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TUSON CORPORATION 401(K) PLAN 401k Plan overview

Plan NameTUSON CORPORATION 401(K) PLAN
Plan identification number 002

TUSON CORPORATION 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

TUSON CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:TUSON CORPORATION
Employer identification number (EIN):680126640
NAIC Classification:334410

Additional information about TUSON CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1400436

More information about TUSON CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUSON CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SARA KAHL2024-04-30
0022022-01-01SARA KAHL2023-04-20
0022022-01-01SARA KAHL2024-03-15
0022021-01-01SARA KAHL2022-04-21
0022020-01-01SARA KAHL2021-05-25
0022019-01-01
0022018-01-01SARA KAHL
0022017-01-01SARA KAHL
0022016-01-01FRANCES TU
0022015-01-01FRANCES TU
0022014-01-01FRANCES TU
0022013-01-01FRANCES TU
0022012-01-01FRANCES TU
0022011-01-01FRANCES TU
0022009-01-01FRANCES TU

Financial Data on TUSON CORPORATION 401(K) PLAN

Measure Date Value
2025 : TUSON CORPORATION 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0452188
Net assets as of the end of the plan year2025-09-043315838
Total assets as of the beginning of the plan year2025-09-042773553
Value of plan covered by a fidelity bond2025-09-04500000
Participant contributions to plan in this plan year2025-09-04104090
Other income to plan in this plan year2025-09-04445348
Plan net income in this plan year2025-09-04542285
Net assets as of the end of the plan year2025-09-043315838
Net assets as of the beginning of the plan year2025-09-042773553
Employer contributions to plan in this plan year2025-09-0445035
Fees paid to broker by Benefit Provider2025-09-0415511
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0416265
2024 : TUSON CORPORATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-30170983
Net assets as of the end of the plan year2024-04-302773553
Total assets as of the beginning of the plan year2024-04-302450816
Value of plan covered by a fidelity bond2024-04-30310000
Participant contributions to plan in this plan year2024-04-30110040
Other income to plan in this plan year2024-04-30336998
Plan net income in this plan year2024-04-30322737
Net assets as of the end of the plan year2024-04-302773553
Net assets as of the beginning of the plan year2024-04-302450816
Employer contributions to plan in this plan year2024-04-3046682
Fees paid to broker by Benefit Provider2024-04-3012804
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-3013756
2019 : TUSON CORPORATION 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$499,270
Expenses. Total of all expenses incurred2019-12-31$13,973
Total plan assets at end of year2019-12-31$2,225,802
Total plan assets at beginning of year2019-12-31$1,740,505
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$107,724
Other income received2019-12-31$351,340
Net income (gross income less expenses)2019-12-31$485,297
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,225,802
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,740,505
Total contributions received or receivable from employer(s)2019-12-31$40,206
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,973
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TUSON CORPORATION 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$5,530
Expenses. Total of all expenses incurred2018-12-31$187,119
Benefits paid (including direct rollovers)2018-12-31$174,223
Total plan assets at end of year2018-12-31$1,740,505
Total plan assets at beginning of year2018-12-31$1,922,094
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$94,982
Other income received2018-12-31$-125,723
Net income (gross income less expenses)2018-12-31$-181,589
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,740,505
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,922,094
Total contributions received or receivable from employer(s)2018-12-31$36,271
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$12,896
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : TUSON CORPORATION 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$389,151
Expenses. Total of all expenses incurred2017-12-31$12,067
Total plan assets at end of year2017-12-31$1,922,094
Total plan assets at beginning of year2017-12-31$1,545,010
Value of fidelity bond covering the plan2017-12-31$170,000
Total contributions received or receivable from participants2017-12-31$106,031
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$245,344
Net income (gross income less expenses)2017-12-31$377,084
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,922,094
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,545,010
Total contributions received or receivable from employer(s)2017-12-31$37,776
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12,067
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : TUSON CORPORATION 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$191,602
Expenses. Total of all expenses incurred2016-12-31$323,429
Benefits paid (including direct rollovers)2016-12-31$312,678
Total plan assets at end of year2016-12-31$1,545,010
Total plan assets at beginning of year2016-12-31$1,676,837
Value of fidelity bond covering the plan2016-12-31$170,000
Total contributions received or receivable from participants2016-12-31$81,557
Other income received2016-12-31$74,939
Net income (gross income less expenses)2016-12-31$-131,827
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,545,010
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,676,837
Total contributions received or receivable from employer(s)2016-12-31$35,106
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,751
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : TUSON CORPORATION 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$119,782
Expenses. Total of all expenses incurred2015-12-31$189,456
Benefits paid (including direct rollovers)2015-12-31$178,588
Total plan assets at end of year2015-12-31$1,676,837
Total plan assets at beginning of year2015-12-31$1,746,511
Value of fidelity bond covering the plan2015-12-31$175,000
Total contributions received or receivable from participants2015-12-31$91,804
Other income received2015-12-31$-11,516
Net income (gross income less expenses)2015-12-31$-69,674
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,676,837
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,746,511
Total contributions received or receivable from employer(s)2015-12-31$39,494
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,868
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TUSON CORPORATION 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$235,257
Expenses. Total of all expenses incurred2014-12-31$10,065
Benefits paid (including direct rollovers)2014-12-31$17
Total plan assets at end of year2014-12-31$1,746,511
Total plan assets at beginning of year2014-12-31$1,521,319
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$98,051
Other income received2014-12-31$90,133
Net income (gross income less expenses)2014-12-31$225,192
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,746,511
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,521,319
Total contributions received or receivable from employer(s)2014-12-31$47,073
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : TUSON CORPORATION 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$342,837
Expenses. Total of all expenses incurred2013-12-31$21,600
Benefits paid (including direct rollovers)2013-12-31$13,159
Total plan assets at end of year2013-12-31$1,521,319
Total plan assets at beginning of year2013-12-31$1,200,082
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$91,758
Other income received2013-12-31$205,531
Net income (gross income less expenses)2013-12-31$321,237
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,521,319
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,200,082
Total contributions received or receivable from employer(s)2013-12-31$45,548
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,441
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : TUSON CORPORATION 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$231,060
Expenses. Total of all expenses incurred2012-12-31$15,493
Benefits paid (including direct rollovers)2012-12-31$8,521
Total plan assets at end of year2012-12-31$1,200,082
Total plan assets at beginning of year2012-12-31$984,515
Value of fidelity bond covering the plan2012-12-31$80,000
Total contributions received or receivable from participants2012-12-31$81,494
Other income received2012-12-31$110,011
Net income (gross income less expenses)2012-12-31$215,567
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,200,082
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$984,515
Total contributions received or receivable from employer(s)2012-12-31$39,555
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,972
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : TUSON CORPORATION 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$112,290
Expenses. Total of all expenses incurred2011-12-31$15,276
Benefits paid (including direct rollovers)2011-12-31$9,496
Total plan assets at end of year2011-12-31$984,515
Total plan assets at beginning of year2011-12-31$887,501
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$73,425
Other income received2011-12-31$-2,814
Net income (gross income less expenses)2011-12-31$97,014
Net plan assets at end of year (total assets less liabilities)2011-12-31$984,515
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$887,501
Total contributions received or receivable from employer(s)2011-12-31$41,679
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : TUSON CORPORATION 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$189,953
Expenses. Total of all expenses incurred2010-12-31$4,853
Benefits paid (including direct rollovers)2010-12-31$282
Total plan assets at end of year2010-12-31$887,501
Total plan assets at beginning of year2010-12-31$702,401
Value of fidelity bond covering the plan2010-12-31$80,000
Total contributions received or receivable from participants2010-12-31$68,027
Contributions received from other sources (not participants or employers)2010-12-31$965
Other income received2010-12-31$86,471
Net income (gross income less expenses)2010-12-31$185,100
Net plan assets at end of year (total assets less liabilities)2010-12-31$887,501
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$702,401
Total contributions received or receivable from employer(s)2010-12-31$34,490
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,571
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for TUSON CORPORATION 401(K) PLAN

2019: TUSON CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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: TUSON CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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: TUSON CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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: TUSON CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: TUSON CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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: TUSON CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: TUSON CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: TUSON CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: TUSON CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2009: TUSON CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPF8U12W
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48260
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPF8U12W
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPF8U12W
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48260
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPF8U12W
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48260
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPF8U12W
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48260
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPF8U12W
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPF8U12W
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48260
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPF8U12W
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48260
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPF8U12W
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48260
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPF8U12W
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48260
Policy instance 1

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