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TALLEY & COMPANY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTALLEY & COMPANY RETIREMENT SAVINGS PLAN
Plan identification number 001

TALLEY & COMPANY RETIREMENT SAVINGS 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
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

TALLEY & COMPANY, AN ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:TALLEY & COMPANY, AN ACCOUNTANCY CORPORATION
Employer identification number (EIN):330689542
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TALLEY & COMPANY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01TROY ABERCROMBIE
0012015-01-01THOMAS CHAMPIEUX
0012014-01-01TROY ABERCROMBIE
0012013-01-01TROY ABERCROMBIE
0012012-01-01TROY ABERCROMBIE2013-07-22
0012011-01-01TROY ABERCROMBIE2012-08-22
0012010-01-01TROY ABERCROMBIE2011-06-02

Plan Statistics for TALLEY & COMPANY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TALLEY & COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2016: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0149
Total number of active participants reported on line 7a of the Form 55002016-01-0151
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0157
Number of participants with account balances2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0149
Total number of active participants reported on line 7a of the Form 55002015-01-0144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0149
Number of participants with account balances2015-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0145
Total number of active participants reported on line 7a of the Form 55002014-01-0142
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0149
Number of participants with account balances2014-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0137
Total number of active participants reported on line 7a of the Form 55002013-01-0141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0145
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on TALLEY & COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2016 : TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$472,707
Expenses. Total of all expenses incurred2016-12-31$106
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$3,572,472
Total plan assets at beginning of year2016-12-31$3,099,871
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$249,720
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$3,743
Other income received2016-12-31$219,196
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$472,601
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,572,472
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,099,871
Assets. Value of participant loans2016-12-31$8,727
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$48
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$106
2015 : TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$137,544
Expenses. Total of all expenses incurred2015-12-31$103,374
Benefits paid (including direct rollovers)2015-12-31$102,030
Total plan assets at end of year2015-12-31$3,099,871
Total plan assets at beginning of year2015-12-31$3,065,701
Value of fidelity bond covering the plan2015-12-31$225,000
Total contributions received or receivable from participants2015-12-31$192,099
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$5,016
Other income received2015-12-31$-59,571
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$34,170
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,099,871
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,065,701
Assets. Value of participant loans2015-12-31$20,988
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$1,250
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$94
2014 : TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$338,584
Expenses. Total of all expenses incurred2014-12-31$15,738
Benefits paid (including direct rollovers)2014-12-31$5,233
Total plan assets at end of year2014-12-31$3,065,701
Total plan assets at beginning of year2014-12-31$2,742,855
Value of fidelity bond covering the plan2014-12-31$225,000
Total contributions received or receivable from participants2014-12-31$178,999
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$159,585
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$322,846
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,065,701
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,742,855
Assets. Value of participant loans2014-12-31$33,885
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$10,249
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$256
2013 : TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$534,747
Expenses. Total of all expenses incurred2013-12-31$112,041
Benefits paid (including direct rollovers)2013-12-31$110,039
Total plan assets at end of year2013-12-31$2,742,855
Total plan assets at beginning of year2013-12-31$2,320,149
Value of fidelity bond covering the plan2013-12-31$225,000
Total contributions received or receivable from participants2013-12-31$169,534
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$365,213
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$422,706
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,742,855
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,320,149
Assets. Value of participant loans2013-12-31$60,407
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,002

Form 5500 Responses for TALLEY & COMPANY RETIREMENT SAVINGS PLAN

2016: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TALLEY & COMPANY RETIREMENT SAVINGS 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: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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
2013: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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