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THE FOWLER GROUP 401(K) PLAN 401k Plan overview

Plan NameTHE FOWLER GROUP 401(K) PLAN
Plan identification number 001

THE FOWLER GROUP 401(K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FOWLER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE FOWLER GROUP, INC.
Employer identification number (EIN):752419287
NAIC Classification:541800

Additional information about THE FOWLER GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1991-04-02
Company Identification Number: 0118785700
Legal Registered Office Address: 408 W KENNEDALE PKWY

KENNEDALE
United States of America (USA)
76060

More information about THE FOWLER GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FOWLER GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JANE WHITE2022-08-04
0012021-01-01JANE WHITE2022-07-28 JANE WHITE2022-07-28
0012020-01-01JANE WHITE2021-05-24 JANE WHITE2021-05-24
0012019-01-01JANE WHITE2020-07-14 JANE WHITE2020-07-14
0012018-01-01JANE WHITE2019-10-11 JANE WHITE2019-10-11
0012018-01-01JANE WHITE2019-10-15
0012017-01-01JANE WHITE2018-07-30 JANE WHITE2018-07-30
0012016-01-01JANE WHITE2017-07-17
0012015-01-01JANE WHITE2016-07-11
0012014-01-01JANE WHITE
0012013-01-01JANE WHITE
0012012-01-01JANE WHITE
0012011-01-01JANE WHITE
0012010-01-01JANE WHITE
0012009-01-01
0012009-01-01JANE WHITE JANE WHITE2010-10-15

Plan Statistics for THE FOWLER GROUP 401(K) PLAN

401k plan membership statisitcs for THE FOWLER GROUP 401(K) PLAN

Measure Date Value
2014: THE FOWLER GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0127
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE FOWLER GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE FOWLER GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0120
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0123
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE FOWLER GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0116
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE FOWLER GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0121
Total number of active participants reported on line 7a of the Form 55002010-01-0117
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 participants2010-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0117
Number of participants with account balances2010-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE FOWLER GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE FOWLER GROUP 401(K) PLAN

Measure Date Value
2014 : THE FOWLER GROUP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$63,615
Expenses. Total of all expenses incurred2014-12-31$26,764
Benefits paid (including direct rollovers)2014-12-31$26,344
Total plan assets at end of year2014-12-31$403,691
Total plan assets at beginning of year2014-12-31$366,840
Value of fidelity bond covering the plan2014-12-31$15,000
Total contributions received or receivable from participants2014-12-31$22,779
Expenses. Other expenses not covered elsewhere2014-12-31$420
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$18,057
Net income (gross income less expenses)2014-12-31$36,851
Net plan assets at end of year (total assets less liabilities)2014-12-31$403,691
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$366,840
Assets. Value of participant loans2014-12-31$56,696
Total contributions received or receivable from employer(s)2014-12-31$22,779
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 : THE FOWLER GROUP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$118,904
Expenses. Total of all expenses incurred2013-12-31$51,281
Benefits paid (including direct rollovers)2013-12-31$51,211
Total plan assets at end of year2013-12-31$366,841
Total plan assets at beginning of year2013-12-31$299,218
Value of fidelity bond covering the plan2013-12-31$15,000
Total contributions received or receivable from participants2013-12-31$25,069
Expenses. Other expenses not covered elsewhere2013-12-31$70
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$68,766
Net income (gross income less expenses)2013-12-31$67,623
Net plan assets at end of year (total assets less liabilities)2013-12-31$366,841
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$299,218
Assets. Value of participant loans2013-12-31$42,092
Total contributions received or receivable from employer(s)2013-12-31$25,069
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 : THE FOWLER GROUP 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$76,586
Expenses. Total of all expenses incurred2012-12-31$68,908
Benefits paid (including direct rollovers)2012-12-31$68,138
Total plan assets at end of year2012-12-31$299,218
Total plan assets at beginning of year2012-12-31$291,540
Value of fidelity bond covering the plan2012-12-31$15,000
Total contributions received or receivable from participants2012-12-31$21,969
Expenses. Other expenses not covered elsewhere2012-12-31$770
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$32,648
Net income (gross income less expenses)2012-12-31$7,678
Net plan assets at end of year (total assets less liabilities)2012-12-31$299,218
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$291,540
Assets. Value of participant loans2012-12-31$47,900
Total contributions received or receivable from employer(s)2012-12-31$21,969
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$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 : THE FOWLER GROUP 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$677
Total income from all sources2011-12-31$49,581
Expenses. Total of all expenses incurred2011-12-31$6,626
Benefits paid (including direct rollovers)2011-12-31$6,486
Total plan assets at end of year2011-12-31$291,540
Total plan assets at beginning of year2011-12-31$247,908
Value of fidelity bond covering the plan2011-12-31$15,000
Total contributions received or receivable from participants2011-12-31$32,466
Expenses. Other expenses not covered elsewhere2011-12-31$140
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-12,951
Net income (gross income less expenses)2011-12-31$42,955
Net plan assets at end of year (total assets less liabilities)2011-12-31$291,540
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$247,908
Assets. Value of participant loans2011-12-31$51,263
Total contributions received or receivable from employer(s)2011-12-31$30,066
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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 : THE FOWLER GROUP 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$42,623
Expenses. Total of all expenses incurred2010-12-31$6,141
Benefits paid (including direct rollovers)2010-12-31$6,064
Total plan assets at end of year2010-12-31$247,908
Total plan assets at beginning of year2010-12-31$211,426
Value of fidelity bond covering the plan2010-12-31$15,000
Total contributions received or receivable from participants2010-12-31$9,388
Expenses. Other expenses not covered elsewhere2010-12-31$77
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$25,254
Net income (gross income less expenses)2010-12-31$36,482
Net plan assets at end of year (total assets less liabilities)2010-12-31$247,908
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$211,426
Assets. Value of participant loans2010-12-31$40,086
Total contributions received or receivable from employer(s)2010-12-31$7,981
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$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 : THE FOWLER GROUP 401(K) PLAN 2009 401k financial data
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 THE FOWLER GROUP 401(K) PLAN

2014: THE FOWLER GROUP 401(K) 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE FOWLER GROUP 401(K) 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE FOWLER GROUP 401(K) 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: THE FOWLER GROUP 401(K) 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: THE FOWLER GROUP 401(K) 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: THE FOWLER GROUP 401(K) 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026577
Policy instance 1
Insurance contract or identification numberGA-026577
Number of Individuals Covered19
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,239
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,212
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS INS SVCS LL
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026577
Policy instance 1
Insurance contract or identification numberGA-026577
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,154
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $863
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026577
Policy instance 1
Insurance contract or identification numberGA-026577
Number of Individuals Covered14
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,145
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026577
Policy instance 1
Insurance contract or identification numberGA-026577
Number of Individuals Covered15
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $615
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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