401k Plan data: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN plan

FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN
Plan identification number	004

FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related

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 DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 SANDRA HEINRICHS 2024-10-15 SANDRA HEINRICHS 2024-10-15
004 2022-01-01 SANDRA HEINRICHS 2023-10-19 SANDRA HEINRICHS 2023-10-19
004 2021-01-01 SANDRA HEINRICHS 2023-02-15 SANDRA HEINRICHS 2023-02-15
004 2020-01-01 SANDRA HEINRICHS 2021-10-15 SANDRA HEINRICHS 2021-10-15
004 2019-01-01 SANDRA HEINRICHS 2020-10-13 SANDRA HEINRICHS 2020-10-13
004 2018-01-01 SANDRA HEINRICHS 2019-10-14 SANDRA HEINRICHS 2019-10-14
004 2017-01-01 SANDRA HEINRICHS 2018-10-16 SANDRA HEINRICHS 2018-10-16
004 2016-01-01 SANDRA HEINRICHS 2017-10-16 SANDRA HEINRICHS 2017-10-16
004 2015-01-01 SANDRA HEINRICHS 2017-10-02 SANDRA HEINRICHS 2017-10-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	SANDRA HEINRICHS	2024-10-15	SANDRA HEINRICHS	2024-10-15
004	2022-01-01	SANDRA HEINRICHS	2023-10-19	SANDRA HEINRICHS	2023-10-19
004	2021-01-01	SANDRA HEINRICHS	2023-02-15	SANDRA HEINRICHS	2023-02-15
004	2020-01-01	SANDRA HEINRICHS	2021-10-15	SANDRA HEINRICHS	2021-10-15
004	2019-01-01	SANDRA HEINRICHS	2020-10-13	SANDRA HEINRICHS	2020-10-13
004	2018-01-01	SANDRA HEINRICHS	2019-10-14	SANDRA HEINRICHS	2019-10-14
004	2017-01-01	SANDRA HEINRICHS	2018-10-16	SANDRA HEINRICHS	2018-10-16
004	2016-01-01	SANDRA HEINRICHS	2017-10-16	SANDRA HEINRICHS	2017-10-16
004	2015-01-01	SANDRA HEINRICHS	2017-10-02	SANDRA HEINRICHS	2017-10-02

Plan Statistics for FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-15 105
Total number of particpants at end of year 2025-10-15 101
2024: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-15 104
Total number of particpants at end of year 2024-10-15 93
2022: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,462,525
Acturial value of plan assets 2022-12-31 5,462,525
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 580,910
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 285,368
Active participant vested funding target 2022-12-31 1,881,378
Number of active participants 2022-12-31 71
Total funding liabilities for active participants 2022-12-31 2,535,516
Total participant count 2022-12-31 80
Total funding target for all participants 2022-12-31 3,401,794
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 600,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 567,936
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 568,344
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 567,936
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,353,982
Acturial value of plan assets 2021-12-31 4,353,982
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 412,162
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 322,018
Active participant vested funding target 2021-12-31 1,458,063
Number of active participants 2021-12-31 80
Total funding liabilities for active participants 2021-12-31 2,046,687
Total participant count 2021-12-31 87
Total funding target for all participants 2021-12-31 2,780,867
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 667,731
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 705,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 568,861
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,010,366
Acturial value of plan assets 2020-12-31 3,010,366
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 244,385
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 100,962
Active participant vested funding target 2020-12-31 1,539,550
Number of active participants 2020-12-31 62
Total funding liabilities for active participants 2020-12-31 1,975,560
Total participant count 2020-12-31 66
Total funding target for all participants 2020-12-31 2,320,907
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 201,363
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 213,243
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 700,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 667,731
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 395,485
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 667,731
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,992,755
Acturial value of plan assets 2019-12-31 1,992,755
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 224,063
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,251,943
Number of active participants 2019-12-31 64
Total funding liabilities for active participants 2019-12-31 1,564,549
Total participant count 2019-12-31 66
Total funding target for all participants 2019-12-31 1,788,612
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 434,894
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 461,336
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 400,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 384,780
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 387,560
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 183,417
Additional cash requirement 2019-12-31 183,417
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 384,780
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,666,793
Acturial value of plan assets 2018-12-31 1,666,793
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 43,362
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,056,474
Number of active participants 2018-12-31 47
Total funding liabilities for active participants 2018-12-31 1,242,269
Total participant count 2018-12-31 48
Total funding target for all participants 2018-12-31 1,285,631
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 288,809
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 290,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 450,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 434,894
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 283,378
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 434,894
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,119,560
Acturial value of plan assets 2017-12-31 1,119,560
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 42,781
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 571,111
Number of active participants 2017-12-31 39
Total funding liabilities for active participants 2017-12-31 833,643
Total participant count 2017-12-31 40
Total funding target for all participants 2017-12-31 876,424
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 201,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 214,127
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 300,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 288,809
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 209,158
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 288,809
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 754,964
Acturial value of plan assets 2016-12-31 754,964
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 412,665
Number of active participants 2016-12-31 35
Total funding liabilities for active participants 2016-12-31 610,974
Total participant count 2016-12-31 35
Total funding target for all participants 2016-12-31 610,974
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 189,579
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 202,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 250,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 239,782
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 182,638
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 38,648
Additional cash requirement 2016-12-31 38,648
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 239,782
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-15	105
Total number of particpants at end of year	2025-10-15	101
2024: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-15	104
Total number of particpants at end of year	2024-10-15	93
2022: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,462,525
Acturial value of plan assets	2022-12-31	5,462,525
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	580,910
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	285,368
Active participant vested funding target	2022-12-31	1,881,378
Number of active participants	2022-12-31	71
Total funding liabilities for active participants	2022-12-31	2,535,516
Total participant count	2022-12-31	80
Total funding target for all participants	2022-12-31	3,401,794
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	600,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	567,936
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	568,344
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	567,936
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,353,982
Acturial value of plan assets	2021-12-31	4,353,982
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	412,162
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	322,018
Active participant vested funding target	2021-12-31	1,458,063
Number of active participants	2021-12-31	80
Total funding liabilities for active participants	2021-12-31	2,046,687
Total participant count	2021-12-31	87
Total funding target for all participants	2021-12-31	2,780,867
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	667,731
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	705,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	568,861
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,010,366
Acturial value of plan assets	2020-12-31	3,010,366
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	244,385
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	100,962
Active participant vested funding target	2020-12-31	1,539,550
Number of active participants	2020-12-31	62
Total funding liabilities for active participants	2020-12-31	1,975,560
Total participant count	2020-12-31	66
Total funding target for all participants	2020-12-31	2,320,907
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	201,363
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	213,243
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	700,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	667,731
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	395,485
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	667,731
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,992,755
Acturial value of plan assets	2019-12-31	1,992,755
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	224,063
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,251,943
Number of active participants	2019-12-31	64
Total funding liabilities for active participants	2019-12-31	1,564,549
Total participant count	2019-12-31	66
Total funding target for all participants	2019-12-31	1,788,612
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	434,894
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	461,336
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	400,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	384,780
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	387,560
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	183,417
Additional cash requirement	2019-12-31	183,417
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	384,780
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,666,793
Acturial value of plan assets	2018-12-31	1,666,793
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	43,362
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,056,474
Number of active participants	2018-12-31	47
Total funding liabilities for active participants	2018-12-31	1,242,269
Total participant count	2018-12-31	48
Total funding target for all participants	2018-12-31	1,285,631
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	288,809
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	290,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	450,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	434,894
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	283,378
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	434,894
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,119,560
Acturial value of plan assets	2017-12-31	1,119,560
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	42,781
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	571,111
Number of active participants	2017-12-31	39
Total funding liabilities for active participants	2017-12-31	833,643
Total participant count	2017-12-31	40
Total funding target for all participants	2017-12-31	876,424
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	201,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	214,127
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	300,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	288,809
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	209,158
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	288,809
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	754,964
Acturial value of plan assets	2016-12-31	754,964
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	412,665
Number of active participants	2016-12-31	35
Total funding liabilities for active participants	2016-12-31	610,974
Total participant count	2016-12-31	35
Total funding target for all participants	2016-12-31	610,974
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	189,579
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	202,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	250,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	239,782
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	182,638
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	38,648
Additional cash requirement	2016-12-31	38,648
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	239,782
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2025 : FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-15	58463
Net assets as of the end of the plan year	2025-10-15	9019306
Total assets as of the beginning of the plan year	2025-10-15	6860749
Other income to plan in this plan year	2025-10-15	1617020
Plan net income in this plan year	2025-10-15	2158557
Net assets as of the end of the plan year	2025-10-15	9019306
Net assets as of the beginning of the plan year	2025-10-15	6860749
Employer contributions to plan in this plan year	2025-10-15	600000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-15	0
2024 : FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-15	0
Total liabilities as of the end of the plan year	2024-10-15	0
Total liabilities as of the beginning of the plan year	2024-10-15	0
Total expenses incurred by plan in this plan year	2024-10-15	52488
Net assets as of the end of the plan year	2024-10-15	6860749
Total assets as of the beginning of the plan year	2024-10-15	5038134
Participant contributions to plan in this plan year	2024-10-15	0
Other expenses paid from plan in this plan year	2024-10-15	0
Other contributions to plan in this plan year	2024-10-15	0
Other income to plan in this plan year	2024-10-15	1275103
Plan net income in this plan year	2024-10-15	1822615
Net assets as of the end of the plan year	2024-10-15	6860749
Net assets as of the beginning of the plan year	2024-10-15	5038134
Employer contributions to plan in this plan year	2024-10-15	600000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-15	0

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