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TELSTRA INCORPORATED EMPLOYEE 401K PLAN 401k Plan overview

Plan NameTELSTRA INCORPORATED EMPLOYEE 401K PLAN
Plan identification number 001

TELSTRA INCORPORATED EMPLOYEE 401K 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TELSTRA INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:TELSTRA INCORPORATED
Employer identification number (EIN):133776721
NAIC Classification:517000

Additional information about TELSTRA INCORPORATED

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2319926

More information about TELSTRA INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TELSTRA INCORPORATED EMPLOYEE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SUSANNA DRESSLER
0012023-01-01
0012023-01-01SUSANNA DRESSLER
0012022-01-01
0012022-01-01SUSANNA DRESSLER
0012021-01-01
0012021-01-01SUSANNA DRESSLER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SUSANNA DRESSLER SUSANNA DRESSLER2018-10-15
0012016-01-01NADIA CHARGUALAF NADIA CHARGUALAF2017-10-16
0012015-01-01WIRAWAN KRISMAN2016-10-17 WIRAWAN KRISMAN2016-10-17
0012014-01-01WIRAWAN KRISMAN2015-09-30 WIRAWAN KRISMAN2015-09-30
0012013-01-01WIRAWAN KRISMAN2014-10-03 WIRAWAN KRISMAN2014-10-03
0012012-01-01WIRAWAN KRISMAN2013-07-23 WIRAWAN KRISMAN2013-07-23
0012011-01-01WIRAWAN KRISMAN2012-07-05 WIRAWAN KRISMAN2012-07-05
0012010-01-01WIRAWAN KRISMAN2011-07-20 WIRAWAN KRISMAN2011-07-20

Financial Data on TELSTRA INCORPORATED EMPLOYEE 401K PLAN

Measure Date Value
2023 : TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,397,752
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,626,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,604,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,610,387
Value of total assets at end of year2023-12-31$29,888,499
Value of total assets at beginning of year2023-12-31$25,117,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$21,790
Total interest from all sources2023-12-31$15,397
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$149,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$149,631
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$700,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,514,120
Participant contributions at end of year2023-12-31$297,306
Participant contributions at beginning of year2023-12-31$172,131
Participant contributions at end of year2023-12-31$26,320
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$288,036
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$2,101
Other income not declared elsewhere2023-12-31$10,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,771,252
Value of net assets at end of year (total assets less liabilities)2023-12-31$29,888,499
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$25,117,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,432,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,990,613
Value of interest in pooled separate accounts at end of year2023-12-31$8,223,970
Value of interest in pooled separate accounts at beginning of year2023-12-31$7,557,798
Interest on participant loans2023-12-31$12,560
Interest earned on other investments2023-12-31$2,837
Value of interest in common/collective trusts at end of year2023-12-31$11,568,871
Value of interest in common/collective trusts at beginning of year2023-12-31$10,140,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$230,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$256,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,480,703
Net investment gain/loss from pooled separate accounts2023-12-31$1,486,563
Net investment gain or loss from common/collective trusts2023-12-31$1,644,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$808,231
Employer contributions (assets) at end of year2023-12-31$108,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,602,609
Contract administrator fees2023-12-31$21,790
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PLANTE MORAN PC
Accountancy firm EIN2023-12-31272628179
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$7,397,752
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,626,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,604,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,610,387
Value of total assets at end of year2023-01-01$29,888,499
Value of total assets at beginning of year2023-01-01$25,117,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$21,790
Total interest from all sources2023-01-01$15,397
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$149,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$149,631
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$700,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,514,120
Participant contributions at end of year2023-01-01$297,306
Participant contributions at beginning of year2023-01-01$172,131
Participant contributions at end of year2023-01-01$26,320
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$288,036
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$2,101
Other income not declared elsewhere2023-01-01$10,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$4,771,252
Value of net assets at end of year (total assets less liabilities)2023-01-01$29,888,499
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$25,117,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$9,432,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$6,990,613
Value of interest in pooled separate accounts at end of year2023-01-01$8,223,970
Value of interest in pooled separate accounts at beginning of year2023-01-01$7,557,798
Interest on participant loans2023-01-01$12,560
Interest earned on other investments2023-01-01$2,837
Value of interest in common/collective trusts at end of year2023-01-01$11,568,871
Value of interest in common/collective trusts at beginning of year2023-01-01$10,140,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$230,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$256,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,480,703
Net investment gain/loss from pooled separate accounts2023-01-01$1,486,563
Net investment gain or loss from common/collective trusts2023-01-01$1,644,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$808,231
Employer contributions (assets) at end of year2023-01-01$108,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,602,609
Contract administrator fees2023-01-01$21,790
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PLANTE MORAN PC
Accountancy firm EIN2023-01-01272628179
2022 : TELSTRA INCORPORATED EMPLOYEE 401K 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$0
Total income from all sources (including contributions)2022-12-31$-3,854,521
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,663,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,660,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,426,804
Value of total assets at end of year2022-12-31$25,117,247
Value of total assets at beginning of year2022-12-31$31,635,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,682
Total interest from all sources2022-12-31$9,010
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$89,862
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$89,862
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$700,000
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$1,383,991
Participant contributions at end of year2022-12-31$172,131
Participant contributions at beginning of year2022-12-31$234,408
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$401,664
Other income not declared elsewhere2022-12-31$-13,272
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$-6,517,979
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,117,247
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,635,226
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$6,990,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,740,252
Value of interest in pooled separate accounts at end of year2022-12-31$7,557,798
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,621,630
Interest on participant loans2022-12-31$6,539
Interest earned on other investments2022-12-31$2,471
Value of interest in common/collective trusts at end of year2022-12-31$10,140,444
Value of interest in common/collective trusts at beginning of year2022-12-31$10,756,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$256,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$281,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,534,088
Net investment gain/loss from pooled separate accounts2022-12-31$-1,986,442
Net investment gain or loss from common/collective trusts2022-12-31$-1,846,395
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$641,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,660,776
Contract administrator fees2022-12-31$2,682
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 name2022-12-31PLANTE MORAN, PC
Accountancy firm EIN2022-12-31272628179
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-3,854,521
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,663,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,660,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,426,804
Value of total assets at end of year2022-01-01$25,117,247
Value of total assets at beginning of year2022-01-01$31,635,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$2,682
Total interest from all sources2022-01-01$9,010
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$89,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$89,862
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$700,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,383,991
Participant contributions at end of year2022-01-01$172,131
Participant contributions at beginning of year2022-01-01$234,408
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$401,664
Other income not declared elsewhere2022-01-01$-13,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,517,979
Value of net assets at end of year (total assets less liabilities)2022-01-01$25,117,247
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$31,635,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$6,990,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$9,740,252
Value of interest in pooled separate accounts at end of year2022-01-01$7,557,798
Value of interest in pooled separate accounts at beginning of year2022-01-01$10,621,630
Interest on participant loans2022-01-01$6,539
Interest earned on other investments2022-01-01$2,471
Value of interest in common/collective trusts at end of year2022-01-01$10,140,444
Value of interest in common/collective trusts at beginning of year2022-01-01$10,756,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$256,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$281,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,534,088
Net investment gain/loss from pooled separate accounts2022-01-01$-1,986,442
Net investment gain or loss from common/collective trusts2022-01-01$-1,846,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$641,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,660,776
Contract administrator fees2022-01-01$2,682
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PLANTE MORAN, PC
Accountancy firm EIN2022-01-01272628179
2021 : TELSTRA INCORPORATED EMPLOYEE 401K 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$6,830,348
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,006,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,002,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,412,954
Value of total assets at end of year2021-12-31$31,635,226
Value of total assets at beginning of year2021-12-31$28,811,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,108
Total interest from all sources2021-12-31$10,124
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$61,658
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$61,658
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$700,000
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$1,256,666
Participant contributions at end of year2021-12-31$234,408
Participant contributions at beginning of year2021-12-31$184,425
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$559,692
Other income not declared elsewhere2021-12-31$-2,845
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$2,823,618
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,635,226
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,811,608
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$9,740,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,027,484
Value of interest in pooled separate accounts at end of year2021-12-31$10,621,630
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,156,660
Interest on participant loans2021-12-31$6,900
Interest earned on other investments2021-12-31$3,224
Value of interest in common/collective trusts at end of year2021-12-31$10,756,963
Value of interest in common/collective trusts at beginning of year2021-12-31$9,006,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$281,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$436,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$943,698
Net investment gain/loss from pooled separate accounts2021-12-31$2,011,155
Net investment gain or loss from common/collective trusts2021-12-31$1,393,604
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$596,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,002,622
Contract administrator fees2021-12-31$4,108
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PLANTE MORAN, PC
Accountancy firm EIN2021-12-31272628179
2020 : TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$6,545,597
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$887,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$885,904
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,150,295
Value of total assets at end of year2020-12-31$28,811,608
Value of total assets at beginning of year2020-12-31$23,153,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,084
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$13,700
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$71,262
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$71,262
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$700,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,309,429
Participant contributions at end of year2020-12-31$184,425
Participant contributions at beginning of year2020-12-31$200,457
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$200,833
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$3,158
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,657,609
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,811,608
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,153,999
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,027,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,377,743
Value of interest in pooled separate accounts at end of year2020-12-31$10,156,660
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,652,945
Interest on participant loans2020-12-31$8,133
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$5,567
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$9,006,455
Value of interest in common/collective trusts at beginning of year2020-12-31$7,539,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$436,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$383,585
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,747,069
Net investment gain/loss from pooled separate accounts2020-12-31$1,384,379
Net investment gain or loss from common/collective trusts2020-12-31$1,175,734
Net gain/loss from 103.12 investment entities2020-12-31$0
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$640,033
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$885,904
Contract administrator fees2020-12-31$2,084
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE MORAN, PC
Accountancy firm EIN2020-12-31272628179
2019 : TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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$6,596,165
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,230,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,226,987
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,927,069
Value of total assets at end of year2019-12-31$23,153,999
Value of total assets at beginning of year2019-12-31$18,788,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,738
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$16,067
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$92,083
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$92,083
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$700,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,232,598
Participant contributions at end of year2019-12-31$200,457
Participant contributions at beginning of year2019-12-31$240,859
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,303
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$4,642
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,365,440
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,153,999
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,788,559
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,377,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,333,481
Value of interest in pooled separate accounts at end of year2019-12-31$8,652,945
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,016,607
Interest on participant loans2019-12-31$10,430
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$5,637
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$7,539,269
Value of interest in common/collective trusts at beginning of year2019-12-31$5,887,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$383,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$309,835
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,161,916
Net investment gain/loss from pooled separate accounts2019-12-31$2,007,400
Net investment gain or loss from common/collective trusts2019-12-31$1,386,988
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$638,168
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,226,987
Contract administrator fees2019-12-31$3,738
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN, PC
Accountancy firm EIN2019-12-31272628179
2018 : TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$718,778
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,667,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,663,285
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,190,254
Value of total assets at end of year2018-12-31$18,788,559
Value of total assets at beginning of year2018-12-31$19,736,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,751
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$13,106
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$82,614
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$82,614
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$700,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,419,170
Participant contributions at end of year2018-12-31$240,859
Participant contributions at beginning of year2018-12-31$254,470
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$63,151
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-3,072
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-948,258
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,788,559
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,736,817
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,333,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,114,117
Value of interest in pooled separate accounts at end of year2018-12-31$7,016,607
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,878,003
Interest on participant loans2018-12-31$10,403
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$2,703
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$5,887,777
Value of interest in common/collective trusts at beginning of year2018-12-31$6,245,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$309,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$244,650
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-231,940
Net investment gain/loss from pooled separate accounts2018-12-31$-800,863
Net investment gain or loss from common/collective trusts2018-12-31$-531,321
Net gain/loss from 103.12 investment entities2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$707,933
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,660,492
Contract administrator fees2018-12-31$3,751
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RKL LLP
Accountancy firm EIN2018-12-31232108173
2017 : TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,500,210
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$952,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$945,205
Expenses. Certain deemed distributions of participant loans2017-12-31$2,589
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,405,342
Value of total assets at end of year2017-12-31$19,736,817
Value of total assets at beginning of year2017-12-31$15,188,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,287
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$10,225
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$71,623
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$71,623
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$700,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,431,867
Participant contributions at end of year2017-12-31$254,470
Participant contributions at beginning of year2017-12-31$245,229
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$217,113
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$626
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,548,129
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,736,817
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,188,688
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,114,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,259,498
Value of interest in pooled separate accounts at end of year2017-12-31$7,878,003
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,347,820
Interest on participant loans2017-12-31$7,715
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$2,510
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$6,245,577
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$244,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$336,141
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$733,466
Net investment gain/loss from pooled separate accounts2017-12-31$1,798,210
Net investment gain or loss from common/collective trusts2017-12-31$480,718
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$756,362
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$945,205
Contract administrator fees2017-12-31$4,287
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31RKL LLP
Accountancy firm EIN2017-12-31232108173
2016 : TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,828,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,312,972
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$518,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$515,688
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,195,093
Value of total assets at end of year2016-12-31$15,188,688
Value of total assets at beginning of year2016-12-31$10,565,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,209
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$12,480
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$61,923
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$61,923
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$700,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$1,448,636
Participant contributions at end of year2016-12-31$245,229
Participant contributions at beginning of year2016-12-31$234,282
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,319
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$1,412
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,794,075
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,188,688
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,565,780
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,259,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,131,282
Value of interest in pooled separate accounts at end of year2016-12-31$10,347,820
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,884,289
Interest on participant loans2016-12-31$10,133
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$2,347
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$336,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$315,927
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$250,090
Net investment gain/loss from pooled separate accounts2016-12-31$791,974
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$730,138
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$515,688
Contract administrator fees2016-12-31$3,209
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31RKL LLP
Accountancy firm EIN2016-12-31232108173

Form 5500 Responses for TELSTRA INCORPORATED EMPLOYEE 401K PLAN

2023: TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: TELSTRA INCORPORATED EMPLOYEE 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801637
Policy instance 1
Insurance contract or identification number801637
Number of Individuals Covered164
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801637
Policy instance 1
Insurance contract or identification number801637
Number of Individuals Covered166
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801637
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801637
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801637
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801637
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801637
Policy instance 1

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