FOSTER & PARKER INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2023 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-03-31 | $0 |
| Total plan liabilities at beginning of year | 2023-03-31 | $0 |
| Total income from all sources | 2023-03-31 | $22,285 |
| Expenses. Total of all expenses incurred | 2023-03-31 | $1,069,853 |
| Benefits paid (including direct rollovers) | 2023-03-31 | $1,059,509 |
| Total plan assets at end of year | 2023-03-31 | $0 |
| Total plan assets at beginning of year | 2023-03-31 | $1,047,568 |
| Value of fidelity bond covering the plan | 2023-03-31 | $500,000 |
| Other income received | 2023-03-31 | $22,285 |
| Net income (gross income less expenses) | 2023-03-31 | $-1,047,568 |
| Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $1,047,568 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-03-31 | $10,344 |
| 2022 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2022 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2022-06-30 | $0 |
| Total income from all sources | 2022-06-30 | $-70,935 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $4,154 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $0 |
| Total plan assets at end of year | 2022-06-30 | $1,047,568 |
| Total plan assets at beginning of year | 2022-06-30 | $1,122,657 |
| Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $4,154 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
| Other income received | 2022-06-30 | $-70,935 |
| Noncash contributions received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-75,089 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $1,047,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $1,122,657 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2022-06-30 | $0 |
| Value of corrective distributions | 2022-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-06-30 | $0 |
| 2021 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $0 |
| Total plan liabilities at beginning of year | 2021-06-30 | $0 |
| Total income from all sources | 2021-06-30 | $114,691 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $981,354 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $971,361 |
| Total plan assets at end of year | 2021-06-30 | $1,122,657 |
| Total plan assets at beginning of year | 2021-06-30 | $1,989,320 |
| Value of fidelity bond covering the plan | 2021-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $9,993 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
| Other income received | 2021-06-30 | $114,691 |
| Net income (gross income less expenses) | 2021-06-30 | $-866,663 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $1,122,657 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $1,989,320 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| 2020 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-06-30 | $0 |
| Total plan liabilities at end of year | 2020-06-30 | $1,893 |
| Total plan liabilities at beginning of year | 2020-06-30 | $10,414 |
| Total income from all sources | 2020-06-30 | $10,008 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $2,202,732 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $2,195,752 |
| Total plan assets at end of year | 2020-06-30 | $6,477,630 |
| Total plan assets at beginning of year | 2020-06-30 | $8,678,875 |
| Value of fidelity bond covering the plan | 2020-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $6,980 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
| Other income received | 2020-06-30 | $10,008 |
| Noncash contributions received | 2020-06-30 | $0 |
| Net income (gross income less expenses) | 2020-06-30 | $-2,192,724 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $6,475,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $8,668,461 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $0 |
| 2019 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-06-30 | $0 |
| Total plan liabilities at end of year | 2019-06-30 | $10,414 |
| Total plan liabilities at beginning of year | 2019-06-30 | $1,893 |
| Total income from all sources | 2019-06-30 | $4,860,262 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $30,747 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $20,341 |
| Total plan assets at end of year | 2019-06-30 | $8,678,875 |
| Total plan assets at beginning of year | 2019-06-30 | $3,840,839 |
| Value of fidelity bond covering the plan | 2019-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $101,377 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $4,643,725 |
| Noncash contributions received | 2019-06-30 | $0 |
| Net income (gross income less expenses) | 2019-06-30 | $4,829,515 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $8,668,461 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $3,838,946 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $115,160 |
| Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
| Value of corrective distributions | 2019-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $10,406 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-06-30 | $0 |
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $512,893 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $26,824 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $26,349 |
| Total plan assets at end of year | 2017-06-30 | $3,603,486 |
| Total plan assets at beginning of year | 2017-06-30 | $3,117,417 |
| Value of fidelity bond covering the plan | 2017-06-30 | $350,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $112,785 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $274,493 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $486,069 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $3,603,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $3,117,417 |
| Assets. Value of employer securities | 2017-06-30 | $589,141 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $125,615 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $475 |
| 2016 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $381,361 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $12,655 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $12,505 |
| Total plan assets at end of year | 2016-06-30 | $3,117,417 |
| Total plan assets at beginning of year | 2016-06-30 | $2,748,711 |
| Value of fidelity bond covering the plan | 2016-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $114,722 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $95,813 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $368,706 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $3,117,417 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $2,748,711 |
| Assets. Value of employer securities | 2016-06-30 | $597,047 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $170,826 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $320,031 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $49,558 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $49,508 |
| Total plan assets at end of year | 2015-06-30 | $2,748,711 |
| Total plan assets at beginning of year | 2015-06-30 | $2,478,238 |
| Value of fidelity bond covering the plan | 2015-06-30 | $225,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $91,923 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $76,737 |
| Other income received | 2015-06-30 | $26,828 |
| Net income (gross income less expenses) | 2015-06-30 | $270,473 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $2,748,711 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,478,238 |
| Assets. Value of employer securities | 2015-06-30 | $527,585 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $124,543 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $50 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $650,090 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $90,863 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $90,838 |
| Total plan assets at end of year | 2014-06-30 | $2,478,238 |
| Total plan assets at beginning of year | 2014-06-30 | $1,919,011 |
| Value of fidelity bond covering the plan | 2014-06-30 | $225,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $81,274 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $111,040 |
| Other income received | 2014-06-30 | $289,063 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $559,227 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $2,478,238 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,919,011 |
| Assets. Value of employer securities | 2014-06-30 | $515,041 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $168,713 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $25 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $282,165 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $369,112 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $369,087 |
| Total plan assets at end of year | 2013-06-30 | $1,919,011 |
| Total plan assets at beginning of year | 2013-06-30 | $2,005,958 |
| Value of fidelity bond covering the plan | 2013-06-30 | $225,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $71,146 |
| Other income received | 2013-06-30 | $110,665 |
| Net income (gross income less expenses) | 2013-06-30 | $-86,947 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,919,011 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $2,005,958 |
| Assets. Value of employer securities | 2013-06-30 | $511,677 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $100,354 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $25 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2022: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | Yes |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
