginning of the plan year2024-09-124733065
Value of plan covered by a fidelity bond2024-09-12500000
Participant contributions to plan in this plan year2024-09-12190485
Value of participant loans at end of plan year2024-09-1248748
Other expenses paid from plan in this plan year2024-09-120
Other contributions to plan in this plan year2024-09-123175
Other income to plan in this plan year2024-09-12727634
Plan net income in this plan year2024-09-12284049
Net assets as of the end of the plan year2024-09-125017114
Net assets as of the beginning of the plan year2024-09-124733065
Employer contributions to plan in this plan year2024-09-12274175
Fees paid to broker by Benefit Provider2024-09-129756
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1226972
2022 : COBYS FAMILY SERVICES RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-190
Total liabilities as of the end of the plan year2022-10-190
Total liabilities as of the beginning of the plan year2022-10-190
Total expenses incurred by plan in this plan year2022-10-19254735
Net assets as of the end of the plan year2022-10-193668171
Total assets as of the beginning of the plan year2022-10-194111654
Value of plan covered by a fidelity bond2022-10-19500000
Participant contributions to plan in this plan year2022-10-19208764
Value of participant loans at end of plan year2022-10-1923207
Other expenses paid from plan in this plan year2022-10-190
Other contributions to plan in this plan year2022-10-19807
Other income to plan in this plan year2022-10-19-654658
Plan net income in this plan year2022-10-19-443483
Net assets as of the end of the plan year2022-10-193668171
Net assets as of the beginning of the plan year2022-10-194111654
Employer contributions to plan in this plan year2022-10-19256339
Fees paid to broker by Benefit Provider2022-10-198773
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1922353

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