Original filing (PDF)20250917131917NAL0001178018001

FAMILY SERVICES OF SOUTHERN WI

Name: FAMILY SERVICES OF SOUTHERN WI — DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC., Form 5500 (2024)
Creator: FAMILY SERVICES OF SOUTHERN WI

Form 5500-SF

FILING_RECEIVED

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$872K

Net assets (EOY)

$872K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY SERVICES OF SOUTHERN WI.

Plan sponsor

Name

FAMILY SERVICES OF SOUTHERN WI

EIN

39-0833966

Address

825 LIBERTY AVE SUITE 2 · BELOIT, WI · 53511

Phone

(608) 365-1244

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2G · Total participant-directed accounts

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

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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