401k Plan data: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN plan

FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 401k Plan overview

Plan Name	FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN
Plan identification number	001

FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

FOLEY & LILLY COMPANIES INC. has sponsored the creation of one or more 401k plans.

Company Name: FOLEY & LILLY COMPANIES INC.

Employer identification number (EIN): 300715578

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Additional information about FOLEY & LILLY COMPANIES INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2012-01-18

Company Identification Number: P12000006087

Legal Registered Office Address: 1007 BEDFORD AVE

PALM BEACH GARDENS

33403

More information about FOLEY & LILLY COMPANIES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 WILLIAM FOLEY
001 2014-01-01 WILLIAM FOLEY
001 2013-01-01 WILLIAM FOLEY
001 2012-01-20 WILLIAM FOLEY

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	WILLIAM FOLEY
001	2014-01-01	WILLIAM FOLEY
001	2013-01-01	WILLIAM FOLEY
001	2012-01-20	WILLIAM FOLEY

Plan Statistics for FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN

401k plan membership statisitcs for FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN

Measure Date Value
2015: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
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 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-20 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-20 2
Total of all active and inactive participants 2012-01-20 2
Total participants 2012-01-20 2
Number of participants with account balances 2012-01-20 1

Measure	Date	Value
2015: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
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	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-20	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-20	2
Total of all active and inactive participants	2012-01-20	2
Total participants	2012-01-20	2
Number of participants with account balances	2012-01-20	1

Financial Data on FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN

Measure	Date	Value
2015 : FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-04-30	$-67,040
Expenses. Total of all expenses incurred	2015-04-30	$0
Benefits paid (including direct rollovers)	2015-04-30	$0
Total plan assets at end of year	2015-04-30	$0
Total plan assets at beginning of year	2015-04-30	$67,040
Total contributions received or receivable from participants	2015-04-30	$0
Contributions received from other sources (not participants or employers)	2015-04-30	$0
Other income received	2015-04-30	$-67,040
Net income (gross income less expenses)	2015-04-30	$-67,040
Net plan assets at end of year (total assets less liabilities)	2015-04-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-04-30	$67,040
Assets. Value of employer securities	2015-04-30	$0
Total contributions received or receivable from employer(s)	2015-04-30	$0
Value of certain deemed distributions of participant loans	2015-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-04-30	$0
2014 : FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$60,932
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$67,040
Total plan assets at beginning of year	2014-12-31	$6,108
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$60,932
Net income (gross income less expenses)	2014-12-31	$60,932
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$67,040
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,108
Assets. Value of employer securities	2014-12-31	$67,040
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-54,255
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$6,108
Total plan assets at beginning of year	2013-12-31	$60,363
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-54,255
Net income (gross income less expenses)	2013-12-31	$-54,255
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,108
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$60,363
Assets. Value of employer securities	2013-12-31	$6,108
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$60,413
Expenses. Total of all expenses incurred	2012-12-31	$50
Total plan assets at end of year	2012-12-31	$60,363
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Contributions received from other sources (not participants or employers)	2012-12-31	$158,876
Other income received	2012-12-31	$-98,463
Net income (gross income less expenses)	2012-12-31	$60,363
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$60,363
Assets. Value of employer securities	2012-12-31	$60,363

Form 5500 Responses for FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN

2015: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FOLEY & LILLY COMPANIES INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-20	Type of plan entity	Single employer plan
2012-01-20	First time form 5500 has been submitted	Yes
2012-01-20	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-20	Plan funding arrangement – Trust	Yes
2012-01-20	Plan benefit arrangement - Trust	Yes

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Company Name:	FOLEY & LILLY COMPANIES INC.
Employer identification number (EIN):	300715578
NAIC Classification:	621610
NAIC Description:	Home Health Care Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2012-01-18
Company Identification Number:	P12000006087
Legal Registered Office Address:	1007 BEDFORD AVE PALM BEACH GARDENS 33403