Plan Name | THE THEORY, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE THEORY, INC. |
Employer identification number (EIN): | 473770995 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about THE THEORY, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2015-04-20 |
Company Identification Number: | 110608999 |
Legal Registered Office Address: |
15559 VILLAGE DR LAKE OSWEGO United States of America (USA) 97034 |
More information about THE THEORY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | KELSEY TUCKER | |||
001 | 2017-01-01 | KELSEY TUCKER | |||
001 | 2016-01-01 | KELSEY TUCKER | |||
001 | 2015-04-20 | KELSEY TUCKER |
Measure | Date | Value |
---|---|---|
2018: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-04-20 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-20 | 2 |
Number of retired or separated participants receiving benefits | 2015-04-20 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-20 | 0 |
Total of all active and inactive participants | 2015-04-20 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-20 | 0 |
Total participants | 2015-04-20 | 2 |
Number of participants with account balances | 2015-04-20 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-20 | 0 |
Measure | Date | Value |
---|---|---|
2018 : THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-09-05 | $0 |
Total plan liabilities at end of year | 2018-09-05 | $0 |
Total plan liabilities at beginning of year | 2018-09-05 | $0 |
Total income from all sources | 2018-09-05 | $-98,809 |
Expenses. Total of all expenses incurred | 2018-09-05 | $11,550 |
Benefits paid (including direct rollovers) | 2018-09-05 | $11,485 |
Total plan assets at end of year | 2018-09-05 | $0 |
Total plan assets at beginning of year | 2018-09-05 | $110,359 |
Total contributions received or receivable from participants | 2018-09-05 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-09-05 | $65 |
Contributions received from other sources (not participants or employers) | 2018-09-05 | $0 |
Other income received | 2018-09-05 | $-98,809 |
Noncash contributions received | 2018-09-05 | $0 |
Net income (gross income less expenses) | 2018-09-05 | $-110,359 |
Net plan assets at end of year (total assets less liabilities) | 2018-09-05 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-09-05 | $110,359 |
Assets. Value of employer securities | 2018-09-05 | $0 |
Total contributions received or receivable from employer(s) | 2018-09-05 | $0 |
Value of certain deemed distributions of participant loans | 2018-09-05 | $0 |
Value of corrective distributions | 2018-09-05 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-05 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-05 | $0 |
2017 : THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $-235 |
Expenses. Total of all expenses incurred | 2017-12-31 | $65 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $110,359 |
Total plan assets at beginning of year | 2017-12-31 | $110,659 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $65 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $-235 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-300 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $110,359 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $110,659 |
Assets. Value of employer securities | 2017-12-31 | $109,544 |
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 | $0 |
2016 : THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
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 | $-2,091 |
Expenses. Total of all expenses incurred | 2016-12-31 | $65 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $110,659 |
Total plan assets at beginning of year | 2016-12-31 | $112,815 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $65 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $-2,091 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-2,156 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $110,659 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $112,815 |
Assets. Value of employer securities | 2016-12-31 | $109,780 |
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 | $0 |
2015 : THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $112,845 |
Expenses. Total of all expenses incurred | 2015-12-31 | $30 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $112,815 |
Total plan assets at beginning of year | 2015-12-31 | $0 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $30 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $113,975 |
Other income received | 2015-12-31 | $-1,130 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $112,815 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $112,815 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Assets. Value of employer securities | 2015-12-31 | $111,870 |
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 | $0 |
2018: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
---|---|---|
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 | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
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 | This return/report is a short plan year return/report (less than 12 months) | 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: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
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: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-04-20 | Type of plan entity | Single employer plan |
2015-04-20 | First time form 5500 has been submitted | Yes |
2015-04-20 | Submission has been amended | No |
2015-04-20 | This submission is the final filing | No |
2015-04-20 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-04-20 | Plan is a collectively bargained plan | No |
2015-04-20 | Plan funding arrangement – Trust | Yes |
2015-04-20 | Plan benefit arrangement - Trust | Yes |