Original filing (PDF)20231013235140NAL0023656723001

FOREVER FAMILIES, INC.

Name: FOREVER FAMILIES, INC. — FOREVER FAMILIES, INC. 403(B) PLAN, Form 5500 (2022)
Creator: FOREVER FAMILIES, INC.

Form 5500-SF

FILING_RECEIVED

FOREVER FAMILIES, INC. 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$45K

Net assets (EOY)

$45K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOREVER FAMILIES, INC..

Plan sponsor

Name

FOREVER FAMILIES, INC.

EIN

33-1198486

Address

12125 HIGHWAY 6, STE. A · FRESNO, TX · 77545

Phone

(713) 661-2626

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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