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TUCKER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTUCKER 401(K) PROFIT SHARING PLAN
Plan identification number 002

TUCKER 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.

401k Sponsoring company profile

TUCKER COMPANY WORLDWIDE INC. has sponsored the creation of one or more 401k plans.

Company Name:TUCKER COMPANY WORLDWIDE INC.
Employer identification number (EIN):221951093
NAIC Classification:488510
NAIC Description:Freight Transportation Arrangement

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUCKER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JAMES TUCKER2024-10-15
0022022-01-01JAMES TUCKER2023-10-13
0022021-01-01JAMES TUCKER2022-10-17
0022020-01-01JAMES TUCKER2021-07-08 JAMES TUCKER2021-07-08
0022019-01-01JAMES TUCKER2020-08-19 JAMES TUCKER2020-08-19
0022018-01-01JAMES TUCKER2019-07-31 JAMES TUCKER2019-07-31
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JAMES TUCKER JAMES TUCKER2013-07-08
0022011-01-01JAMES TUCKER2012-04-27
0022010-01-01JAMES TUCKER2011-04-28

Financial Data on TUCKER 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : TUCKER 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,289,320
Expenses. Total of all expenses incurred2023-12-31$339,725
Benefits paid (including direct rollovers)2023-12-31$309,680
Total plan assets at end of year2023-12-31$5,080,232
Total plan assets at beginning of year2023-12-31$4,130,637
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$361,505
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$747,039
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$949,595
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,080,232
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,130,637
Assets. Value of participant loans2023-12-31$63,637
Total contributions received or receivable from employer(s)2023-12-31$180,776
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$30,045
2022 : TUCKER 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-168,489
Expenses. Total of all expenses incurred2022-12-31$206,141
Benefits paid (including direct rollovers)2022-12-31$186,762
Total plan assets at end of year2022-12-31$4,130,637
Total plan assets at beginning of year2022-12-31$4,505,267
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$359,910
Other income received2022-12-31$-693,501
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-374,630
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,130,637
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,505,267
Assets. Value of participant loans2022-12-31$57,754
Total contributions received or receivable from employer(s)2022-12-31$165,102
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$19,379
2021 : TUCKER 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$674,415
Expenses. Total of all expenses incurred2021-12-31$81,693
Benefits paid (including direct rollovers)2021-12-31$75,083
Total plan assets at end of year2021-12-31$4,505,267
Total plan assets at beginning of year2021-12-31$3,912,545
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$320,115
Other income received2021-12-31$219,311
Net income (gross income less expenses)2021-12-31$592,722
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,505,267
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,912,545
Assets. Value of participant loans2021-12-31$66,783
Total contributions received or receivable from employer(s)2021-12-31$134,989
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : TUCKER 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$124,609
Expenses. Total of all expenses incurred2020-12-31$193,773
Benefits paid (including direct rollovers)2020-12-31$169,367
Total plan assets at end of year2020-12-31$3,912,545
Total plan assets at beginning of year2020-12-31$3,981,709
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$324,340
Expenses. Other expenses not covered elsewhere2020-12-31$24,406
Contributions received from other sources (not participants or employers)2020-12-31$-8,887
Other income received2020-12-31$-349,995
Net income (gross income less expenses)2020-12-31$-69,164
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,912,545
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,981,709
Assets. Value of participant loans2020-12-31$77,161
Total contributions received or receivable from employer(s)2020-12-31$159,151
2019 : TUCKER 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,156,597
Expenses. Total of all expenses incurred2019-12-31$421,301
Benefits paid (including direct rollovers)2019-12-31$396,751
Total plan assets at end of year2019-12-31$3,981,709
Total plan assets at beginning of year2019-12-31$3,246,413
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$264,170
Expenses. Other expenses not covered elsewhere2019-12-31$24,550
Contributions received from other sources (not participants or employers)2019-12-31$63,926
Other income received2019-12-31$702,359
Net income (gross income less expenses)2019-12-31$735,296
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,981,709
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,246,413
Assets. Value of participant loans2019-12-31$84,698
Total contributions received or receivable from employer(s)2019-12-31$126,142
2018 : TUCKER 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$150,587
Expenses. Total of all expenses incurred2018-12-31$271,729
Benefits paid (including direct rollovers)2018-12-31$248,364
Total plan assets at end of year2018-12-31$3,246,413
Total plan assets at beginning of year2018-12-31$3,367,555
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$214,184
Expenses. Other expenses not covered elsewhere2018-12-31$23,365
Contributions received from other sources (not participants or employers)2018-12-31$9,699
Other income received2018-12-31$-174,392
Net income (gross income less expenses)2018-12-31$-121,142
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,246,413
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,367,555
Assets. Value of participant loans2018-12-31$65,034
Total contributions received or receivable from employer(s)2018-12-31$101,096
2017 : TUCKER 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$626,493
Expenses. Total of all expenses incurred2017-12-31$119,422
Benefits paid (including direct rollovers)2017-12-31$98,106
Total plan assets at end of year2017-12-31$3,367,555
Total plan assets at beginning of year2017-12-31$2,860,484
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$181,558
Expenses. Other expenses not covered elsewhere2017-12-31$21,316
Contributions received from other sources (not participants or employers)2017-12-31$9
Other income received2017-12-31$357,144
Net income (gross income less expenses)2017-12-31$507,071
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,367,555
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,860,484
Assets. Value of participant loans2017-12-31$64,893
Total contributions received or receivable from employer(s)2017-12-31$87,782
2016 : TUCKER 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$462,995
Expenses. Total of all expenses incurred2016-12-31$1,369,684
Benefits paid (including direct rollovers)2016-12-31$1,347,292
Total plan assets at end of year2016-12-31$2,860,484
Total plan assets at beginning of year2016-12-31$3,767,173
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$159,226
Expenses. Other expenses not covered elsewhere2016-12-31$22,392
Contributions received from other sources (not participants or employers)2016-12-31$54,462
Other income received2016-12-31$172,692
Net income (gross income less expenses)2016-12-31$-906,689
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,860,484
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,767,173
Assets. Value of participant loans2016-12-31$19,180
Total contributions received or receivable from employer(s)2016-12-31$76,615
2015 : TUCKER 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$-6,565
Total income from all sources2015-12-31$253,426
Expenses. Total of all expenses incurred2015-12-31$259,075
Benefits paid (including direct rollovers)2015-12-31$234,000
Total plan assets at end of year2015-12-31$3,767,173
Total plan assets at beginning of year2015-12-31$3,779,387
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$174,218
Expenses. Other expenses not covered elsewhere2015-12-31$25,075
Contributions received from other sources (not participants or employers)2015-12-31$6,673
Other income received2015-12-31$-12,153
Net income (gross income less expenses)2015-12-31$-5,649
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,767,173
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,779,387
Assets. Value of participant loans2015-12-31$31,036
Total contributions received or receivable from employer(s)2015-12-31$84,688
2014 : TUCKER 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$378,322
Expenses. Total of all expenses incurred2014-12-31$153,219
Benefits paid (including direct rollovers)2014-12-31$131,000
Total plan assets at end of year2014-12-31$3,779,387
Total plan assets at beginning of year2014-12-31$3,554,284
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$144,075
Expenses. Other expenses not covered elsewhere2014-12-31$22,219
Contributions received from other sources (not participants or employers)2014-12-31$4,517
Other income received2014-12-31$157,691
Net income (gross income less expenses)2014-12-31$225,103
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,779,387
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,554,284
Assets. Value of participant loans2014-12-31$27,429
Total contributions received or receivable from employer(s)2014-12-31$72,039
2013 : TUCKER 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$587,936
Expenses. Total of all expenses incurred2013-12-31$197,962
Benefits paid (including direct rollovers)2013-12-31$176,231
Total plan assets at end of year2013-12-31$3,554,284
Total plan assets at beginning of year2013-12-31$3,164,310
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$141,759
Expenses. Other expenses not covered elsewhere2013-12-31$21,731
Other income received2013-12-31$375,295
Net income (gross income less expenses)2013-12-31$389,974
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,554,284
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,164,310
Assets. Value of participant loans2013-12-31$44,036
Total contributions received or receivable from employer(s)2013-12-31$70,882
2012 : TUCKER 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$547,966
Expenses. Total of all expenses incurred2012-12-31$118,776
Benefits paid (including direct rollovers)2012-12-31$102,865
Total plan assets at end of year2012-12-31$3,164,310
Total plan assets at beginning of year2012-12-31$2,735,120
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$162,174
Expenses. Other expenses not covered elsewhere2012-12-31$15,911
Contributions received from other sources (not participants or employers)2012-12-31$10,403
Other income received2012-12-31$281,644
Net income (gross income less expenses)2012-12-31$429,190
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,164,310
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,735,120
Assets. Value of participant loans2012-12-31$60,425
Total contributions received or receivable from employer(s)2012-12-31$93,745

Form 5500 Responses for TUCKER 401(K) PROFIT SHARING PLAN

2023: TUCKER 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TUCKER 401(K) PROFIT SHARING PLAN 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: TUCKER 401(K) PROFIT SHARING PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TUCKER 401(K) PROFIT SHARING PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TUCKER 401(K) PROFIT SHARING PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TUCKER 401(K) PROFIT SHARING PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TUCKER 401(K) PROFIT SHARING PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TUCKER 401(K) PROFIT SHARING PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TUCKER 401(K) PROFIT SHARING PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TUCKER 401(K) PROFIT SHARING PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TUCKER 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TUCKER 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number632175
Policy instance 1
Insurance contract or identification number632175
Number of Individuals Covered75
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $57
Total amount of fees paid to insurance companyUSD $0
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number632175
Policy instance 1

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