401k Plan data: AVREAFOSTER 401(K) RETIREMENT PLAN plan

AVREAFOSTER 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	AVREAFOSTER 401(K) RETIREMENT PLAN
Plan identification number	001

AVREAFOSTER 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

AVREAFOSTER INC. has sponsored the creation of one or more 401k plans.

Company Name: AVREAFOSTER INC.

Employer identification number (EIN): 452557386

NAIC Classification: 541800

Additional information about AVREAFOSTER INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-06-15

Company Identification Number: 0801440161

Legal Registered Office Address: 500 N AKARD ST STE 2000

DALLAS
United States of America (USA)
75201

More information about AVREAFOSTER INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVREAFOSTER 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 DAVID FOSTER 2017-08-08
001 2015-01-01 FRANK J MARIO 2016-07-30
001 2014-01-01 BRANDEE FREEMAN 2015-06-25
001 2013-01-01 SHARON WAKE DAVE FOSTER 2014-05-14
001 2012-01-01 SHARON WAKE DAVE FOSTER 2014-04-10
001 2011-07-01 SHARON WAKE DAVE FOSTER 2012-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	DAVID FOSTER	2017-08-08
001	2015-01-01	FRANK J MARIO	2016-07-30
001	2014-01-01	BRANDEE FREEMAN	2015-06-25
001	2013-01-01	SHARON WAKE		DAVE FOSTER	2014-05-14
001	2012-01-01	SHARON WAKE		DAVE FOSTER	2014-04-10
001	2011-07-01	SHARON WAKE		DAVE FOSTER	2012-07-27

Plan Statistics for AVREAFOSTER 401(K) RETIREMENT PLAN

401k plan membership statisitcs for AVREAFOSTER 401(K) RETIREMENT PLAN

Measure Date Value
2013: AVREAFOSTER 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
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 3
Total of all active and inactive participants 2013-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 26
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 2
2012: AVREAFOSTER 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 31
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 1
Total of all active and inactive participants 2012-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 32
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: AVREAFOSTER 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 21
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 21
Number of participants with account balances 2011-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0

Measure	Date	Value
2013: AVREAFOSTER 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
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	3
Total of all active and inactive participants	2013-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	26
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	2
2012: AVREAFOSTER 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	31
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	1
Total of all active and inactive participants	2012-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	32
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: AVREAFOSTER 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	21
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	21
Number of participants with account balances	2011-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0

Financial Data on AVREAFOSTER 401(K) RETIREMENT PLAN

Measure	Date	Value
2013 : AVREAFOSTER 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$473,725
Expenses. Total of all expenses incurred	2013-12-31	$124,994
Benefits paid (including direct rollovers)	2013-12-31	$120,758
Total plan assets at end of year	2013-12-31	$1,885,767
Total plan assets at beginning of year	2013-12-31	$1,537,036
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$129,181
Contributions received from other sources (not participants or employers)	2013-12-31	$62,509
Other income received	2013-12-31	$214,028
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$348,731
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,885,767
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,537,036
Total contributions received or receivable from employer(s)	2013-12-31	$68,007
Value of corrective distributions	2013-12-31	$4,191
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$45
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : AVREAFOSTER 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,529,039
Expenses. Total of all expenses incurred	2012-12-31	$519
Benefits paid (including direct rollovers)	2012-12-31	$469
Total plan assets at end of year	2012-12-31	$1,537,036
Total plan assets at beginning of year	2012-12-31	$8,516
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$123,148
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Contributions received from other sources (not participants or employers)	2012-12-31	$1,234,608
Other income received	2012-12-31	$102,884
Net income (gross income less expenses)	2012-12-31	$1,528,520
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,537,036
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,516
Total contributions received or receivable from employer(s)	2012-12-31	$68,399
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : AVREAFOSTER 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$8,516
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$8,516
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$8,516
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$0
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$8,516
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,516
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for AVREAFOSTER 401(K) RETIREMENT PLAN

2013: AVREAFOSTER 401(K) RETIREMENT 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: AVREAFOSTER 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: AVREAFOSTER 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	First time form 5500 has been submitted	Yes
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104017

Policy instance

Insurance contract or identification number	104017
Number of Individuals Covered	26
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $5,974
Total amount of fees paid to insurance company	USD $3,269
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,974
Insurance broker organization code?	3
Amount paid for insurance broker fees	3269
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker name	WAKE FINANCIAL GROUP, INC.

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Company Name:	AVREAFOSTER INC.
Employer identification number (EIN):	452557386
NAIC Classification:	541800

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-06-15
Company Identification Number:	0801440161
Legal Registered Office Address:	500 N AKARD ST STE 2000 DALLAS United States of America (USA) 75201