FOSTER & ELDRIDGE, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOSTER & ELDRIDGE, LLP 401K PLAN
| Measure | Date | Value |
|---|
| 2025: FOSTER & ELDRIDGE, LLP 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-12 | 58 |
| Total number of particpants at end of year | 2025-05-12 | 59 |
| Number of Participants With Account Balances | 2025-05-12 | 59 |
| 2024: FOSTER & ELDRIDGE, LLP 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-04-08 | 55 |
| Total number of particpants at end of year | 2024-04-08 | 58 |
| Number of Participants With Account Balances | 2024-04-08 | 57 |
| 2022: FOSTER & ELDRIDGE, LLP 401K PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-10 | 55 |
| Total number of particpants at end of year | 2022-10-10 | 55 |
| Number of Participants With Account Balances | 2022-10-10 | 55 |
| 2014: FOSTER & ELDRIDGE, LLP 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
| Total of all active and inactive participants | 2014-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 38 |
| Number of participants with account balances | 2014-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: FOSTER & ELDRIDGE, LLP 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 15 |
| Total of all active and inactive participants | 2013-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 37 |
| Number of participants with account balances | 2013-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: FOSTER & ELDRIDGE, LLP 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
| Total of all active and inactive participants | 2012-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 36 |
| Number of participants with account balances | 2012-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: FOSTER & ELDRIDGE, LLP 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
| Total of all active and inactive participants | 2011-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 35 |
| Number of participants with account balances | 2011-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: FOSTER & ELDRIDGE, LLP 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
| Total of all active and inactive participants | 2010-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 32 |
| Number of participants with account balances | 2010-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
| 2009: FOSTER & ELDRIDGE, LLP 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 30 |
| Number of participants with account balances | 2009-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : FOSTER & ELDRIDGE, LLP 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-12 | 793819 |
| Net assets as of the end of the plan year | 2025-05-12 | 9670268 |
| Total assets as of the beginning of the plan year | 2025-05-12 | 8616151 |
| Value of plan covered by a fidelity bond | 2025-05-12 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-12 | 242329 |
| Value of participant loans at end of plan year | 2025-05-12 | 62609 |
| Other income to plan in this plan year | 2025-05-12 | 1394548 |
| Plan net income in this plan year | 2025-05-12 | 1054117 |
| Net assets as of the end of the plan year | 2025-05-12 | 9670268 |
| Net assets as of the beginning of the plan year | 2025-05-12 | 8616151 |
| Employer contributions to plan in this plan year | 2025-05-12 | 211059 |
| Fees paid to broker by Benefit Provider | 2025-05-12 | 37138 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-12 | 31928 |
| 2024 : FOSTER & ELDRIDGE, LLP 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-08 | 113428 |
| Net assets as of the end of the plan year | 2024-04-08 | 8616151 |
| Total assets as of the beginning of the plan year | 2024-04-08 | 6969231 |
| Value of plan covered by a fidelity bond | 2024-04-08 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-08 | 237979 |
| Value of participant loans at end of plan year | 2024-04-08 | 51567 |
| Other expenses paid from plan in this plan year | 2024-04-08 | 0 |
| Other contributions to plan in this plan year | 2024-04-08 | 0 |
| Other income to plan in this plan year | 2024-04-08 | 1322280 |
| Plan net income in this plan year | 2024-04-08 | 1646920 |
| Net assets as of the end of the plan year | 2024-04-08 | 8616151 |
| Net assets as of the beginning of the plan year | 2024-04-08 | 6969231 |
| Employer contributions to plan in this plan year | 2024-04-08 | 200089 |
| Fees paid to broker by Benefit Provider | 2024-04-08 | 30722 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-08 | 26815 |
| 2022 : FOSTER & ELDRIDGE, LLP 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-10 | 1349499 |
| Net assets as of the end of the plan year | 2022-10-10 | 8657241 |
| Total assets as of the beginning of the plan year | 2022-10-10 | 7989470 |
| Value of plan covered by a fidelity bond | 2022-10-10 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-10 | 221854 |
| Value of participant loans at end of plan year | 2022-10-10 | 3269 |
| Other contributions to plan in this plan year | 2022-10-10 | 1459 |
| Other income to plan in this plan year | 2022-10-10 | 1587742 |
| Plan net income in this plan year | 2022-10-10 | 667771 |
| Net assets as of the end of the plan year | 2022-10-10 | 8657241 |
| Net assets as of the beginning of the plan year | 2022-10-10 | 7989470 |
| Employer contributions to plan in this plan year | 2022-10-10 | 206215 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-10 | 28642 |
| 2014 : FOSTER & ELDRIDGE, LLP 401K PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $634,389 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $40,658 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $40,193 |
| Total plan assets at end of year | 2014-12-31 | $5,416,229 |
| Total plan assets at beginning of year | 2014-12-31 | $4,822,498 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $192,294 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $465 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $209,839 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $593,731 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,416,229 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,822,498 |
| Assets. Value of participant loans | 2014-12-31 | $28,459 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $232,256 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : FOSTER & ELDRIDGE, LLP 401K PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,300,543 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $9,346 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $9,346 |
| Total plan assets at end of year | 2013-12-31 | $4,822,498 |
| Total plan assets at beginning of year | 2013-12-31 | $3,531,301 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $193,447 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $1,587 |
| Other income received | 2013-12-31 | $908,767 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $1,291,197 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,822,498 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,531,301 |
| Assets. Value of participant loans | 2013-12-31 | $34,882 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $196,742 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : FOSTER & ELDRIDGE, LLP 401K PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $760,566 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $34,378 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $34,378 |
| Total plan assets at end of year | 2012-12-31 | $3,531,301 |
| Total plan assets at beginning of year | 2012-12-31 | $2,805,113 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $183,123 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $377,249 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $726,188 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,531,301 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,805,113 |
| Assets. Value of participant loans | 2012-12-31 | $6,627 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $200,194 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : FOSTER & ELDRIDGE, LLP 401K PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $278,525 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,684 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $3,684 |
| Total plan assets at end of year | 2011-12-31 | $2,805,113 |
| Total plan assets at beginning of year | 2011-12-31 | $2,530,272 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $188,844 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-122,372 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $274,841 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,805,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,530,272 |
| Assets. Value of participant loans | 2011-12-31 | $28,350 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $212,053 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : FOSTER & ELDRIDGE, LLP 401K PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $626,742 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $148,199 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $148,199 |
| Total plan assets at end of year | 2010-12-31 | $2,530,272 |
| Total plan assets at beginning of year | 2010-12-31 | $2,051,729 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $187,830 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $233,152 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $478,543 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,530,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,051,729 |
| Assets. Value of participant loans | 2010-12-31 | $36,976 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $205,760 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : FOSTER & ELDRIDGE, LLP 401K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: FOSTER & ELDRIDGE, LLP 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FOSTER & ELDRIDGE, LLP 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FOSTER & ELDRIDGE, LLP 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FOSTER & ELDRIDGE, LLP 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: FOSTER & ELDRIDGE, LLP 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FOSTER & ELDRIDGE, LLP 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |