FOSTER & MOTLEY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOSTER & MOTLEY, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for FOSTER & MOTLEY, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 5 |
| Total of all active and inactive participants | 2023-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 49 |
| Number of participants with account balances | 2023-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
| 2022: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 45 |
| Number of participants with account balances | 2022-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 42 |
| Number of participants with account balances | 2021-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 41 |
| Number of participants with account balances | 2020-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 38 |
| Number of participants with account balances | 2019-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 34 |
| Number of participants with account balances | 2018-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 35 |
| Number of participants with account balances | 2017-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
| 2016: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 32 |
| Number of participants with account balances | 2016-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 27 |
| 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 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 31 |
| Number of participants with account balances | 2015-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
| 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 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 29 |
| Number of participants with account balances | 2014-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 26 |
| 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 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 28 |
| Number of participants with account balances | 2013-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 27 |
| 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 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 28 |
| Number of participants with account balances | 2012-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 25 |
| 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 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 26 |
| Number of participants with account balances | 2011-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
| 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 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 26 |
| Number of participants with account balances | 2009-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2024 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $3,948,247 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $594,271 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $584,981 |
| Total plan assets at end of year | 2024-01-01 | $23,627,985 |
| Total plan assets at beginning of year | 2024-01-01 | $20,274,009 |
| Value of fidelity bond covering the plan | 2024-01-01 | $25,000,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $547,547 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $62,944 |
| Other income received | 2024-01-01 | $2,105,037 |
| Net income (gross income less expenses) | 2024-01-01 | $3,353,976 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $23,627,985 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $20,274,009 |
| Assets. Value of assets in partnership/joint-venture interests | 2024-01-01 | $547,130 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $1,232,719 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $9,290 |
| 2023 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $3,902,945 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $493,013 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $485,958 |
| Total plan assets at end of year | 2023-12-31 | $20,274,009 |
| Total plan assets at beginning of year | 2023-12-31 | $16,864,077 |
| Value of fidelity bond covering the plan | 2023-12-31 | $25,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $468,850 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $39,256 |
| Other income received | 2023-12-31 | $2,310,813 |
| Net income (gross income less expenses) | 2023-12-31 | $3,409,932 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $20,274,009 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $16,864,077 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $1,084,026 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $7,055 |
| 2022 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $134,016 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $3,714,285 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,705,688 |
| Total plan assets at end of year | 2022-12-31 | $16,864,077 |
| Total plan assets at beginning of year | 2022-12-31 | $20,444,346 |
| Value of fidelity bond covering the plan | 2022-12-31 | $25,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $448,449 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $517,868 |
| Other income received | 2022-12-31 | $-1,825,203 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-3,580,269 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $16,864,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,444,346 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $992,902 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $8,597 |
| 2021 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $3,561,374 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $300,854 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $295,641 |
| Total plan assets at end of year | 2021-12-31 | $20,444,346 |
| Total plan assets at beginning of year | 2021-12-31 | $17,183,826 |
| Value of fidelity bond covering the plan | 2021-12-31 | $25,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $549,799 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $25,328 |
| Other income received | 2021-12-31 | $2,269,660 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $3,260,520 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,444,346 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,183,826 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $716,587 |
| 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 | $5,213 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $2,439,123 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,483,415 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,483,415 |
| Total plan assets at end of year | 2020-12-31 | $17,183,826 |
| Total plan assets at beginning of year | 2020-12-31 | $16,228,118 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $363,331 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $21,979 |
| Other income received | 2020-12-31 | $1,238,283 |
| Net income (gross income less expenses) | 2020-12-31 | $955,708 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $17,183,826 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,228,118 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $815,530 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $3,119,701 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $99,600 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $99,600 |
| Total plan assets at end of year | 2019-12-31 | $16,228,118 |
| Total plan assets at beginning of year | 2019-12-31 | $13,208,017 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $370,554 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $128,312 |
| Other income received | 2019-12-31 | $1,818,838 |
| Net income (gross income less expenses) | 2019-12-31 | $3,020,101 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $16,228,118 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,208,017 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $801,997 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $415,709 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $40,050 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $40,050 |
| Total plan assets at end of year | 2018-12-31 | $13,208,017 |
| Total plan assets at beginning of year | 2018-12-31 | $12,832,358 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $365,505 |
| Other income received | 2018-12-31 | $-666,296 |
| Net income (gross income less expenses) | 2018-12-31 | $375,659 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $13,208,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,832,358 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $716,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $2,123,398 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $171,673 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $171,673 |
| Total plan assets at end of year | 2017-12-31 | $12,832,358 |
| Total plan assets at beginning of year | 2017-12-31 | $10,880,633 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $310,565 |
| Other income received | 2017-12-31 | $1,126,828 |
| Net income (gross income less expenses) | 2017-12-31 | $1,951,725 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $12,832,358 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,880,633 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $686,005 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,827,853 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $187,711 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $187,711 |
| Total plan assets at end of year | 2016-12-31 | $10,880,633 |
| Total plan assets at beginning of year | 2016-12-31 | $9,240,491 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $277,692 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $125,332 |
| Other income received | 2016-12-31 | $807,487 |
| Net income (gross income less expenses) | 2016-12-31 | $1,640,142 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,880,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,240,491 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $617,342 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $706,182 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $600,363 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $600,363 |
| Total plan assets at end of year | 2015-12-31 | $9,240,491 |
| Total plan assets at beginning of year | 2015-12-31 | $9,134,672 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $261,270 |
| Other income received | 2015-12-31 | $-111,078 |
| Net income (gross income less expenses) | 2015-12-31 | $105,819 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $9,240,491 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,134,672 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $555,990 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,274,700 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $470,726 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $470,726 |
| Total plan assets at end of year | 2014-12-31 | $9,134,672 |
| Total plan assets at beginning of year | 2014-12-31 | $8,330,698 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $238,952 |
| Other income received | 2014-12-31 | $546,390 |
| Net income (gross income less expenses) | 2014-12-31 | $803,974 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,134,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,330,698 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $489,358 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,614,989 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,000 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $3,000 |
| Total plan assets at end of year | 2013-12-31 | $8,330,698 |
| Total plan assets at beginning of year | 2013-12-31 | $6,718,709 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $248,048 |
| Other income received | 2013-12-31 | $887,459 |
| Net income (gross income less expenses) | 2013-12-31 | $1,611,989 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,330,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,718,709 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $479,482 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,274,179 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16,000 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $16,000 |
| Total plan assets at end of year | 2012-12-31 | $6,718,709 |
| Total plan assets at beginning of year | 2012-12-31 | $5,460,530 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $239,359 |
| Other income received | 2012-12-31 | $569,692 |
| Net income (gross income less expenses) | 2012-12-31 | $1,258,179 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,718,709 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,460,530 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $465,128 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $611,338 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $18,800 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $18,800 |
| Total plan assets at end of year | 2011-12-31 | $5,460,530 |
| Total plan assets at beginning of year | 2011-12-31 | $4,867,992 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $216,877 |
| Other income received | 2011-12-31 | $-23,119 |
| Net income (gross income less expenses) | 2011-12-31 | $592,538 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,460,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,867,992 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $417,580 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,088,791 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $769,200 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $769,200 |
| Total plan assets at end of year | 2010-12-31 | $4,867,992 |
| Total plan assets at beginning of year | 2010-12-31 | $4,548,401 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $207,495 |
| Other income received | 2010-12-31 | $477,711 |
| Net income (gross income less expenses) | 2010-12-31 | $319,591 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,867,992 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,548,401 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $403,585 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : FOSTER & MOTLEY, INC. PROFIT SHARING 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 |
| 2023: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: FOSTER & MOTLEY, INC. PROFIT SHARING 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: FOSTER & MOTLEY, INC. PROFIT SHARING 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: FOSTER & MOTLEY, INC. PROFIT SHARING 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: FOSTER & MOTLEY, INC. PROFIT SHARING 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: FOSTER & MOTLEY, INC. PROFIT SHARING 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: FOSTER & MOTLEY, INC. PROFIT SHARING 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 |
| 2016: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FOSTER & MOTLEY, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FOSTER & MOTLEY, INC. PROFIT SHARING 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 & MOTLEY, INC. PROFIT SHARING 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 & MOTLEY, INC. PROFIT SHARING 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 & MOTLEY, INC. PROFIT SHARING 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 |
| 2009: FOSTER & MOTLEY, INC. PROFIT SHARING 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 |
