Family & Children Services, Inc. Retirement Plan — Form 5500 plan (Family & Children Services, 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 & Children Services, Inc. Retirement Plan is a benefit plan reported by Family & Children Services, Inc. under EIN 38-2118101 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $11,155,288 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family & Children Services, Inc.
EIN
38-2118101
Plan number
001
Plan type
2
Location
Kalamazoo, MI
Latest filing year
2023
Participants
211
End-of-year plan assets
$11,155,288

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20240919095019NAL0005761761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,155,288
Total liabilities (EOY)
$0
Net assets (EOY)
$11,155,288
Net assets (BOY)
$9,845,984

Income & contributions

Employer contributions
$32,100
Participant contributions
$279,365
Total contributions
$311,465
Total income / additions
$2,120,164

Expenses & distributions

Benefits paid
$770,405
Administrative expenses
$40,455
Total expenses
$810,860
Net increase / (decrease)
$1,309,304

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenleaf TrustTRUSTEE$45,729not reported in the loaded dataset2023

Related Form 5500 pages