401k Plan data: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN plan

JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES & EUGENE TAROLLI PROFIT SHARING PLAN
Plan identification number	001

JAMES & EUGENE TAROLLI PROFIT SHARING PLAN Benefits

401k Plan Type	Other Pension Benefit
Plan Features/Benefits	Plan covering Self-Employed individuals. 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

TAROLLI & TAROLLI has sponsored the creation of one or more 401k plans.

Company Name: TAROLLI & TAROLLI

Employer identification number (EIN): 161494760

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES & EUGENE TAROLLI PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES TAROLLI
001 2016-01-01 JAMES TAROLLI
001 2015-01-01 JAMES TAROLLI
001 2014-01-01 JAMES TAROLLI
001 2013-01-01 JAMES TAROLLI
001 2012-01-01 JAMES TAROLLI
001 2011-01-01 JAMES TAROLLI
001 2010-01-01 JAMES R. TAROLLI
001 2009-01-01 JAMES R. TAROLLI

Plan Statistics for JAMES & EUGENE TAROLLI PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES & EUGENE TAROLLI PROFIT SHARING PLAN

Measure Date Value
2022: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Total participants 2022-01-01 0
2021: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
2020: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
2019: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
2018: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
2017: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
2016: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
2015: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
2014: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
2013: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
2012: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
2011: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
2010: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
2009: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3

Measure	Date	Value
2022: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Total participants	2022-01-01	0
2021: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
2020: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
2019: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
2018: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
2017: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
2016: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
2015: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
2014: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
2013: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
2012: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
2011: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
2010: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
2009: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3

Financial Data on JAMES & EUGENE TAROLLI PROFIT SHARING PLAN

Measure	Date	Value
2022 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-454,796
Total income from all sources	2022-12-31	$-190,743
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$645,539
Value of fidelity bond covering the plan	2022-12-31	$100,000
Other income received	2022-12-31	$-190,743
Net income (gross income less expenses)	2022-12-31	$-190,743
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$645,539
Total contributions received or receivable from employer(s)	2022-12-31	$0
2021 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$120,689
Expenses. Total of all expenses incurred	2021-12-31	$4,004
Total plan assets at end of year	2021-12-31	$645,539
Total plan assets at beginning of year	2021-12-31	$528,854
Value of fidelity bond covering the plan	2021-12-31	$100,000
Other income received	2021-12-31	$109,639
Net income (gross income less expenses)	2021-12-31	$116,685
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$645,539
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$528,854
Total contributions received or receivable from employer(s)	2021-12-31	$11,050
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,004
2020 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$104,433
Expenses. Total of all expenses incurred	2020-12-31	$2,755
Total plan assets at end of year	2020-12-31	$528,854
Total plan assets at beginning of year	2020-12-31	$427,176
Value of fidelity bond covering the plan	2020-12-31	$100,000
Other income received	2020-12-31	$65,133
Net income (gross income less expenses)	2020-12-31	$101,678
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$528,854
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$427,176
Total contributions received or receivable from employer(s)	2020-12-31	$39,300
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,755
2019 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$102,883
Total plan assets at end of year	2019-12-31	$427,176
Total plan assets at beginning of year	2019-12-31	$324,293
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$75,183
Net income (gross income less expenses)	2019-12-31	$102,883
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$427,176
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$324,293
Total contributions received or receivable from employer(s)	2019-12-31	$27,700
2018 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$29,345
Total plan assets at end of year	2018-12-31	$324,293
Total plan assets at beginning of year	2018-12-31	$294,948
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$-1,337
Net income (gross income less expenses)	2018-12-31	$29,345
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$324,293
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$294,948
Total contributions received or receivable from employer(s)	2018-12-31	$30,682
2017 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$66,930
Total plan assets at end of year	2017-12-31	$294,948
Total plan assets at beginning of year	2017-12-31	$228,018
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$35,930
Net income (gross income less expenses)	2017-12-31	$66,930
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$294,948
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$228,018
Total contributions received or receivable from employer(s)	2017-12-31	$31,000
2016 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-34,919
Total income from all sources	2016-12-31	$52,780
Total plan assets at end of year	2016-12-31	$228,018
Total plan assets at beginning of year	2016-12-31	$210,157
Value of fidelity bond covering the plan	2016-12-31	$25,000
Other income received	2016-12-31	$16,680
Net income (gross income less expenses)	2016-12-31	$52,780
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$228,018
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$210,157
Total contributions received or receivable from employer(s)	2016-12-31	$36,100
2015 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$25,233
Total plan assets at end of year	2015-12-31	$210,157
Total plan assets at beginning of year	2015-12-31	$184,924
Value of fidelity bond covering the plan	2015-12-31	$25,000
Other income received	2015-12-31	$4,873
Net income (gross income less expenses)	2015-12-31	$25,233
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$210,157
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$184,924
Total contributions received or receivable from employer(s)	2015-12-31	$20,360
2014 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$43,334
Total plan assets at end of year	2014-12-31	$184,924
Total plan assets at beginning of year	2014-12-31	$141,590
Value of fidelity bond covering the plan	2014-12-31	$25,000
Other income received	2014-12-31	$5,334
Net income (gross income less expenses)	2014-12-31	$43,334
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$184,924
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$141,590
Total contributions received or receivable from employer(s)	2014-12-31	$38,000
2013 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$31,841
Total plan assets at end of year	2013-12-31	$141,590
Total plan assets at beginning of year	2013-12-31	$109,749
Other income received	2013-12-31	$13,951
Net income (gross income less expenses)	2013-12-31	$31,841
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$141,590
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$109,749
Total contributions received or receivable from employer(s)	2013-12-31	$17,890
2012 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$5,911
Total plan assets at end of year	2012-12-31	$109,749
Total plan assets at beginning of year	2012-12-31	$103,838
Other income received	2012-12-31	$5,911
Net income (gross income less expenses)	2012-12-31	$5,911
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$109,749
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$103,838
2011 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$6,980
Expenses. Total of all expenses incurred	2011-12-31	$360
Total plan assets at end of year	2011-12-31	$103,838
Total plan assets at beginning of year	2011-12-31	$97,218
Other income received	2011-12-31	$6,980
Net income (gross income less expenses)	2011-12-31	$6,620
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$103,838
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$97,218
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$360
2010 : JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$10,725
Total plan assets at end of year	2010-12-31	$97,218
Total plan assets at beginning of year	2010-12-31	$86,493
Other income received	2010-12-31	$10,725
Net income (gross income less expenses)	2010-12-31	$10,725
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$97,218
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$86,493

Form 5500 Responses for JAMES & EUGENE TAROLLI PROFIT SHARING PLAN

2022: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES & EUGENE TAROLLI PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TAROLLI & TAROLLI
Employer identification number (EIN):	161494760
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers