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FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameFOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
Plan identification number 002

FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FOLBRE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FOLBRE & ASSOCIATES, INC.
Employer identification number (EIN):742466999
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about FOLBRE & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-06-04
Company Identification Number: 0104073900
Legal Registered Office Address: 14400 NORTHBROOK DR STE 220

SAN ANTONIO
United States of America (USA)
78232

More information about FOLBRE & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01JAMES D FOLBRE JR2021-04-20 JAMES D FOLBRE JR2021-04-20
0022019-01-01JAMES D FOLBRE JR2020-08-14 JAMES D FOLBRE JR2020-08-14
0022018-01-01JAMES D FOLBRE JR2019-09-13 JAMES D FOLBRE JR2019-09-13
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JAMES D. FOLBRE, JR. JAMES D. FOLBRE, JR.2013-10-09
0022011-01-01JAMES D. FOLBRE, JR. JAMES D. FOLBRE, JR.2012-10-10
0022010-01-01JAMES D. FOLBRE, JR. JAMES D. FOLBRE, JR.2011-10-13
0022009-01-01JAMES D. FOLBRE, JR. JAMES D. FOLBRE, JR.2010-10-12

Plan Statistics for FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2020: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-018
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
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 participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
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 benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2020 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources2020-12-31$278,258
Expenses. Total of all expenses incurred2020-12-31$80,313
Benefits paid (including direct rollovers)2020-12-31$67,411
Total plan assets at end of year2020-12-31$1,245,202
Total plan assets at beginning of year2020-12-31$1,047,257
Value of fidelity bond covering the plan2020-12-31$125,000
Total contributions received or receivable from participants2020-12-31$28,290
Contributions received from other sources (not participants or employers)2020-12-31$100,177
Other income received2020-12-31$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 loans2020-12-31$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
Total income from all sources2019-12-31$198,491
Expenses. Total of all expenses incurred2019-12-31$51,029
Benefits paid (including direct rollovers)2019-12-31$40,831
Total plan assets at end of year2019-12-31$1,047,257
Total plan assets at beginning of year2019-12-31$899,795
Value of fidelity bond covering the plan2019-12-31$125,000
Total contributions received or receivable from participants2019-12-31$27,940
Other income received2019-12-31$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 loans2019-12-31$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 securities2019-12-31$0
2018 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$46,897
Expenses. Total of all expenses incurred2018-12-31$59,796
Benefits paid (including direct rollovers)2018-12-31$50,163
Total plan assets at end of year2018-12-31$899,795
Total plan assets at beginning of year2018-12-31$912,694
Value of fidelity bond covering the plan2018-12-31$125,000
Total contributions received or receivable from participants2018-12-31$26,560
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-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 loans2018-12-31$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 securities2018-12-31$0
2017 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$182,673
Expenses. Total of all expenses incurred2017-12-31$44,985
Benefits paid (including direct rollovers)2017-12-31$36,256
Total plan assets at end of year2017-12-31$912,694
Total plan assets at beginning of year2017-12-31$775,006
Value of fidelity bond covering the plan2017-12-31$125,000
Total contributions received or receivable from participants2017-12-31$27,550
Other income received2017-12-31$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 loans2017-12-31$14,320
Total contributions received or receivable from employer(s)2017-12-31$46,793
Value of certain deemed distributions of participant loans2017-12-31$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 securities2017-12-31$0
2016 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$128,456
Expenses. Total of all expenses incurred2016-12-31$65,884
Benefits paid (including direct rollovers)2016-12-31$58,293
Total plan assets at end of year2016-12-31$775,006
Total plan assets at beginning of year2016-12-31$712,434
Value of fidelity bond covering the plan2016-12-31$125,000
Total contributions received or receivable from participants2016-12-31$27,379
Contributions received from other sources (not participants or employers)2016-12-31$1,237
Other income received2016-12-31$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 loans2016-12-31$11,356
Total contributions received or receivable from employer(s)2016-12-31$43,812
Value of certain deemed distributions of participant loans2016-12-31$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 securities2016-12-31$0
2015 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$51,677
Expenses. Total of all expenses incurred2015-12-31$27,600
Benefits paid (including direct rollovers)2015-12-31$20,637
Total plan assets at end of year2015-12-31$712,434
Total plan assets at beginning of year2015-12-31$688,357
Value of fidelity bond covering the plan2015-12-31$125,000
Total contributions received or receivable from participants2015-12-31$26,837
Expenses. Other expenses not covered elsewhere2015-12-31$6,963
Other income received2015-12-31$-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 loans2015-12-31$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
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$87,695
Expenses. Total of all expenses incurred2014-12-31$59,336
Benefits paid (including direct rollovers)2014-12-31$52,241
Total plan assets at end of year2014-12-31$688,357
Total plan assets at beginning of year2014-12-31$659,998
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$19,331
Other income received2014-12-31$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 loans2014-12-31$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 securities2014-12-31$0
2013 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$130,538
Expenses. Total of all expenses incurred2013-12-31$91,326
Benefits paid (including direct rollovers)2013-12-31$83,491
Total plan assets at end of year2013-12-31$659,998
Total plan assets at beginning of year2013-12-31$620,786
Value of fidelity bond covering the plan2013-12-31$125,000
Total contributions received or receivable from participants2013-12-31$5,304
Other income received2013-12-31$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 loans2013-12-31$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
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$61,310
Expenses. Total of all expenses incurred2012-12-31$51,621
Benefits paid (including direct rollovers)2012-12-31$43,130
Total plan assets at end of year2012-12-31$620,786
Total plan assets at beginning of year2012-12-31$611,097
Value of fidelity bond covering the plan2012-12-31$125,000
Total contributions received or receivable from participants2012-12-31$4,446
Other income received2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0
2011 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-16,352
Expenses. Total of all expenses incurred2011-12-31$97,768
Benefits paid (including direct rollovers)2011-12-31$89,110
Total plan assets at end of year2011-12-31$611,097
Total plan assets at beginning of year2011-12-31$725,217
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$5,865
Expenses. Other expenses not covered elsewhere2011-12-31$8,658
Other income received2011-12-31$-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 loans2011-12-31$8,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$68,070
Expenses. Total of all expenses incurred2010-12-31$9,776
Benefits paid (including direct rollovers)2010-12-31$1,183
Total plan assets at end of year2010-12-31$725,217
Total plan assets at beginning of year2010-12-31$666,923
Value of fidelity bond covering the plan2010-12-31$125,000
Total contributions received or receivable from participants2010-12-31$1,773
Expenses. Other expenses not covered elsewhere2010-12-31$8,593
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$0

Form 5500 Responses for FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

2020: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 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 – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS 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 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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS 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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: FOLBRE & ASSOCIATES, INC. RETIREMENT SAVINGS 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number69992
Policy instance 1
Insurance contract or identification number69992
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $0
Amount paid for insurance broker fees247
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number83996
Policy instance 2
Insurance contract or identification number83996
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number69992
Policy instance 1
Insurance contract or identification number69992
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $0
Amount paid for insurance broker fees279
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number69992
Policy instance 1
Insurance contract or identification number69992
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $0
Amount paid for insurance broker fees378
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number83996
Policy instance 2
Insurance contract or identification number83996
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number83996
Policy instance 2
Insurance contract or identification number83996
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number69992
Policy instance 1
Insurance contract or identification number69992
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 fees152
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
Insurance broker nameFOLBRE & ASSOCIATES, INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number83996
Policy instance 2
Insurance contract or identification number83996
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number69992
Policy instance 1
Insurance contract or identification number69992
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 fees318
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
Insurance broker nameFOLBRE & ASSOCIATES, INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number83996
Policy instance 2
Insurance contract or identification number83996
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number69992
Policy instance 1
Insurance contract or identification number69992
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 fees230
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
Insurance broker nameFOLBRE & ASSOCIATES, INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number83996
Policy instance 2
Insurance contract or identification number83996
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number69992
Policy instance 1
Insurance contract or identification number69992
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number83996
Policy instance 2
Insurance contract or identification number83996
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number69992
Policy instance 1
Insurance contract or identification number69992
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 fees177
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
Insurance broker nameFOLBRE AND ASSOCIATES, INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number83996
Policy instance 2
Insurance contract or identification number83996
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number69992
Policy instance 1
Insurance contract or identification number69992
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number69992
Policy instance 1
Insurance contract or identification number69992
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 fees193
Additional information about fees paid to insurance broker193
Insurance broker organization code?5
Insurance broker nameFOLBRE AND ASSOCIATES, INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number83996
Policy instance 2
Insurance contract or identification number83996
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes

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