PETER C. FOY & ASSOCIATES INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.
Additional information about PETER C. FOY & ASSOCIATES INSURANCE SERVICES, INC.
Submission information for form 5500 for 401k plan FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN
401k plan membership statisitcs for FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN
Measure | Date | Value |
---|
2018: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 77 |
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 | 12 |
Total of all active and inactive participants | 2018-01-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 89 |
Number of participants with account balances | 2018-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 23 |
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 | 7 |
Total of all active and inactive participants | 2017-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 30 |
Number of participants with account balances | 2017-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 25 |
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 | 6 |
Total of all active and inactive participants | 2016-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 31 |
Number of participants with account balances | 2016-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 29 |
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 | 7 |
Total of all active and inactive participants | 2015-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 36 |
Number of participants with account balances | 2015-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
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 | 5 |
Total of all active and inactive participants | 2014-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 33 |
Number of participants with account balances | 2014-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 31 |
Number of participants with account balances | 2013-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 33 |
Number of participants with account balances | 2012-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
Measure | Date | Value |
---|
2018 : FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $2,018,846 |
Expenses. Total of all expenses incurred | 2018-12-31 | $49,451 |
Benefits paid (including direct rollovers) | 2018-12-31 | $40,656 |
Total plan assets at end of year | 2018-12-31 | $6,429,821 |
Total plan assets at beginning of year | 2018-12-31 | $4,460,426 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $274,834 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $1,342,135 |
Other income received | 2018-12-31 | $322,540 |
Net income (gross income less expenses) | 2018-12-31 | $1,969,395 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,429,821 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,460,426 |
Assets. Value of participant loans | 2018-12-31 | $46,905 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $32,000 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $2,344,500 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $1,803 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $79,337 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $8,795 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $1,628,626 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,644 |
Total plan assets at end of year | 2017-12-31 | $4,460,426 |
Total plan assets at beginning of year | 2017-12-31 | $2,834,444 |
Value of fidelity bond covering the plan | 2017-12-31 | $2,400,000 |
Total contributions received or receivable from participants | 2017-12-31 | $174,683 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $60 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $66,483 |
Other income received | 2017-12-31 | $1,367,775 |
Noncash contributions received | 2017-12-31 | $1,367,775 |
Net income (gross income less expenses) | 2017-12-31 | $1,625,982 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,460,426 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,834,444 |
Assets. Value of participant loans | 2017-12-31 | $58,334 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $32,000 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $1,875,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $19,685 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $2,584 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $349,916 |
Expenses. Total of all expenses incurred | 2016-12-31 | $93,196 |
Benefits paid (including direct rollovers) | 2016-12-31 | $73,284 |
Total plan assets at end of year | 2016-12-31 | $2,834,444 |
Total plan assets at beginning of year | 2016-12-31 | $2,577,724 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,060,000 |
Total contributions received or receivable from participants | 2016-12-31 | $129,414 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $19,912 |
Other income received | 2016-12-31 | $204,144 |
Net income (gross income less expenses) | 2016-12-31 | $256,720 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,834,444 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,577,724 |
Assets. Value of participant loans | 2016-12-31 | $23,148 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $18,000 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $744,600 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $16,358 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $181,740 |
Expenses. Total of all expenses incurred | 2015-12-31 | $12,446 |
Benefits paid (including direct rollovers) | 2015-12-31 | $232 |
Total plan assets at end of year | 2015-12-31 | $2,577,724 |
Total plan assets at beginning of year | 2015-12-31 | $2,408,430 |
Value of fidelity bond covering the plan | 2015-12-31 | $920,000 |
Total contributions received or receivable from participants | 2015-12-31 | $127,256 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $12,147 |
Other income received | 2015-12-31 | $38,509 |
Net income (gross income less expenses) | 2015-12-31 | $169,294 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,577,724 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,408,430 |
Assets. Value of participant loans | 2015-12-31 | $31,153 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $625,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $15,975 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $67 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k financial data |
---|
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 | $327,912 |
Expenses. Total of all expenses incurred | 2014-12-31 | $12,252 |
Total plan assets at end of year | 2014-12-31 | $2,408,430 |
Total plan assets at beginning of year | 2014-12-31 | $2,092,770 |
Value of fidelity bond covering the plan | 2014-12-31 | $920,000 |
Total contributions received or receivable from participants | 2014-12-31 | $109,465 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $12,210 |
Other income received | 2014-12-31 | $200,623 |
Net income (gross income less expenses) | 2014-12-31 | $315,660 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,408,430 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,092,770 |
Assets. Value of participant loans | 2014-12-31 | $47,392 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $560,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $17,824 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $42 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $509,270 |
Expenses. Total of all expenses incurred | 2013-12-31 | $89,445 |
Benefits paid (including direct rollovers) | 2013-12-31 | $63,421 |
Total plan assets at end of year | 2013-12-31 | $2,092,770 |
Total plan assets at beginning of year | 2013-12-31 | $1,672,945 |
Value of fidelity bond covering the plan | 2013-12-31 | $820,000 |
Total contributions received or receivable from participants | 2013-12-31 | $106,977 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $111,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $25,863 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $84,102 |
Other income received | 2013-12-31 | $298,947 |
Net income (gross income less expenses) | 2013-12-31 | $419,825 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,092,770 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,672,945 |
Assets. Value of participant loans | 2013-12-31 | $60,042 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $497,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $19,244 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $161 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $340,965 |
Expenses. Total of all expenses incurred | 2012-12-31 | $260,817 |
Benefits paid (including direct rollovers) | 2012-12-31 | $257,445 |
Total plan assets at end of year | 2012-12-31 | $1,672,945 |
Total plan assets at beginning of year | 2012-12-31 | $1,592,797 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $130,810 |
Other income received | 2012-12-31 | $188,495 |
Net income (gross income less expenses) | 2012-12-31 | $80,148 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,672,945 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,592,797 |
Assets. Value of participant loans | 2012-12-31 | $34,433 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $390,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $21,660 |
Value of corrective distributions | 2012-12-31 | $944 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,428 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2018: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING 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 – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING 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 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING 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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING 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 – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING 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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FOY & ASSOCIATES 401(K) CASH OR DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |