Plan5500

Employee Benefits Plan Of Family Services, Inc. — Form 5500 plan (Family 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, Employee Benefits Plan Of Family Services, Inc. is a benefit plan reported by Family Services, Inc. under EIN 56-0689235 and plan number 003. The latest loaded filing year is 2023. The filing reports 109 participants and $2,701,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Services, Inc.
EIN
56-0689235
Plan number
003
Plan type
2
Location
Winston-Salem, NC
Latest filing year
2023
Participants
109
End-of-year plan assets
$2,701,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109H, C20241015133659NAL0014734467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,701,133
Total liabilities (EOY)
$0
Net assets (EOY)
$2,701,133
Net assets (BOY)
$2,222,630

Income & contributions

Employer contributions
$363,924
Participant contributions
$0
Total contributions
$363,924
Total income / additions
$652,891

Expenses & distributions

Benefits paid
$143,659
Administrative expenses
$30,729
Total expenses
$174,388
Net increase / (decrease)
$478,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcgriff Insurance Services, Inc.ACTUARIAL$21,456not reported in the loaded dataset2023
Truist BankNONE$9,273not reported in the loaded dataset2023

Related Form 5500 pages