Original filing (PDF)20251015104203NAL0009135778001

FAMILY FORUM, INC.

Name: FAMILY FORUM, INC. — FAMILY FORUM, INC. 403(B) PLAN, Form 5500 (2024)
Creator: FAMILY FORUM, INC.

Form 5500-SF

FILING_RECEIVED

FAMILY FORUM, INC. 403(B) PLAN

403(b) retirement plan

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

FAMILY FORUM, INC.

EIN

39-1354038

Address

1500 N 34TH STREET · SUITE 200 · SUPERIOR, WI · 548805137

Phone

(715) 392-9896

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

2025-10-15

Pension benefit codes

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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

Related plans

Similar-size Health Care & Social Assistance plans

ALLIANCE FOR NONPROFIT RESOURCES

ALLIANCE FOR NONPROFIT RESOURCES 403(B) PLAN

$4.6M · 481 participants

COVE BEHAVIORAL HEALTH, INC.

THE COVE BEHAVIORAL HEALTH, INC. RETIREMENT PLAN

$4.6M · 208 participants

MERCY DRIVE INC.

MERCY DRIVE 403(B) RETIREMENT PLAN

$4.6M · 235 participants

BOYS & GIRLS CLUBS OF THE MIDLANDS

BOYS & GIRLS CLUBS OF THE MIDLANDS 401(K) PROFIT SHARING PLAN

$4.6M · 148 participants

EMBARRAS RIVER BASIN AGENCY, INC.

ERBA EMPLOYEE'S 401(K) PLAN