Plan Name | THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THIRD GENERATION SALES, INC. |
Employer identification number (EIN): | 160996224 |
NAIC Classification: | 339900 |
Additional information about THIRD GENERATION SALES, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1972-06-12 |
Company Identification Number: | 331997 |
Legal Registered Office Address: |
4391 LAKE AVE MONROE ROCHESTER United States of America (USA) 14612 |
More information about THIRD GENERATION SALES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2014-07-01 | CHARLES OBRIEN | |||
002 | 2013-07-01 | CHARLES OBRIEN | |||
002 | 2012-07-01 | CHARLES OBRIEN | |||
002 | 2011-07-01 | CHARLES OBRIEN | |||
002 | 2010-07-01 | CHARLES OBRIEN | |||
002 | 2009-07-01 | CHARLES OBRIEN |
Measure | Date | Value |
---|---|---|
2014: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 2 |
Total of all active and inactive participants | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 0 |
2013: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 1 |
Total of all active and inactive participants | 2013-07-01 | 2 |
Total participants | 2013-07-01 | 2 |
2012: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 1 |
Total of all active and inactive participants | 2012-07-01 | 2 |
Total participants | 2012-07-01 | 2 |
2011: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 1 |
Total of all active and inactive participants | 2011-07-01 | 2 |
Total participants | 2011-07-01 | 2 |
2010: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 1 |
Total of all active and inactive participants | 2010-07-01 | 2 |
Total participants | 2010-07-01 | 2 |
Number of participants with account balances | 2010-07-01 | 2 |
2009: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 1 |
Total of all active and inactive participants | 2009-07-01 | 2 |
Total participants | 2009-07-01 | 2 |
Number of participants with account balances | 2009-07-01 | 2 |
Measure | Date | Value |
---|---|---|
2015 : THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-06-30 | $3,022 |
Expenses. Total of all expenses incurred | 2015-06-30 | $521,754 |
Benefits paid (including direct rollovers) | 2015-06-30 | $520,857 |
Total plan assets at end of year | 2015-06-30 | $0 |
Total plan assets at beginning of year | 2015-06-30 | $518,732 |
Value of fidelity bond covering the plan | 2015-06-30 | $10,000 |
Other income received | 2015-06-30 | $3,022 |
Net income (gross income less expenses) | 2015-06-30 | $-518,732 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $518,732 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $897 |
2014 : THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-06-30 | $58,931 |
Expenses. Total of all expenses incurred | 2014-06-30 | $15,418 |
Benefits paid (including direct rollovers) | 2014-06-30 | $12,000 |
Total plan assets at end of year | 2014-06-30 | $518,732 |
Total plan assets at beginning of year | 2014-06-30 | $475,219 |
Value of fidelity bond covering the plan | 2014-06-30 | $10,000 |
Other income received | 2014-06-30 | $58,931 |
Net income (gross income less expenses) | 2014-06-30 | $43,513 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $518,732 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $475,219 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $3,418 |
2013 : THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-06-30 | $36,773 |
Expenses. Total of all expenses incurred | 2013-06-30 | $15,121 |
Benefits paid (including direct rollovers) | 2013-06-30 | $12,000 |
Total plan assets at end of year | 2013-06-30 | $475,219 |
Total plan assets at beginning of year | 2013-06-30 | $453,567 |
Value of fidelity bond covering the plan | 2013-06-30 | $10,000 |
Other income received | 2013-06-30 | $36,773 |
Net income (gross income less expenses) | 2013-06-30 | $21,652 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $475,219 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $453,567 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $3,121 |
2012 : THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-06-30 | $-2,387 |
Expenses. Total of all expenses incurred | 2012-06-30 | $3,424 |
Total plan assets at end of year | 2012-06-30 | $453,567 |
Total plan assets at beginning of year | 2012-06-30 | $459,378 |
Value of fidelity bond covering the plan | 2012-06-30 | $10,000 |
Other income received | 2012-06-30 | $-2,387 |
Net income (gross income less expenses) | 2012-06-30 | $-5,811 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $453,567 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $459,378 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $3,424 |
2011 : THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-06-30 | $65,461 |
Expenses. Total of all expenses incurred | 2011-06-30 | $5,169 |
Total plan assets at end of year | 2011-06-30 | $459,378 |
Total plan assets at beginning of year | 2011-06-30 | $399,086 |
Value of fidelity bond covering the plan | 2011-06-30 | $10,000 |
Other income received | 2011-06-30 | $65,461 |
Net income (gross income less expenses) | 2011-06-30 | $60,292 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $459,378 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $399,086 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $5,169 |
2014: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 form 5500 responses | ||
---|---|---|
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | This submission is the final filing | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |