FROST & CONN, INC. has sponsored the creation of one or more 401k plans.
Additional information about FROST & CONN, INC.
Submission information for form 5500 for 401k plan FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN
401k plan membership statisitcs for FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN
Measure | Date | Value |
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2022: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 15 |
Number of participants with account balances | 2022-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 15 |
Number of participants with account balances | 2021-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 14 |
Number of participants with account balances | 2020-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 14 |
Number of participants with account balances | 2019-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
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 | 1 |
Total of all active and inactive participants | 2018-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 15 |
Number of participants with account balances | 2018-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
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 | 5 |
Total of all active and inactive participants | 2017-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 20 |
Number of participants with account balances | 2017-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2012: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
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 | 7 |
Total of all active and inactive participants | 2012-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 0 |
2011: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 21 |
Number of participants with account balances | 2011-01-01 | 18 |
2010: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 19 |
Number of participants with account balances | 2010-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 21 |
Number of participants with account balances | 2009-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2023 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $775,786 |
Expenses. Total of all expenses incurred | 2023-12-31 | $2,059,924 |
Benefits paid (including direct rollovers) | 2023-12-31 | $2,051,624 |
Total plan assets at end of year | 2023-12-31 | $2,825,286 |
Total plan assets at beginning of year | 2023-12-31 | $4,109,424 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Total contributions received or receivable from participants | 2023-12-31 | $120,745 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $97,000 |
Other income received | 2023-12-31 | $446,939 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $-1,284,138 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,825,286 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,109,424 |
Assets. Value of participant loans | 2023-12-31 | $64,605 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $111,102 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $8,300 |
2022 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-390,357 |
Expenses. Total of all expenses incurred | 2022-12-31 | $109,019 |
Benefits paid (including direct rollovers) | 2022-12-31 | $97,634 |
Total plan assets at end of year | 2022-12-31 | $4,109,424 |
Total plan assets at beginning of year | 2022-12-31 | $4,608,800 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $139,635 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-739,726 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-499,376 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,109,424 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,608,800 |
Assets. Value of participant loans | 2022-12-31 | $82,016 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
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 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $209,734 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $11,385 |
2021 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $703,526 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,033,108 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,020,000 |
Total plan assets at end of year | 2021-12-31 | $4,608,800 |
Total plan assets at beginning of year | 2021-12-31 | $4,938,382 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $150,370 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $16,318 |
Other income received | 2021-12-31 | $430,088 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-329,582 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,608,800 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,938,382 |
Assets. Value of participant loans | 2021-12-31 | $41,112 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
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 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $106,750 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $13,108 |
2020 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $882,563 |
Expenses. Total of all expenses incurred | 2020-12-31 | $753,618 |
Benefits paid (including direct rollovers) | 2020-12-31 | $741,795 |
Total plan assets at end of year | 2020-12-31 | $4,938,382 |
Total plan assets at beginning of year | 2020-12-31 | $4,809,437 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $149,829 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $617,699 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $128,945 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,938,382 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,809,437 |
Assets. Value of participant loans | 2020-12-31 | $82,035 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
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 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $115,035 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $11,823 |
2019 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,009,811 |
Expenses. Total of all expenses incurred | 2019-12-31 | $503,745 |
Benefits paid (including direct rollovers) | 2019-12-31 | $491,932 |
Total plan assets at end of year | 2019-12-31 | $4,809,437 |
Total plan assets at beginning of year | 2019-12-31 | $4,303,371 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $147,238 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $768,542 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $506,066 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,809,437 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,303,371 |
Assets. Value of participant loans | 2019-12-31 | $47,392 |
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 | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $94,031 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $11,813 |
2018 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-112,124 |
Expenses. Total of all expenses incurred | 2018-12-31 | $591,242 |
Benefits paid (including direct rollovers) | 2018-12-31 | $579,546 |
Total plan assets at end of year | 2018-12-31 | $4,303,371 |
Total plan assets at beginning of year | 2018-12-31 | $5,006,737 |
Value of fidelity bond covering the plan | 2018-12-31 | $350,000 |
Total contributions received or receivable from participants | 2018-12-31 | $122,275 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-238,317 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-703,366 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,303,371 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,006,737 |
Assets. Value of participant loans | 2018-12-31 | $59,686 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $3,918 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $11,696 |
2017 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $646,586 |
Expenses. Total of all expenses incurred | 2017-12-31 | $547,405 |
Benefits paid (including direct rollovers) | 2017-12-31 | $536,614 |
Total plan assets at end of year | 2017-12-31 | $5,006,737 |
Total plan assets at beginning of year | 2017-12-31 | $4,907,556 |
Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
Total contributions received or receivable from participants | 2017-12-31 | $122,761 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $434,408 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $99,181 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,006,737 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,907,556 |
Assets. Value of participant loans | 2017-12-31 | $75,575 |
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 | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $89,417 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $10,791 |
2012 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $617,850 |
Expenses. Total of all expenses incurred | 2012-12-31 | $757,278 |
Benefits paid (including direct rollovers) | 2012-12-31 | $750,000 |
Total plan assets at end of year | 2012-12-31 | $3,353,372 |
Total plan assets at beginning of year | 2012-12-31 | $3,492,800 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Total contributions received or receivable from participants | 2012-12-31 | $91,896 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $7,278 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $35,371 |
Other income received | 2012-12-31 | $404,798 |
Net income (gross income less expenses) | 2012-12-31 | $-139,428 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,353,372 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,492,800 |
Assets. Value of participant loans | 2012-12-31 | $55,825 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $85,785 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $152,465 |
Expenses. Total of all expenses incurred | 2011-12-31 | $16,788 |
Benefits paid (including direct rollovers) | 2011-12-31 | $12,620 |
Total plan assets at end of year | 2011-12-31 | $3,493,240 |
Total plan assets at beginning of year | 2011-12-31 | $3,357,563 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Total contributions received or receivable from participants | 2011-12-31 | $96,390 |
Other income received | 2011-12-31 | $-46,331 |
Net income (gross income less expenses) | 2011-12-31 | $135,677 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,493,240 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,357,563 |
Assets. Value of participant loans | 2011-12-31 | $21,913 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $102,406 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,168 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $554,261 |
Expenses. Total of all expenses incurred | 2010-12-31 | $56,062 |
Benefits paid (including direct rollovers) | 2010-12-31 | $51,274 |
Total plan assets at end of year | 2010-12-31 | $3,357,563 |
Total plan assets at beginning of year | 2010-12-31 | $2,859,364 |
Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
Total contributions received or receivable from participants | 2010-12-31 | $95,626 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4,788 |
Other income received | 2010-12-31 | $369,422 |
Net income (gross income less expenses) | 2010-12-31 | $498,199 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,357,563 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,859,364 |
Assets. Value of participant loans | 2010-12-31 | $28,555 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $89,213 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2012 form 5500 responses |
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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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FROST & CONN, INC. EMPLOYEES PROFIT SHARING AND 401(K)PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |