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ROSS, MARSH & FOSTER PROFIT SHARING PLAN 401k Plan overview

Plan NameROSS, MARSH & FOSTER PROFIT SHARING PLAN
Plan identification number 001

ROSS, MARSH & FOSTER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

ROSS, MARSH & FOSTER has sponsored the creation of one or more 401k plans.

Company Name:ROSS, MARSH & FOSTER
Employer identification number (EIN):530214335
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSS, MARSH & FOSTER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JOHN M. BIXLER
0012015-01-01JOHN M. BIXLER
0012014-01-01JOHN M. BIXLER JOHN M. BIXLER2015-10-14
0012013-01-01JOHN M. BIXLER
0012012-01-01JOHN M. BIXLER
0012011-01-01JOHN M. BIXLER
0012009-01-01JOHN M. BIXLER

Plan Statistics for ROSS, MARSH & FOSTER PROFIT SHARING PLAN

401k plan membership statisitcs for ROSS, MARSH & FOSTER PROFIT SHARING PLAN

Measure Date Value
2016: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROSS, MARSH & FOSTER PROFIT SHARING PLAN

Measure Date Value
2016 : ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-02-29$0
Total income from all sources2016-02-29$-17
Expenses. Total of all expenses incurred2016-02-29$222
Benefits paid (including direct rollovers)2016-02-29$222
Total plan assets at end of year2016-02-29$0
Total plan assets at beginning of year2016-02-29$239
Value of fidelity bond covering the plan2016-02-29$500,000
Other income received2016-02-29$-17
Net income (gross income less expenses)2016-02-29$-239
Net plan assets at end of year (total assets less liabilities)2016-02-29$0
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Funding deficiency by the employer to the plan for this plan year2016-02-29$0
Minimum employer required contribution for this plan year2016-02-29$0
Amount contributed by the employer to the plan for this plan year2016-02-29$0
2015 : ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$48,363
Expenses. Total of all expenses incurred2015-12-31$1,605,346
Benefits paid (including direct rollovers)2015-12-31$1,605,346
Total plan assets at end of year2015-12-31$239
Total plan assets at beginning of year2015-12-31$1,557,222
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$48,363
Net income (gross income less expenses)2015-12-31$-1,556,983
Net plan assets at end of year (total assets less liabilities)2015-12-31$239
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,557,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$196,655
Expenses. Total of all expenses incurred2014-12-31$1,248,094
Benefits paid (including direct rollovers)2014-12-31$1,248,094
Total plan assets at end of year2014-12-31$1,557,222
Total plan assets at beginning of year2014-12-31$2,608,661
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$1,550
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$194,717
Net income (gross income less expenses)2014-12-31$-1,051,439
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,557,222
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,608,661
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$388
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$477,922
Expenses. Total of all expenses incurred2013-12-31$126,029
Benefits paid (including direct rollovers)2013-12-31$94,510
Total plan assets at end of year2013-12-31$2,608,661
Total plan assets at beginning of year2013-12-31$2,256,768
Total contributions received or receivable from participants2013-12-31$4,300
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$472,547
Net income (gross income less expenses)2013-12-31$351,893
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,608,661
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,256,768
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$1,075
Value of certain deemed distributions of participant loans2013-12-31$31,519
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$278,568
Expenses. Total of all expenses incurred2012-12-31$782,591
Benefits paid (including direct rollovers)2012-12-31$750,921
Total plan assets at end of year2012-12-31$2,256,768
Total plan assets at beginning of year2012-12-31$2,760,791
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$4,800
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$272,568
Net income (gross income less expenses)2012-12-31$-504,023
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,256,768
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,760,791
Assets. Value of participant loans2012-12-31$20,626
Total contributions received or receivable from employer(s)2012-12-31$1,200
Value of certain deemed distributions of participant loans2012-12-31$31,670
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,858
Expenses. Total of all expenses incurred2011-12-31$273,768
Benefits paid (including direct rollovers)2011-12-31$273,768
Total plan assets at end of year2011-12-31$2,760,791
Total plan assets at beginning of year2011-12-31$3,027,701
Total contributions received or receivable from participants2011-12-31$5,100
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$483
Net income (gross income less expenses)2011-12-31$-266,910
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,760,791
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,027,701
Assets. Value of participant loans2011-12-31$59,461
Total contributions received or receivable from employer(s)2011-12-31$1,275
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$286,868
Expenses. Total of all expenses incurred2010-12-31$95,419
Benefits paid (including direct rollovers)2010-12-31$95,419
Total plan assets at end of year2010-12-31$3,027,701
Total plan assets at beginning of year2010-12-31$2,836,252
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$7,200
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$277,868
Net income (gross income less expenses)2010-12-31$191,449
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,027,701
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,836,252
Assets. Value of participant loans2010-12-31$65,490
Total contributions received or receivable from employer(s)2010-12-31$1,800
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ROSS, MARSH & FOSTER PROFIT SHARING PLAN

2016: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 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: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 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: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 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
2012: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROSS, MARSH & FOSTER PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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