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TATUM DEVELOPMENT CORP. 401(K) PLAN 401k Plan overview

Plan NameTATUM DEVELOPMENT CORP. 401(K) PLAN
Plan identification number 002

TATUM DEVELOPMENT CORP. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TATUM DEVELOPMENT CORP. has sponsored the creation of one or more 401k plans.

Company Name:TATUM DEVELOPMENT CORP.
Employer identification number (EIN):640656967
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about TATUM DEVELOPMENT CORP.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2008-08-07
Company Identification Number: 20081398473
Legal Registered Office Address: 2624-12 SUNNY SLOPE DR.

SPARKS
United States of America (USA)
89434

More information about TATUM DEVELOPMENT CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TATUM DEVELOPMENT CORP. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01AMY MILLER AMY MILLER2018-10-08
0022016-01-01AMY MILLER AMY MILLER2017-10-16
0022015-01-01AMY MILLER AMY MILLER2016-10-12
0022014-01-01AMY MILLER AMY MILLER2015-10-15
0022013-01-01AMY MILLER AMY MILLER2014-10-14
0022012-01-01AMY MILLER AMY MILLER2013-10-15
0022011-01-01ALLAN DAGLIO ALLAN DAGLIO2013-03-18
0022010-01-01ALLAN DAGLIO ALLAN DAGLIO2011-09-09
0022009-01-01ALLAN DAGLIO ALLAN DAGLIO2010-10-06

Plan Statistics for TATUM DEVELOPMENT CORP. 401(K) PLAN

401k plan membership statisitcs for TATUM DEVELOPMENT CORP. 401(K) PLAN

Measure Date Value
2022: TATUM DEVELOPMENT CORP. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01821
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TATUM DEVELOPMENT CORP. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,177
Total number of active participants reported on line 7a of the Form 55002021-01-01627
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01151
Total of all active and inactive participants2021-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01782
Number of participants with account balances2021-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TATUM DEVELOPMENT CORP. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,335
Total number of active participants reported on line 7a of the Form 55002020-01-01886
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01176
Total of all active and inactive participants2020-01-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,070
Number of participants with account balances2020-01-01888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01169
2019: TATUM DEVELOPMENT CORP. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,287
Total number of active participants reported on line 7a of the Form 55002019-01-01959
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01121
Total of all active and inactive participants2019-01-011,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,086
Number of participants with account balances2019-01-01889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01129
2018: TATUM DEVELOPMENT CORP. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,305
Total number of active participants reported on line 7a of the Form 55002018-01-01883
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01135
Total of all active and inactive participants2018-01-011,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,022
Number of participants with account balances2018-01-01833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01155
2017: TATUM DEVELOPMENT CORP. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,365
Total number of active participants reported on line 7a of the Form 55002017-01-01923
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01122
Total of all active and inactive participants2017-01-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,050
Number of participants with account balances2017-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01188
2016: TATUM DEVELOPMENT CORP. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,372
Total number of active participants reported on line 7a of the Form 55002016-01-01914
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-011,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,031
Number of participants with account balances2016-01-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01184
2015: TATUM DEVELOPMENT CORP. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,127
Total number of active participants reported on line 7a of the Form 55002015-01-01917
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01230
Total of all active and inactive participants2015-01-011,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,150
Number of participants with account balances2015-01-011,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01143
2014: TATUM DEVELOPMENT CORP. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,104
Total number of active participants reported on line 7a of the Form 55002014-01-01823
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01900
Number of participants with account balances2014-01-01695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01130
2013: TATUM DEVELOPMENT CORP. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,024
Total number of active participants reported on line 7a of the Form 55002013-01-01897
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01966
Number of participants with account balances2013-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01169
2012: TATUM DEVELOPMENT CORP. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,104
Total number of active participants reported on line 7a of the Form 55002012-01-01761
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01821
Number of participants with account balances2012-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01141
2011: TATUM DEVELOPMENT CORP. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,025
Total number of active participants reported on line 7a of the Form 55002011-01-01913
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01956
Number of participants with account balances2011-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0150
2010: TATUM DEVELOPMENT CORP. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01984
Total number of active participants reported on line 7a of the Form 55002010-01-01835
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0163
Total of all active and inactive participants2010-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01902
Number of participants with account balances2010-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01114
2009: TATUM DEVELOPMENT CORP. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01841
Total number of active participants reported on line 7a of the Form 55002009-01-01783
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01128
Total of all active and inactive participants2009-01-01911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01913
Number of participants with account balances2009-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0176

Financial Data on TATUM DEVELOPMENT CORP. 401(K) PLAN

Measure Date Value
2022 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-01$0
Total transfer of assets from this plan2022-08-01$971,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-01$19,736
Total income from all sources (including contributions)2022-08-01$-3,790,818
Total loss/gain on sale of assets2022-08-01$0
Total of all expenses incurred2022-08-01$30,320,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-01$30,212,118
Value of total corrective distributions2022-08-01$22,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-01$10,835
Value of total assets at end of year2022-08-01$0
Value of total assets at beginning of year2022-08-01$35,102,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-01$86,320
Total interest from all sources2022-08-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-08-01$1,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-08-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-08-01$1,052
Was this plan covered by a fidelity bond2022-08-01Yes
Value of fidelity bond cover2022-08-01$500,000
If this is an individual account plan, was there a blackout period2022-08-01No
Were there any nonexempt tranactions with any party-in-interest2022-08-01No
Participant contributions at beginning of year2022-08-01$966,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-08-01$19,736
Other income not declared elsewhere2022-08-01$50,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-01No
Value of net income/loss2022-08-01$-34,111,361
Value of net assets at end of year (total assets less liabilities)2022-08-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-08-01$35,082,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-01No
Were any leases to which the plan was party in default or uncollectible2022-08-01No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-01$2,175,411
Value of interest in pooled separate accounts at beginning of year2022-08-01$10,783,719
Value of interest in common/collective trusts at beginning of year2022-08-01$21,176,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-01$-250,461
Net investment gain/loss from pooled separate accounts2022-08-01$-1,550,257
Net investment gain or loss from common/collective trusts2022-08-01$-2,052,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-01No
Was there a failure to transmit to the plan any participant contributions2022-08-01No
Has the plan failed to provide any benefit when due under the plan2022-08-01No
Contributions received in cash from employer2022-08-01$10,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-01$30,212,118
Contract administrator fees2022-08-01$86,320
Did the plan have assets held for investment2022-08-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-01Yes
Opinion of an independent qualified public accountant for this plan2022-08-01Unqualified
Accountancy firm name2022-08-01HORNE LLP
Accountancy firm EIN2022-08-01201941244
2021 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$10,845,369
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$28,909
Total income from all sources (including contributions)2021-12-31$9,087,404
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,273,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,044,517
Value of total corrective distributions2021-12-31$34,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,593,229
Value of total assets at end of year2021-12-31$35,102,420
Value of total assets at beginning of year2021-12-31$42,142,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$194,095
Total interest from all sources2021-12-31$41,870
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,429
Administrative expenses professional fees incurred2021-12-31$10,845
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,128,018
Participant contributions at end of year2021-12-31$966,395
Participant contributions at beginning of year2021-12-31$1,304,835
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$159,636
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$6,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$19,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$28,909
Other income not declared elsewhere2021-12-31$1,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,814,237
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,082,684
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,113,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,175,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,183,874
Value of interest in pooled separate accounts at end of year2021-12-31$10,783,719
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,185,205
Interest on participant loans2021-12-31$41,870
Value of interest in common/collective trusts at end of year2021-12-31$21,176,895
Value of interest in common/collective trusts at beginning of year2021-12-31$24,468,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$515,108
Net investment gain/loss from pooled separate accounts2021-12-31$2,194,720
Net investment gain or loss from common/collective trusts2021-12-31$2,729,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,305,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,038,017
Contract administrator fees2021-12-31$183,250
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HORNE LLP
Accountancy firm EIN2021-12-31201941244
2020 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$43,614
Total income from all sources (including contributions)2020-12-31$11,183,545
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,706,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,489,241
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$28,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,925,813
Value of total assets at end of year2020-12-31$42,142,725
Value of total assets at beginning of year2020-12-31$34,680,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$188,667
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$54,945
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$22,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$22,682
Administrative expenses professional fees incurred2020-12-31$18,994
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$2,255,597
Participant contributions at end of year2020-12-31$1,304,835
Participant contributions at beginning of year2020-12-31$1,261,129
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$17,664
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,288,718
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$28,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$43,614
Other income not declared elsewhere2020-12-31$11,326
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,476,728
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,113,816
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,637,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,183,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,402,327
Value of interest in pooled separate accounts at end of year2020-12-31$13,185,205
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,210,150
Interest on participant loans2020-12-31$54,945
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$24,468,811
Value of interest in common/collective trusts at beginning of year2020-12-31$19,778,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$437,683
Net investment gain/loss from pooled separate accounts2020-12-31$1,987,821
Net investment gain or loss from common/collective trusts2020-12-31$2,743,275
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,381,498
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$11,250
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,489,241
Contract administrator fees2020-12-31$169,673
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HORNE LLP
Accountancy firm EIN2020-12-31201941244
2019 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,614
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,017
Total income from all sources (including contributions)2019-12-31$9,825,229
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,071,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,937,453
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$43,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,868,016
Value of total assets at end of year2019-12-31$34,680,702
Value of total assets at beginning of year2019-12-31$28,888,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,067
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$62,428
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$24,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$24,826
Administrative expenses professional fees incurred2019-12-31$13,828
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$2,322,312
Participant contributions at end of year2019-12-31$1,261,129
Participant contributions at beginning of year2019-12-31$1,245,164
Participant contributions at end of year2019-12-31$17,664
Participant contributions at beginning of year2019-12-31$18,013
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$179,886
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$43,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,017
Other income not declared elsewhere2019-12-31$4,734
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,754,095
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,637,088
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,882,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,402,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,881,094
Value of interest in pooled separate accounts at end of year2019-12-31$11,210,150
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,014,355
Interest on participant loans2019-12-31$62,428
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$19,778,182
Value of interest in common/collective trusts at beginning of year2019-12-31$16,718,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$536,230
Net investment gain/loss from pooled separate accounts2019-12-31$2,398,783
Net investment gain or loss from common/collective trusts2019-12-31$2,930,212
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,365,818
Employer contributions (assets) at end of year2019-12-31$11,250
Employer contributions (assets) at beginning of year2019-12-31$11,001
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,937,453
Contract administrator fees2019-12-31$76,239
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HORNE LLP
Accountancy firm EIN2019-12-31201941244
2018 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,821
Total income from all sources (including contributions)2018-12-31$1,704,820
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,666,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,600,671
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$5,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,511,724
Value of total assets at end of year2018-12-31$28,888,010
Value of total assets at beginning of year2018-12-31$30,870,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$60,561
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$50,974
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$19,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$19,039
Administrative expenses professional fees incurred2018-12-31$18,385
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,968,918
Participant contributions at end of year2018-12-31$1,245,164
Participant contributions at beginning of year2018-12-31$1,116,971
Participant contributions at end of year2018-12-31$18,013
Participant contributions at beginning of year2018-12-31$38,314
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$418,816
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$85
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$25,821
Other income not declared elsewhere2018-12-31$2,206
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,961,429
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,882,993
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,844,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,881,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,336,263
Value of interest in pooled separate accounts at end of year2018-12-31$9,014,355
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,122,427
Interest on participant loans2018-12-31$50,974
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$16,718,383
Value of interest in common/collective trusts at beginning of year2018-12-31$17,231,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-250,094
Net investment gain/loss from pooled separate accounts2018-12-31$-594,176
Net investment gain or loss from common/collective trusts2018-12-31$-1,034,853
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,123,990
Employer contributions (assets) at end of year2018-12-31$11,001
Employer contributions (assets) at beginning of year2018-12-31$24,509
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,600,586
Contract administrator fees2018-12-31$42,176
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HORNE LLP
Accountancy firm EIN2018-12-31201941244
2017 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$25,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$84,755
Total income from all sources (including contributions)2017-12-31$7,310,817
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,210,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,130,152
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$25,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,442,872
Value of total assets at end of year2017-12-31$30,870,243
Value of total assets at beginning of year2017-12-31$25,828,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,270
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$39,901
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$16,896
Administrative expenses professional fees incurred2017-12-31$16,479
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,910,655
Participant contributions at end of year2017-12-31$1,116,971
Participant contributions at beginning of year2017-12-31$1,056,027
Participant contributions at end of year2017-12-31$38,314
Participant contributions at beginning of year2017-12-31$47,662
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$454,024
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$25,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$84,755
Other income not declared elsewhere2017-12-31$1,477
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,100,574
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,844,422
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,743,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,336,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,032,538
Value of interest in pooled separate accounts at end of year2017-12-31$10,122,427
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,943,882
Interest on participant loans2017-12-31$39,901
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$17,231,759
Value of interest in common/collective trusts at beginning of year2017-12-31$13,538,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$179,579
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$353,021
Net investment gain/loss from pooled separate accounts2017-12-31$1,679,298
Net investment gain or loss from common/collective trusts2017-12-31$1,777,352
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,078,193
Employer contributions (assets) at end of year2017-12-31$24,509
Employer contributions (assets) at beginning of year2017-12-31$30,220
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,128,499
Contract administrator fees2017-12-31$37,791
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HORNE LLP
Accountancy firm EIN2017-12-31201941244
2016 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$84,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$40,125
Total income from all sources (including contributions)2016-12-31$5,210,780
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,786,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,632,552
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$81,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,476,204
Value of total assets at end of year2016-12-31$25,828,603
Value of total assets at beginning of year2016-12-31$23,359,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,405
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$32,960
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$17,668
Administrative expenses professional fees incurred2016-12-31$14,681
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$1,919,793
Participant contributions at end of year2016-12-31$1,056,027
Participant contributions at beginning of year2016-12-31$855,015
Participant contributions at end of year2016-12-31$47,662
Participant contributions at beginning of year2016-12-31$60,590
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$429,260
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$465
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$84,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$40,125
Other income not declared elsewhere2016-12-31$3,720
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,424,358
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,743,848
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,319,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,032,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,225,761
Value of interest in pooled separate accounts at end of year2016-12-31$8,943,882
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,761,766
Interest on participant loans2016-12-31$31,621
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$1,339
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$13,538,695
Value of interest in common/collective trusts at beginning of year2016-12-31$2,996,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$179,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$442,809
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$207,941
Net investment gain/loss from pooled separate accounts2016-12-31$1,031,611
Net investment gain or loss from common/collective trusts2016-12-31$440,676
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,127,151
Employer contributions (assets) at end of year2016-12-31$30,220
Employer contributions (assets) at beginning of year2016-12-31$17,363
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,632,087
Contract administrator fees2016-12-31$57,724
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HORNE LLP
Accountancy firm EIN2016-12-31201941244
2015 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$52,748
Total income from all sources (including contributions)2015-12-31$3,257,332
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,428,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,306,051
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$43,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,331,220
Value of total assets at end of year2015-12-31$23,359,615
Value of total assets at beginning of year2015-12-31$22,543,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,438
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$33,630
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$23,159
Administrative expenses professional fees incurred2015-12-31$11,233
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$1,804,526
Participant contributions at end of year2015-12-31$855,015
Participant contributions at beginning of year2015-12-31$970,754
Participant contributions at end of year2015-12-31$60,590
Participant contributions at beginning of year2015-12-31$34,754
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$439,205
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$390
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$40,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$52,748
Other income not declared elsewhere2015-12-31$1,344
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$828,428
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,319,490
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,491,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,225,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,440,286
Value of interest in pooled separate accounts at end of year2015-12-31$16,761,766
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,575,008
Interest on participant loans2015-12-31$29,488
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$4,142
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$2,996,311
Value of interest in common/collective trusts at beginning of year2015-12-31$2,747,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$442,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$753,956
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-55,609
Net investment gain/loss from pooled separate accounts2015-12-31$-83,721
Net investment gain or loss from common/collective trusts2015-12-31$7,309
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,087,489
Employer contributions (assets) at end of year2015-12-31$17,363
Employer contributions (assets) at beginning of year2015-12-31$21,808
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,305,661
Contract administrator fees2015-12-31$68,205
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HORNE LLP
Accountancy firm EIN2015-12-31201941244
2014 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$52,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,890,205
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,043,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,850,932
Expenses. Certain deemed distributions of participant loans2014-12-31$13,368
Value of total corrective distributions2014-12-31$85,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,697,674
Value of total assets at end of year2014-12-31$22,543,810
Value of total assets at beginning of year2014-12-31$21,644,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$93,180
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$36,985
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$11,895
Administrative expenses professional fees incurred2014-12-31$6,777
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,679,382
Participant contributions at end of year2014-12-31$970,754
Participant contributions at beginning of year2014-12-31$837,498
Participant contributions at end of year2014-12-31$34,754
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$112,982
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$52,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,207
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$846,726
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,491,062
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,644,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,440,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,446,211
Value of interest in pooled separate accounts at end of year2014-12-31$15,575,008
Value of interest in pooled separate accounts at beginning of year2014-12-31$14,890,051
Interest on participant loans2014-12-31$27,928
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$9,057
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$2,747,244
Value of interest in common/collective trusts at beginning of year2014-12-31$2,369,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$753,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,101,023
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$214,203
Net investment gain/loss from pooled separate accounts2014-12-31$892,889
Net investment gain or loss from common/collective trusts2014-12-31$34,352
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$905,310
Employer contributions (assets) at end of year2014-12-31$21,808
Employer contributions (assets) at beginning of year2014-12-31$59
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,850,932
Contract administrator fees2014-12-31$86,403
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HORNE LLP
Accountancy firm EIN2014-12-31201941244
2013 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,289,275
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,382,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,276,109
Expenses. Certain deemed distributions of participant loans2013-12-31$1,338
Value of total corrective distributions2013-12-31$43,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,202,455
Value of total assets at end of year2013-12-31$21,644,336
Value of total assets at beginning of year2013-12-31$17,737,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,717
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$37,141
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,511
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,694,984
Participant contributions at end of year2013-12-31$837,498
Participant contributions at beginning of year2013-12-31$706,519
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$22,116
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$478,486
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-440
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,906,675
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,644,336
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,737,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,446,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,894,298
Value of interest in pooled separate accounts at end of year2013-12-31$14,890,051
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,286,679
Interest on participant loans2013-12-31$22,994
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$14,147
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$2,369,494
Value of interest in common/collective trusts at beginning of year2013-12-31$2,402,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,101,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,412,482
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$537,360
Net investment gain/loss from pooled separate accounts2013-12-31$2,522,026
Net investment gain or loss from common/collective trusts2013-12-31$-20,778
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,028,985
Employer contributions (assets) at end of year2013-12-31$59
Employer contributions (assets) at beginning of year2013-12-31$13,057
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,276,109
Contract administrator fees2013-12-31$61,717
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,759,536
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,304,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,208,315
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$28,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,699,923
Value of total assets at end of year2012-12-31$17,737,661
Value of total assets at beginning of year2012-12-31$21,282,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$66,893
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$55,712
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$14,474
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,649,779
Participant contributions at end of year2012-12-31$706,519
Participant contributions at beginning of year2012-12-31$894,224
Participant contributions at end of year2012-12-31$22,116
Participant contributions at beginning of year2012-12-31$24,357
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$84,119
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-2,795
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-3,544,527
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,737,661
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,282,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,894,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,231,674
Value of interest in pooled separate accounts at end of year2012-12-31$11,286,679
Value of interest in pooled separate accounts at beginning of year2012-12-31$15,906,981
Interest on participant loans2012-12-31$24,829
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$30,883
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$2,402,510
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,412,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,217,484
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$299,979
Net investment gain/loss from pooled separate accounts2012-12-31$1,630,829
Net investment gain or loss from common/collective trusts2012-12-31$61,414
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$966,025
Employer contributions (assets) at end of year2012-12-31$13,057
Employer contributions (assets) at beginning of year2012-12-31$7,468
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,208,315
Contract administrator fees2012-12-31$66,893
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCARTHUR THAMES SLAY & DEWS
Accountancy firm EIN2012-12-31640720697
2011 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,900,454
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,525,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,428,605
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$31,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,044,822
Value of total assets at end of year2011-12-31$21,282,188
Value of total assets at beginning of year2011-12-31$19,907,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,160
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$80,436
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$13,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$13,061
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$1,856,417
Participant contributions at end of year2011-12-31$894,224
Participant contributions at beginning of year2011-12-31$752,335
Participant contributions at end of year2011-12-31$24,357
Participant contributions at beginning of year2011-12-31$1,492
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$157,921
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$9,065
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,375,185
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,282,188
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,907,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,231,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,173,467
Value of interest in pooled separate accounts at end of year2011-12-31$15,906,981
Value of interest in pooled separate accounts at beginning of year2011-12-31$14,826,782
Interest on participant loans2011-12-31$29,336
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$51,100
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,217,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,152,238
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-111,951
Net investment gain/loss from pooled separate accounts2011-12-31$-134,979
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,030,484
Employer contributions (assets) at end of year2011-12-31$7,468
Employer contributions (assets) at beginning of year2011-12-31$689
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,428,605
Contract administrator fees2011-12-31$65,160
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCARTHUR THAMES SLAY & DEWES
Accountancy firm EIN2011-12-31640720697
2010 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,818,438
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$549,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$467,668
Expenses. Certain deemed distributions of participant loans2010-12-31$1,000
Value of total corrective distributions2010-12-31$25,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,746,356
Value of total assets at end of year2010-12-31$19,907,003
Value of total assets at beginning of year2010-12-31$15,637,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$54,865
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$86,262
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$13,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$13,669
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$1,679,726
Participant contributions at end of year2010-12-31$752,335
Participant contributions at beginning of year2010-12-31$663,288
Participant contributions at end of year2010-12-31$1,492
Participant contributions at beginning of year2010-12-31$24,874
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$62,087
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$11,103
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,269,386
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,907,003
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,637,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,173,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,671,853
Value of interest in pooled separate accounts at end of year2010-12-31$14,826,782
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,345,249
Interest on participant loans2010-12-31$28,509
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$57,753
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,152,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,917,746
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$314,501
Net investment gain/loss from pooled separate accounts2010-12-31$1,646,547
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,004,543
Employer contributions (assets) at end of year2010-12-31$689
Employer contributions (assets) at beginning of year2010-12-31$14,607
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$467,668
Contract administrator fees2010-12-31$54,865
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCARTHUR THAMES SLAY & DEWES
Accountancy firm EIN2010-12-31640720697
2009 : TATUM DEVELOPMENT CORP. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TATUM DEVELOPMENT CORP. 401(K) PLAN

2022: TATUM DEVELOPMENT CORP. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TATUM DEVELOPMENT CORP. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TATUM DEVELOPMENT CORP. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TATUM DEVELOPMENT CORP. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TATUM DEVELOPMENT CORP. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TATUM DEVELOPMENT CORP. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TATUM DEVELOPMENT CORP. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TATUM DEVELOPMENT CORP. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TATUM DEVELOPMENT CORP. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TATUM DEVELOPMENT CORP. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TATUM DEVELOPMENT CORP. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TATUM DEVELOPMENT CORP. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TATUM DEVELOPMENT CORP. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TATUM DEVELOPMENT CORP. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-08-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered782
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered1070
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered1086
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,008
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,008
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered1022
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $19,948
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,066
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered1050
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,587
Total amount of fees paid to insurance companyUSD $15,308
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,835
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameFULLER, MICHELLE A.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered1150
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $29,378
Total amount of fees paid to insurance companyUSD $10,466
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,378
Amount paid for insurance broker fees10466
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameFULLER, MICHELLE A.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered900
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,510
Total amount of fees paid to insurance companyUSD $9,936
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,510
Amount paid for insurance broker fees9936
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameFULLER, MICHELLE A.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered966
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,312
Total amount of fees paid to insurance companyUSD $14,238
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,312
Amount paid for insurance broker fees14238
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameFULLER, MICHELLE A.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered821
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,849
Total amount of fees paid to insurance companyUSD $12,424
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,179
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameBANCORPSOUTH INSURANCE SERVICES OF
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered956
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $34,455
Total amount of fees paid to insurance companyUSD $16,003
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number417679
Policy instance 1
Insurance contract or identification number417679
Number of Individuals Covered902
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $29,658
Total amount of fees paid to insurance companyUSD $12,724
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,658
Amount paid for insurance broker fees12724
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameBANCORPSOUTH INSURANCE SERVICES OF

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