FOSTER & PARKER INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST
Measure | Date | Value |
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2022: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-07-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
Total of all active and inactive participants | 2022-07-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
Total participants | 2022-07-01 | 0 |
Number of participants with account balances | 2022-07-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
2021: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 21 |
Total of all active and inactive participants | 2021-07-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 21 |
Number of participants with account balances | 2021-07-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 20 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 1 |
Total of all active and inactive participants | 2020-07-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 21 |
Number of participants with account balances | 2020-07-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 23 |
Total of all active and inactive participants | 2019-07-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 23 |
Number of participants with account balances | 2019-07-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 20 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 3 |
Total of all active and inactive participants | 2018-07-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 23 |
Number of participants with account balances | 2018-07-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
2017: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 20 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 3 |
Total of all active and inactive participants | 2017-07-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 23 |
Number of participants with account balances | 2017-07-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 2 |
2016: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 21 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 3 |
Total of all active and inactive participants | 2016-07-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 24 |
Number of participants with account balances | 2016-07-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 4 |
2015: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 24 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 4 |
Total of all active and inactive participants | 2015-07-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 28 |
Number of participants with account balances | 2015-07-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 2 |
2014: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 19 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 3 |
Total of all active and inactive participants | 2014-07-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 22 |
Number of participants with account balances | 2014-07-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 2 |
2013: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 21 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 2 |
Total of all active and inactive participants | 2013-07-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 23 |
Number of participants with account balances | 2013-07-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 2 |
2012: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 17 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 2 |
Total of all active and inactive participants | 2012-07-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 19 |
Number of participants with account balances | 2012-07-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
Measure | Date | Value |
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2023 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2023 401k financial data |
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Total plan liabilities at end of year | 2023-03-31 | $0 |
Total plan liabilities at beginning of year | 2023-03-31 | $0 |
Total income from all sources | 2023-03-31 | $22,285 |
Expenses. Total of all expenses incurred | 2023-03-31 | $1,069,853 |
Benefits paid (including direct rollovers) | 2023-03-31 | $1,059,509 |
Total plan assets at end of year | 2023-03-31 | $0 |
Total plan assets at beginning of year | 2023-03-31 | $1,047,568 |
Value of fidelity bond covering the plan | 2023-03-31 | $500,000 |
Other income received | 2023-03-31 | $22,285 |
Net income (gross income less expenses) | 2023-03-31 | $-1,047,568 |
Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $1,047,568 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-03-31 | $10,344 |
2022 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2022 401k financial data |
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Total plan liabilities at beginning of year | 2022-06-30 | $0 |
Total income from all sources | 2022-06-30 | $-70,935 |
Expenses. Total of all expenses incurred | 2022-06-30 | $4,154 |
Benefits paid (including direct rollovers) | 2022-06-30 | $0 |
Total plan assets at end of year | 2022-06-30 | $1,047,568 |
Total plan assets at beginning of year | 2022-06-30 | $1,122,657 |
Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
Total contributions received or receivable from participants | 2022-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-06-30 | $4,154 |
Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
Other income received | 2022-06-30 | $-70,935 |
Noncash contributions received | 2022-06-30 | $0 |
Net income (gross income less expenses) | 2022-06-30 | $-75,089 |
Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $1,047,568 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $1,122,657 |
Total contributions received or receivable from employer(s) | 2022-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2022-06-30 | $0 |
Value of corrective distributions | 2022-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-06-30 | $0 |
2021 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2021 401k financial data |
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Total plan liabilities at end of year | 2021-06-30 | $0 |
Total plan liabilities at beginning of year | 2021-06-30 | $0 |
Total income from all sources | 2021-06-30 | $114,691 |
Expenses. Total of all expenses incurred | 2021-06-30 | $981,354 |
Benefits paid (including direct rollovers) | 2021-06-30 | $971,361 |
Total plan assets at end of year | 2021-06-30 | $1,122,657 |
Total plan assets at beginning of year | 2021-06-30 | $1,989,320 |
Value of fidelity bond covering the plan | 2021-06-30 | $500,000 |
Total contributions received or receivable from participants | 2021-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-06-30 | $9,993 |
Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
Other income received | 2021-06-30 | $114,691 |
Net income (gross income less expenses) | 2021-06-30 | $-866,663 |
Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $1,122,657 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $1,989,320 |
Total contributions received or receivable from employer(s) | 2021-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
2020 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-06-30 | $0 |
Total plan liabilities at end of year | 2020-06-30 | $1,893 |
Total plan liabilities at beginning of year | 2020-06-30 | $10,414 |
Total income from all sources | 2020-06-30 | $10,008 |
Expenses. Total of all expenses incurred | 2020-06-30 | $2,202,732 |
Benefits paid (including direct rollovers) | 2020-06-30 | $2,195,752 |
Total plan assets at end of year | 2020-06-30 | $6,477,630 |
Total plan assets at beginning of year | 2020-06-30 | $8,678,875 |
Value of fidelity bond covering the plan | 2020-06-30 | $500,000 |
Total contributions received or receivable from participants | 2020-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $6,980 |
Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
Other income received | 2020-06-30 | $10,008 |
Noncash contributions received | 2020-06-30 | $0 |
Net income (gross income less expenses) | 2020-06-30 | $-2,192,724 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $6,475,737 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $8,668,461 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $0 |
2019 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-06-30 | $0 |
Total plan liabilities at end of year | 2019-06-30 | $10,414 |
Total plan liabilities at beginning of year | 2019-06-30 | $1,893 |
Total income from all sources | 2019-06-30 | $4,860,262 |
Expenses. Total of all expenses incurred | 2019-06-30 | $30,747 |
Benefits paid (including direct rollovers) | 2019-06-30 | $20,341 |
Total plan assets at end of year | 2019-06-30 | $8,678,875 |
Total plan assets at beginning of year | 2019-06-30 | $3,840,839 |
Value of fidelity bond covering the plan | 2019-06-30 | $500,000 |
Total contributions received or receivable from participants | 2019-06-30 | $101,377 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
Other income received | 2019-06-30 | $4,643,725 |
Noncash contributions received | 2019-06-30 | $0 |
Net income (gross income less expenses) | 2019-06-30 | $4,829,515 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $8,668,461 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $3,838,946 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $115,160 |
Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
Value of corrective distributions | 2019-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $10,406 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
2018 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2018 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
2017 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-06-30 | $0 |
Total plan liabilities at end of year | 2017-06-30 | $0 |
Total plan liabilities at beginning of year | 2017-06-30 | $0 |
Total income from all sources | 2017-06-30 | $512,893 |
Expenses. Total of all expenses incurred | 2017-06-30 | $26,824 |
Benefits paid (including direct rollovers) | 2017-06-30 | $26,349 |
Total plan assets at end of year | 2017-06-30 | $3,603,486 |
Total plan assets at beginning of year | 2017-06-30 | $3,117,417 |
Value of fidelity bond covering the plan | 2017-06-30 | $350,000 |
Total contributions received or receivable from participants | 2017-06-30 | $112,785 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
Other income received | 2017-06-30 | $274,493 |
Noncash contributions received | 2017-06-30 | $0 |
Net income (gross income less expenses) | 2017-06-30 | $486,069 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $3,603,486 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $3,117,417 |
Assets. Value of employer securities | 2017-06-30 | $589,141 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $125,615 |
Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
Value of corrective distributions | 2017-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $475 |
2016 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-06-30 | $0 |
Total plan liabilities at end of year | 2016-06-30 | $0 |
Total plan liabilities at beginning of year | 2016-06-30 | $0 |
Total income from all sources | 2016-06-30 | $381,361 |
Expenses. Total of all expenses incurred | 2016-06-30 | $12,655 |
Benefits paid (including direct rollovers) | 2016-06-30 | $12,505 |
Total plan assets at end of year | 2016-06-30 | $3,117,417 |
Total plan assets at beginning of year | 2016-06-30 | $2,748,711 |
Value of fidelity bond covering the plan | 2016-06-30 | $250,000 |
Total contributions received or receivable from participants | 2016-06-30 | $114,722 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
Other income received | 2016-06-30 | $95,813 |
Noncash contributions received | 2016-06-30 | $0 |
Net income (gross income less expenses) | 2016-06-30 | $368,706 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $3,117,417 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $2,748,711 |
Assets. Value of employer securities | 2016-06-30 | $597,047 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $170,826 |
Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
Value of corrective distributions | 2016-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-06-30 | $0 |
Total plan liabilities at beginning of year | 2015-06-30 | $0 |
Total income from all sources | 2015-06-30 | $320,031 |
Expenses. Total of all expenses incurred | 2015-06-30 | $49,558 |
Benefits paid (including direct rollovers) | 2015-06-30 | $49,508 |
Total plan assets at end of year | 2015-06-30 | $2,748,711 |
Total plan assets at beginning of year | 2015-06-30 | $2,478,238 |
Value of fidelity bond covering the plan | 2015-06-30 | $225,000 |
Total contributions received or receivable from participants | 2015-06-30 | $91,923 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $76,737 |
Other income received | 2015-06-30 | $26,828 |
Net income (gross income less expenses) | 2015-06-30 | $270,473 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $2,748,711 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,478,238 |
Assets. Value of employer securities | 2015-06-30 | $527,585 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $124,543 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $50 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-06-30 | $0 |
Total plan liabilities at end of year | 2014-06-30 | $0 |
Total plan liabilities at beginning of year | 2014-06-30 | $0 |
Total income from all sources | 2014-06-30 | $650,090 |
Expenses. Total of all expenses incurred | 2014-06-30 | $90,863 |
Benefits paid (including direct rollovers) | 2014-06-30 | $90,838 |
Total plan assets at end of year | 2014-06-30 | $2,478,238 |
Total plan assets at beginning of year | 2014-06-30 | $1,919,011 |
Value of fidelity bond covering the plan | 2014-06-30 | $225,000 |
Total contributions received or receivable from participants | 2014-06-30 | $81,274 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $111,040 |
Other income received | 2014-06-30 | $289,063 |
Noncash contributions received | 2014-06-30 | $0 |
Net income (gross income less expenses) | 2014-06-30 | $559,227 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $2,478,238 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,919,011 |
Assets. Value of employer securities | 2014-06-30 | $515,041 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $168,713 |
Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
Value of corrective distributions | 2014-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
2013 : FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $282,165 |
Expenses. Total of all expenses incurred | 2013-06-30 | $369,112 |
Benefits paid (including direct rollovers) | 2013-06-30 | $369,087 |
Total plan assets at end of year | 2013-06-30 | $1,919,011 |
Total plan assets at beginning of year | 2013-06-30 | $2,005,958 |
Value of fidelity bond covering the plan | 2013-06-30 | $225,000 |
Total contributions received or receivable from participants | 2013-06-30 | $71,146 |
Other income received | 2013-06-30 | $110,665 |
Net income (gross income less expenses) | 2013-06-30 | $-86,947 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,919,011 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $2,005,958 |
Assets. Value of employer securities | 2013-06-30 | $511,677 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $100,354 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
2022: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2022 form 5500 responses |
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2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | Yes |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2021 form 5500 responses |
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2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2020 form 5500 responses |
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2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2019 form 5500 responses |
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2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2018 form 5500 responses |
---|
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2017 form 5500 responses |
---|
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2016 form 5500 responses |
---|
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2015 form 5500 responses |
---|
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2014 form 5500 responses |
---|
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2013 form 5500 responses |
---|
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: FOSTER & PARKER INSURANCE AGENCY, INC. RETIREMENT PLAN AND TRUST 2012 form 5500 responses |
---|
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |