F.B. HERON FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,387,387 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $230,871 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $177,062 |
| Total plan assets at end of year | 2023-12-31 | $6,315,870 |
| Total plan assets at beginning of year | 2023-12-31 | $5,159,354 |
| Value of fidelity bond covering the plan | 2023-12-31 | $3,000,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $139,744 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,001,831 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,156,516 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,315,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,159,354 |
| Assets. Value of participant loans | 2023-12-31 | $987 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $245,812 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $46,504 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $7,305 |
| 2022 : THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $321,695 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $660,284 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $652,777 |
| Total plan assets at end of year | 2022-12-31 | $5,159,354 |
| Total plan assets at beginning of year | 2022-12-31 | $5,497,943 |
| Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $178,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $871,394 |
| Other income received | 2022-12-31 | $-1,062,389 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-338,589 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,159,354 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,497,943 |
| Assets. Value of participant loans | 2022-12-31 | $30,453 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $334,690 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $1,510 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $5,997 |
| 2021 : THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,331,669 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,724,013 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,715,703 |
| Total plan assets at end of year | 2021-12-31 | $5,497,943 |
| Total plan assets at beginning of year | 2021-12-31 | $5,890,287 |
| Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $171,759 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $148,191 |
| Other income received | 2021-12-31 | $687,864 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-392,344 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,497,943 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,890,287 |
| Assets. Value of participant loans | 2021-12-31 | $35,559 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $323,855 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $8,310 |
| 2020 : THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,403,048 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $144,283 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $139,649 |
| Total plan assets at end of year | 2020-12-31 | $5,890,287 |
| Total plan assets at beginning of year | 2020-12-31 | $4,631,522 |
| Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $215,985 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $837,238 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,258,765 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,890,287 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,631,522 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $349,825 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,634 |
| 2019 : THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,277,128 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $334,182 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $327,206 |
| Total plan assets at end of year | 2019-12-31 | $4,631,522 |
| Total plan assets at beginning of year | 2019-12-31 | $3,688,576 |
| Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $153,636 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $815,087 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $942,946 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,631,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,688,576 |
| Assets. Value of participant loans | 2019-12-31 | $37,812 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $308,405 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,976 |
| 2018 : THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $216,060 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $255,750 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $248,962 |
| Total plan assets at end of year | 2018-12-31 | $3,688,576 |
| Total plan assets at beginning of year | 2018-12-31 | $3,728,266 |
| Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $163,733 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-280,129 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-39,690 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,688,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,728,266 |
| Assets. Value of participant loans | 2018-12-31 | $55,115 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $332,456 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,788 |
| 2017 : THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $304 |
| Total income from all sources | 2017-12-31 | $805,810 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $266,453 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $266,038 |
| Total plan assets at end of year | 2017-12-31 | $3,728,266 |
| Total plan assets at beginning of year | 2017-12-31 | $3,189,213 |
| Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $149,722 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $357,077 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $539,357 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,728,266 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,188,909 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $299,011 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $415 |
| 2023: THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
