Family Service Association Of Bucks County 401(K) Plan — Form 5500 plan (Family Service Association Of)

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 Service Association Of Bucks County 401(K) Plan is a benefit plan reported by Family Service Association Of under EIN 23-1427224 and plan number 003. The latest loaded filing year is 2023. The filing reports 191 participants and $3,380,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Service Association Of
EIN
23-1427224
Plan number
003
Plan type
2
Location
Langhorne, PA
Latest filing year
2023
Participants
191
End-of-year plan assets
$3,380,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20250819151008NAL0001221235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,380,242
Total liabilities (EOY)
$0
Net assets (EOY)
$3,380,242
Net assets (BOY)
$2,784,839

Income & contributions

Employer contributions
$144,494
Participant contributions
$224,017
Total contributions
$391,486
Total income / additions
$834,636

Expenses & distributions

Benefits paid
$238,043
Administrative expenses
$1,190
Total expenses
$239,233
Net increase / (decrease)
$595,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$1,092$02023

Related Form 5500 pages