· 2022–2024 · DOL EFAST2

FAMILY SERVICES OF SOUTHERN WI — FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC., Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250917133241NAL0000561507001

FAMILY SERVICES OF SOUTHERN WI

Form 5500-SF

FILING_RECEIVED

FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC.

401(k) retirement plan

Active participants

25

Accounts w/ balance

22

Plan assets (EOY)

$446K

Net assets (EOY)

$446K

Plan health score

Top-tier plan health

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

56

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAMILY SERVICES OF SOUTHERN WI.

Plan sponsor

Name

FAMILY SERVICES OF SOUTHERN WI

EIN

39-0833966

Address

825 LIBERTY 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

010

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)

2J · 401(k) feature

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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