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TRUMAN CAPITAL ADVISORS 401K PLAN 401k Plan overview

Plan NameTRUMAN CAPITAL ADVISORS 401K PLAN
Plan identification number 001

TRUMAN CAPITAL ADVISORS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

TRUMAN CAPITAL ADVISORS, LP has sponsored the creation of one or more 401k plans.

Company Name:TRUMAN CAPITAL ADVISORS, LP
Employer identification number (EIN):320251511
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Additional information about TRUMAN CAPITAL ADVISORS, LP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4556076

More information about TRUMAN CAPITAL ADVISORS, LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUMAN CAPITAL ADVISORS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM A MEEKS
0012016-01-01WILLIAM A MEEKS
0012015-01-01WILLIAM A MEEKS
0012014-01-01WILLIAM A MEEKS
0012013-01-01WILLIAM A MEEKS
0012012-01-01WILLIAM MEEKS WILLIAM MEEKS2013-10-15
0012011-01-01WILLIAM MEEKS
0012010-01-01WILLIAM MEEKS

Plan Statistics for TRUMAN CAPITAL ADVISORS 401K PLAN

401k plan membership statisitcs for TRUMAN CAPITAL ADVISORS 401K PLAN

Measure Date Value
2023: TRUMAN CAPITAL ADVISORS 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0123
Total number of active participants reported on line 7a of the Form 55002023-01-0118
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0120
Number of participants with account balances2023-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TRUMAN CAPITAL ADVISORS 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0123
Total number of active participants reported on line 7a of the Form 55002022-01-0118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0123
Number of participants with account balances2022-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TRUMAN CAPITAL ADVISORS 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0123
Total number of active participants reported on line 7a of the Form 55002021-01-0117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0123
Number of participants with account balances2021-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TRUMAN CAPITAL ADVISORS 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0126
Total number of active participants reported on line 7a of the Form 55002020-01-0119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0123
Number of participants with account balances2020-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TRUMAN CAPITAL ADVISORS 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0124
Total number of active participants reported on line 7a of the Form 55002019-01-0123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0126
Number of participants with account balances2019-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TRUMAN CAPITAL ADVISORS 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0125
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0124
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TRUMAN CAPITAL ADVISORS 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0125
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TRUMAN CAPITAL ADVISORS 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0123
Number of participants with account balances2016-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TRUMAN CAPITAL ADVISORS 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0125
Number of participants with account balances2015-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TRUMAN CAPITAL ADVISORS 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0124
Number of participants with account balances2014-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TRUMAN CAPITAL ADVISORS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TRUMAN CAPITAL ADVISORS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TRUMAN CAPITAL ADVISORS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0118
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TRUMAN CAPITAL ADVISORS 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0119
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0118
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on TRUMAN CAPITAL ADVISORS 401K PLAN

Measure Date Value
2023 : TRUMAN CAPITAL ADVISORS 401K PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,216,933
Expenses. Total of all expenses incurred2023-12-31$193,537
Benefits paid (including direct rollovers)2023-12-31$178,617
Total plan assets at end of year2023-12-31$6,071,452
Total plan assets at beginning of year2023-12-31$5,048,056
Value of fidelity bond covering the plan2023-12-31$750,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$139,889
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$1,077,044
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,023,396
Net plan assets at end of year (total assets less liabilities)2023-12-31$6,071,452
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,048,056
Assets. Value of participant loans2023-12-31$68,141
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$14,920
2022 : TRUMAN CAPITAL ADVISORS 401K PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-865,234
Expenses. Total of all expenses incurred2022-12-31$35,328
Benefits paid (including direct rollovers)2022-12-31$17,797
Total plan assets at end of year2022-12-31$5,048,056
Total plan assets at beginning of year2022-12-31$5,948,618
Value of fidelity bond covering the plan2022-12-31$750,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$187,503
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,052,737
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-900,562
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,048,056
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,948,618
Assets. Value of participant loans2022-12-31$101,098
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$17,531
2021 : TRUMAN CAPITAL ADVISORS 401K PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,073,192
Expenses. Total of all expenses incurred2021-12-31$24,689
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$5,948,618
Total plan assets at beginning of year2021-12-31$4,900,115
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$197,940
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$875,252
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,048,503
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,948,618
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,900,115
Assets. Value of participant loans2021-12-31$133,295
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$24,689
2020 : TRUMAN CAPITAL ADVISORS 401K PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,073,355
Expenses. Total of all expenses incurred2020-12-31$25,660
Benefits paid (including direct rollovers)2020-12-31$20,104
Total plan assets at end of year2020-12-31$4,900,115
Total plan assets at beginning of year2020-12-31$3,852,420
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$188,866
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$93,532
Other income received2020-12-31$790,957
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,047,695
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,900,115
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,852,420
Assets. Value of participant loans2020-12-31$100,079
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,556
2019 : TRUMAN CAPITAL ADVISORS 401K PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$962,078
Expenses. Total of all expenses incurred2019-12-31$20,484
Benefits paid (including direct rollovers)2019-12-31$20,309
Total plan assets at end of year2019-12-31$3,852,420
Total plan assets at beginning of year2019-12-31$2,910,826
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$181,928
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$780,150
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$941,594
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,852,420
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,910,826
Assets. Value of participant loans2019-12-31$117,987
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$175
2018 : TRUMAN CAPITAL ADVISORS 401K PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-10,081
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,910,826
Total plan assets at beginning of year2018-12-31$2,920,907
Value of fidelity bond covering the plan2018-12-31$385,000
Total contributions received or receivable from participants2018-12-31$162,010
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-172,091
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-10,081
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,910,826
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,920,907
Assets. Value of participant loans2018-12-31$79,631
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : TRUMAN CAPITAL ADVISORS 401K PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$657,174
Expenses. Total of all expenses incurred2017-12-31$4,150
Benefits paid (including direct rollovers)2017-12-31$3,900
Total plan assets at end of year2017-12-31$2,920,907
Total plan assets at beginning of year2017-12-31$2,267,883
Value of fidelity bond covering the plan2017-12-31$250,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$166,984
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$490,190
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$653,024
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,920,907
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,267,883
Assets. Value of participant loans2017-12-31$94,432
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$250
2016 : TRUMAN CAPITAL ADVISORS 401K PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$312,812
Expenses. Total of all expenses incurred2016-12-31$172,059
Benefits paid (including direct rollovers)2016-12-31$171,909
Total plan assets at end of year2016-12-31$2,267,883
Total plan assets at beginning of year2016-12-31$2,127,130
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$139,524
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$173,288
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$140,753
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,267,883
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,127,130
Assets. Value of participant loans2016-12-31$67,089
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$150
2015 : TRUMAN CAPITAL ADVISORS 401K PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$195,196
Expenses. Total of all expenses incurred2015-12-31$200,100
Benefits paid (including direct rollovers)2015-12-31$200,000
Total plan assets at end of year2015-12-31$2,127,130
Total plan assets at beginning of year2015-12-31$2,132,034
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$160,851
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$6,539
Other income received2015-12-31$27,806
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-4,904
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,127,130
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,132,034
Assets. Value of participant loans2015-12-31$41,852
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$100
2014 : TRUMAN CAPITAL ADVISORS 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$306,843
Expenses. Total of all expenses incurred2014-12-31$153,782
Benefits paid (including direct rollovers)2014-12-31$153,682
Total plan assets at end of year2014-12-31$2,132,034
Total plan assets at beginning of year2014-12-31$1,978,973
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$125,176
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$176,913
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$153,061
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,132,034
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,978,973
Assets. Value of participant loans2014-12-31$45,800
Total contributions received or receivable from employer(s)2014-12-31$4,754
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$100
2013 : TRUMAN CAPITAL ADVISORS 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$506,375
Expenses. Total of all expenses incurred2013-12-31$5,537
Benefits paid (including direct rollovers)2013-12-31$5,437
Total plan assets at end of year2013-12-31$1,978,973
Total plan assets at beginning of year2013-12-31$1,478,135
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$105,637
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$6,557
Other income received2013-12-31$394,181
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$500,838
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,978,973
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,478,135
Assets. Value of participant loans2013-12-31$38,352
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$100
2012 : TRUMAN CAPITAL ADVISORS 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$254,709
Expenses. Total of all expenses incurred2012-12-31$310
Total plan assets at end of year2012-12-31$1,478,135
Total plan assets at beginning of year2012-12-31$1,223,736
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$89,050
Other income received2012-12-31$165,659
Net income (gross income less expenses)2012-12-31$254,399
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,478,135
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,223,736
Assets. Value of participant loans2012-12-31$49,474
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$310
2011 : TRUMAN CAPITAL ADVISORS 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$67,476
Expenses. Total of all expenses incurred2011-12-31$75
Total plan assets at end of year2011-12-31$1,223,736
Total plan assets at beginning of year2011-12-31$1,156,335
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$90,897
Other income received2011-12-31$-23,421
Net income (gross income less expenses)2011-12-31$67,401
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,223,736
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,156,335
Assets. Value of participant loans2011-12-31$48,226
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$75
2010 : TRUMAN CAPITAL ADVISORS 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$285,747
Expenses. Total of all expenses incurred2010-12-31$72,737
Benefits paid (including direct rollovers)2010-12-31$72,587
Total plan assets at end of year2010-12-31$1,156,335
Total plan assets at beginning of year2010-12-31$943,325
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$105,537
Other income received2010-12-31$141,165
Net income (gross income less expenses)2010-12-31$213,010
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,156,335
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$943,325
Assets. Value of participant loans2010-12-31$58,577
Total contributions received or receivable from employer(s)2010-12-31$39,045
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for TRUMAN CAPITAL ADVISORS 401K PLAN

2023: TRUMAN CAPITAL ADVISORS 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TRUMAN CAPITAL ADVISORS 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRUMAN CAPITAL ADVISORS 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRUMAN CAPITAL ADVISORS 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRUMAN CAPITAL ADVISORS 401K 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: TRUMAN CAPITAL ADVISORS 401K 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: TRUMAN CAPITAL ADVISORS 401K 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRUMAN CAPITAL ADVISORS 401K 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: TRUMAN CAPITAL ADVISORS 401K 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: TRUMAN CAPITAL ADVISORS 401K 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: TRUMAN CAPITAL ADVISORS 401K 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: TRUMAN CAPITAL ADVISORS 401K 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRUMAN CAPITAL ADVISORS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TRUMAN CAPITAL ADVISORS 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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