Family Service Of S. A. 401(K) Plan — Form 5500 plan (Family Service Association Of San)
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 Of S. A. 401(K) Plan is a benefit plan reported by Family Service Association Of San under EIN 74-1117341 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $6,218,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Service Association Of San
- EIN
- 74-1117341
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 441
- End-of-year plan assets
- $6,218,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 441 | H, C | 20241031105835NAL0002611632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,218,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,218,353
- Net assets (BOY)
- $5,012,482
Income & contributions
- Employer contributions
- $425,545
- Participant contributions
- $596,948
- Total contributions
- $1,023,241
- Total income / additions
- $1,899,542
Expenses & distributions
- Benefits paid
- $644,575
- Administrative expenses
- $49,096
- Total expenses
- $693,671
- Net increase / (decrease)
- $1,205,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $24,670 | $0 | 2023 |
| Pensionmark Financial Group | SERVICE PROVIDER | $0 | $24,426 | 2023 |