Family Tree Inc. 401(K) Plan — Form 5500 plan (Family Tree Inc.)
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 Tree Inc. 401(K) Plan is a benefit plan reported by Family Tree Inc. under EIN 80-0457066 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $93,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Tree Inc.
- EIN
- 80-0457066
- Plan number
- 001
- Plan type
- 2
- Location
- Hobart, IN
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $93,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240326101458NAL0000445168001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $93,951
- Net assets (EOY)
- $93,951
- Net assets (BOY)
- $69,150
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $24,801
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $24,801
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.