TUGBOAT MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TUGBOAT MANAGEMENT 401(K) PLAN
Measure | Date | Value |
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2023: TUGBOAT MANAGEMENT 401(K) PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 12 |
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 | 4 |
Total of all active and inactive participants | 2023-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 16 |
Number of participants with account balances | 2023-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: TUGBOAT MANAGEMENT 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
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 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 14 |
Number of participants with account balances | 2022-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: TUGBOAT MANAGEMENT 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
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 | 3 |
Total of all active and inactive participants | 2021-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 10 |
Number of participants with account balances | 2021-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
Measure | Date | Value |
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2023 : TUGBOAT MANAGEMENT 401(K) 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 | $494,449 |
Expenses. Total of all expenses incurred | 2023-12-31 | $108,165 |
Benefits paid (including direct rollovers) | 2023-12-31 | $104,600 |
Total plan assets at end of year | 2023-12-31 | $1,497,368 |
Total plan assets at beginning of year | 2023-12-31 | $1,111,084 |
Value of fidelity bond covering the plan | 2023-12-31 | $385,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $193,311 |
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 | $226,815 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $386,284 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,497,368 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,111,084 |
Assets. Value of participant loans | 2023-12-31 | $0 |
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 | $74,323 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $3,445 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $120 |
2022 : TUGBOAT MANAGEMENT 401(K) 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 | $9,584 |
Expenses. Total of all expenses incurred | 2022-12-31 | $4,054 |
Benefits paid (including direct rollovers) | 2022-12-31 | $3,304 |
Total plan assets at end of year | 2022-12-31 | $1,111,084 |
Total plan assets at beginning of year | 2022-12-31 | $1,105,554 |
Value of fidelity bond covering the plan | 2022-12-31 | $385,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $155,261 |
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 | $-213,852 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $5,530 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,111,084 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,105,554 |
Assets. Value of participant loans | 2022-12-31 | $0 |
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 | $68,175 |
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 | $750 |
2021 : TUGBOAT MANAGEMENT 401(K) 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 | $273,119 |
Expenses. Total of all expenses incurred | 2021-12-31 | $20,491 |
Benefits paid (including direct rollovers) | 2021-12-31 | $3,647 |
Total plan assets at end of year | 2021-12-31 | $1,105,554 |
Total plan assets at beginning of year | 2021-12-31 | $852,926 |
Value of fidelity bond covering the plan | 2021-12-31 | $385,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $103,870 |
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 | $145,599 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $252,628 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,105,554 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $852,926 |
Assets. Value of participant loans | 2021-12-31 | $0 |
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 | $23,650 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $16,754 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $90 |