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TUCKER & ASSOCIATES, LLC RETIREMENT PLAN 401k Plan overview

Plan NameTUCKER & ASSOCIATES, LLC RETIREMENT PLAN
Plan identification number 001

TUCKER & ASSOCIATES, LLC RETIREMENT 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

TUCKER & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:TUCKER & ASSOCIATES, LLC
Employer identification number (EIN):043721202
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about TUCKER & ASSOCIATES, LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2009-04-24
Company Identification Number: 20091230532
Legal Registered Office Address: 1330 Leyden ST
Suite 105
Denver
United States of America (USA)
80220

More information about TUCKER & ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUCKER & ASSOCIATES, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01BRUCE G TUCKER2021-07-21 BRUCE G TUCKER2021-07-21
0012019-01-01BRUCE G TUCKER2020-06-23 BRUCE G TUCKER2020-06-23
0012018-01-01BRUCE G. TUCKER2019-07-11 BRUCE G. TUCKER2019-07-11
0012017-01-01BRUCE G. TUCKER2018-10-22 BRUCE G. TUCKER2018-10-22
0012017-01-01BRUCE G. TUCKER2018-10-11 BRUCE G. TUCKER2018-10-11
0012016-01-01ALICIA MARCELLO2017-07-05 BRUCE TUCKER2017-07-05
0012015-01-01ALICIA MARCELLO ALICIA MARCELLO2016-06-15
0012014-01-01ALICIA MARCELLO ALICIA MARCELLO2016-05-24
0012014-01-01ALICIA MARCELLO ALICIA MARCELLO2015-06-29
0012013-01-01ALICIA MARCELLO2014-09-10 BRUCE TUCKER2014-09-10
0012012-01-01ALICIA MARCELLO2013-10-02 ALICIA MARCELLO2013-10-02
0012011-01-01ALICIA MARCELLO2012-07-20 BRUCE TUCKER2012-07-23
0012010-01-01BRUCE TUCKER2011-07-18

Plan Statistics for TUCKER & ASSOCIATES, LLC RETIREMENT PLAN

401k plan membership statisitcs for TUCKER & ASSOCIATES, LLC RETIREMENT PLAN

Measure Date Value
2015: TUCKER & ASSOCIATES, LLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-0112
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 participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TUCKER & ASSOCIATES, LLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0111
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 participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on TUCKER & ASSOCIATES, LLC RETIREMENT PLAN

Measure Date Value
2015 : TUCKER & ASSOCIATES, LLC RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$20,625
Expenses. Total of all expenses incurred2015-12-31$1,478
Total plan assets at end of year2015-12-31$1,107,133
Total plan assets at beginning of year2015-12-31$1,087,986
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$83,494
Expenses. Other expenses not covered elsewhere2015-12-31$1,478
Other income received2015-12-31$-62,869
Net income (gross income less expenses)2015-12-31$19,147
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,107,133
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,087,986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TUCKER & ASSOCIATES, LLC RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$7,746
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$6,177
Total plan assets at end of year2014-12-31$7,746
Total plan assets at beginning of year2014-12-31$903,298
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$0
Net income (gross income less expenses)2014-12-31$7,746
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,746
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$7,746
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$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

Form 5500 Responses for TUCKER & ASSOCIATES, LLC RETIREMENT PLAN

2015: TUCKER & ASSOCIATES, LLC RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TUCKER & ASSOCIATES, LLC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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