Logo

T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 401k Plan overview

Plan NameT & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE
Plan identification number 002

T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

T & M ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:T & M ASSOCIATES
Employer identification number (EIN):221806708
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01MICHAEL DENTICI MICHAEL DENTICI2018-10-12
0022016-01-01MICHAEL DENTICI MICHAEL DENTICI2017-10-12
0022015-01-01MICHAEL DENTICI MICHAEL DENTICI2016-10-17
0022014-01-01MICHAEL DENTICI MICHAEL DENTICI2015-10-14
0022013-01-01MICHAEL DENTICI
0022012-01-01MICHAEL DENTICI
0022011-01-01MICHAEL DENTICI
0022010-01-01MICHAEL DENTICI
0022009-01-01MICHAEL DENTICI
0022009-01-01 MICHAEL DENTICI2010-10-15

Plan Statistics for T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE

401k plan membership statisitcs for T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE

Measure Date Value
2022: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2022 401k membership
Total participants, beginning-of-year2022-01-01468
Total number of active participants reported on line 7a of the Form 55002022-01-01335
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01148
Total of all active and inactive participants2022-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01492
Number of participants with account balances2022-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2021 401k membership
Total participants, beginning-of-year2021-01-01461
Total number of active participants reported on line 7a of the Form 55002021-01-01333
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01126
Total of all active and inactive participants2021-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01468
Number of participants with account balances2021-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2020 401k membership
Total participants, beginning-of-year2020-01-01462
Total number of active participants reported on line 7a of the Form 55002020-01-01328
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01123
Total of all active and inactive participants2020-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01459
Number of participants with account balances2020-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2019 401k membership
Total participants, beginning-of-year2019-01-01462
Total number of active participants reported on line 7a of the Form 55002019-01-01338
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01113
Total of all active and inactive participants2019-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01460
Number of participants with account balances2019-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2018 401k membership
Total participants, beginning-of-year2018-01-01463
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01118
Total of all active and inactive participants2018-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01458
Number of participants with account balances2018-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2017 401k membership
Total participants, beginning-of-year2017-01-01467
Total number of active participants reported on line 7a of the Form 55002017-01-01359
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0196
Total of all active and inactive participants2017-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01461
Number of participants with account balances2017-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2016 401k membership
Total participants, beginning-of-year2016-01-01454
Total number of active participants reported on line 7a of the Form 55002016-01-01379
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01461
Number of participants with account balances2016-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2015 401k membership
Total participants, beginning-of-year2015-01-01447
Total number of active participants reported on line 7a of the Form 55002015-01-01382
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01454
Number of participants with account balances2015-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2014 401k membership
Total participants, beginning-of-year2014-01-01439
Total number of active participants reported on line 7a of the Form 55002014-01-01443
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01444
Number of participants with account balances2014-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2013 401k membership
Total participants, beginning-of-year2013-01-01347
Total number of active participants reported on line 7a of the Form 55002013-01-01344
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0186
Total of all active and inactive participants2013-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01439
Number of participants with account balances2013-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2012 401k membership
Total participants, beginning-of-year2012-01-01371
Total number of active participants reported on line 7a of the Form 55002012-01-01248
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0193
Total of all active and inactive participants2012-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01347
Number of participants with account balances2012-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2011 401k membership
Total participants, beginning-of-year2011-01-01343
Total number of active participants reported on line 7a of the Form 55002011-01-01272
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0193
Total of all active and inactive participants2011-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01371
Number of participants with account balances2011-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2010 401k membership
Total participants, beginning-of-year2010-01-01318
Total number of active participants reported on line 7a of the Form 55002010-01-01255
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0182
Total of all active and inactive participants2010-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01343
Number of participants with account balances2010-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2009 401k membership
Total participants, beginning-of-year2009-01-01336
Total number of active participants reported on line 7a of the Form 55002009-01-01238
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01318
Number of participants with account balances2009-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE

Measure Date Value
2022 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,685,781
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,619,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,602,117
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,611,169
Value of total assets at end of year2022-12-31$78,687,740
Value of total assets at beginning of year2022-12-31$91,992,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,035
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$532,278
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,551,419
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$3,551,419
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$3,339,438
Participant contributions at end of year2022-12-31$616,463
Participant contributions at beginning of year2022-12-31$513,592
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,278,665
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-13,304,933
Value of net assets at end of year (total assets less liabilities)2022-12-31$78,687,740
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$91,992,673
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$13,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$63,434,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$75,270,134
Interest on participant loans2022-12-31$27,390
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$504,888
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,637,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$16,208,947
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,380,647
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$993,066
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,602,117
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$3,859
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMOLIN, LUPIN, & CO., LLC
Accountancy firm EIN2022-12-31222258733
2021 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,021,071
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,375,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,349,631
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,871,786
Value of total assets at end of year2021-12-31$91,992,673
Value of total assets at beginning of year2021-12-31$82,347,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,825
Total interest from all sources2021-12-31$556,857
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,258,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,258,443
Administrative expenses professional fees incurred2021-12-31$22,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,060,404
Participant contributions at end of year2021-12-31$513,592
Participant contributions at beginning of year2021-12-31$482,202
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$244,876
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,645,615
Value of net assets at end of year (total assets less liabilities)2021-12-31$91,992,673
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,347,058
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
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$75,270,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$64,636,846
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$26,415
Interest earned on other investments2021-12-31$530,442
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$16,208,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$17,228,010
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,333,985
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$566,506
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,349,631
Contract administrator fees2021-12-31$3,825
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 name2021-12-31SMOLIN, LUPIN, & CO., LLC
Accountancy firm EIN2021-12-31222258733
2020 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,630,997
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,408,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,380,965
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,655,221
Value of total assets at end of year2020-12-31$82,347,058
Value of total assets at beginning of year2020-12-31$73,124,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,901
Total interest from all sources2020-12-31$616,676
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,680,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,680,942
Administrative expenses professional fees incurred2020-12-31$2,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,020,822
Participant contributions at end of year2020-12-31$482,202
Participant contributions at beginning of year2020-12-31$612,380
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$887,945
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$550
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$9,222,131
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,347,058
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,124,927
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
Investment advisory and management fees2020-12-31$22,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$64,636,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,389,541
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$33,381
Interest earned on other investments2020-12-31$583,295
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$17,228,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,123,006
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,678,158
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$746,454
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,380,965
Contract administrator fees2020-12-31$2,936
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 name2020-12-31SMOLIN, LUPIN & CO
Accountancy firm EIN2020-12-31222258733
2019 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,905,298
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,441,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,418,592
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,812,194
Value of total assets at end of year2019-12-31$73,124,928
Value of total assets at beginning of year2019-12-31$61,661,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,081
Total interest from all sources2019-12-31$600,647
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,715,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,715,845
Administrative expenses professional fees incurred2019-12-31$20,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,808,094
Participant contributions at end of year2019-12-31$612,380
Participant contributions at beginning of year2019-12-31$754,357
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$331,057
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,463,490
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,124,928
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$61,661,438
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
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,389,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,584,263
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$36,355
Interest earned on other investments2019-12-31$564,292
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,123,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,322,818
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,776,612
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$673,043
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,418,592
Contract administrator fees2019-12-31$3,081
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 name2019-12-31SMOLIN, LUPIN, & CO
Accountancy firm EIN2019-12-31222258733
2018 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,601,175
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,517,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,511,399
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,576,135
Value of total assets at end of year2018-12-31$61,661,437
Value of total assets at beginning of year2018-12-31$64,577,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,871
Total interest from all sources2018-12-31$470,055
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,535,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,535,798
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,824,460
Participant contributions at end of year2018-12-31$754,357
Participant contributions at beginning of year2018-12-31$815,843
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,173,800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,916,095
Value of net assets at end of year (total assets less liabilities)2018-12-31$61,661,437
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,577,532
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
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$47,584,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,736,990
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$37,510
Interest earned on other investments2018-12-31$432,545
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,322,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,024,699
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,980,813
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$577,875
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,511,399
Contract administrator fees2018-12-31$4,698
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 name2018-12-31SMOLIN, LUPIN, & CO
Accountancy firm EIN2018-12-31222258733
2017 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,583,133
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,752,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,747,734
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,153,001
Value of total assets at end of year2017-12-31$64,577,532
Value of total assets at beginning of year2017-12-31$55,746,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,803
Total interest from all sources2017-12-31$404,143
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,886,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,886,093
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,561,662
Participant contributions at end of year2017-12-31$815,843
Participant contributions at beginning of year2017-12-31$821,479
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$957,459
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$413
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$8,830,596
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,577,532
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,746,936
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
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,736,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$43,392,100
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$36,298
Interest earned on other investments2017-12-31$367,845
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,024,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,533,357
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,139,896
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$633,880
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,747,734
Contract administrator fees2017-12-31$4,390
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 name2017-12-31SMOLIN, LUPIN, & CO
Accountancy firm EIN2017-12-31222258733
2016 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1
Total unrealized appreciation/depreciation of assets2016-12-31$1
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,199,502
Total loss/gain on sale of assets2016-12-31$111,021
Total of all expenses incurred2016-12-31$2,010,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,999,359
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,580,089
Value of total assets at end of year2016-12-31$55,746,936
Value of total assets at beginning of year2016-12-31$49,557,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,160
Total interest from all sources2016-12-31$239,062
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,180,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,180,979
Administrative expenses professional fees incurred2016-12-31$5,399
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,562,956
Participant contributions at end of year2016-12-31$821,479
Participant contributions at beginning of year2016-12-31$820,949
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$293,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,346
Total non interest bearing cash at beginning of year2016-12-31$7,088
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$6,188,983
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,746,936
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$49,557,953
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$43,392,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,028,715
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$34,816
Interest earned on other investments2016-12-31$204,246
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,533,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,701,201
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,088,350
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$723,558
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,999,359
Contract administrator fees2016-12-31$4,415
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,791,005
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,679,984
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMOLIN, LUPIN & CO
Accountancy firm EIN2016-12-31223696669
2015 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-6,315
Total unrealized appreciation/depreciation of assets2015-12-31$-6,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,721,481
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,918,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,888,404
Expenses. Certain deemed distributions of participant loans2015-12-31$8,319
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,796,038
Value of total assets at end of year2015-12-31$49,557,953
Value of total assets at beginning of year2015-12-31$48,755,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,820
Total interest from all sources2015-12-31$190,180
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,368,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,368,479
Administrative expenses professional fees incurred2015-12-31$18,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$2,498,735
Participant contributions at end of year2015-12-31$820,949
Participant contributions at beginning of year2015-12-31$922,652
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$588,498
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$7,088
Total non interest bearing cash at beginning of year2015-12-31$9,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$802,938
Value of net assets at end of year (total assets less liabilities)2015-12-31$49,557,953
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,755,015
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,028,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$47,682,227
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$37,021
Interest earned on other investments2015-12-31$153,159
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,701,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$140,455
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,626,901
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$708,805
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,888,404
Contract administrator fees2015-12-31$3,820
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 name2015-12-31SMOLIN, LUPIN & CO
Accountancy firm EIN2015-12-31223696669
2014 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
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$5,646,449
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,728,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,702,149
Expenses. Certain deemed distributions of participant loans2014-12-31$4,581
Value of total corrective distributions2014-12-31$360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,033,059
Value of total assets at end of year2014-12-31$48,755,015
Value of total assets at beginning of year2014-12-31$51,837,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,472
Total interest from all sources2014-12-31$41,957
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,790,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,790,327
Administrative expenses professional fees incurred2014-12-31$18,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,283,249
Participant contributions at end of year2014-12-31$922,652
Participant contributions at beginning of year2014-12-31$865,070
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$94,873
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$125
Other income not declared elsewhere2014-12-31$5,185
Administrative expenses (other) incurred2014-12-31$3,472
Total non interest bearing cash at end of year2014-12-31$9,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,082,113
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,755,015
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,837,128
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$47,682,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,222,200
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$41,790
Interest earned on other investments2014-12-31$161
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$8,692,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$57,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$57,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$140,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$792,347
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$-16,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$654,937
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,702,149
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31SMOLIN, LUPIN & CO
Accountancy firm EIN2014-12-31223696669
2013 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$12,199,226
Total of all expenses incurred2013-12-31$4,479,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,460,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,581,726
Value of total assets at end of year2013-12-31$51,837,128
Value of total assets at beginning of year2013-12-31$44,117,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,395
Total interest from all sources2013-12-31$33,957
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$656,725
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$656,725
Administrative expenses professional fees incurred2013-12-31$15,263
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,957,753
Participant contributions at end of year2013-12-31$865,070
Participant contributions at beginning of year2013-12-31$762,612
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,092,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$241
Administrative expenses (other) incurred2013-12-31$3,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,720,036
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,837,128
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$44,117,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$42,222,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,379,540
Interest on participant loans2013-12-31$33,953
Value of interest in common/collective trusts at end of year2013-12-31$8,692,631
Value of interest in common/collective trusts at beginning of year2013-12-31$8,931,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$57,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$43,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$43,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,817,924
Net investment gain or loss from common/collective trusts2013-12-31$108,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$531,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,460,795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMOLIN, LUPIN & CO., LLC
Accountancy firm EIN2013-12-31223696669
2012 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$7,186,823
Total of all expenses incurred2012-12-31$4,890,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,876,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,791,788
Value of total assets at end of year2012-12-31$44,117,092
Value of total assets at beginning of year2012-12-31$41,820,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,461
Total interest from all sources2012-12-31$34,394
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$783,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$783,911
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$1,684,873
Participant contributions at end of year2012-12-31$762,612
Participant contributions at beginning of year2012-12-31$718,148
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$138
Administrative expenses (other) incurred2012-12-31$13,461
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$2,296,797
Value of net assets at end of year (total assets less liabilities)2012-12-31$44,117,092
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,820,295
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$34,379,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$30,068,902
Interest on participant loans2012-12-31$34,390
Value of interest in common/collective trusts at end of year2012-12-31$8,931,261
Value of interest in common/collective trusts at beginning of year2012-12-31$11,006,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$43,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$26,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$26,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,421,889
Net investment gain or loss from common/collective trusts2012-12-31$154,841
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$1,089,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,876,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMOLIN, LUPIN & CO., LLC
Accountancy firm EIN2012-12-31223696669
2011 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,833,468
Total of all expenses incurred2011-12-31$1,324,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,322,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,966,738
Value of total assets at end of year2011-12-31$41,820,295
Value of total assets at beginning of year2011-12-31$40,310,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,953
Total interest from all sources2011-12-31$32,492
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$632,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$632,373
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$1,753,587
Participant contributions at end of year2011-12-31$718,148
Participant contributions at beginning of year2011-12-31$685,458
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$141,462
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$466
Administrative expenses (other) incurred2011-12-31$1,953
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$1,509,305
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,820,295
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,310,990
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$30,068,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,304,657
Interest on participant loans2011-12-31$32,489
Value of interest in common/collective trusts at end of year2011-12-31$11,006,965
Value of interest in common/collective trusts at beginning of year2011-12-31$10,300,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$26,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-998,977
Net investment gain or loss from common/collective trusts2011-12-31$200,842
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$1,071,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,322,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PADUANO, DITOMMASO & GOLDA, LLC
Accountancy firm EIN2011-12-31210650669
2010 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,715,250
Total of all expenses incurred2010-12-31$2,621,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,613,450
Expenses. Certain deemed distributions of participant loans2010-12-31$3,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,964,744
Value of total assets at end of year2010-12-31$40,310,990
Value of total assets at beginning of year2010-12-31$36,216,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,356
Total interest from all sources2010-12-31$31,112
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$677,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$677,395
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,606,548
Participant contributions at end of year2010-12-31$685,458
Participant contributions at beginning of year2010-12-31$549,814
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$548,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$466
Administrative expenses (other) incurred2010-12-31$4,356
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$4,094,145
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,310,990
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,216,845
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$29,304,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,825,394
Interest on participant loans2010-12-31$31,104
Value of interest in common/collective trusts at end of year2010-12-31$10,300,299
Value of interest in common/collective trusts at beginning of year2010-12-31$10,545,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$296,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$296,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,775,713
Net investment gain or loss from common/collective trusts2010-12-31$266,286
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$809,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,613,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PADUANO, DITOMMASO & GOLDA, LLC
Accountancy firm EIN2010-12-31210650669
2009 : T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE

2022: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 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: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 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: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 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: T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT WEST RETIREMENT SERVICES (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number790430-01
Policy instance 1
Insurance contract or identification number790430-01
Number of Individuals Covered160
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 61596
Policy instance 1
Insurance contract or identification numberMR 61596
Number of Individuals Covered468
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 61596
Policy instance 1
Insurance contract or identification numberMR 61596
Number of Individuals Covered459
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 61596
Policy instance 1
Insurance contract or identification numberMR 61596
Number of Individuals Covered460
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 61596
Policy instance 1
Insurance contract or identification numberMR 61596
Number of Individuals Covered458
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 61596
Policy instance 1
Insurance contract or identification numberMR 61596
Number of Individuals Covered461
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 61596
Policy instance 1
Insurance contract or identification numberMR 61596
Number of Individuals Covered454
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?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 numberMR 61596
Policy instance 1
Insurance contract or identification numberMR 61596
Number of Individuals Covered444
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1