T. COOMBS & ASSOCIATES DBA TCASSOCIATES has sponsored the creation of one or more 401k plans.
Additional information about T. COOMBS & ASSOCIATES DBA TCASSOCIATES
Submission information for form 5500 for 401k plan TCASSOCIATES HEALTH & WELFARE TRUST
| Measure | Date | Value |
|---|
| 2014 : TCASSOCIATES HEALTH & WELFARE TRUST 2014 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $27,161 |
| Total income from all sources (including contributions) | 2014-08-31 | $854,774 |
| Total of all expenses incurred | 2014-08-31 | $850,721 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-31 | $786,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-08-31 | $854,774 |
| Value of total assets at end of year | 2014-08-31 | $0 |
| Value of total assets at beginning of year | 2014-08-31 | $23,108 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-08-31 | $64,542 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-08-31 | No |
| Administrative expenses professional fees incurred | 2014-08-31 | $13,363 |
| Was this plan covered by a fidelity bond | 2014-08-31 | Yes |
| Value of fidelity bond cover | 2014-08-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2014-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-08-31 | No |
| Contributions received from participants | 2014-08-31 | $248,536 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-08-31 | $-21,540 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-08-31 | $21,540 |
| Administrative expenses (other) incurred | 2014-08-31 | $51,179 |
| Liabilities. Value of operating payables at beginning of year | 2014-08-31 | $5,621 |
| Total non interest bearing cash at beginning of year | 2014-08-31 | $23,108 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
| Value of net income/loss | 2014-08-31 | $4,053 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-08-31 | $-4,053 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-08-31 | No |
| Value of interest in common/collective trusts at end of year | 2014-08-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-08-31 | $807,719 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-08-31 | No |
| Contributions received in cash from employer | 2014-08-31 | $606,238 |
| Did the plan have assets held for investment | 2014-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-08-31 | Unqualified |
| Accountancy firm name | 2014-08-31 | FRYE & COMPANY, CPAS |
| Accountancy firm EIN | 2014-08-31 | 454199441 |
| 2013 : TCASSOCIATES HEALTH & WELFARE TRUST 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $27,161 |
| Total income from all sources (including contributions) | 2013-08-31 | $1,468,909 |
| Total of all expenses incurred | 2013-08-31 | $1,472,962 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-08-31 | $1,384,196 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-08-31 | $1,468,909 |
| Value of total assets at end of year | 2013-08-31 | $23,108 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-08-31 | $88,766 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-08-31 | No |
| Was this plan covered by a fidelity bond | 2013-08-31 | Yes |
| Value of fidelity bond cover | 2013-08-31 | $150,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-08-31 | No |
| Contributions received from participants | 2013-08-31 | $306,987 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-08-31 | $21,540 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-08-31 | $21,540 |
| Administrative expenses (other) incurred | 2013-08-31 | $88,766 |
| Liabilities. Value of operating payables at end of year | 2013-08-31 | $5,621 |
| Total non interest bearing cash at end of year | 2013-08-31 | $23,108 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
| Value of net income/loss | 2013-08-31 | $-4,053 |
| Value of net assets at end of year (total assets less liabilities) | 2013-08-31 | $-4,053 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-08-31 | No |
| Value of interest in common/collective trusts at end of year | 2013-08-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-08-31 | $1,362,656 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-08-31 | No |
| Contributions received in cash from employer | 2013-08-31 | $1,161,922 |
| Did the plan have assets held for investment | 2013-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-08-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-08-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-08-31 | Unqualified |
| Accountancy firm name | 2013-08-31 | FRYE & COMPANY, CPAS |
| Accountancy firm EIN | 2013-08-31 | 454199441 |
| 2013: TCASSOCIATES HEALTH & WELFARE TRUST 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | This submission is the final filing | Yes |
| 2013-09-01 | Plan funding arrangement – Insurance | Yes |
| 2013-09-01 | Plan funding arrangement – Trust | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-09-01 | Plan benefit arrangement - Trust | Yes |
| 2012: TCASSOCIATES HEALTH & WELFARE TRUST 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | First time form 5500 has been submitted | Yes |
| 2012-09-01 | Plan funding arrangement – Insurance | Yes |
| 2012-09-01 | Plan funding arrangement – Trust | Yes |
| 2012-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-09-01 | Plan benefit arrangement - Trust | Yes |
| 2011: TCASSOCIATES HEALTH & WELFARE TRUST 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Submission has been amended | No |
| 2011-09-01 | This submission is the final filing | No |
| 2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-09-01 | Plan is a collectively bargained plan | No |
| 2011-09-01 | Plan funding arrangement – Insurance | Yes |
| 2011-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: TCASSOCIATES HEALTH & WELFARE TRUST 2010 form 5500 responses |
|---|
| 2010-09-01 | Type of plan entity | Single employer plan |
| 2010-09-01 | Submission has been amended | No |
| 2010-09-01 | This submission is the final filing | No |
| 2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-09-01 | Plan is a collectively bargained plan | No |
| 2010-09-01 | Plan funding arrangement – Insurance | Yes |
| 2010-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: TCASSOCIATES HEALTH & WELFARE TRUST 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Submission has been amended | No |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-09-01 | Plan is a collectively bargained plan | No |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
