FOSTER & FOSTER CONSULTING ACTUARIES, INC.
Plan context: Foster & Foster Consulting Actuaries Inc. 401(K) Plan
EIN 59-1921114 • Fort Myers, FL • 43 filings • 16 plans
Current Snapshot
Latest Year
2024
2024 Participants
110
2024 Assets
$30,191,417
2024 Contributions
$2,103,322
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 110 | $30,191,417 | $2,103,322 | $19,121iApproximate average salary by contribution assumption: employee only about $478,028 at 4% or $318,685 at 6%; with 50% employer match about $318,685 at 4% or $212,457 at 6%; with 100% employer match about $239,014 at 4% or $159,343 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 110 | $21,172,111 | $1,503,322 | $13,667iApproximate average salary by contribution assumption: employee only about $341,664 at 4% or $227,776 at 6%; with 50% employer match about $227,776 at 4% or $151,851 at 6%; with 100% employer match about $170,832 at 4% or $113,888 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 101 | $9,019,306 | $600,000 | $5,941iApproximate average salary by contribution assumption: employee only about $148,515 at 4% or $99,010 at 6%; with 50% employer match about $99,010 at 4% or $66,007 at 6%; with 100% employer match about $74,257 at 4% or $49,505 at 6%. |
| Foster & Foster Consulting Actuaries Inc Employee Benefits Plan | - | 104 | - | - | - |
| 2023 | 2 | 102 | $24,385,454 | $2,122,135 | $20,805iApproximate average salary by contribution assumption: employee only about $520,131 at 4% or $346,754 at 6%; with 50% employer match about $346,754 at 4% or $231,169 at 6%; with 100% employer match about $260,066 at 4% or $173,377 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 102 | $17,524,705 | $1,522,135 | $14,923iApproximate average salary by contribution assumption: employee only about $373,072 at 4% or $248,715 at 6%; with 50% employer match about $248,715 at 4% or $165,810 at 6%; with 100% employer match about $186,536 at 4% or $124,357 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 93 | $6,860,749 | $600,000 | $6,452iApproximate average salary by contribution assumption: employee only about $161,290 at 4% or $107,527 at 6%; with 50% employer match about $107,527 at 4% or $71,685 at 6%; with 100% employer match about $80,645 at 4% or $53,763 at 6%. |
| 2022 | 2 | 103 | $19,337,195 | $5,135,358 | $49,858iApproximate average salary by contribution assumption: employee only about $1,246,446 at 4% or $830,964 at 6%; with 50% employer match about $830,964 at 4% or $553,976 at 6%; with 100% employer match about $623,223 at 4% or $415,482 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 103 | $14,299,061 | $4,535,358 | $44,033iApproximate average salary by contribution assumption: employee only about $1,100,815 at 4% or $733,877 at 6%; with 50% employer match about $733,877 at 4% or $489,251 at 6%; with 100% employer match about $550,408 at 4% or $366,938 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 72 | $5,038,134 | $600,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2021 | 2 | 84 | $16,687,190 | $5,540,236 | $65,955iApproximate average salary by contribution assumption: employee only about $1,648,880 at 4% or $1,099,253 at 6%; with 50% employer match about $1,099,253 at 4% or $732,835 at 6%; with 100% employer match about $824,440 at 4% or $549,627 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 84 | $11,224,665 | $5,540,236 | $65,955iApproximate average salary by contribution assumption: employee only about $1,648,880 at 4% or $1,099,253 at 6%; with 50% employer match about $1,099,253 at 4% or $732,835 at 6%; with 100% employer match about $824,440 at 4% or $549,627 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 71 | $5,462,525 | $0 | - |
| 2020 | 2 | 70 | $9,682,073 | $1,291,638 | $18,452iApproximate average salary by contribution assumption: employee only about $461,299 at 4% or $307,533 at 6%; with 50% employer match about $307,533 at 4% or $205,022 at 6%; with 100% employer match about $230,650 at 4% or $153,766 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 70 | $5,318,396 | $591,638 | $8,452iApproximate average salary by contribution assumption: employee only about $211,299 at 4% or $140,866 at 6%; with 50% employer match about $140,866 at 4% or $93,911 at 6%; with 100% employer match about $105,650 at 4% or $70,433 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 59 | $4,363,677 | $700,000 | $11,864iApproximate average salary by contribution assumption: employee only about $296,610 at 4% or $197,740 at 6%; with 50% employer match about $197,740 at 4% or $131,827 at 6%; with 100% employer match about $148,305 at 4% or $98,870 at 6%. |
| 2019 | 2 | 69 | $7,125,195 | $961,096 | $13,929iApproximate average salary by contribution assumption: employee only about $348,223 at 4% or $232,149 at 6%; with 50% employer match about $232,149 at 4% or $154,766 at 6%; with 100% employer match about $174,112 at 4% or $116,074 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 69 | $4,114,829 | $561,096 | $8,132iApproximate average salary by contribution assumption: employee only about $203,296 at 4% or $135,530 at 6%; with 50% employer match about $135,530 at 4% or $90,354 at 6%; with 100% employer match about $101,648 at 4% or $67,765 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 61 | $3,010,366 | $400,000 | $6,557iApproximate average salary by contribution assumption: employee only about $163,934 at 4% or $109,290 at 6%; with 50% employer match about $109,290 at 4% or $72,860 at 6%; with 100% employer match about $81,967 at 4% or $54,645 at 6%. |
| 2018 | 2 | 64 | $4,840,975 | $1,629,921 | $25,468iApproximate average salary by contribution assumption: employee only about $636,688 at 4% or $424,459 at 6%; with 50% employer match about $424,459 at 4% or $282,972 at 6%; with 100% employer match about $318,344 at 4% or $212,229 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 64 | $2,848,220 | $1,179,921 | $18,436iApproximate average salary by contribution assumption: employee only about $460,907 at 4% or $307,271 at 6%; with 50% employer match about $307,271 at 4% or $204,847 at 6%; with 100% employer match about $230,453 at 4% or $153,636 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 46 | $1,992,755 | $450,000 | $9,783iApproximate average salary by contribution assumption: employee only about $244,565 at 4% or $163,043 at 6%; with 50% employer match about $163,043 at 4% or $108,696 at 6%; with 100% employer match about $122,283 at 4% or $81,522 at 6%. |
| 2017 | 2 | 48 | $3,675,238 | $616,372 | $12,841iApproximate average salary by contribution assumption: employee only about $321,027 at 4% or $214,018 at 6%; with 50% employer match about $214,018 at 4% or $142,679 at 6%; with 100% employer match about $160,514 at 4% or $107,009 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 48 | $2,008,445 | $316,372 | $6,591iApproximate average salary by contribution assumption: employee only about $164,777 at 4% or $109,851 at 6%; with 50% employer match about $109,851 at 4% or $73,234 at 6%; with 100% employer match about $82,389 at 4% or $54,926 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 38 | $1,666,793 | $300,000 | $7,895iApproximate average salary by contribution assumption: employee only about $197,368 at 4% or $131,579 at 6%; with 50% employer match about $131,579 at 4% or $87,719 at 6%; with 100% employer match about $98,684 at 4% or $65,789 at 6%. |
| 2016 | 2 | 41 | $2,577,262 | $571,892 | $13,949iApproximate average salary by contribution assumption: employee only about $348,715 at 4% or $232,476 at 6%; with 50% employer match about $232,476 at 4% or $154,984 at 6%; with 100% employer match about $174,357 at 4% or $116,238 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 41 | $1,457,702 | $321,892 | $7,851iApproximate average salary by contribution assumption: employee only about $196,276 at 4% or $130,850 at 6%; with 50% employer match about $130,850 at 4% or $87,234 at 6%; with 100% employer match about $98,138 at 4% or $65,425 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 33 | $1,119,560 | $250,000 | $7,576iApproximate average salary by contribution assumption: employee only about $189,394 at 4% or $126,263 at 6%; with 50% employer match about $126,263 at 4% or $84,175 at 6%; with 100% employer match about $94,697 at 4% or $63,131 at 6%. |
| 2015 | 2 | 37 | $1,841,747 | $450,788 | $12,183iApproximate average salary by contribution assumption: employee only about $304,586 at 4% or $203,058 at 6%; with 50% employer match about $203,058 at 4% or $135,372 at 6%; with 100% employer match about $152,293 at 4% or $101,529 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 37 | $1,086,783 | $250,788 | $6,778iApproximate average salary by contribution assumption: employee only about $169,451 at 4% or $112,968 at 6%; with 50% employer match about $112,968 at 4% or $75,312 at 6%; with 100% employer match about $84,726 at 4% or $56,484 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 30 | $754,964 | $200,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2014 | 2 | 35 | $1,486,515 | $335,210 | $9,577iApproximate average salary by contribution assumption: employee only about $239,436 at 4% or $159,624 at 6%; with 50% employer match about $159,624 at 4% or $106,416 at 6%; with 100% employer match about $119,718 at 4% or $79,812 at 6%. |
| Foster & Foster Consulting Actuaries Inc. 401(K) Plan | - | 35 | $927,794 | $184,328 | $5,267iApproximate average salary by contribution assumption: employee only about $131,663 at 4% or $87,775 at 6%; with 50% employer match about $87,775 at 4% or $58,517 at 6%; with 100% employer match about $65,831 at 4% or $43,888 at 6%. |
| FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | - | 29 | $558,721 | $150,882 | $5,203iApproximate average salary by contribution assumption: employee only about $130,071 at 4% or $86,714 at 6%; with 50% employer match about $86,714 at 4% or $57,809 at 6%; with 100% employer match about $65,035 at 4% or $43,357 at 6%. |
| 2013 | 2 | 29 | $1,045,391 | $331,628 | $11,435iApproximate average salary by contribution assumption: employee only about $285,886 at 4% or $190,591 at 6%; with 50% employer match about $190,591 at 4% or $127,061 at 6%; with 100% employer match about $142,943 at 4% or $95,295 at 6%. |
| Foster & Foster Inc Restated Profit Sharing Plan and Trust | - | 29 | $682,242 | $181,628 | $6,263iApproximate average salary by contribution assumption: employee only about $156,576 at 4% or $104,384 at 6%; with 50% employer match about $104,384 at 4% or $69,589 at 6%; with 100% employer match about $78,288 at 4% or $52,192 at 6%. |
| Foster & Foster Inc. Money Purchase Pension Plan and Trust | - | 26 | $363,149 | $150,000 | $5,769iApproximate average salary by contribution assumption: employee only about $144,231 at 4% or $96,154 at 6%; with 50% employer match about $96,154 at 4% or $64,103 at 6%; with 100% employer match about $72,115 at 4% or $48,077 at 6%. |
| 2012 | 2 | 28 | $547,108 | $257,009 | $9,179iApproximate average salary by contribution assumption: employee only about $229,472 at 4% or $152,982 at 6%; with 50% employer match about $152,982 at 4% or $101,988 at 6%; with 100% employer match about $114,736 at 4% or $76,491 at 6%. |
| Foster & Foster Inc Restated Profit Sharing Plan and Trust | - | 28 | $397,108 | $107,009 | $3,822iApproximate average salary by contribution assumption: employee only about $95,544 at 4% or $63,696 at 6%; with 50% employer match about $63,696 at 4% or $42,464 at 6%; with 100% employer match about $47,772 at 4% or $31,848 at 6%. |
| Foster & Foster Inc. Money Purchase Pension Plan and Trust | - | 21 | $150,000 | $150,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2005 | 2 | 0 | $0 | $0 | - |
| Foster & Foster Inc Restated Profit Sharing Plan and Trust | - | 0 | - | - | - |
| Foster & Foster Inc. Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| 2004 | 4 | 8 | $2,709,844 | $172,966 | $21,621iApproximate average salary by contribution assumption: employee only about $540,519 at 4% or $360,346 at 6%; with 50% employer match about $360,346 at 4% or $240,231 at 6%; with 100% employer match about $270,259 at 4% or $180,173 at 6%. |
| Foster & Foster Inc. Money Purchase Pension Plan and Trust | - | 8 | $770,309 | $56,483 | $7,060iApproximate average salary by contribution assumption: employee only about $176,509 at 4% or $117,673 at 6%; with 50% employer match about $117,673 at 4% or $78,449 at 6%; with 100% employer match about $88,255 at 4% or $58,836 at 6%. |
| Foster & Foster Inc. Money Purchase Pension Plan and Trust | - | 8 | $770,309 | $56,483 | $7,060iApproximate average salary by contribution assumption: employee only about $176,509 at 4% or $117,673 at 6%; with 50% employer match about $117,673 at 4% or $78,449 at 6%; with 100% employer match about $88,255 at 4% or $58,836 at 6%. |
| Foster & Foster Inc Restated Profit Sharing Plan and Trust | - | 8 | $584,613 | $30,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Foster & Foster Inc Restated Profit Sharing Plan and Trust | - | 8 | $584,613 | $30,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2003 | 2 | 8 | $1,246,412 | $92,172 | $11,522iApproximate average salary by contribution assumption: employee only about $288,038 at 4% or $192,025 at 6%; with 50% employer match about $192,025 at 4% or $128,017 at 6%; with 100% employer match about $144,019 at 4% or $96,013 at 6%. |
| Foster & Foster Inc. Money Purchase Pension Plan and Trust | - | 8 | $706,422 | $52,172 | $6,522iApproximate average salary by contribution assumption: employee only about $163,038 at 4% or $108,692 at 6%; with 50% employer match about $108,692 at 4% or $72,461 at 6%; with 100% employer match about $81,519 at 4% or $54,346 at 6%. |
| Foster & Foster Inc Restated Profit Sharing Plan and Trust | - | 8 | $539,990 | $40,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2002 | 2 | 7 | $1,047,125 | $86,454 | $12,351iApproximate average salary by contribution assumption: employee only about $308,764 at 4% or $205,843 at 6%; with 50% employer match about $205,843 at 4% or $137,229 at 6%; with 100% employer match about $154,382 at 4% or $102,921 at 6%. |
| Foster & Foster Inc. Money Purchase Pension Plan and Trust | - | 7 | $644,240 | $46,454 | $6,636iApproximate average salary by contribution assumption: employee only about $165,907 at 4% or $110,605 at 6%; with 50% employer match about $110,605 at 4% or $73,737 at 6%; with 100% employer match about $82,954 at 4% or $55,302 at 6%. |
| Foster & Foster Inc Restated Profit Sharing Plan and Trust | - | 7 | $402,885 | $40,000 | $5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |
| 2001 | 2 | 8 | $950,570 | $69,847 | $8,731iApproximate average salary by contribution assumption: employee only about $218,272 at 4% or $145,515 at 6%; with 50% employer match about $145,515 at 4% or $97,010 at 6%; with 100% employer match about $109,136 at 4% or $72,757 at 6%. |
| Foster & Foster Inc. Money Purchase Pension Plan and Trust | - | 8 | $571,844 | $40,847 | $5,106iApproximate average salary by contribution assumption: employee only about $127,647 at 4% or $85,098 at 6%; with 50% employer match about $85,098 at 4% or $56,732 at 6%; with 100% employer match about $63,823 at 4% or $42,549 at 6%. |
| Foster & Foster Inc Restated Profit Sharing Plan and Trust | - | 8 | $378,726 | $29,000 | $3,625iApproximate average salary by contribution assumption: employee only about $90,625 at 4% or $60,417 at 6%; with 50% employer match about $60,417 at 4% or $40,278 at 6%; with 100% employer match about $45,313 at 4% or $30,208 at 6%. |
| 2000 | 2 | 7 | $845,777 | $56,707 | $8,101iApproximate average salary by contribution assumption: employee only about $202,525 at 4% or $135,017 at 6%; with 50% employer match about $135,017 at 4% or $90,011 at 6%; with 100% employer match about $101,263 at 4% or $67,508 at 6%. |
| Foster & Foster Inc. Money Purchase Pension Plan and Trust | - | 7 | $491,532 | $36,707 | $5,244iApproximate average salary by contribution assumption: employee only about $131,096 at 4% or $87,398 at 6%; with 50% employer match about $87,398 at 4% or $58,265 at 6%; with 100% employer match about $65,548 at 4% or $43,699 at 6%. |
| Foster & Foster Inc Restated Profit Sharing Plan and Trust | - | 7 | $354,245 | $20,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| 1999 | 2 | 6 | $733,652 | $51,429 | $8,572iApproximate average salary by contribution assumption: employee only about $214,288 at 4% or $142,858 at 6%; with 50% employer match about $142,858 at 4% or $95,239 at 6%; with 100% employer match about $107,144 at 4% or $71,429 at 6%. |
| Foster & Foster Inc. Money Purchase Pension Plan and Trust | - | 6 | $409,251 | $31,429 | $5,238iApproximate average salary by contribution assumption: employee only about $130,954 at 4% or $87,303 at 6%; with 50% employer match about $87,303 at 4% or $58,202 at 6%; with 100% employer match about $65,477 at 4% or $43,651 at 6%. |
| Foster & Foster Inc Restated Profit Sharing Plan and Trust | - | 6 | $324,401 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |