401k Plan data: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN plan

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

Plan Name	FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN
Plan identification number	003

FOSTER & FOSTER CONSULTING ACTUARIES, INC. 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.
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

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 Signed Name of Company Sponsor Date Sponsor Signed
003 2024-01-01 SANDRA HEINRICHS
003 2023-01-01
003 2023-01-01 SANDRA HEINRICHS
003 2022-01-01
003 2022-01-01 SANDRA HEINRICHS
003 2021-01-01
003 2021-01-01 SANDRA HEINRICHS
003 2020-01-01
003 2019-01-01
003 2018-01-01 SANDRA HEINRICHS
003 2017-01-01 SANDRA HEINRICHS
003 2017-01-01 SANDRA HEINRICHS
003 2016-01-01 SANDRA HEINRICHS
003 2015-01-01 SANDRA HEINRICHS
003 2014-01-01 SANDRA HEINRICHS

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
2023: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 102
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 14
Total of all active and inactive participants 2023-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 116
Number of participants with account balances 2023-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 103
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 9
Total of all active and inactive participants 2022-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 112
Number of participants with account balances 2022-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 84
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 11
Total of all active and inactive participants 2021-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 95
Number of participants with account balances 2021-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 70
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 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 74
Number of participants with account balances 2020-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 69
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 4
Total of all active and inactive participants 2019-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 73
Number of participants with account balances 2019-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 64
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 5
Total of all active and inactive participants 2018-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 69
Number of participants with account balances 2018-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 48
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 3
Total of all active and inactive participants 2017-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 51
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 41
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 5
Total of all active and inactive participants 2016-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 46
Number of participants with account balances 2016-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 37
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 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 41
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 & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 35
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 3
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 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	102
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	14
Total of all active and inactive participants	2023-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	116
Number of participants with account balances	2023-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	103
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	9
Total of all active and inactive participants	2022-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	112
Number of participants with account balances	2022-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	84
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	11
Total of all active and inactive participants	2021-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	95
Number of participants with account balances	2021-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	70
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	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	74
Number of participants with account balances	2020-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	69
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	4
Total of all active and inactive participants	2019-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	73
Number of participants with account balances	2019-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	64
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	5
Total of all active and inactive participants	2018-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	69
Number of participants with account balances	2018-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	48
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	3
Total of all active and inactive participants	2017-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	51
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	41
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	5
Total of all active and inactive participants	2016-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	46
Number of participants with account balances	2016-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	37
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	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	41
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 & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	35
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	3
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	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

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

Measure	Date	Value
2024 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2024 401k financial data
Transfers to/from the plan	2024-01-01	$0
Total plan liabilities at end of year	2024-01-01	$0
Total plan liabilities at beginning of year	2024-01-01	$0
Total income from all sources	2024-01-01	$3,708,248
Expenses. Total of all expenses incurred	2024-01-01	$60,842
Benefits paid (including direct rollovers)	2024-01-01	$59,986
Total plan assets at end of year	2024-01-01	$21,172,111
Total plan assets at beginning of year	2024-01-01	$17,524,705
Value of fidelity bond covering the plan	2024-01-01	$500,000
Assets. Value of tangible personal property	2024-01-01	$0
Total contributions received or receivable from participants	2024-01-01	$1,317,134
Assets. Value of loans (other than to participants)	2024-01-01	$0
Expenses. Other expenses not covered elsewhere	2024-01-01	$0
Contributions received from other sources (not participants or employers)	2024-01-01	$186,188
Other income received	2024-01-01	$2,204,926
Noncash contributions received	2024-01-01	$0
Net income (gross income less expenses)	2024-01-01	$3,647,406
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$21,172,111
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$17,524,705
Assets. Value of participant loans	2024-01-01	$58,549
Assets. Value of assets in partnership/joint-venture interests	2024-01-01	$0
Assets. Value of real-estate (other than employer real property)	2024-01-01	$0
Assets. Value of employer securities	2024-01-01	$0
Assets. Value of employer real property	2024-01-01	$0
Total contributions received or receivable from employer(s)	2024-01-01	$0
Value of certain deemed distributions of participant loans	2024-01-01	$0
Value of corrective distributions	2024-01-01	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$856
2023 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$3,758,697
Expenses. Total of all expenses incurred	2023-12-31	$533,053
Benefits paid (including direct rollovers)	2023-12-31	$530,570
Total plan assets at end of year	2023-12-31	$17,524,705
Total plan assets at beginning of year	2023-12-31	$14,299,061
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$1,247,286
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$274,849
Other income received	2023-12-31	$2,236,562
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$3,225,644
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$17,524,705
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$14,299,061
Assets. Value of participant loans	2023-12-31	$76,494
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$1,508
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$975
2022 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$3,246,738
Expenses. Total of all expenses incurred	2022-12-31	$172,342
Benefits paid (including direct rollovers)	2022-12-31	$172,214
Total plan assets at end of year	2022-12-31	$14,299,061
Total plan assets at beginning of year	2022-12-31	$11,224,665
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$972,498
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$3,562,860
Other income received	2022-12-31	$-1,288,620
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$3,074,396
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$14,299,061
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$11,224,665
Assets. Value of participant loans	2022-12-31	$80,186
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
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	$128
2021 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$6,684,768
Expenses. Total of all expenses incurred	2021-12-31	$778,499
Benefits paid (including direct rollovers)	2021-12-31	$778,299
Total plan assets at end of year	2021-12-31	$11,224,665
Total plan assets at beginning of year	2021-12-31	$5,318,396
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$765,902
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$4,774,334
Other income received	2021-12-31	$1,144,532
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$5,906,269
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$11,224,665
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,318,396
Assets. Value of participant loans	2021-12-31	$55,921
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
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	$200
2020 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
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	$1,413,960
Expenses. Total of all expenses incurred	2020-12-31	$210,393
Benefits paid (including direct rollovers)	2020-12-31	$210,043
Total plan assets at end of year	2020-12-31	$5,318,396
Total plan assets at beginning of year	2020-12-31	$4,114,829
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$591,638
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$822,322
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,203,567
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,318,396
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,114,829
Assets. Value of participant loans	2020-12-31	$66,632
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$350
2019 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,291,961
Expenses. Total of all expenses incurred	2019-12-31	$25,352
Benefits paid (including direct rollovers)	2019-12-31	$20,221
Total plan assets at end of year	2019-12-31	$4,114,829
Total plan assets at beginning of year	2019-12-31	$2,848,220
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$524,460
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$36,636
Other income received	2019-12-31	$730,865
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,266,609
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,114,829
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,848,220
Assets. Value of participant loans	2019-12-31	$12,909
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$4,881
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$250
2018 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$934,558
Expenses. Total of all expenses incurred	2018-12-31	$94,783
Benefits paid (including direct rollovers)	2018-12-31	$94,758
Total plan assets at end of year	2018-12-31	$2,848,220
Total plan assets at beginning of year	2018-12-31	$2,008,445
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$442,747
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$737,174
Other income received	2018-12-31	$-245,363
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$839,775
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,848,220
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,008,445
Assets. Value of participant loans	2018-12-31	$3,962
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25
2017 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$607,988
Expenses. Total of all expenses incurred	2017-12-31	$57,245
Benefits paid (including direct rollovers)	2017-12-31	$35,959
Total plan assets at end of year	2017-12-31	$2,008,445
Total plan assets at beginning of year	2017-12-31	$1,457,702
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$316,372
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$291,616
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$550,743
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,008,445
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,457,702
Assets. Value of participant loans	2017-12-31	$6,840
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$21,261
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$25
2016 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$427,668
Expenses. Total of all expenses incurred	2016-12-31	$56,749
Benefits paid (including direct rollovers)	2016-12-31	$28,275
Total plan assets at end of year	2016-12-31	$1,457,702
Total plan assets at beginning of year	2016-12-31	$1,086,783
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$321,892
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$105,776
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$370,919
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,457,702
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,086,783
Assets. Value of participant loans	2016-12-31	$15,995
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$28,474
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$247,145
Expenses. Total of all expenses incurred	2015-12-31	$88,156
Benefits paid (including direct rollovers)	2015-12-31	$87,781
Total plan assets at end of year	2015-12-31	$1,086,783
Total plan assets at beginning of year	2015-12-31	$927,794
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$250,788
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-3,643
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$158,989
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,086,783
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$927,794
Assets. Value of participant loans	2015-12-31	$20,731
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$375
2014 : FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) 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	$247,784
Expenses. Total of all expenses incurred	2014-12-31	$2,232
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$927,794
Total plan assets at beginning of year	2014-12-31	$682,242
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$184,328
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$63,456
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$245,552
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$927,794
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$682,242
Assets. Value of participant loans	2014-12-31	$7,778
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$2,232
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

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

2023: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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 & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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 & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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 & FOSTER CONSULTING ACTUARIES, INC. 401(K) 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 & FOSTER CONSULTING ACTUARIES, INC. 401(K) 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 & FOSTER CONSULTING ACTUARIES, INC. 401(K) 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	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 & FOSTER CONSULTING ACTUARIES, INC. 401(K) 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 & FOSTER CONSULTING ACTUARIES, INC. 401(K) 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 & FOSTER CONSULTING ACTUARIES, INC. 401(K) 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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

Plan id#	Filing Submission Date	Name of Administrator
003	2024-01-01	SANDRA HEINRICHS
003	2023-01-01
003	2023-01-01	SANDRA HEINRICHS
003	2022-01-01
003	2022-01-01	SANDRA HEINRICHS
003	2021-01-01
003	2021-01-01	SANDRA HEINRICHS
003	2020-01-01
003	2019-01-01
003	2018-01-01	SANDRA HEINRICHS
003	2017-01-01	SANDRA HEINRICHS
003	2017-01-01	SANDRA HEINRICHS
003	2016-01-01	SANDRA HEINRICHS
003	2015-01-01	SANDRA HEINRICHS
003	2014-01-01	SANDRA HEINRICHS