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FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 401k Plan overview

Plan NameFOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02
Plan identification number 001

FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

FOSTER AND ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name:FOSTER AND ASSOCIATES PC
Employer identification number (EIN):364243386
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01JAMES FOSTER
0012016-01-01JAMES FOSTER
0012015-01-01JAMES FOSTER
0012014-01-01JAMES FOSTER
0012013-01-01JAMES FOSTER

Plan Statistics for FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02

401k plan membership statisitcs for FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02

Measure Date Value
2017: FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
2015: FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012

Financial Data on FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02

Measure Date Value
2017 : FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2017 401k financial data
Total income from all sources2017-12-31$21,278
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$290,873
Total plan assets at beginning of year2017-12-31$269,595
Other income received2017-12-31$21,278
Net income (gross income less expenses)2017-12-31$21,278
Net plan assets at end of year (total assets less liabilities)2017-12-31$290,873
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$269,595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2016 401k financial data
Total income from all sources2016-12-31$-26,219
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$269,595
Total plan assets at beginning of year2016-12-31$295,814
Other income received2016-12-31$-26,219
Net income (gross income less expenses)2016-12-31$-26,219
Net plan assets at end of year (total assets less liabilities)2016-12-31$269,595
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$295,814
2015 : FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total income from all sources2015-12-31$-871
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$294,943
Total plan assets at beginning of year2015-12-31$295,814
Total contributions received or receivable from participants2015-12-31$0
Other income received2015-12-31$-871
Net income (gross income less expenses)2015-12-31$-871
Net plan assets at end of year (total assets less liabilities)2015-12-31$294,943
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$295,814
Total contributions received or receivable from employer(s)2015-12-31$0
2014 : FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2014 401k financial data
Total income from all sources2014-12-31$2,175
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$301,604
Total plan assets at beginning of year2014-12-31$299,429
Other income received2014-12-31$2,175
Net income (gross income less expenses)2014-12-31$2,175
Net plan assets at end of year (total assets less liabilities)2014-12-31$301,604
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$299,429
Assets. Value of participant loans2014-12-31$64,512
2013 : FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2013 401k financial data
Total income from all sources2013-12-31$63,978
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$299,429
Total plan assets at beginning of year2013-12-31$235,451
Other income received2013-12-31$63,978
Net income (gross income less expenses)2013-12-31$63,978
Net plan assets at end of year (total assets less liabilities)2013-12-31$299,429
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$235,451
Assets. Value of participant loans2013-12-31$80,148

Form 5500 Responses for FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02

2017: FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOSTER AND ASSOCIATES OWNER ONLY 401K PLAN 1/1/02 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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