FOLBRE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about FOLBRE & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2020: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2019-01-01 | 8 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2020 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $278,258 |
Expenses. Total of all expenses incurred | 2020-12-31 | $80,313 |
Benefits paid (including direct rollovers) | 2020-12-31 | $67,411 |
Total plan assets at end of year | 2020-12-31 | $1,245,202 |
Total plan assets at beginning of year | 2020-12-31 | $1,047,257 |
Value of fidelity bond covering the plan | 2020-12-31 | $125,000 |
Total contributions received or receivable from participants | 2020-12-31 | $28,290 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $100,177 |
Other income received | 2020-12-31 | $102,932 |
Net income (gross income less expenses) | 2020-12-31 | $197,945 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,245,202 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,047,257 |
Assets. Value of participant loans | 2020-12-31 | $14,812 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $46,859 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $12,902 |
2019 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $198,491 |
Expenses. Total of all expenses incurred | 2019-12-31 | $51,029 |
Benefits paid (including direct rollovers) | 2019-12-31 | $40,831 |
Total plan assets at end of year | 2019-12-31 | $1,047,257 |
Total plan assets at beginning of year | 2019-12-31 | $899,795 |
Value of fidelity bond covering the plan | 2019-12-31 | $125,000 |
Total contributions received or receivable from participants | 2019-12-31 | $27,940 |
Other income received | 2019-12-31 | $122,199 |
Net income (gross income less expenses) | 2019-12-31 | $147,462 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,047,257 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $899,795 |
Assets. Value of participant loans | 2019-12-31 | $17,810 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $48,352 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $10,198 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $46,897 |
Expenses. Total of all expenses incurred | 2018-12-31 | $59,796 |
Benefits paid (including direct rollovers) | 2018-12-31 | $50,163 |
Total plan assets at end of year | 2018-12-31 | $899,795 |
Total plan assets at beginning of year | 2018-12-31 | $912,694 |
Value of fidelity bond covering the plan | 2018-12-31 | $125,000 |
Total contributions received or receivable from participants | 2018-12-31 | $26,560 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-27,243 |
Net income (gross income less expenses) | 2018-12-31 | $-12,899 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $899,795 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $912,694 |
Assets. Value of participant loans | 2018-12-31 | $12,219 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $47,580 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,633 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $182,673 |
Expenses. Total of all expenses incurred | 2017-12-31 | $44,985 |
Benefits paid (including direct rollovers) | 2017-12-31 | $36,256 |
Total plan assets at end of year | 2017-12-31 | $912,694 |
Total plan assets at beginning of year | 2017-12-31 | $775,006 |
Value of fidelity bond covering the plan | 2017-12-31 | $125,000 |
Total contributions received or receivable from participants | 2017-12-31 | $27,550 |
Other income received | 2017-12-31 | $108,330 |
Net income (gross income less expenses) | 2017-12-31 | $137,688 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $912,694 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $775,006 |
Assets. Value of participant loans | 2017-12-31 | $14,320 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $46,793 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,729 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $128,456 |
Expenses. Total of all expenses incurred | 2016-12-31 | $65,884 |
Benefits paid (including direct rollovers) | 2016-12-31 | $58,293 |
Total plan assets at end of year | 2016-12-31 | $775,006 |
Total plan assets at beginning of year | 2016-12-31 | $712,434 |
Value of fidelity bond covering the plan | 2016-12-31 | $125,000 |
Total contributions received or receivable from participants | 2016-12-31 | $27,379 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $1,237 |
Other income received | 2016-12-31 | $56,028 |
Net income (gross income less expenses) | 2016-12-31 | $62,572 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $775,006 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $712,434 |
Assets. Value of participant loans | 2016-12-31 | $11,356 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $43,812 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,591 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $51,677 |
Expenses. Total of all expenses incurred | 2015-12-31 | $27,600 |
Benefits paid (including direct rollovers) | 2015-12-31 | $20,637 |
Total plan assets at end of year | 2015-12-31 | $712,434 |
Total plan assets at beginning of year | 2015-12-31 | $688,357 |
Value of fidelity bond covering the plan | 2015-12-31 | $125,000 |
Total contributions received or receivable from participants | 2015-12-31 | $26,837 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6,963 |
Other income received | 2015-12-31 | $-22,160 |
Net income (gross income less expenses) | 2015-12-31 | $24,077 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $712,434 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $688,357 |
Assets. Value of participant loans | 2015-12-31 | $6,667 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $47,000 |
2014 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $87,695 |
Expenses. Total of all expenses incurred | 2014-12-31 | $59,336 |
Benefits paid (including direct rollovers) | 2014-12-31 | $52,241 |
Total plan assets at end of year | 2014-12-31 | $688,357 |
Total plan assets at beginning of year | 2014-12-31 | $659,998 |
Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
Total contributions received or receivable from participants | 2014-12-31 | $19,331 |
Other income received | 2014-12-31 | $13,464 |
Net income (gross income less expenses) | 2014-12-31 | $28,359 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $688,357 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $659,998 |
Assets. Value of participant loans | 2014-12-31 | $12,027 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $54,900 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,095 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $130,538 |
Expenses. Total of all expenses incurred | 2013-12-31 | $91,326 |
Benefits paid (including direct rollovers) | 2013-12-31 | $83,491 |
Total plan assets at end of year | 2013-12-31 | $659,998 |
Total plan assets at beginning of year | 2013-12-31 | $620,786 |
Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
Total contributions received or receivable from participants | 2013-12-31 | $5,304 |
Other income received | 2013-12-31 | $125,234 |
Net income (gross income less expenses) | 2013-12-31 | $39,212 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $659,998 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $620,786 |
Assets. Value of participant loans | 2013-12-31 | $17,304 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,835 |
2012 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $61,310 |
Expenses. Total of all expenses incurred | 2012-12-31 | $51,621 |
Benefits paid (including direct rollovers) | 2012-12-31 | $43,130 |
Total plan assets at end of year | 2012-12-31 | $620,786 |
Total plan assets at beginning of year | 2012-12-31 | $611,097 |
Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
Total contributions received or receivable from participants | 2012-12-31 | $4,446 |
Other income received | 2012-12-31 | $56,864 |
Net income (gross income less expenses) | 2012-12-31 | $9,689 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $620,786 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $611,097 |
Assets. Value of participant loans | 2012-12-31 | $15,864 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,491 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-16,352 |
Expenses. Total of all expenses incurred | 2011-12-31 | $97,768 |
Benefits paid (including direct rollovers) | 2011-12-31 | $89,110 |
Total plan assets at end of year | 2011-12-31 | $611,097 |
Total plan assets at beginning of year | 2011-12-31 | $725,217 |
Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
Total contributions received or receivable from participants | 2011-12-31 | $5,865 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $8,658 |
Other income received | 2011-12-31 | $-22,217 |
Net income (gross income less expenses) | 2011-12-31 | $-114,120 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $611,097 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $725,217 |
Assets. Value of participant loans | 2011-12-31 | $8,988 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $68,070 |
Expenses. Total of all expenses incurred | 2010-12-31 | $9,776 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,183 |
Total plan assets at end of year | 2010-12-31 | $725,217 |
Total plan assets at beginning of year | 2010-12-31 | $666,923 |
Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
Total contributions received or receivable from participants | 2010-12-31 | $1,773 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $8,593 |
Other income received | 2010-12-31 | $66,297 |
Net income (gross income less expenses) | 2010-12-31 | $58,294 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $725,217 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $666,923 |
Assets. Value of participant loans | 2010-12-31 | $14,880 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2020: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2019: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses |
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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 – Insurance | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2018: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses |
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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 – Insurance | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2017: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses |
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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 – Insurance | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2016: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2015: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2014: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses |
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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 benefit arrangement – Insurance | Yes |
2012: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS 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 – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses |
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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 benefit arrangement – Insurance | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 69992 |
Policy instance | 1 |
Insurance contract or identification number | 69992 | Number of Individuals Covered | 7 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $247 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 247 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 5 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 83996 |
Policy instance | 2 |
Insurance contract or identification number | 83996 | Number of Individuals Covered | 2 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 69992 |
Policy instance | 1 |
Insurance contract or identification number | 69992 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $279 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $0 | Amount paid for insurance broker fees | 279 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 5 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 69992 |
Policy instance | 1 |
Insurance contract or identification number | 69992 | Number of Individuals Covered | 8 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $378 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $0 | Amount paid for insurance broker fees | 378 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 5 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 83996 |
Policy instance | 2 |
Insurance contract or identification number | 83996 | Number of Individuals Covered | 2 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 83996 |
Policy instance | 2 |
Insurance contract or identification number | 83996 | Number of Individuals Covered | 2 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 69992 |
Policy instance | 1 |
Insurance contract or identification number | 69992 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $152 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 152 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 5 | Insurance broker name | FOLBRE & ASSOCIATES, INC |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 83996 |
Policy instance | 2 |
Insurance contract or identification number | 83996 | Number of Individuals Covered | 2 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 69992 |
Policy instance | 1 |
Insurance contract or identification number | 69992 | Number of Individuals Covered | 6 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $318 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Amount paid for insurance broker fees | 318 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 5 | Insurance broker name | FOLBRE & ASSOCIATES, INC |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 83996 |
Policy instance | 2 |
Insurance contract or identification number | 83996 | Number of Individuals Covered | 2 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 69992 |
Policy instance | 1 |
Insurance contract or identification number | 69992 | Number of Individuals Covered | 6 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $230 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Amount paid for insurance broker fees | 230 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 5 | Insurance broker name | FOLBRE & ASSOCIATES, INC |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 83996 |
Policy instance | 2 |
Insurance contract or identification number | 83996 | Number of Individuals Covered | 0 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 69992 |
Policy instance | 1 |
Insurance contract or identification number | 69992 | Number of Individuals Covered | 6 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 83996 |
Policy instance | 2 |
Insurance contract or identification number | 83996 | Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 69992 |
Policy instance | 1 |
Insurance contract or identification number | 69992 | Number of Individuals Covered | 6 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $177 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Amount paid for insurance broker fees | 177 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 5 | Insurance broker name | FOLBRE AND ASSOCIATES, INC |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 83996 |
Policy instance | 2 |
Insurance contract or identification number | 83996 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 69992 |
Policy instance | 1 |
Insurance contract or identification number | 69992 | Number of Individuals Covered | 6 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $177 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 69992 |
Policy instance | 1 |
Insurance contract or identification number | 69992 | Number of Individuals Covered | 4 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $193 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Amount paid for insurance broker fees | 193 | Additional information about fees paid to insurance broker | 193 | Insurance broker organization code? | 5 | Insurance broker name | FOLBRE AND ASSOCIATES, INC |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 83996 |
Policy instance | 2 |
Insurance contract or identification number | 83996 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Are there contracts with allocated funds for individual policies? | Yes |
|