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THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 003

THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC has sponsored the creation of one or more 401k plans.

Company Name:THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC
Employer identification number (EIN):640507939
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01VERNON R. KELLEY, III2016-04-07
0032014-01-01VERNON R. KELLEY, III
0032013-01-01VERNON R. KELLEY, III2014-10-13
0032012-01-01VERNON R. KELLEY, III2013-09-30
0032011-10-01VERNON R. KELLEY, III2012-10-10

Plan Statistics for THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-0184
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0194
Number of participants with account balances2014-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$27,459
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$377,296
Value of total assets at beginning of year2014-12-31$362,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$150
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15,232
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$265,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$14,356
Value of net assets at end of year (total assets less liabilities)2014-12-31$377,296
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$362,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$377,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$362,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,953
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FRANKS, FRANKS, JARRELL & WILEMON
Accountancy firm EIN2014-12-31640736635

Form 5500 Responses for THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING PLAN

2014: THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. 401(K) PROFIT SHARING 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

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