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FOSTER & FOSTER INCENTIVE SAVINGS TRUST 401k Plan overview

Plan NameFOSTER & FOSTER INCENTIVE SAVINGS TRUST
Plan identification number 001

FOSTER & FOSTER INCENTIVE SAVINGS TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

FOSTER & FOSTER, LLC has sponsored the creation of one or more 401k plans.

Company Name:FOSTER & FOSTER, LLC
Employer identification number (EIN):066032125
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOSTER & FOSTER INCENTIVE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01ERIC BAM2020-05-29
0012018-01-01ERIC BAM2019-09-24
0012017-01-01ERIC F BAM2018-06-26
0012016-01-01ERIC F. BAM2017-08-25
0012015-01-01ERIC F BAM2016-07-26 ERIC F BAM2016-07-26
0012014-01-01ERIC F. BAM2015-07-21 ERIC F. BAM2015-07-21
0012013-01-01ERIC F BAM2014-07-31
0012012-01-01ERIC F. BAM2013-05-31 ERIC F. BAM2013-05-31
0012011-01-01ERIC F. BAM2012-07-17 ERIC F. BAM2012-07-17
0012010-01-01ERIC F. BAM2011-07-26 ERIC F. BAM2011-07-26
0012007-01-01

Plan Statistics for FOSTER & FOSTER INCENTIVE SAVINGS TRUST

401k plan membership statisitcs for FOSTER & FOSTER INCENTIVE SAVINGS TRUST

Measure Date Value
2025: FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-2415
Total number of particpants at end of year2025-07-2410
Number of Participants With Account Balances2025-07-2410
Total number of particpants at beginning of year2025-07-0915
Total number of particpants at end of year2025-07-0910
Number of Participants With Account Balances2025-07-0910
2024: FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-1913
Total number of particpants at end of year2024-09-1915
Number of Participants With Account Balances2024-09-1915
2022: FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-0912
Total number of particpants at end of year2022-05-0913
Number of Participants With Account Balances2022-05-0913

Financial Data on FOSTER & FOSTER INCENTIVE SAVINGS TRUST

Measure Date Value
2025 : FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-240
Total liabilities as of the beginning of the plan year2025-07-240
Total expenses incurred by plan in this plan year2025-07-242044264
Net assets as of the end of the plan year2025-07-243812448
Total assets as of the beginning of the plan year2025-07-245142842
Value of plan covered by a fidelity bond2025-07-24500000
Participant contributions to plan in this plan year2025-07-24133088
Value of participant loans at end of plan year2025-07-2422752
Other expenses paid from plan in this plan year2025-07-240
Other contributions to plan in this plan year2025-07-240
Other income to plan in this plan year2025-07-24448340
Plan net income in this plan year2025-07-24-1330394
Net assets as of the end of the plan year2025-07-243812448
Net assets as of the beginning of the plan year2025-07-245142842
Employer contributions to plan in this plan year2025-07-24132442
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2418253
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-092026011
Net assets as of the end of the plan year2025-07-093812448
Total assets as of the beginning of the plan year2025-07-095142842
Value of plan covered by a fidelity bond2025-07-09500000
Participant contributions to plan in this plan year2025-07-09133088
Value of participant loans at end of plan year2025-07-0922752
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-09430087
Plan net income in this plan year2025-07-09-1330394
Net assets as of the end of the plan year2025-07-093812448
Net assets as of the beginning of the plan year2025-07-095142842
Employer contributions to plan in this plan year2025-07-09132442
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-090
2024 : FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-19456631
Net assets as of the end of the plan year2024-09-195142842
Total assets as of the beginning of the plan year2024-09-194671726
Value of plan covered by a fidelity bond2024-09-19500000
Participant contributions to plan in this plan year2024-09-19168275
Value of participant loans at end of plan year2024-09-1943712
Other income to plan in this plan year2024-09-19592143
Plan net income in this plan year2024-09-19471116
Net assets as of the end of the plan year2024-09-195142842
Net assets as of the beginning of the plan year2024-09-194671726
Employer contributions to plan in this plan year2024-09-19167329
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-19300
2022 : FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-090
Net assets as of the end of the plan year2022-05-094959377
Total assets as of the beginning of the plan year2022-05-094139346
Value of plan covered by a fidelity bond2022-05-09495938
Participant contributions to plan in this plan year2022-05-09156669
Value of participant loans at end of plan year2022-05-092854
Other income to plan in this plan year2022-05-09507381
Plan net income in this plan year2022-05-09820031
Net assets as of the end of the plan year2022-05-094959377
Net assets as of the beginning of the plan year2022-05-094139346
Employer contributions to plan in this plan year2022-05-09155981

Form 5500 Responses for FOSTER & FOSTER INCENTIVE SAVINGS TRUST

2007: FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Potentially related plans

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