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THE TKL PROFIT SHARING & 401K SAVINGS PLAN 401k Plan overview

Plan NameTHE TKL PROFIT SHARING & 401K SAVINGS PLAN
Plan identification number 001

THE TKL PROFIT SHARING & 401K SAVINGS 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.
  • 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

TKL RESEARCH, INC. has sponsored the creation of one or more 401k plans.

Company Name:TKL RESEARCH, INC.
Employer identification number (EIN):132772839
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about TKL RESEARCH, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4695087

More information about TKL RESEARCH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TKL PROFIT SHARING & 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KYLE GRIMMER2023-10-11
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CLAUDIA CARDENAS
0012016-01-01CLAUDIA CARDENAS
0012015-01-01CLAUDIA CARDENAS
0012014-01-01CLAUDIA CARDENAS
0012013-01-01CLAUDIA CARDENAS
0012012-01-01CLAUDIA CARDENAS
0012011-01-01CLAUDIA CARDENAS
0012010-01-01CLAUDIA CARDENAS
0012009-01-01CLAUDIA CARDENAS

Plan Statistics for THE TKL PROFIT SHARING & 401K SAVINGS PLAN

401k plan membership statisitcs for THE TKL PROFIT SHARING & 401K SAVINGS PLAN

Measure Date Value
2022: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01229
Total number of active participants reported on line 7a of the Form 55002022-01-01157
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01229
Number of participants with account balances2022-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01220
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01232
Number of participants with account balances2021-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-01134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01220
Number of participants with account balances2020-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01241
Total number of active participants reported on line 7a of the Form 55002019-01-01137
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0185
Total of all active and inactive participants2019-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01223
Number of participants with account balances2019-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01298
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0195
Total of all active and inactive participants2018-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01241
Number of participants with account balances2018-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01446
Total number of active participants reported on line 7a of the Form 55002017-01-01170
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01121
Total of all active and inactive participants2017-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01298
Number of participants with account balances2017-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01393
Total number of active participants reported on line 7a of the Form 55002016-01-01157
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01277
Total of all active and inactive participants2016-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01446
Number of participants with account balances2016-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0184
2015: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01411
Total number of active participants reported on line 7a of the Form 55002015-01-01255
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01130
Total of all active and inactive participants2015-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01392
Number of participants with account balances2015-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01346
Total number of active participants reported on line 7a of the Form 55002014-01-01296
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01109
Total of all active and inactive participants2014-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01411
Number of participants with account balances2014-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01330
Total number of active participants reported on line 7a of the Form 55002013-01-01249
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01346
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01300
Total number of active participants reported on line 7a of the Form 55002012-01-01257
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01330
Number of participants with account balances2012-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01289
Total number of active participants reported on line 7a of the Form 55002011-01-01243
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01300
Number of participants with account balances2011-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01241
Total number of active participants reported on line 7a of the Form 55002010-01-01237
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01289
Number of participants with account balances2010-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01210
Total number of active participants reported on line 7a of the Form 55002009-01-01201
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01241
Number of participants with account balances2009-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on THE TKL PROFIT SHARING & 401K SAVINGS PLAN

Measure Date Value
2022 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,064,107
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,913,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,770,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$941,253
Value of total assets at end of year2022-12-31$13,808,182
Value of total assets at beginning of year2022-12-31$18,785,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$142,976
Total interest from all sources2022-12-31$7,778
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$566,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$566,187
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$582,857
Participant contributions at end of year2022-12-31$128,656
Participant contributions at beginning of year2022-12-31$207,597
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$113,947
Administrative expenses (other) incurred2022-12-31$89,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,977,311
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,808,182
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,785,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,105,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,243,097
Interest on participant loans2022-12-31$7,778
Value of interest in common/collective trusts at end of year2022-12-31$1,573,765
Value of interest in common/collective trusts at beginning of year2022-12-31$1,334,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,579,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$244,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,770,228
Contract administrator fees2022-12-31$53,528
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GROSSMAN ST. AMOUR CPAS, LLC
Accountancy firm EIN2022-12-31460475780
2021 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,847,962
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,956,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,872,074
Value of total corrective distributions2021-12-31$17,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$623,436
Value of total assets at end of year2021-12-31$18,785,493
Value of total assets at beginning of year2021-12-31$17,894,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,720
Total interest from all sources2021-12-31$7,757
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$766,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$766,260
Administrative expenses professional fees incurred2021-12-31$37,400
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$529,806
Participant contributions at end of year2021-12-31$207,597
Participant contributions at beginning of year2021-12-31$186,159
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$891,004
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,785,493
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,894,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,243,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,190,233
Interest on participant loans2021-12-31$7,757
Value of interest in common/collective trusts at end of year2021-12-31$1,334,799
Value of interest in common/collective trusts at beginning of year2021-12-31$2,518,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,450,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$88,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,872,074
Contract administrator fees2021-12-31$30,320
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SACKS PRESS & LACHER, PC
Accountancy firm EIN2021-12-31133050313
2020 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,743,142
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,270,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,211,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$586,921
Value of total assets at end of year2020-12-31$17,894,489
Value of total assets at beginning of year2020-12-31$16,421,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,877
Total interest from all sources2020-12-31$8,992
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$512,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$512,571
Administrative expenses professional fees incurred2020-12-31$31,840
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$505,222
Participant contributions at end of year2020-12-31$186,159
Participant contributions at beginning of year2020-12-31$183,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,472,548
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,894,489
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,421,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,190,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,856,388
Interest on participant loans2020-12-31$8,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,518,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,382,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,382,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,634,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$81,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,211,717
Contract administrator fees2020-12-31$27,037
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SACKS PRESS & LACHER, PC
Accountancy firm EIN2020-12-31133050313
2019 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,787,874
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,642,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,614,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$678,101
Value of total assets at end of year2019-12-31$16,421,941
Value of total assets at beginning of year2019-12-31$14,276,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,338
Total interest from all sources2019-12-31$10,786
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$513,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$513,004
Administrative expenses professional fees incurred2019-12-31$17,800
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$541,283
Participant contributions at end of year2019-12-31$183,411
Participant contributions at beginning of year2019-12-31$177,814
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$48,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,145,555
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,421,941
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,276,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,856,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,406,629
Interest on participant loans2019-12-31$10,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,382,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,691,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,691,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,585,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$88,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,614,981
Contract administrator fees2019-12-31$9,538
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SACKS PRESS & LACHER, PC
Accountancy firm EIN2019-12-31133050313
2018 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$211,869
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,653,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,600,725
Value of total corrective distributions2018-12-31$5,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$743,939
Value of total assets at end of year2018-12-31$14,276,386
Value of total assets at beginning of year2018-12-31$15,718,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,837
Total interest from all sources2018-12-31$16,301
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$553,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$553,611
Administrative expenses professional fees incurred2018-12-31$17,800
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$536,374
Participant contributions at end of year2018-12-31$177,814
Participant contributions at beginning of year2018-12-31$193,189
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$116,938
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$53,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,441,703
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,276,386
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,718,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,406,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,201,094
Interest on participant loans2018-12-31$10,121
Interest earned on other investments2018-12-31$6,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,691,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$56,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$56,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,213,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,101,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$90,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,600,725
Contract administrator fees2018-12-31$30,037
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SACKS PRESS & LACHER, PC
Accountancy firm EIN2018-12-31133050313
2017 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,749,922
Total of all expenses incurred2017-12-31$3,423,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,356,920
Expenses. Certain deemed distributions of participant loans2017-12-31$8,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,310,196
Value of total assets at end of year2017-12-31$15,718,089
Value of total assets at beginning of year2017-12-31$15,391,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$58,065
Total interest from all sources2017-12-31$26,650
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$250,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$250,465
Administrative expenses professional fees incurred2017-12-31$17,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$557,884
Participant contributions at end of year2017-12-31$193,189
Participant contributions at beginning of year2017-12-31$302,683
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$319
Administrative expenses (other) incurred2017-12-31$40,265
Total non interest bearing cash at end of year2017-12-31$53,335
Total non interest bearing cash at beginning of year2017-12-31$44,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$326,553
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,718,089
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,391,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,201,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,445,558
Interest on participant loans2017-12-31$10,857
Interest earned on other investments2017-12-31$15,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$56,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$45,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$45,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,213,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,553,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,162,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$751,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,356,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SACKS PRESS & LACHER, P.C.
Accountancy firm EIN2017-12-31133050313
2016 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,929,009
Total of all expenses incurred2016-12-31$565,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$530,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,030,776
Value of total assets at end of year2016-12-31$15,391,536
Value of total assets at beginning of year2016-12-31$13,028,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,813
Total interest from all sources2016-12-31$29,364
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$234,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$234,586
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,277,138
Participant contributions at end of year2016-12-31$302,683
Participant contributions at beginning of year2016-12-31$292,182
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$85,058
Administrative expenses (other) incurred2016-12-31$34,813
Total non interest bearing cash at end of year2016-12-31$44,396
Total non interest bearing cash at beginning of year2016-12-31$19,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,363,328
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,391,536
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,028,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,445,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,229,728
Interest on participant loans2016-12-31$11,198
Interest earned on other investments2016-12-31$18,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$45,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$19,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$19,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,553,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,467,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$634,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$668,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$530,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SACKS PRESS & LACHER, P.C.
Accountancy firm EIN2016-12-31133050313
2015 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,788,403
Total of all expenses incurred2015-12-31$941,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$894,450
Value of total corrective distributions2015-12-31$170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,713,871
Value of total assets at end of year2015-12-31$13,028,208
Value of total assets at beginning of year2015-12-31$12,180,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,501
Total interest from all sources2015-12-31$28,704
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$175,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$175,086
Administrative expenses professional fees incurred2015-12-31$16,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,090,729
Participant contributions at end of year2015-12-31$292,182
Participant contributions at beginning of year2015-12-31$249,137
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$157,901
Administrative expenses (other) incurred2015-12-31$29,601
Total non interest bearing cash at end of year2015-12-31$19,584
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$847,282
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,028,208
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,180,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,229,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,594,773
Interest on participant loans2015-12-31$10,994
Interest earned on other investments2015-12-31$17,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$19,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,467,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,323,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-129,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$465,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$894,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SACKS PRESS & LACHER, P.C.
Accountancy firm EIN2015-12-31133050313
2014 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,185,115
Total of all expenses incurred2014-12-31$2,083,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,029,046
Value of total corrective distributions2014-12-31$5,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,449,776
Value of total assets at end of year2014-12-31$12,180,926
Value of total assets at beginning of year2014-12-31$12,078,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,584
Total interest from all sources2014-12-31$32,367
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$204,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$204,448
Administrative expenses professional fees incurred2014-12-31$32,575
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Contributions received from participants2014-12-31$1,005,363
Participant contributions at end of year2014-12-31$249,137
Participant contributions at beginning of year2014-12-31$310,849
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,008
Administrative expenses (other) incurred2014-12-31$16,009
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$101,990
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,180,926
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,078,936
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$10,594,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,160,578
Interest on participant loans2014-12-31$11,496
Interest earned on other investments2014-12-31$20,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$34,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$34,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,323,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,573,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$498,524
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
Contributions received in cash from employer2014-12-31$417,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,029,046
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31SACKS PRESS & LACHER, P.C.
Accountancy firm EIN2014-12-31133050313
2013 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,069,593
Total of all expenses incurred2013-12-31$551,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$524,395
Expenses. Certain deemed distributions of participant loans2013-12-31$4,355
Value of total corrective distributions2013-12-31$11,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,287,843
Value of total assets at end of year2013-12-31$12,078,936
Value of total assets at beginning of year2013-12-31$9,561,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,742
Total interest from all sources2013-12-31$37,449
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$196,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$196,891
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$900,031
Participant contributions at end of year2013-12-31$310,849
Participant contributions at beginning of year2013-12-31$244,335
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,131
Administrative expenses (other) incurred2013-12-31$11,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,517,595
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,078,936
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,561,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,160,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,272,006
Interest on participant loans2013-12-31$13,178
Interest earned on other investments2013-12-31$24,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$34,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$42,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$42,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,573,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,002,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,547,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$375,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$524,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SACKS PRESS & LACHER P.C.
Accountancy firm EIN2013-12-31133050313
2012 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,900,176
Total of all expenses incurred2012-12-31$334,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$309,058
Value of total corrective distributions2012-12-31$1,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$994,093
Value of total assets at end of year2012-12-31$9,561,341
Value of total assets at beginning of year2012-12-31$7,995,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,011
Total interest from all sources2012-12-31$37,341
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$186,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$186,016
Administrative expenses professional fees incurred2012-12-31$14,875
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$814,780
Participant contributions at end of year2012-12-31$244,335
Participant contributions at beginning of year2012-12-31$163,661
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$57,683
Administrative expenses (other) incurred2012-12-31$9,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,565,998
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,561,341
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,995,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,272,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,288,006
Interest on participant loans2012-12-31$9,315
Interest earned on other investments2012-12-31$28,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$42,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$22,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$22,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,002,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,520,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$682,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$121,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$309,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SACKS PRESS & LACHER P.C.
Accountancy firm EIN2012-12-31133050313
2011 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,112,067
Total of all expenses incurred2011-12-31$566,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$532,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,219,463
Value of total assets at end of year2011-12-31$7,995,343
Value of total assets at beginning of year2011-12-31$7,449,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,431
Total interest from all sources2011-12-31$42,613
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$113,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$113,159
Administrative expenses professional fees incurred2011-12-31$27,750
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$808,789
Participant contributions at end of year2011-12-31$163,661
Participant contributions at beginning of year2011-12-31$163,619
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$70,859
Administrative expenses (other) incurred2011-12-31$6,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$545,575
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,995,343
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,449,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,288,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,881,715
Interest on participant loans2011-12-31$8,352
Interest earned on other investments2011-12-31$34,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$22,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,520,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,383,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-263,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$339,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$532,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SACKS PRESS & LACHER P.C.
Accountancy firm EIN2011-12-31133050313
2010 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,898,576
Total of all expenses incurred2010-12-31$356,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$350,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,056,644
Value of total assets at end of year2010-12-31$7,449,768
Value of total assets at beginning of year2010-12-31$5,907,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,185
Total interest from all sources2010-12-31$42,373
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$112,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$112,814
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$709,194
Participant contributions at end of year2010-12-31$163,619
Participant contributions at beginning of year2010-12-31$101,929
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,692
Administrative expenses (other) incurred2010-12-31$5,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,542,560
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,449,768
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,907,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,881,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,596,487
Interest on participant loans2010-12-31$7,212
Interest earned on other investments2010-12-31$35,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,383,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,203,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$686,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$327,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$350,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SACKS PRESS & LACHER P.C.
Accountancy firm EIN2010-12-31133050313
2009 : THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE TKL PROFIT SHARING & 401K SAVINGS PLAN

2022: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE TKL PROFIT SHARING & 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberYK51231
Policy instance 1
Insurance contract or identification numberYK51231
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-04-25
Total amount of commissions paid to insurance brokerUSD $740
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $740
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51231
Policy instance 1
Insurance contract or identification numberYK51231
Number of Individuals Covered270
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $809
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $809
Insurance broker organization code?3
Insurance broker nameWELLS FARGO CLEARING SERVICES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51231
Policy instance 1
Insurance contract or identification numberYK51231
Number of Individuals Covered366
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,383
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,383
Insurance broker organization code?3
Insurance broker nameNFP ADVISORY SERVICES LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51231
Policy instance 1
Insurance contract or identification numberYK51231
Number of Individuals Covered321
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,356
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,356
Insurance broker organization code?3
Insurance broker nameNFP ADVISORY SERVICES LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51231
Policy instance 1
Insurance contract or identification numberYK51231
Number of Individuals Covered288
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,642
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,642
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51231
Policy instance 1
Insurance contract or identification numberYK51231
Number of Individuals Covered249
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $570
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $570
Insurance broker organization code?3
Insurance broker nameVALMARK SECURITIES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51231
Policy instance 1
Insurance contract or identification numberYK51231
Number of Individuals Covered232
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,107
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51231
Policy instance 1
Insurance contract or identification numberYK51231
Number of Individuals Covered281
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,934
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,934
Insurance broker organization code?3
Insurance broker nameVALMARK SECURITIES, INC.

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