TALLEY & COMPANY, AN ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TALLEY & COMPANY RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2016: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 57 |
Number of participants with account balances | 2016-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 49 |
Number of participants with account balances | 2015-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 49 |
Number of participants with account balances | 2014-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 45 |
Number of participants with account balances | 2013-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
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2016 : TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $472,707 |
Expenses. Total of all expenses incurred | 2016-12-31 | $106 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $3,572,472 |
Total plan assets at beginning of year | 2016-12-31 | $3,099,871 |
Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
Total contributions received or receivable from participants | 2016-12-31 | $249,720 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $3,743 |
Other income received | 2016-12-31 | $219,196 |
Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $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 2510.3-102 | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $48 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $106 |
2015 : TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $137,544 |
Expenses. Total of all expenses incurred | 2015-12-31 | $103,374 |
Benefits paid (including direct rollovers) | 2015-12-31 | $102,030 |
Total plan assets at end of year | 2015-12-31 | $3,099,871 |
Total plan assets at beginning of year | 2015-12-31 | $3,065,701 |
Value of fidelity bond covering the plan | 2015-12-31 | $225,000 |
Total contributions received or receivable from participants | 2015-12-31 | $192,099 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $5,016 |
Other income received | 2015-12-31 | $-59,571 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $20,988 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $1,250 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $94 |
2014 : TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $338,584 |
Expenses. Total of all expenses incurred | 2014-12-31 | $15,738 |
Benefits paid (including direct rollovers) | 2014-12-31 | $5,233 |
Total plan assets at end of year | 2014-12-31 | $3,065,701 |
Total plan assets at beginning of year | 2014-12-31 | $2,742,855 |
Value of fidelity bond covering the plan | 2014-12-31 | $225,000 |
Total contributions received or receivable from participants | 2014-12-31 | $178,999 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $159,585 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $33,885 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $10,249 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $256 |
2013 : TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $534,747 |
Expenses. Total of all expenses incurred | 2013-12-31 | $112,041 |
Benefits paid (including direct rollovers) | 2013-12-31 | $110,039 |
Total plan assets at end of year | 2013-12-31 | $2,742,855 |
Total plan assets at beginning of year | 2013-12-31 | $2,320,149 |
Value of fidelity bond covering the plan | 2013-12-31 | $225,000 |
Total contributions received or receivable from participants | 2013-12-31 | $169,534 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $365,213 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $60,407 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,002 |
2016: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TALLEY & COMPANY RETIREMENT SAVINGS PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |