401k Plan data: WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN plan

WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN
Plan identification number	004

WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

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

Company Name: WESLEY FAMILY SERVICES

Employer identification number (EIN): 820653875

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-07-01 EMILY PIETRZAK 2023-03-23
004 2020-07-01 EMILY PIETRZAK 2022-02-21 EMILY PIETRZAK 2022-02-21
004 2019-07-01 EMILY PIETRZAK 2021-04-08 EMILY PIETRZAK 2021-04-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2021-07-01	EMILY PIETRZAK	2023-03-23
004	2020-07-01	EMILY PIETRZAK	2022-02-21	EMILY PIETRZAK	2022-02-21
004	2019-07-01	EMILY PIETRZAK	2021-04-08	EMILY PIETRZAK	2021-04-08

Plan Statistics for WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN

Measure Date Value
2021: WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 938
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 612
Number of retired or separated participants receiving benefits 2021-07-01 9
Number of other retired or separated participants entitled to future benefits 2021-07-01 166
Total of all active and inactive participants 2021-07-01 787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 788
Number of participants with account balances 2021-07-01 596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 950
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 634
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 285
Total of all active and inactive participants 2020-07-01 919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 920
Number of participants with account balances 2020-07-01 718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,056
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 643
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 307
Total of all active and inactive participants 2019-07-01 950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 951
Number of participants with account balances 2019-07-01 734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 6

Measure	Date	Value
2021: WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	938
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	612
Number of retired or separated participants receiving benefits	2021-07-01	9
Number of other retired or separated participants entitled to future benefits	2021-07-01	166
Total of all active and inactive participants	2021-07-01	787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	788
Number of participants with account balances	2021-07-01	596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	950
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	634
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	285
Total of all active and inactive participants	2020-07-01	919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	920
Number of participants with account balances	2020-07-01	718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,056
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	643
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	307
Total of all active and inactive participants	2019-07-01	950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	951
Number of participants with account balances	2019-07-01	734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	6

Financial Data on WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-1,147,453
Total of all expenses incurred	2022-06-30	$2,246,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$2,119,894
Expenses. Certain deemed distributions of participant loans	2022-06-30	$24,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,286,649
Value of total assets at end of year	2022-06-30	$18,837,392
Value of total assets at beginning of year	2022-06-30	$22,231,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$102,010
Total interest from all sources	2022-06-30	$17,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,375,198
Participant contributions at end of year	2022-06-30	$360,786
Participant contributions at beginning of year	2022-06-30	$318,525
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$124,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-3,394,161
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$18,837,392
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$22,231,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$16,911,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$20,259,239
Interest on participant loans	2022-06-30	$17,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,565,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,653,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-3,451,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$786,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$2,119,894
Contract administrator fees	2022-06-30	$102,010
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BAKER TILLY US, LLP
Accountancy firm EIN	2022-06-30	390859910
2021 : WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$7,264,001
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,154,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,037,348
Expenses. Certain deemed distributions of participant loans	2021-06-30	$30,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,991,762
Value of total assets at end of year	2021-06-30	$22,231,553
Value of total assets at beginning of year	2021-06-30	$17,122,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$87,361
Total interest from all sources	2021-06-30	$16,391
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,233,757
Participant contributions at end of year	2021-06-30	$318,525
Participant contributions at beginning of year	2021-06-30	$316,207
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$22,794
Other income not declared elsewhere	2021-06-30	$364
Administrative expenses (other) incurred	2021-06-30	$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$5,109,025
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$22,231,553
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$17,122,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$20,259,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$15,237,033
Interest on participant loans	2021-06-30	$16,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,653,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,569,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$5,255,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$735,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,037,348
Contract administrator fees	2021-06-30	$86,761
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BAKER TILLY US, LLP
Accountancy firm EIN	2021-06-30	390859910
2020 : WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$2,866,674
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$2,951,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,753,731
Expenses. Certain deemed distributions of participant loans	2020-06-30	$119,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,327,703
Value of total assets at end of year	2020-06-30	$17,122,528
Value of total assets at beginning of year	2020-06-30	$17,207,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$78,234
Total interest from all sources	2020-06-30	$19,885
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,270,241
Participant contributions at end of year	2020-06-30	$316,207
Participant contributions at beginning of year	2020-06-30	$350,148
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$404,230
Other income not declared elsewhere	2020-06-30	$1,297
Administrative expenses (other) incurred	2020-06-30	$789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-85,054
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$17,122,528
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$17,207,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$15,237,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$14,839,878
Income. Interest from loans (other than to participants)	2020-06-30	$19,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,569,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,017,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$517,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$653,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,753,731
Contract administrator fees	2020-06-30	$77,445
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BAKER TILLY US, LLP
Accountancy firm EIN	2020-06-30	390859910

Form 5500 Responses for WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN

2021: WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334306-01

Policy instance

Insurance contract or identification number	334306-01
Number of Individuals Covered	69
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $4,572
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,572
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334306-01

Policy instance

Insurance contract or identification number	334306-01
Number of Individuals Covered	77
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $3,701
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,701
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334306-01

Policy instance

Insurance contract or identification number	334306-01
Number of Individuals Covered	85
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

Potentially related plans

WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN [EIN = 850653875]

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Company Name:	WESLEY FAMILY SERVICES
Employer identification number (EIN):	820653875
NAIC Classification:	611000