401k Plan data: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN plan

FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN
Plan identification number	001

FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 & WITMER INC has sponsored the creation of one or more 401k plans.

Company Name: FOSTER & WITMER INC

Employer identification number (EIN): 581294268

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NICK RICE 2024-06-25
001 2022-01-01 VANESSA URREGO 2023-10-10
001 2021-01-01
001 2021-01-01 CATHERINE ARNESON
001 2020-01-01
001 2019-01-01
001 2017-01-01 LENORA C. WILSON
001 2016-01-01 LENORA C. WILSON
001 2015-01-01 LENORA C. WILSON

Plan Statistics for FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2025: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-07 7
Total number of particpants at end of year 2025-06-07 7
Number of Participants With Account Balances 2025-06-07 6
2024: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-25 6
Total number of particpants at end of year 2024-06-25 7
Number of Participants With Account Balances 2024-06-25 6
2021: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
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 2
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
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 2
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
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 2
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
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 0
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2025: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-07	7
Total number of particpants at end of year	2025-06-07	7
Number of Participants With Account Balances	2025-06-07	6
2024: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-25	6
Total number of particpants at end of year	2024-06-25	7
Number of Participants With Account Balances	2024-06-25	6
2021: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
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	2
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
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	2
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
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	2
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
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	0
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN

Measure	Date	Value
2025 : FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-07	19549
Net assets as of the end of the plan year	2025-06-07	405237
Total assets as of the beginning of the plan year	2025-06-07	340296
Value of plan covered by a fidelity bond	2025-06-07	35000
Participant contributions to plan in this plan year	2025-06-07	41466
Value of participant loans at end of plan year	2025-06-07	0
Other income to plan in this plan year	2025-06-07	29931
Plan net income in this plan year	2025-06-07	64941
Net assets as of the end of the plan year	2025-06-07	405237
Net assets as of the beginning of the plan year	2025-06-07	340296
Employer contributions to plan in this plan year	2025-06-07	13093
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-07	549
2024 : FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-25	13505
Net assets as of the end of the plan year	2024-06-25	340296
Total assets as of the beginning of the plan year	2024-06-25	267408
Value of plan covered by a fidelity bond	2024-06-25	27000
Participant contributions to plan in this plan year	2024-06-25	39508
Value of participant loans at end of plan year	2024-06-25	7656
Other income to plan in this plan year	2024-06-25	35301
Plan net income in this plan year	2024-06-25	72888
Net assets as of the end of the plan year	2024-06-25	340296
Net assets as of the beginning of the plan year	2024-06-25	267408
Employer contributions to plan in this plan year	2024-06-25	11584
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-25	600
2021 : FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$67,362
Expenses. Total of all expenses incurred	2021-12-31	$29,127
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$283,837
Total plan assets at beginning of year	2021-12-31	$245,602
Value of fidelity bond covering the plan	2021-12-31	$30,000
Total contributions received or receivable from participants	2021-12-31	$42,031
Expenses. Other expenses not covered elsewhere	2021-12-31	$26,535
Contributions received from other sources (not participants or employers)	2021-12-31	$9,666
Other income received	2021-12-31	$0
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$38,235
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$283,837
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$245,602
Assets. Value of participant loans	2021-12-31	$24,148
Total contributions received or receivable from employer(s)	2021-12-31	$15,665
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,592
2020 : FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2020 401k financial data
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	$64,721
Expenses. Total of all expenses incurred	2020-12-31	$18,488
Benefits paid (including direct rollovers)	2020-12-31	$18,488
Total plan assets at end of year	2020-12-31	$245,602
Total plan assets at beginning of year	2020-12-31	$199,369
Value of fidelity bond covering the plan	2020-12-31	$30,000
Total contributions received or receivable from participants	2020-12-31	$33,743
Contributions received from other sources (not participants or employers)	2020-12-31	$6,696
Other income received	2020-12-31	$10,590
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$46,233
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$245,602
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$199,369
Assets. Value of participant loans	2020-12-31	$33,814
Total contributions received or receivable from employer(s)	2020-12-31	$13,692
2019 : FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$71,057
Expenses. Total of all expenses incurred	2019-12-31	$20,767
Benefits paid (including direct rollovers)	2019-12-31	$20,767
Total plan assets at end of year	2019-12-31	$199,369
Total plan assets at beginning of year	2019-12-31	$149,079
Value of fidelity bond covering the plan	2019-12-31	$20,000
Total contributions received or receivable from participants	2019-12-31	$34,675
Other income received	2019-12-31	$20,907
Net income (gross income less expenses)	2019-12-31	$50,290
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$199,369
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$149,079
Total contributions received or receivable from employer(s)	2019-12-31	$15,475
2018 : FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$36,970
Total plan assets at end of year	2018-12-31	$149,079
Total plan assets at beginning of year	2018-12-31	$112,109
Value of fidelity bond covering the plan	2018-12-31	$15,000
Total contributions received or receivable from participants	2018-12-31	$33,219
Other income received	2018-12-31	$-9,945
Net income (gross income less expenses)	2018-12-31	$36,970
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$149,079
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$112,109
Total contributions received or receivable from employer(s)	2018-12-31	$13,696
2017 : FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$54,146
Total plan assets at end of year	2017-12-31	$112,109
Total plan assets at beginning of year	2017-12-31	$57,963
Value of fidelity bond covering the plan	2017-12-31	$11,300
Total contributions received or receivable from participants	2017-12-31	$30,719
Other income received	2017-12-31	$11,237
Net income (gross income less expenses)	2017-12-31	$54,146
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$112,109
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$57,963
Total contributions received or receivable from employer(s)	2017-12-31	$12,190
2016 : FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$39,105
Total plan assets at end of year	2016-12-31	$57,963
Total plan assets at beginning of year	2016-12-31	$18,858
Value of fidelity bond covering the plan	2016-12-31	$5,800
Total contributions received or receivable from participants	2016-12-31	$27,650
Other income received	2016-12-31	$1,683
Net income (gross income less expenses)	2016-12-31	$39,105
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$57,963
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$18,858
Total contributions received or receivable from employer(s)	2016-12-31	$9,772
2015 : FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$18,858
Total plan assets at end of year	2015-12-31	$18,858
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$1,900
Total contributions received or receivable from participants	2015-12-31	$18,000
Other income received	2015-12-31	$-62
Net income (gross income less expenses)	2015-12-31	$18,858
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$18,858
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$920

Form 5500 Responses for FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN

2021: FOSTER & WITMER, INC. SAFE HARBOR 401(K) 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 & WITMER, INC. SAFE HARBOR 401(K) 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 & WITMER, INC. SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FOSTER & WITMER, INC. SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FOSTER & WITMER INC
Employer identification number (EIN):	581294268
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	NICK RICE	2024-06-25
001	2022-01-01	VANESSA URREGO	2023-10-10
001	2021-01-01
001	2021-01-01	CATHERINE ARNESON
001	2020-01-01
001	2019-01-01
001	2017-01-01	LENORA C. WILSON
001	2016-01-01	LENORA C. WILSON
001	2015-01-01	LENORA C. WILSON