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PAUL H. FOSTER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NamePAUL H. FOSTER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 002

PAUL H. FOSTER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.

401k Sponsoring company profile

PAUL H. FOSTER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PAUL H. FOSTER & ASSOCIATES, INC.
Employer identification number (EIN):363893569
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL H. FOSTER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-03-01PAUL H. FOSTER2018-11-14 PAUL H. FOSTER2018-11-14
0022016-03-01PAUL H. FOSTER2017-09-27
0022015-03-01PAUL H. FOSTER2017-02-23
0022014-03-01PAUL H. FOSTER2017-02-23
0022013-03-01PAUL H. FOSTER2017-02-07
0022012-03-01PAUL H. FOSTER2017-02-07
0022011-03-01PAUL H. FOSTER2017-02-07
0022010-03-01PAUL H. FOSTER2017-02-07
0022009-03-01PAUL H. FOSTER2017-02-07
0022008-03-01PAUL H. FOSTER

Financial Data on PAUL H. FOSTER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2009 : PAUL H. FOSTER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k financial data
Transfers to/from the plan2009-02-28$0
Total plan liabilities at end of year2009-02-28$0
Total plan liabilities at beginning of year2009-02-28$0
Total income from all sources2009-02-28$-37,511
Expenses. Total of all expenses incurred2009-02-28$0
Benefits paid (including direct rollovers)2009-02-28$0
Total plan assets at end of year2009-02-28$1,090,871
Total plan assets at beginning of year2009-02-28$1,128,382
Value of fidelity bond covering the plan2009-02-28$150,000
Total contributions received or receivable from participants2009-02-28$0
Expenses. Other expenses not covered elsewhere2009-02-28$0
Contributions received from other sources (not participants or employers)2009-02-28$0
Other income received2009-02-28$-37,511
Noncash contributions received2009-02-28$0
Net income (gross income less expenses)2009-02-28$-37,511
Net plan assets at end of year (total assets less liabilities)2009-02-28$1,090,871
Net plan assets at beginning of year (total assets less liabilities)2009-02-28$1,128,382
Total contributions received or receivable from employer(s)2009-02-28$0
Value of certain deemed distributions of participant loans2009-02-28$0
Value of corrective distributions2009-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2009-02-28$0

Form 5500 Responses for PAUL H. FOSTER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST

2008: PAUL H. FOSTER & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2008 form 5500 responses
2008-03-01Type of plan entitySingle employer plan
2008-03-01Submission has been amendedNo
2008-03-01This submission is the final filingNo
2008-03-01This return/report is a short plan year return/report (less than 12 months)No
2008-03-01Plan is a collectively bargained planNo
2008-03-01Plan funding arrangement – TrustYes
2008-03-01Plan benefit arrangement - TrustYes

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