TRUMAN CAPITAL ADVISORS, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRUMAN CAPITAL ADVISORS 401K PLAN
Measure | Date | Value |
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2023: TRUMAN CAPITAL ADVISORS 401K PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 2 |
Total of all active and inactive participants | 2023-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 20 |
Number of participants with account balances | 2023-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: TRUMAN CAPITAL ADVISORS 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 23 |
Number of participants with account balances | 2022-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: TRUMAN CAPITAL ADVISORS 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 23 |
Number of participants with account balances | 2021-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: TRUMAN CAPITAL ADVISORS 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 23 |
Number of participants with account balances | 2020-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TRUMAN CAPITAL ADVISORS 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 26 |
Number of participants with account balances | 2019-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: TRUMAN CAPITAL ADVISORS 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 24 |
Number of participants with account balances | 2018-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: TRUMAN CAPITAL ADVISORS 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 25 |
Number of participants with account balances | 2017-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: TRUMAN CAPITAL ADVISORS 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 23 |
Number of participants with account balances | 2016-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: TRUMAN CAPITAL ADVISORS 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 25 |
Number of participants with account balances | 2015-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: TRUMAN CAPITAL ADVISORS 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 24 |
Number of participants with account balances | 2014-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TRUMAN CAPITAL ADVISORS 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 19 |
Number of participants with account balances | 2013-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TRUMAN CAPITAL ADVISORS 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 18 |
Number of participants with account balances | 2012-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: TRUMAN CAPITAL ADVISORS 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 18 |
Number of participants with account balances | 2011-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: TRUMAN CAPITAL ADVISORS 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 18 |
Number of participants with account balances | 2010-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2023 : TRUMAN CAPITAL ADVISORS 401K PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,216,933 |
Expenses. Total of all expenses incurred | 2023-12-31 | $193,537 |
Benefits paid (including direct rollovers) | 2023-12-31 | $178,617 |
Total plan assets at end of year | 2023-12-31 | $6,071,452 |
Total plan assets at beginning of year | 2023-12-31 | $5,048,056 |
Value of fidelity bond covering the plan | 2023-12-31 | $750,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $139,889 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $1,077,044 |
Noncash contributions received | 2023-12-31 | $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 loans | 2023-12-31 | $68,141 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $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 2510.3-102 | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $14,920 |
2022 : TRUMAN CAPITAL ADVISORS 401K PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-865,234 |
Expenses. Total of all expenses incurred | 2022-12-31 | $35,328 |
Benefits paid (including direct rollovers) | 2022-12-31 | $17,797 |
Total plan assets at end of year | 2022-12-31 | $5,048,056 |
Total plan assets at beginning of year | 2022-12-31 | $5,948,618 |
Value of fidelity bond covering the plan | 2022-12-31 | $750,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $187,503 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,052,737 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $101,098 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $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 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $17,531 |
2021 : TRUMAN CAPITAL ADVISORS 401K PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,073,192 |
Expenses. Total of all expenses incurred | 2021-12-31 | $24,689 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $5,948,618 |
Total plan assets at beginning of year | 2021-12-31 | $4,900,115 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $197,940 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $875,252 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $133,295 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $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 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $24,689 |
2020 : TRUMAN CAPITAL ADVISORS 401K PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,073,355 |
Expenses. Total of all expenses incurred | 2020-12-31 | $25,660 |
Benefits paid (including direct rollovers) | 2020-12-31 | $20,104 |
Total plan assets at end of year | 2020-12-31 | $4,900,115 |
Total plan assets at beginning of year | 2020-12-31 | $3,852,420 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $188,866 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $93,532 |
Other income received | 2020-12-31 | $790,957 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $100,079 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $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 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,556 |
2019 : TRUMAN CAPITAL ADVISORS 401K PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $962,078 |
Expenses. Total of all expenses incurred | 2019-12-31 | $20,484 |
Benefits paid (including direct rollovers) | 2019-12-31 | $20,309 |
Total plan assets at end of year | 2019-12-31 | $3,852,420 |
Total plan assets at beginning of year | 2019-12-31 | $2,910,826 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $181,928 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $780,150 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $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 2510.3-102 | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $175 |
2018 : TRUMAN CAPITAL ADVISORS 401K PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-10,081 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $2,910,826 |
Total plan assets at beginning of year | 2018-12-31 | $2,920,907 |
Value of fidelity bond covering the plan | 2018-12-31 | $385,000 |
Total contributions received or receivable from participants | 2018-12-31 | $162,010 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-172,091 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $79,631 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : TRUMAN CAPITAL ADVISORS 401K PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $657,174 |
Expenses. Total of all expenses incurred | 2017-12-31 | $4,150 |
Benefits paid (including direct rollovers) | 2017-12-31 | $3,900 |
Total plan assets at end of year | 2017-12-31 | $2,920,907 |
Total plan assets at beginning of year | 2017-12-31 | $2,267,883 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $166,984 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $490,190 |
Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $94,432 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $250 |
2016 : TRUMAN CAPITAL ADVISORS 401K PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $312,812 |
Expenses. Total of all expenses incurred | 2016-12-31 | $172,059 |
Benefits paid (including direct rollovers) | 2016-12-31 | $171,909 |
Total plan assets at end of year | 2016-12-31 | $2,267,883 |
Total plan assets at beginning of year | 2016-12-31 | $2,127,130 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $139,524 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $173,288 |
Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $67,089 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $150 |
2015 : TRUMAN CAPITAL ADVISORS 401K PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $195,196 |
Expenses. Total of all expenses incurred | 2015-12-31 | $200,100 |
Benefits paid (including direct rollovers) | 2015-12-31 | $200,000 |
Total plan assets at end of year | 2015-12-31 | $2,127,130 |
Total plan assets at beginning of year | 2015-12-31 | $2,132,034 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $160,851 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $6,539 |
Other income received | 2015-12-31 | $27,806 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $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 2510.3-102 | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $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 plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $306,843 |
Expenses. Total of all expenses incurred | 2014-12-31 | $153,782 |
Benefits paid (including direct rollovers) | 2014-12-31 | $153,682 |
Total plan assets at end of year | 2014-12-31 | $2,132,034 |
Total plan assets at beginning of year | 2014-12-31 | $1,978,973 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $125,176 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $176,913 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $45,800 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $4,754 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $506,375 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,537 |
Benefits paid (including direct rollovers) | 2013-12-31 | $5,437 |
Total plan assets at end of year | 2013-12-31 | $1,978,973 |
Total plan assets at beginning of year | 2013-12-31 | $1,478,135 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $105,637 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $6,557 |
Other income received | 2013-12-31 | $394,181 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $38,352 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $100 |
2012 : TRUMAN CAPITAL ADVISORS 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $254,709 |
Expenses. Total of all expenses incurred | 2012-12-31 | $310 |
Total plan assets at end of year | 2012-12-31 | $1,478,135 |
Total plan assets at beginning of year | 2012-12-31 | $1,223,736 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $89,050 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $49,474 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $310 |
2011 : TRUMAN CAPITAL ADVISORS 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $67,476 |
Expenses. Total of all expenses incurred | 2011-12-31 | $75 |
Total plan assets at end of year | 2011-12-31 | $1,223,736 |
Total plan assets at beginning of year | 2011-12-31 | $1,156,335 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $90,897 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $48,226 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $75 |
2010 : TRUMAN CAPITAL ADVISORS 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $285,747 |
Expenses. Total of all expenses incurred | 2010-12-31 | $72,737 |
Benefits paid (including direct rollovers) | 2010-12-31 | $72,587 |
Total plan assets at end of year | 2010-12-31 | $1,156,335 |
Total plan assets at beginning of year | 2010-12-31 | $943,325 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $105,537 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2023: TRUMAN CAPITAL ADVISORS 401K PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: TRUMAN CAPITAL ADVISORS 401K PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: TRUMAN CAPITAL ADVISORS 401K PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: TRUMAN CAPITAL ADVISORS 401K PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: TRUMAN CAPITAL ADVISORS 401K PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TRUMAN CAPITAL ADVISORS 401K PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TRUMAN CAPITAL ADVISORS 401K PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TRUMAN CAPITAL ADVISORS 401K PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TRUMAN CAPITAL ADVISORS 401K PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TRUMAN CAPITAL ADVISORS 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TRUMAN CAPITAL ADVISORS 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TRUMAN CAPITAL ADVISORS 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TRUMAN CAPITAL ADVISORS 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: TRUMAN CAPITAL ADVISORS 401K PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |