401k Plan data: TUCKER & TUCKER 401K PLAN plan

TUCKER & TUCKER 401K PLAN 401k Plan overview

Plan Name	TUCKER & TUCKER 401K PLAN
Plan identification number	001

TUCKER & TUCKER 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
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

TUCKER & TUCKER, PLLC has sponsored the creation of one or more 401k plans.

Company Name: TUCKER & TUCKER, PLLC

Employer identification number (EIN): 621764735

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUCKER & TUCKER 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 LAURA T TUCKER
001 2017-01-01 LAURA T TUCKER
001 2016-01-01 LAURA TUCKER 2017-07-31 LAURA TUCKER 2017-07-31
001 2015-01-01 LAURA TUCKER 2016-09-14 A1527787 2016-09-14
001 2014-01-01 LAURA TUCKER 2015-07-30 LAURA TUCKER 2015-09-14
001 2013-01-01 JERRY TUCKER 2014-09-15 JERRY TUCKER 2014-09-15
001 2012-01-01 JERRY TUCKER 2013-09-16 LAURA TUCKER 2013-09-16
001 2011-01-01 JERRY TUCKER 2012-09-08 LAURA TUCKER 2012-09-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	LAURA T TUCKER
001	2017-01-01	LAURA T TUCKER
001	2016-01-01	LAURA TUCKER	2017-07-31	LAURA TUCKER	2017-07-31
001	2015-01-01	LAURA TUCKER	2016-09-14	A1527787	2016-09-14
001	2014-01-01	LAURA TUCKER	2015-07-30	LAURA TUCKER	2015-09-14
001	2013-01-01	JERRY TUCKER	2014-09-15	JERRY TUCKER	2014-09-15
001	2012-01-01	JERRY TUCKER	2013-09-16	LAURA TUCKER	2013-09-16
001	2011-01-01	JERRY TUCKER	2012-09-08	LAURA TUCKER	2012-09-08

Plan Statistics for TUCKER & TUCKER 401K PLAN

401k plan membership statisitcs for TUCKER & TUCKER 401K PLAN

Measure Date Value
2018: TUCKER & TUCKER 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
2017: TUCKER & TUCKER 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 5

Measure	Date	Value
2018: TUCKER & TUCKER 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
2017: TUCKER & TUCKER 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	5

Financial Data on TUCKER & TUCKER 401K PLAN

Measure	Date	Value
2018 : TUCKER & TUCKER 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$55,589
Expenses. Total of all expenses incurred	2018-12-31	$894,239
Benefits paid (including direct rollovers)	2018-12-31	$894,229
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$838,650
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$48,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$10
Other income received	2018-12-31	$-5,641
Net income (gross income less expenses)	2018-12-31	$-838,650
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$838,650
Total contributions received or receivable from employer(s)	2018-12-31	$13,230
2017 : TUCKER & TUCKER 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$205,447
Expenses. Total of all expenses incurred	2017-12-31	$155,391
Benefits paid (including direct rollovers)	2017-12-31	$155,391
Total plan assets at end of year	2017-12-31	$838,650
Total plan assets at beginning of year	2017-12-31	$788,594
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$28,845
Other income received	2017-12-31	$170,042
Net income (gross income less expenses)	2017-12-31	$50,056
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$838,650
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$788,594
Total contributions received or receivable from employer(s)	2017-12-31	$6,560

Form 5500 Responses for TUCKER & TUCKER 401K PLAN

2018: TUCKER & TUCKER 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TUCKER & TUCKER 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	TUCKER & TUCKER, PLLC
Employer identification number (EIN):	621764735
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants