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ROBERT S. FERS INC. 401(K) PLAN 401k Plan overview

Plan NameROBERT S. FERS INC. 401(K) PLAN
Plan identification number 002

ROBERT S. FERS INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT S. FERS INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. FERS INC.
Employer identification number (EIN):060724527
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. FERS INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022015-01-01MARY L. STAMP2016-06-27
0022014-01-01MARY STAMP
0022013-01-01MARY STAMP
0022012-01-01MARY STAMP
0022011-01-01MARY STAMP
0022010-01-01MARY STAMP MARY STAMP2011-10-11
0022009-01-01 MARY STAMP2010-07-22
0022009-01-01MARY L. STAMP

Financial Data on ROBERT S. FERS INC. 401(K) PLAN

Measure Date Value
2025 : ROBERT S. FERS INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-150
Total liabilities as of the end of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-15476349
Net assets as of the end of the plan year2025-07-156417940
Total assets as of the beginning of the plan year2025-07-156024495
Value of plan covered by a fidelity bond2025-07-15500000
Participant contributions to plan in this plan year2025-07-1593476
Value of participant loans at end of plan year2025-07-151383
Other expenses paid from plan in this plan year2025-07-150
Other contributions to plan in this plan year2025-07-150
Other income to plan in this plan year2025-07-15571761
Plan net income in this plan year2025-07-15393445
Net assets as of the end of the plan year2025-07-156417940
Net assets as of the beginning of the plan year2025-07-156024495
Employer contributions to plan in this plan year2025-07-15204557
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1521160
2024 : ROBERT S. FERS INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-2459006
Net assets as of the end of the plan year2024-09-246024495
Total assets as of the beginning of the plan year2024-09-245125059
Value of plan covered by a fidelity bond2024-09-24500000
Participant contributions to plan in this plan year2024-09-24125952
Value of participant loans at end of plan year2024-09-240
Other income to plan in this plan year2024-09-24631400
Plan net income in this plan year2024-09-24899436
Net assets as of the end of the plan year2024-09-246024495
Net assets as of the beginning of the plan year2024-09-245125059
Employer contributions to plan in this plan year2024-09-24201090
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2419302
2014 : ROBERT S. FERS INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$243,573
Expenses. Total of all expenses incurred2014-12-31$121,247
Benefits paid (including direct rollovers)2014-12-31$121,107
Total plan assets at end of year2014-12-31$2,364,776
Total plan assets at beginning of year2014-12-31$2,242,450
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$73,045
Expenses. Other expenses not covered elsewhere2014-12-31$140
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$105,528
Net income (gross income less expenses)2014-12-31$122,326
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,364,776
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,242,450
Assets. Value of participant loans2014-12-31$26,934
Total contributions received or receivable from employer(s)2014-12-31$65,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : ROBERT S. FERS INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$559,996
Expenses. Total of all expenses incurred2013-12-31$5,156
Benefits paid (including direct rollovers)2013-12-31$2,564
Total plan assets at end of year2013-12-31$2,242,453
Total plan assets at beginning of year2013-12-31$1,687,613
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$72,745
Expenses. Other expenses not covered elsewhere2013-12-31$70
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$422,251
Net income (gross income less expenses)2013-12-31$554,840
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,242,453
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,687,613
Assets. Value of participant loans2013-12-31$16,987
Total contributions received or receivable from employer(s)2013-12-31$65,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$2,522
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : ROBERT S. FERS INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$288,914
Expenses. Total of all expenses incurred2012-12-31$213,791
Benefits paid (including direct rollovers)2012-12-31$211,517
Total plan assets at end of year2012-12-31$1,687,613
Total plan assets at beginning of year2012-12-31$1,612,490
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$71,350
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$152,564
Net income (gross income less expenses)2012-12-31$75,123
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,687,613
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,612,490
Assets. Value of participant loans2012-12-31$23,148
Total contributions received or receivable from employer(s)2012-12-31$65,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$2,274
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : ROBERT S. FERS INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$22,013
Expenses. Total of all expenses incurred2011-12-31$35,751
Benefits paid (including direct rollovers)2011-12-31$31,142
Total plan assets at end of year2011-12-31$1,612,490
Total plan assets at beginning of year2011-12-31$1,626,228
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$68,675
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-111,662
Net income (gross income less expenses)2011-12-31$-13,738
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,612,490
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,626,228
Assets. Value of participant loans2011-12-31$34,800
Total contributions received or receivable from employer(s)2011-12-31$65,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$4,609
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ROBERT S. FERS INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$305,077
Expenses. Total of all expenses incurred2010-12-31$165,240
Benefits paid (including direct rollovers)2010-12-31$162,349
Total plan assets at end of year2010-12-31$1,626,228
Total plan assets at beginning of year2010-12-31$1,486,391
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$67,310
Expenses. Other expenses not covered elsewhere2010-12-31$70
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$172,767
Net income (gross income less expenses)2010-12-31$139,837
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,626,228
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,486,391
Assets. Value of participant loans2010-12-31$46,381
Total contributions received or receivable from employer(s)2010-12-31$65,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$2,821
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : ROBERT S. FERS INC. 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ROBERT S. FERS INC. 401(K) PLAN

2014: ROBERT S. FERS INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ROBERT S. FERS INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ROBERT S. FERS INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ROBERT S. FERS INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: ROBERT S. FERS INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: ROBERT S. FERS INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023362
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023362
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023362
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023362
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023362
Policy instance 1

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