How many benefit plans does Family Resource Agency, Inc. report on Form 5500?

Family Resource Agency, Inc. (EIN 62-0876593) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Family Resource Agency, Inc.?

The Employer Identification Number (EIN) reported for Family Resource Agency, Inc. is 62-0876593.

What is the latest Form 5500 filing year for Family Resource Agency, Inc.?

The latest loaded Form 5500 filing year for Family Resource Agency, Inc. is 2023.

Family Resource Agency, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Resource Agency, Inc. (EIN 62-0876593) is a plan sponsor located in Cleveland, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 62-0876593
Location: Cleveland, TN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $8,512,621
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $8,512,621

Contributions & income

Employer contributions: $565,211
Participant contributions: $474,156
Total income / additions: $2,047,423

Expenses & distributions

Benefits paid / distributions: $1,058,410
Total expenses: $1,086,483
Net increase / (decrease): $960,940

Coverage

Total reported participants: 978
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Family Resource Agency, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Family Resource Agency Inc. 403(B) Retirement Plan	001	694	$8,512,621	2023
Family Resource Agency, Inc. Employee Benefit Plan	501	284	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Family Resource Agency, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Family Resource Agency, Inc. Employee Benefit Plan	284	—	20250321113320NAL0005944755001
2023	Family Resource Agency Inc. 403(B) Retirement Plan	694	H, C	20251105112533NAL0005528803001