Families United Network 401(K) Plan — Form 5500 plan (Families United Network)
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, Families United Network 401(K) Plan is a benefit plan reported by Families United Network under EIN 23-2857929 and plan number 002. The latest loaded filing year is 2023. The filing reports 228 participants and $4,073,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Families United Network
- EIN
- 23-2857929
- Plan number
- 002
- Plan type
- 2
- Location
- Muncy, PA
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $4,073,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241015154430NAL0016789315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,073,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,073,137
- Net assets (BOY)
- $3,917,118
Income & contributions
- Employer contributions
- $127,807
- Participant contributions
- $261,076
- Total contributions
- $395,618
- Total income / additions
- $1,075,861
Expenses & distributions
- Benefits paid
- $872,126
- Administrative expenses
- $47,716
- Total expenses
- $919,842
- Net increase / (decrease)
- $156,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $40,731 | $0 | 2023 |
| Cambridge Investment Research | BROKER/ADVISER | $0 | $9,758 | 2023 |
| Pa Retirement Solutions | THIRD PARTY ADMIN | $5,225 | $4,201 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $1,761 | not reported in the loaded dataset | 2023 |
| Voya Ret Ins And Annuity Co | OTHER FEES | $0 | $844 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Families United Network
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Muncy, PA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Pa Retirement Solutions — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Voya Ret Ins And Annuity Co — Schedule C compensation