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TAIT SUBLER EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameTAIT SUBLER EMPLOYEE SAVINGS PLAN
Plan identification number 001

TAIT SUBLER EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan 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

TAIT SUBLER, LLC has sponsored the creation of one or more 401k plans.

Company Name:TAIT SUBLER, LLC
Employer identification number (EIN):201577423
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAIT SUBLER EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01BRUCE TAIT BRUCE TAIT2019-01-28
0012017-01-01BRUCE TAIT BRUCE TAIT2018-09-24
0012016-01-01BRUCE TAIT BRUCE TAIT2017-06-01
0012015-01-01BRUCE TAIT BRUCE TAIT2016-02-17
0012014-01-01BRUCE TAIT BRUCE TAIT2015-05-29
0012013-01-01BRUCE TAIT BRUCE TAIT2014-03-31
0012012-01-01BRUCE TAIT BRUCE TAIT2013-05-01
0012011-01-01BRUCE TAIT BRUCE TAIT2012-04-30
0012010-01-01BRUCE TAIT BRUCE TAIT2011-07-29
0012009-01-01BRUCE TAIT BRUCE TAIT2010-07-12

Plan Statistics for TAIT SUBLER EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for TAIT SUBLER EMPLOYEE SAVINGS PLAN

Measure Date Value
2018: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
2017: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2010: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on TAIT SUBLER EMPLOYEE SAVINGS PLAN

Measure Date Value
2018 : TAIT SUBLER EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$24,381
Expenses. Total of all expenses incurred2018-12-31$2,598,635
Benefits paid (including direct rollovers)2018-12-31$2,598,585
Total plan assets at beginning of year2018-12-31$2,574,254
Value of fidelity bond covering the plan2018-12-31$375,000
Total contributions received or receivable from participants2018-12-31$49,000
Other income received2018-12-31$-97,619
Net income (gross income less expenses)2018-12-31$-2,574,254
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,574,254
Total contributions received or receivable from employer(s)2018-12-31$73,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$50
2017 : TAIT SUBLER EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$536,278
Total plan assets at end of year2017-12-31$2,574,254
Total plan assets at beginning of year2017-12-31$2,037,976
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$48,000
Other income received2017-12-31$416,278
Net income (gross income less expenses)2017-12-31$536,278
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,574,254
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,037,976
Total contributions received or receivable from employer(s)2017-12-31$72,000
2016 : TAIT SUBLER EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$243,481
Expenses. Total of all expenses incurred2016-12-31$13,308
Benefits paid (including direct rollovers)2016-12-31$13,258
Total plan assets at end of year2016-12-31$2,037,976
Total plan assets at beginning of year2016-12-31$1,807,803
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$48,000
Other income received2016-12-31$131,365
Net income (gross income less expenses)2016-12-31$230,173
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,037,976
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,807,803
Total contributions received or receivable from employer(s)2016-12-31$64,116
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : TAIT SUBLER EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$95,951
Expenses. Total of all expenses incurred2015-12-31$45,145
Benefits paid (including direct rollovers)2015-12-31$45,095
Total plan assets at end of year2015-12-31$1,807,803
Total plan assets at beginning of year2015-12-31$1,756,997
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$49,911
Other income received2015-12-31$-14,952
Net income (gross income less expenses)2015-12-31$50,806
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,807,803
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,756,997
Total contributions received or receivable from employer(s)2015-12-31$60,992
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TAIT SUBLER EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$238
Total income from all sources2014-12-31$204,751
Total plan assets at end of year2014-12-31$1,756,997
Total plan assets at beginning of year2014-12-31$1,552,484
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$50,375
Contributions received from other sources (not participants or employers)2014-12-31$5,713
Other income received2014-12-31$71,097
Net income (gross income less expenses)2014-12-31$204,751
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,756,997
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,552,246
Total contributions received or receivable from employer(s)2014-12-31$77,566
2013 : TAIT SUBLER EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$238
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$359,985
Expenses. Total of all expenses incurred2013-12-31$107,661
Benefits paid (including direct rollovers)2013-12-31$107,661
Total plan assets at end of year2013-12-31$1,552,484
Total plan assets at beginning of year2013-12-31$1,299,922
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$47,306
Contributions received from other sources (not participants or employers)2013-12-31$6,537
Other income received2013-12-31$236,805
Net income (gross income less expenses)2013-12-31$252,324
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,552,246
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,299,922
Total contributions received or receivable from employer(s)2013-12-31$69,337
2012 : TAIT SUBLER EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$264,452
Total plan assets at end of year2012-12-31$1,299,922
Total plan assets at beginning of year2012-12-31$1,035,470
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$48,965
Other income received2012-12-31$135,591
Net income (gross income less expenses)2012-12-31$264,452
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,299,922
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,035,470
Total contributions received or receivable from employer(s)2012-12-31$79,896
2011 : TAIT SUBLER EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$80,806
Expenses. Total of all expenses incurred2011-12-31$191
Total plan assets at end of year2011-12-31$1,035,470
Total plan assets at beginning of year2011-12-31$954,855
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$35,637
Other income received2011-12-31$-22,270
Net income (gross income less expenses)2011-12-31$80,615
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,035,470
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$954,855
Total contributions received or receivable from employer(s)2011-12-31$67,439
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$191
2010 : TAIT SUBLER EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$167,780
Expenses. Total of all expenses incurred2010-12-31$1,649
Benefits paid (including direct rollovers)2010-12-31$75
Total plan assets at end of year2010-12-31$954,855
Total plan assets at beginning of year2010-12-31$788,724
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$35,279
Other income received2010-12-31$61,775
Net income (gross income less expenses)2010-12-31$166,131
Net plan assets at end of year (total assets less liabilities)2010-12-31$954,855
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$788,724
Total contributions received or receivable from employer(s)2010-12-31$70,726
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,574

Form 5500 Responses for TAIT SUBLER EMPLOYEE SAVINGS PLAN

2018: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TAIT SUBLER EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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