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TRUE WORLD HOLDINGS 401(K) PLAN 401k Plan overview

Plan NameTRUE WORLD HOLDINGS 401(K) PLAN
Plan identification number 001

TRUE WORLD HOLDINGS 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRUE WORLD HOLDINGS LLC has sponsored the creation of one or more 401k plans.

Company Name:TRUE WORLD HOLDINGS LLC
Employer identification number (EIN):711013026
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUE WORLD HOLDINGS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANNIE MCMAHON
0012016-01-01ANNIE MCMAHON
0012015-01-01ANNIE MCMAHON
0012015-01-01ANNIE MCMAHON
0012014-01-01ANNIE MCMAHON
0012013-01-01ANNIE MCMAHON
0012012-01-01ANNIE MCMAHON
0012011-01-01ANNIE MCMAHON
0012010-01-01ANNIE MCMAHON
0012009-01-01JENNIFER YASHIRO

Plan Statistics for TRUE WORLD HOLDINGS 401(K) PLAN

401k plan membership statisitcs for TRUE WORLD HOLDINGS 401(K) PLAN

Measure Date Value
2022: TRUE WORLD HOLDINGS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,329
Total number of active participants reported on line 7a of the Form 55002022-01-01978
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01243
Total of all active and inactive participants2022-01-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,230
Number of participants with account balances2022-01-011,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0139
2021: TRUE WORLD HOLDINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,481
Total number of active participants reported on line 7a of the Form 55002021-01-01899
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01421
Total of all active and inactive participants2021-01-011,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,329
Number of participants with account balances2021-01-011,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0183
2020: TRUE WORLD HOLDINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,693
Total number of active participants reported on line 7a of the Form 55002020-01-011,183
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01293
Total of all active and inactive participants2020-01-011,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,481
Number of participants with account balances2020-01-011,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01135
2019: TRUE WORLD HOLDINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,730
Total number of active participants reported on line 7a of the Form 55002019-01-011,479
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01207
Total of all active and inactive participants2019-01-011,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,693
Number of participants with account balances2019-01-011,634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0158
2018: TRUE WORLD HOLDINGS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,674
Total number of active participants reported on line 7a of the Form 55002018-01-011,392
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01333
Total of all active and inactive participants2018-01-011,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,730
Number of participants with account balances2018-01-011,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0194
2017: TRUE WORLD HOLDINGS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,576
Total number of active participants reported on line 7a of the Form 55002017-01-011,433
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01234
Total of all active and inactive participants2017-01-011,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,674
Number of participants with account balances2017-01-011,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0173
2016: TRUE WORLD HOLDINGS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,722
Total number of active participants reported on line 7a of the Form 55002016-01-011,425
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01144
Total of all active and inactive participants2016-01-011,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,576
Number of participants with account balances2016-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0132
2015: TRUE WORLD HOLDINGS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,596
Total number of active participants reported on line 7a of the Form 55002015-01-01638
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01118
Total of all active and inactive participants2015-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01762
Number of participants with account balances2015-01-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: TRUE WORLD HOLDINGS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,615
Total number of active participants reported on line 7a of the Form 55002014-01-011,487
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-011,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,596
Number of participants with account balances2014-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: TRUE WORLD HOLDINGS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,355
Total number of active participants reported on line 7a of the Form 55002013-01-011,501
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-011,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,586
Number of participants with account balances2013-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: TRUE WORLD HOLDINGS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01690
Total number of active participants reported on line 7a of the Form 55002012-01-011,254
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0170
Total of all active and inactive participants2012-01-011,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,324
Number of participants with account balances2012-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: TRUE WORLD HOLDINGS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01650
Total number of active participants reported on line 7a of the Form 55002011-01-01600
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01653
Number of participants with account balances2011-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: TRUE WORLD HOLDINGS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01652
Total number of active participants reported on line 7a of the Form 55002010-01-01604
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01650
Number of participants with account balances2010-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: TRUE WORLD HOLDINGS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01536
Total number of active participants reported on line 7a of the Form 55002009-01-01615
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01652
Number of participants with account balances2009-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on TRUE WORLD HOLDINGS 401(K) PLAN

Measure Date Value
2022 : TRUE WORLD HOLDINGS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,505
Total income from all sources (including contributions)2022-12-31$-1,611,914
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,891,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,788,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,667,684
Value of total assets at end of year2022-12-31$39,261,333
Value of total assets at beginning of year2022-12-31$45,778,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,560
Total interest from all sources2022-12-31$35,954
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,853,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,853,730
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,974,836
Participant contributions at end of year2022-12-31$782,702
Participant contributions at beginning of year2022-12-31$872,866
Assets. Other investments not covered elsewhere at end of year2022-12-31$110,528
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$60,062
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$13,505
Other income not declared elsewhere2022-12-31$6,559
Administrative expenses (other) incurred2022-12-31$97,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,503,337
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,261,333
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,764,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,506,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$40,943,469
Interest on participant loans2022-12-31$35,954
Value of interest in common/collective trusts at end of year2022-12-31$4,861,854
Value of interest in common/collective trusts at beginning of year2022-12-31$3,901,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,244,596
Net investment gain or loss from common/collective trusts2022-12-31$68,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$688,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,788,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FGMK,LLC
Accountancy firm EIN2022-12-31362929601
2021 : TRUE WORLD HOLDINGS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$45,018
Total income from all sources (including contributions)2021-12-31$9,668,942
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,880,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,729,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,606,604
Value of total assets at end of year2021-12-31$45,778,175
Value of total assets at beginning of year2021-12-31$41,021,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$150,899
Total interest from all sources2021-12-31$45,211
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,258,082
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$4,258,082
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,916,583
Participant contributions at end of year2021-12-31$872,866
Participant contributions at beginning of year2021-12-31$1,076,002
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$89,209
Assets. Other investments not covered elsewhere at end of year2021-12-31$60,062
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$13,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$45,018
Other income not declared elsewhere2021-12-31$7,273
Administrative expenses (other) incurred2021-12-31$150,899
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$4,788,629
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,764,670
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,976,041
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$40,943,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,915,064
Interest on participant loans2021-12-31$45,211
Value of interest in common/collective trusts at end of year2021-12-31$3,901,778
Value of interest in common/collective trusts at beginning of year2021-12-31$4,869,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$54,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$54,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$694,717
Net investment gain or loss from common/collective trusts2021-12-31$57,055
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$688,637
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$16,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,729,414
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 name2021-12-31FGMK,LLC
Accountancy firm EIN2021-12-31362929601
2020 : TRUE WORLD HOLDINGS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$45,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,832
Total income from all sources (including contributions)2020-12-31$8,684,566
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,752,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,574,623
Value of total corrective distributions2020-12-31$2,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,273,232
Value of total assets at end of year2020-12-31$41,021,059
Value of total assets at beginning of year2020-12-31$37,065,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$174,700
Total interest from all sources2020-12-31$64,141
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,326,301
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$1,326,301
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,476,401
Participant contributions at end of year2020-12-31$1,076,002
Participant contributions at beginning of year2020-12-31$1,369,517
Participant contributions at end of year2020-12-31$89,209
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$183,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$45,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$21,832
Other income not declared elsewhere2020-12-31$8,221
Administrative expenses (other) incurred2020-12-31$174,700
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$3,932,255
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,976,041
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,043,786
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,915,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,338,933
Interest on participant loans2020-12-31$64,141
Value of interest in common/collective trusts at end of year2020-12-31$4,869,690
Value of interest in common/collective trusts at beginning of year2020-12-31$3,318,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$54,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$38,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$38,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,932,417
Net investment gain or loss from common/collective trusts2020-12-31$80,254
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$613,254
Employer contributions (assets) at end of year2020-12-31$16,122
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,574,623
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FGMK, LLC
Accountancy firm EIN2020-12-31362929601
2019 : TRUE WORLD HOLDINGS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,996
Total income from all sources (including contributions)2019-12-31$9,824,899
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,286,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,149,255
Value of total corrective distributions2019-12-31$1,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,855,060
Value of total assets at end of year2019-12-31$37,065,618
Value of total assets at beginning of year2019-12-31$29,531,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$136,064
Total interest from all sources2019-12-31$75,844
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,094,325
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$1,094,325
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,277,797
Participant contributions at end of year2019-12-31$1,369,517
Participant contributions at beginning of year2019-12-31$1,322,473
Participant contributions at beginning of year2019-12-31$26,710
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,996
Other income not declared elsewhere2019-12-31$4,372
Administrative expenses (other) incurred2019-12-31$136,064
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$7,538,393
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,043,786
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,505,393
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,338,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,940,810
Interest on participant loans2019-12-31$75,060
Value of interest in common/collective trusts at end of year2019-12-31$3,318,749
Value of interest in common/collective trusts at beginning of year2019-12-31$2,236,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$38,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,726,934
Net investment gain or loss from common/collective trusts2019-12-31$68,364
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$576,328
Employer contributions (assets) at beginning of year2019-12-31$4,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,149,255
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
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 name2019-12-31FGMK, LLC
Accountancy firm EIN2019-12-31362929601
2018 : TRUE WORLD HOLDINGS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$26,657
Total income from all sources (including contributions)2018-12-31$1,860,882
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,999,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,866,299
Value of total corrective distributions2018-12-31$11,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,373,113
Value of total assets at end of year2018-12-31$29,531,389
Value of total assets at beginning of year2018-12-31$30,670,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$121,878
Total interest from all sources2018-12-31$61,652
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,142,675
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$1,142,675
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,795,467
Participant contributions at end of year2018-12-31$1,322,473
Participant contributions at beginning of year2018-12-31$1,214,513
Participant contributions at end of year2018-12-31$26,710
Participant contributions at beginning of year2018-12-31$26,622
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$82,462
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$24,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$25,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$26,657
Other income not declared elsewhere2018-12-31$24,855
Administrative expenses (other) incurred2018-12-31$121,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,138,695
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,505,393
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,644,088
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,940,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,632,829
Interest on participant loans2018-12-31$61,652
Value of interest in common/collective trusts at end of year2018-12-31$2,236,892
Value of interest in common/collective trusts at beginning of year2018-12-31$1,792,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,783,494
Net investment gain or loss from common/collective trusts2018-12-31$42,081
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$495,184
Employer contributions (assets) at end of year2018-12-31$4,504
Employer contributions (assets) at beginning of year2018-12-31$4,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,842,224
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
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 name2018-12-31FGMK, LLC
Accountancy firm EIN2018-12-31362929601
2017 : TRUE WORLD HOLDINGS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26,657
Total income from all sources (including contributions)2017-12-31$7,054,569
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,609,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,516,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,024,277
Value of total assets at end of year2017-12-31$30,670,745
Value of total assets at beginning of year2017-12-31$25,225,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$92,428
Total interest from all sources2017-12-31$52,458
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$853,418
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$853,418
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,514,049
Participant contributions at end of year2017-12-31$1,214,513
Participant contributions at beginning of year2017-12-31$1,176,348
Participant contributions at end of year2017-12-31$26,622
Participant contributions at beginning of year2017-12-31$23,736
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$72,682
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$26,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$26,657
Administrative expenses (other) incurred2017-12-31$92,428
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$5,445,277
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,644,088
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,198,811
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,632,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,875,698
Interest on participant loans2017-12-31$52,458
Value of interest in common/collective trusts at end of year2017-12-31$1,792,430
Value of interest in common/collective trusts at beginning of year2017-12-31$1,145,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,097,357
Net investment gain or loss from common/collective trusts2017-12-31$27,059
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$437,546
Employer contributions (assets) at end of year2017-12-31$4,351
Employer contributions (assets) at beginning of year2017-12-31$3,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,515,686
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
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 name2017-12-31SOBEL & COMPANY, LLC
Accountancy firm EIN2017-12-31221430039
2016 : TRUE WORLD HOLDINGS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,304,358
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,282,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,207,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,505,999
Value of total assets at end of year2016-12-31$25,225,468
Value of total assets at beginning of year2016-12-31$22,176,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$74,584
Total interest from all sources2016-12-31$42,641
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$783,530
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$783,530
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,101,547
Participant contributions at end of year2016-12-31$1,176,348
Participant contributions at beginning of year2016-12-31$931,878
Participant contributions at end of year2016-12-31$23,736
Participant contributions at beginning of year2016-12-31$22,253
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$26,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$74,584
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$3,022,235
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,198,811
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,176,576
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
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,875,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,639,563
Interest on participant loans2016-12-31$42,641
Value of interest in common/collective trusts at end of year2016-12-31$1,145,790
Value of interest in common/collective trusts at beginning of year2016-12-31$5,578,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$962,656
Net investment gain or loss from common/collective trusts2016-12-31$9,532
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$381,073
Employer contributions (assets) at end of year2016-12-31$3,896
Employer contributions (assets) at beginning of year2016-12-31$3,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,207,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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
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 name2016-12-31SOBEL AND COMPANY, LLC
Accountancy firm EIN2016-12-31221430039
2015 : TRUE WORLD HOLDINGS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$347,687
Total income from all sources (including contributions)2015-12-31$2,412,457
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,935,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,876,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,490,050
Value of total assets at end of year2015-12-31$22,176,576
Value of total assets at beginning of year2015-12-31$23,047,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,333
Total interest from all sources2015-12-31$38,421
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$701,124
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$701,124
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 period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,969,109
Participant contributions at end of year2015-12-31$931,878
Participant contributions at beginning of year2015-12-31$817,041
Participant contributions at end of year2015-12-31$22,253
Participant contributions at beginning of year2015-12-31$3,274
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$159,661
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$221,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$209,869
Administrative expenses (other) incurred2015-12-31$59,333
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$120,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-523,247
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,176,576
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,699,823
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
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,639,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,250,954
Interest on participant loans2015-12-31$38,421
Value of interest in common/collective trusts at end of year2015-12-31$5,578,962
Value of interest in common/collective trusts at beginning of year2015-12-31$5,633,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-858,332
Net investment gain or loss from common/collective trusts2015-12-31$41,194
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$361,280
Employer contributions (assets) at end of year2015-12-31$3,920
Employer contributions (assets) at beginning of year2015-12-31$628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,876,371
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$137,818
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
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 name2015-12-31SOBEL AND COMPANY, LLC
Accountancy firm EIN2015-12-31221430039
2014 : TRUE WORLD HOLDINGS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$347,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$141,052
Total income from all sources (including contributions)2014-12-31$3,240,145
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,381,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,317,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,111,215
Value of total assets at end of year2014-12-31$23,047,510
Value of total assets at beginning of year2014-12-31$20,982,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,462
Total interest from all sources2014-12-31$35,828
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$659,455
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$659,455
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
Contributions received from participants2014-12-31$1,778,229
Participant contributions at end of year2014-12-31$817,041
Participant contributions at beginning of year2014-12-31$910,417
Participant contributions at end of year2014-12-31$3,274
Participant contributions at beginning of year2014-12-31$6,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$221,141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$209,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$141,052
Other income not declared elsewhere2014-12-31$7,106
Administrative expenses (other) incurred2014-12-31$64,462
Total non interest bearing cash at end of year2014-12-31$120,796
Total non interest bearing cash at beginning of year2014-12-31$136,720
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$1,858,641
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,699,823
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,841,182
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
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,250,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,813,834
Interest on participant loans2014-12-31$35,828
Value of interest in common/collective trusts at end of year2014-12-31$5,633,676
Value of interest in common/collective trusts at beginning of year2014-12-31$5,113,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$380,309
Net investment gain or loss from common/collective trusts2014-12-31$46,232
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$332,986
Employer contributions (assets) at end of year2014-12-31$628
Employer contributions (assets) at beginning of year2014-12-31$1,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,317,042
Liabilities. Value of benefit claims payable at end of year2014-12-31$137,818
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
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 name2014-12-31SOBEL AND COMPANY, LLC
Accountancy firm EIN2014-12-31221430039
2013 : TRUE WORLD HOLDINGS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$141,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$205,325
Total income from all sources (including contributions)2013-12-31$4,371,815
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$843,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$783,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,986,601
Value of total assets at end of year2013-12-31$20,982,234
Value of total assets at beginning of year2013-12-31$17,517,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,227
Total interest from all sources2013-12-31$41,617
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$538,622
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$538,622
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
Contributions received from participants2013-12-31$1,640,156
Participant contributions at end of year2013-12-31$910,417
Participant contributions at beginning of year2013-12-31$1,036,798
Participant contributions at end of year2013-12-31$6,421
Participant contributions at beginning of year2013-12-31$42,904
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$35,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$42,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$141,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$205,325
Other income not declared elsewhere2013-12-31$9,221
Administrative expenses (other) incurred2013-12-31$60,227
Total non interest bearing cash at end of year2013-12-31$136,720
Total non interest bearing cash at beginning of year2013-12-31$111,909
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$3,528,549
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,841,182
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,312,633
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
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,813,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,538,377
Interest on participant loans2013-12-31$41,617
Value of interest in common/collective trusts at end of year2013-12-31$5,113,503
Value of interest in common/collective trusts at beginning of year2013-12-31$4,737,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,738,936
Net investment gain or loss from common/collective trusts2013-12-31$56,818
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$310,560
Employer contributions (assets) at end of year2013-12-31$1,227
Employer contributions (assets) at beginning of year2013-12-31$8,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$783,039
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
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 name2013-12-31SOBEL AND COMPANY, LLC
Accountancy firm EIN2013-12-31221430039
2012 : TRUE WORLD HOLDINGS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$205,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$92,856
Total income from all sources (including contributions)2012-12-31$3,318,604
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,439,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,381,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,863,516
Value of total assets at end of year2012-12-31$17,517,958
Value of total assets at beginning of year2012-12-31$15,526,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$58,161
Total interest from all sources2012-12-31$41,203
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$348,242
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$348,242
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,561,176
Participant contributions at end of year2012-12-31$1,036,798
Participant contributions at beginning of year2012-12-31$860,778
Participant contributions at end of year2012-12-31$42,904
Participant contributions at beginning of year2012-12-31$43,027
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$42,189
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 end of year2012-12-31$205,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$92,856
Other income not declared elsewhere2012-12-31$8,013
Administrative expenses (other) incurred2012-12-31$58,161
Total non interest bearing cash at end of year2012-12-31$111,909
Total non interest bearing cash at beginning of year2012-12-31$92,856
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$1,879,306
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,312,633
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,433,327
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
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,538,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,888,362
Interest on participant loans2012-12-31$41,203
Value of interest in common/collective trusts at end of year2012-12-31$4,737,472
Value of interest in common/collective trusts at beginning of year2012-12-31$4,632,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$983,529
Net investment gain or loss from common/collective trusts2012-12-31$74,101
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$301,213
Employer contributions (assets) at end of year2012-12-31$8,309
Employer contributions (assets) at beginning of year2012-12-31$8,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,381,137
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
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 name2012-12-31SOBEL AND COMPANY LLC
Accountancy firm EIN2012-12-31221430039
2011 : TRUE WORLD HOLDINGS 401(K) PLAN 2011 401k financial data
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$92,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$140,632
Total income from all sources (including contributions)2011-12-31$1,986,420
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$722,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$668,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,957,710
Value of total assets at end of year2011-12-31$15,526,183
Value of total assets at beginning of year2011-12-31$14,310,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$54,188
Total interest from all sources2011-12-31$36,243
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$310,924
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$310,924
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
Contributions received from participants2011-12-31$1,588,356
Participant contributions at end of year2011-12-31$860,778
Participant contributions at beginning of year2011-12-31$675,005
Participant contributions at end of year2011-12-31$43,027
Participant contributions at beginning of year2011-12-31$7,293
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$63,473
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$89,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$92,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$140,632
Other income not declared elsewhere2011-12-31$51,899
Administrative expenses (other) incurred2011-12-31$54,188
Total non interest bearing cash at end of year2011-12-31$92,856
Total non interest bearing cash 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$1,263,887
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,433,327
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,169,440
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
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,888,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,763,009
Interest on participant loans2011-12-31$36,243
Value of interest in common/collective trusts at end of year2011-12-31$4,632,771
Value of interest in common/collective trusts at beginning of year2011-12-31$3,773,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-453,232
Net investment gain or loss from common/collective trusts2011-12-31$82,876
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$305,881
Employer contributions (assets) at end of year2011-12-31$8,389
Employer contributions (assets) at beginning of year2011-12-31$1,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$668,345
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
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 name2011-12-31SOBEL AND COMPANY LLC
Accountancy firm EIN2011-12-31221430039
2010 : TRUE WORLD HOLDINGS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,087,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$140,632
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$3,014,974
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$826,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$771,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,781,114
Value of total assets at end of year2010-12-31$14,310,072
Value of total assets at beginning of year2010-12-31$10,893,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$54,564
Total interest from all sources2010-12-31$36,939
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$228,037
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$228,037
Administrative expenses professional fees incurred2010-12-31$18,000
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 period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,495,820
Participant contributions at end of year2010-12-31$675,005
Participant contributions at beginning of year2010-12-31$504,018
Participant contributions at end of year2010-12-31$7,293
Participant contributions at beginning of year2010-12-31$4,888
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$858
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$89,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$140,632
Administrative expenses (other) incurred2010-12-31$35,139
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$2,188,514
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,169,440
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,893,643
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
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$9,763,009
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,335,820
Interest on participant loans2010-12-31$36,939
Value of interest in common/collective trusts at end of year2010-12-31$3,773,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,023,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$883,942
Net investment gain or loss from common/collective trusts2010-12-31$84,942
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$284,436
Employer contributions (assets) at end of year2010-12-31$1,457
Employer contributions (assets) at beginning of year2010-12-31$25,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$771,896
Contract administrator fees2010-12-31$1,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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
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 name2010-12-31SOBEL AND COMPANY LLC
Accountancy firm EIN2010-12-31221430039
2009 : TRUE WORLD HOLDINGS 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 TRUE WORLD HOLDINGS 401(K) PLAN

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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51863
Policy instance 1
Insurance contract or identification numberFL 51863
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-04-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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