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FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 401k Plan overview

Plan NameFOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN
Plan identification number 001

FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FOSTER & FOSTER CONSULTING ACTUARIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FOSTER & FOSTER CONSULTING ACTUARIES, INC.
Employer identification number (EIN):591921114
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about FOSTER & FOSTER CONSULTING ACTUARIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1979-06-26
Company Identification Number: 628080
Legal Registered Office Address: 13420 PARKER COMMONS BLVD

FT. MYERS

33912

More information about FOSTER & FOSTER CONSULTING ACTUARIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01SANDRA HEINRICHS
0012012-01-01SANDRA HEINRICHS SANDRA HEINRICHS2013-10-15

Plan Statistics for FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN

401k plan membership statisitcs for FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN

Measure Date Value
2013: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0132
Number of participants with account balances2013-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN

Measure Date Value
2013 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$313,283
Expenses. Total of all expenses incurred2013-12-31$28,149
Benefits paid (including direct rollovers)2013-12-31$27,949
Total plan assets at end of year2013-12-31$682,242
Total plan assets at beginning of year2013-12-31$397,108
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$181,628
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$131,655
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$285,134
Net plan assets at end of year (total assets less liabilities)2013-12-31$682,242
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$397,108
Assets. Value of participant loans2013-12-31$8,474
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$200
2012 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$276,935
Expenses. Total of all expenses incurred2012-12-31$1,842,340
Benefits paid (including direct rollovers)2012-12-31$1,842,309
Total plan assets at end of year2012-12-31$397,108
Total plan assets at beginning of year2012-12-31$1,962,513
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$107,009
Other income received2012-12-31$169,926
Net income (gross income less expenses)2012-12-31$-1,565,405
Net plan assets at end of year (total assets less liabilities)2012-12-31$397,108
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,962,513
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$31
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN

2013: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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