Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Family Services, Inc. 403(B) Plan is a benefit plan reported by Family Services, Inc. under EIN 14-1338399 and plan number 002. The latest loaded filing year is 2023. The filing reports 266 participants and $6,315,061 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,315,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,315,061
- Net assets (BOY)
- $5,472,190
Income & contributions
- Employer contributions
- $348,992
- Participant contributions
- $446,993
- Total contributions
- $799,220
- Total income / additions
- $1,576,528
Expenses & distributions
- Benefits paid
- $663,876
- Administrative expenses
- $59,595
- Total expenses
- $733,657
- Net increase / (decrease)
- $842,871