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TAPECON, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTAPECON, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

TAPECON, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:TAPECON, INC.
Employer identification number (EIN):161209084
NAIC Classification:323100

Additional information about TAPECON, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1983-07-19
Company Identification Number: 855954
Legal Registered Office Address: ATTN ALAN DAVIS
701 SENECA STREET, SUITE 255
BUFFALO
United States of America (USA)
14210

More information about TAPECON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAPECON, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVE DAVIS
0012016-01-01ALAN K. DAVIS
0012015-01-01ALAN K. DAVIS
0012014-01-01ALAN K. DAVIS
0012013-01-01ALAN K. DAVIS
0012012-01-01ALAN K. DAVIS
0012011-01-01ALAN K. DAVIS

Plan Statistics for TAPECON, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TAPECON, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-01107
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01154
Number of participants with account balances2022-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01148
Total number of active participants reported on line 7a of the Form 55002021-01-01103
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01142
Number of participants with account balances2021-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01131
Total number of active participants reported on line 7a of the Form 55002020-01-01104
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01144
Number of participants with account balances2020-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01146
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01129
Number of participants with account balances2019-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01135
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01123
Total number of active participants reported on line 7a of the Form 55002017-01-01124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01125
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01114
Number of participants with account balances2016-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01119
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01120
Number of participants with account balances2015-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-0196
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01119
Number of participants with account balances2014-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01145
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01131
Total number of active participants reported on line 7a of the Form 55002012-01-01117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01145
Number of participants with account balances2012-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01127
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016

Financial Data on TAPECON, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,729
Total income from all sources (including contributions)2022-12-31$-814,022
Total of all expenses incurred2022-12-31$101,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$82,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$518,483
Value of total assets at end of year2022-12-31$8,521,508
Value of total assets at beginning of year2022-12-31$9,452,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,157
Total interest from all sources2022-12-31$2,033
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$318,986
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$318,986
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$405,161
Participant contributions at end of year2022-12-31$43,664
Participant contributions at beginning of year2022-12-31$39,213
Participant contributions at end of year2022-12-31$7,310
Participant contributions at beginning of year2022-12-31$7,804
Assets. Other investments not covered elsewhere at end of year2022-12-31$58,734
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$60,408
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$17,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-915,179
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,519,983
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,435,162
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$6,385,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,473,624
Interest on participant loans2022-12-31$2,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,003,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,850,699
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,653,524
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$89,528
Employer contributions (assets) at end of year2022-12-31$22,395
Employer contributions (assets) at beginning of year2022-12-31$21,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$81,066
Contract administrator fees2022-12-31$19,157
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 name2022-12-31CHIAMPOU TRAVIS BESAW KERSHNER LLP
Accountancy firm EIN2022-12-31161468002
2021 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,203
Total income from all sources (including contributions)2021-12-31$1,627,579
Total of all expenses incurred2021-12-31$395,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$376,490
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$454,233
Value of total assets at end of year2021-12-31$9,452,891
Value of total assets at beginning of year2021-12-31$8,218,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,323
Total interest from all sources2021-12-31$51,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$323,297
Participant contributions at end of year2021-12-31$39,213
Participant contributions at beginning of year2021-12-31$56,563
Participant contributions at end of year2021-12-31$7,804
Assets. Other investments not covered elsewhere at end of year2021-12-31$60,408
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$103,473
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$51,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$17,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$15,203
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$1,231,766
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,435,162
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,203,396
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$7,473,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,346,021
Income. Interest from loans (other than to participants)2021-12-31$2,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$49,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,850,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,694,865
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,121,521
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$79,232
Employer contributions (assets) at end of year2021-12-31$21,143
Employer contributions (assets) at beginning of year2021-12-31$17,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$375,365
Contract administrator fees2021-12-31$19,323
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 name2021-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2021-12-31161468002
2020 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,521
Total income from all sources (including contributions)2020-12-31$1,469,950
Total of all expenses incurred2020-12-31$28,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,208
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$363,856
Value of total assets at end of year2020-12-31$8,218,599
Value of total assets at beginning of year2020-12-31$6,771,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,276
Total interest from all sources2020-12-31$48,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$290,578
Participant contributions at end of year2020-12-31$56,563
Participant contributions at beginning of year2020-12-31$77,344
Assets. Other investments not covered elsewhere at end of year2020-12-31$103,473
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$98,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$15,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,521
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$1,441,466
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,203,396
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,761,930
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$6,346,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,154,883
Interest on participant loans2020-12-31$3,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$45,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,694,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,424,232
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,057,287
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$73,278
Employer contributions (assets) at end of year2020-12-31$17,677
Employer contributions (assets) at beginning of year2020-12-31$16,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,080
Contract administrator fees2020-12-31$17,276
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 name2020-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2020-12-31161468002
2019 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,521
Total income from all sources (including contributions)2019-12-31$1,475,570
Total of all expenses incurred2019-12-31$1,555,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,505,443
Expenses. Certain deemed distributions of participant loans2019-12-31$32,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$371,225
Value of total assets at end of year2019-12-31$6,771,451
Value of total assets at beginning of year2019-12-31$6,841,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,743
Total interest from all sources2019-12-31$61,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$286,661
Participant contributions at end of year2019-12-31$77,344
Participant contributions at beginning of year2019-12-31$81,888
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$98,449
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$93,559
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-79,700
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,761,930
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,841,630
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$5,154,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,577,779
Income. Interest from loans (other than to participants)2019-12-31$5,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$55,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,424,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,074,039
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,042,902
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$74,040
Employer contributions (assets) at end of year2019-12-31$16,543
Employer contributions (assets) at beginning of year2019-12-31$14,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,504,414
Contract administrator fees2019-12-31$17,743
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2019-12-31161468002
2018 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$243,188
Total of all expenses incurred2018-12-31$217,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$198,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$358,718
Value of total assets at end of year2018-12-31$6,841,630
Value of total assets at beginning of year2018-12-31$6,816,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,881
Total interest from all sources2018-12-31$55,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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 period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$286,275
Participant contributions at end of year2018-12-31$81,888
Participant contributions at beginning of year2018-12-31$76,746
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$93,559
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$88,823
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$543
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$25,385
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,841,630
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,816,245
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$4,577,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,232,059
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$3,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$51,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,074,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,406,946
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-170,691
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$71,900
Employer contributions (assets) at end of year2018-12-31$14,365
Employer contributions (assets) at beginning of year2018-12-31$11,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$197,708
Contract administrator fees2018-12-31$18,881
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2018-12-31161468002
2017 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,009,231
Total of all expenses incurred2017-12-31$428,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$420,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$310,808
Value of total assets at end of year2017-12-31$6,816,245
Value of total assets at beginning of year2017-12-31$6,235,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,433
Total interest from all sources2017-12-31$47,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$242,494
Participant contributions at end of year2017-12-31$76,746
Participant contributions at beginning of year2017-12-31$129,953
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,422
Assets. Other investments not covered elsewhere at end of year2017-12-31$88,823
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$94,792
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$580,482
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,816,245
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,235,763
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$5,232,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,420,843
Value of interest in pooled separate accounts at end of year2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$4,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$42,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,406,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,576,221
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$651,002
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$68,314
Employer contributions (assets) at end of year2017-12-31$11,671
Employer contributions (assets) at beginning of year2017-12-31$10,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$419,217
Contract administrator fees2017-12-31$8,433
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 name2017-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2017-12-31161468002
2016 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,984
Total income from all sources (including contributions)2016-12-31$784,622
Total of all expenses incurred2016-12-31$151,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$133,676
Expenses. Certain deemed distributions of participant loans2016-12-31$14,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$292,991
Value of total assets at end of year2016-12-31$6,235,763
Value of total assets at beginning of year2016-12-31$5,606,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,640
Total interest from all sources2016-12-31$43,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$228,478
Participant contributions at end of year2016-12-31$129,953
Participant contributions at beginning of year2016-12-31$151,039
Participant contributions at end of year2016-12-31$3,422
Participant contributions at beginning of year2016-12-31$5,906
Assets. Other investments not covered elsewhere at end of year2016-12-31$94,792
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$87,847
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,984
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$633,310
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,235,763
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,602,453
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
Investment advisory and management fees2016-12-31$2,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,420,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,370,896
Interest on participant loans2016-12-31$6,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$37,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,576,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$982,092
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$447,810
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$61,516
Employer contributions (assets) at end of year2016-12-31$10,532
Employer contributions (assets) at beginning of year2016-12-31$8,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$131,849
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 name2016-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2016-12-31161468002
2015 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,984
Total income from all sources (including contributions)2015-12-31$273,284
Total of all expenses incurred2015-12-31$364,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$359,978
Expenses. Certain deemed distributions of participant loans2015-12-31$2,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$299,261
Value of total assets at end of year2015-12-31$5,606,437
Value of total assets at beginning of year2015-12-31$5,693,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,375
Total interest from all sources2015-12-31$34,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$240,424
Participant contributions at end of year2015-12-31$151,039
Participant contributions at beginning of year2015-12-31$156,327
Participant contributions at end of year2015-12-31$5,906
Participant contributions at beginning of year2015-12-31$3,714
Assets. Other investments not covered elsewhere at end of year2015-12-31$87,847
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$82,195
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,984
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-91,484
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,602,453
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,693,937
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
Investment advisory and management fees2015-12-31$2,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,370,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,460,335
Interest on participant loans2015-12-31$6,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$27,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$982,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$985,476
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-60,020
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$58,837
Employer contributions (assets) at end of year2015-12-31$8,657
Employer contributions (assets) at beginning of year2015-12-31$5,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$356,251
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 name2015-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2015-12-31161468002
2014 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$588,955
Total of all expenses incurred2014-12-31$459,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$457,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$265,656
Value of total assets at end of year2014-12-31$5,693,937
Value of total assets at beginning of year2014-12-31$5,564,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,873
Total interest from all sources2014-12-31$34,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$212,512
Participant contributions at end of year2014-12-31$156,327
Participant contributions at beginning of year2014-12-31$153,542
Participant contributions at end of year2014-12-31$3,714
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$82,195
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$78,195
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,493
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$128,988
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,693,937
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,564,949
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
Investment advisory and management fees2014-12-31$2,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,460,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,496,684
Interest on participant loans2014-12-31$6,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$27,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$985,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$834,654
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$288,695
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$51,651
Employer contributions (assets) at end of year2014-12-31$5,890
Employer contributions (assets) at beginning of year2014-12-31$1,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$453,374
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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 name2014-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2014-12-31161468002
2013 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,972
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,219,750
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,022,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,017,798
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$220,674
Value of total assets at end of year2013-12-31$5,564,949
Value of total assets at beginning of year2013-12-31$5,372,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,664
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$35,976
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$0
Administrative expenses professional fees incurred2013-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$195,936
Participant contributions at end of year2013-12-31$153,542
Participant contributions at beginning of year2013-12-31$98,168
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$78,195
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$67,691
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$197,288
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,564,949
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,367,661
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
Investment advisory and management fees2013-12-31$4,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,496,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,703,107
Interest on participant loans2013-12-31$4,600
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$31,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$834,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,503,295
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$963,100
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,408
Employer contributions (assets) at end of year2013-12-31$1,874
Employer contributions (assets) at beginning of year2013-12-31$372
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,013,498
Contract administrator fees2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,972
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
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 name2013-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2013-12-31161468002
2012 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,361
Total income from all sources (including contributions)2012-12-31$850,046
Total of all expenses incurred2012-12-31$330,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$326,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$272,348
Value of total assets at end of year2012-12-31$5,372,633
Value of total assets at beginning of year2012-12-31$4,855,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,547
Total interest from all sources2012-12-31$3,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$222,172
Participant contributions at end of year2012-12-31$98,168
Participant contributions at beginning of year2012-12-31$84,860
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$67,691
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$62,984
Administrative expenses (other) incurred2012-12-31$3,547
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$519,981
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,367,661
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,847,680
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$3,703,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,619,945
Interest on participant loans2012-12-31$3,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,503,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,087,252
Net investment gain/loss from pooled separate accounts2012-12-31$573,709
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$50,176
Employer contributions (assets) at end of year2012-12-31$372
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$326,518
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,972
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,361
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 name2012-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2012-12-31161468002
2011 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$166,000
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$257,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$246,496
Expenses. Certain deemed distributions of participant loans2011-12-31$9,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$258,410
Value of total assets at end of year2011-12-31$4,855,041
Value of total assets at beginning of year2011-12-31$4,939,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,547
Total interest from all sources2011-12-31$5,282
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$217,986
Participant contributions at end of year2011-12-31$84,860
Participant contributions at beginning of year2011-12-31$141,625
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$62,984
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$61,613
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,136
Administrative expenses (other) incurred2011-12-31$1,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-91,513
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,847,680
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,939,193
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$3,619,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,902,862
Interest on participant loans2011-12-31$5,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,087,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$833,093
Net investment gain/loss from pooled separate accounts2011-12-31$-97,692
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$34,288
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$246,496
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,361
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 name2011-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2011-12-31161468002
2010 : TAPECON, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$687,049
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$151,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$149,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$200,755
Value of total assets at end of year2010-12-31$4,939,193
Value of total assets at beginning of year2010-12-31$4,403,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,326
Total interest from all sources2010-12-31$6,154
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$178,542
Participant contributions at end of year2010-12-31$141,625
Participant contributions at beginning of year2010-12-31$129,390
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$2,951
Assets. Other investments not covered elsewhere at end of year2010-12-31$61,613
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$56,179
Administrative expenses (other) incurred2010-12-31$2,326
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$535,397
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,939,193
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,403,796
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$3,902,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,327,244
Interest on participant loans2010-12-31$6,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$833,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$888,032
Net investment gain/loss from pooled separate accounts2010-12-31$480,140
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$22,213
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$149,326
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 name2010-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2010-12-31161468002

Form 5500 Responses for TAPECON, INC. 401(K) PROFIT SHARING PLAN

2022: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: TAPECON, INC. 401(K) PROFIT SHARING 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: TAPECON, INC. 401(K) PROFIT SHARING 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: TAPECON, INC. 401(K) PROFIT SHARING 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: TAPECON, INC. 401(K) PROFIT SHARING 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: TAPECON, INC. 401(K) PROFIT SHARING 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: TAPECON, INC. 401(K) PROFIT SHARING 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: TAPECON, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780763-01
Policy instance 2
Insurance contract or identification number780763-01
Number of Individuals Covered59
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61523-1
Policy instance 1
Insurance contract or identification numberMR 61523-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61523-1
Policy instance 1
Insurance contract or identification numberMR 61523-1
Number of Individuals Covered137
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61523-1
Policy instance 1
Insurance contract or identification numberMR 61523-1
Number of Individuals Covered125
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61523-1
Policy instance 1
Insurance contract or identification numberMR 61523-1
Number of Individuals Covered123
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61523-1
Policy instance 1
Insurance contract or identification numberMR 61523-1
Number of Individuals Covered130
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61523-1
Policy instance 1
Insurance contract or identification numberMR 61523-1
Number of Individuals Covered130
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $717
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $717
Insurance broker organization code?1
Insurance broker nameEDWARD D. JONES & CO L P
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number008699809
Policy instance 2
Insurance contract or identification number008699809
Number of Individuals Covered8
Insurance broker organization code?3
Insurance broker nameJOSEPH L. DILEO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61523-1
Policy instance 1
Insurance contract or identification numberMR 61523-1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,881
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 $1,881
Insurance broker organization code?1
Insurance broker nameEDWARD D. JONES & CO L P
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number008699809
Policy instance 2
Insurance contract or identification number008699809
Number of Individuals Covered8
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJOSEPH L. DILEO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number008699809
Policy instance 3
Insurance contract or identification number008699809
Number of Individuals Covered8
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOSEPH L. DILEO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61523-1
Policy instance 2
Insurance contract or identification numberMR 61523-1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $451
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 $451
Insurance broker organization code?1
Insurance broker nameEDWARD D. JONES & CO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83257-1
Policy instance 1
Insurance contract or identification numberRM 83257-1
Insurance policy start date2014-01-01
Insurance policy end date2014-10-02
Total amount of commissions paid to insurance brokerUSD $2,506
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 $2,506
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83257-1
Policy instance 1
Insurance contract or identification numberRM 83257-1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,347
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 $10,347
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83257-1
Policy instance 1
Insurance contract or identification numberRM 83257-1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,913
Total amount of fees paid to insurance companyUSD $0
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 $10,913
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83257-1
Policy instance 1
Insurance contract or identification numberRM 83257-1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,574
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83257
Policy instance 1
Insurance contract or identification numberRM83257
Number of Individuals Covered127
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,465
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $3,337
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERVICES INC.

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