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THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 401k Plan overview

Plan NameTHIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN
Plan identification number 002

THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

THIRD GENERATION SALES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-07-01CHARLES OBRIEN
0022013-07-01CHARLES OBRIEN
0022012-07-01CHARLES OBRIEN
0022011-07-01CHARLES OBRIEN
0022010-07-01CHARLES OBRIEN
0022009-07-01CHARLES OBRIEN

Plan Statistics for THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN

401k plan membership statisitcs for THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN

Measure Date Value
2014: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012
Total of all active and inactive participants2014-07-010
Total participants2014-07-010
2013: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012
Total number of active participants reported on line 7a of the Form 55002013-07-011
Number of retired or separated participants receiving benefits2013-07-011
Total of all active and inactive participants2013-07-012
Total participants2013-07-012
2012: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012
Total number of active participants reported on line 7a of the Form 55002012-07-011
Number of retired or separated participants receiving benefits2012-07-011
Total of all active and inactive participants2012-07-012
Total participants2012-07-012
2011: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012
Total number of active participants reported on line 7a of the Form 55002011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-012
Total participants2011-07-012
2010: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-012
Total number of active participants reported on line 7a of the Form 55002010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-011
Total of all active and inactive participants2010-07-012
Total participants2010-07-012
Number of participants with account balances2010-07-012
2009: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-012
Total number of active participants reported on line 7a of the Form 55002009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-012
Total participants2009-07-012
Number of participants with account balances2009-07-012

Financial Data on THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN

Measure Date Value
2015 : THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$3,022
Expenses. Total of all expenses incurred2015-06-30$521,754
Benefits paid (including direct rollovers)2015-06-30$520,857
Total plan assets at end of year2015-06-30$0
Total plan assets at beginning of year2015-06-30$518,732
Value of fidelity bond covering the plan2015-06-30$10,000
Other income received2015-06-30$3,022
Net income (gross income less expenses)2015-06-30$-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 sources2014-06-30$58,931
Expenses. Total of all expenses incurred2014-06-30$15,418
Benefits paid (including direct rollovers)2014-06-30$12,000
Total plan assets at end of year2014-06-30$518,732
Total plan assets at beginning of year2014-06-30$475,219
Value of fidelity bond covering the plan2014-06-30$10,000
Other income received2014-06-30$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 sources2013-06-30$36,773
Expenses. Total of all expenses incurred2013-06-30$15,121
Benefits paid (including direct rollovers)2013-06-30$12,000
Total plan assets at end of year2013-06-30$475,219
Total plan assets at beginning of year2013-06-30$453,567
Value of fidelity bond covering the plan2013-06-30$10,000
Other income received2013-06-30$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$3,121
2012 : THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$-2,387
Expenses. Total of all expenses incurred2012-06-30$3,424
Total plan assets at end of year2012-06-30$453,567
Total plan assets at beginning of year2012-06-30$459,378
Value of fidelity bond covering the plan2012-06-30$10,000
Other income received2012-06-30$-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 sources2011-06-30$65,461
Expenses. Total of all expenses incurred2011-06-30$5,169
Total plan assets at end of year2011-06-30$459,378
Total plan assets at beginning of year2011-06-30$399,086
Value of fidelity bond covering the plan2011-06-30$10,000
Other income received2011-06-30$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

Form 5500 Responses for THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN

2014: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THIRD GENERATION SALES INC SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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