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THOMAS INSTRUMENT, INC. 401(K) PLAN 401k Plan overview

Plan NameTHOMAS INSTRUMENT, INC. 401(K) PLAN
Plan identification number 001

THOMAS INSTRUMENT, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THOMAS INSTRUMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS INSTRUMENT, INC.
Employer identification number (EIN):741481595
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS INSTRUMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01CHRIS BROWN2023-04-14
0012021-07-01CHRIS BROWN2023-05-08
0012020-07-01CHRIS BROWN2022-04-25
0012020-07-01CHRIS BROWN2022-04-14
0012019-07-01CHRIS BROWN2021-06-15
0012018-07-01CHRIS BROWN2020-07-14
0012017-07-01CHRIS BROWN2019-04-15
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01LAUREN ANDERS
0012012-07-01LAUREN ANDERS
0012011-07-01THOMAS R. BLACKBURN, III
0012009-07-01THOMAS BLACKBURN

Plan Statistics for THOMAS INSTRUMENT, INC. 401(K) PLAN

401k plan membership statisitcs for THOMAS INSTRUMENT, INC. 401(K) PLAN

Measure Date Value
2021: THOMAS INSTRUMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01226
Total number of active participants reported on line 7a of the Form 55002021-07-01159
Number of retired or separated participants receiving benefits2021-07-0122
Number of other retired or separated participants entitled to future benefits2021-07-0143
Total of all active and inactive participants2021-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01224
Number of participants with account balances2021-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THOMAS INSTRUMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01225
Total number of active participants reported on line 7a of the Form 55002020-07-01171
Number of retired or separated participants receiving benefits2020-07-0116
Number of other retired or separated participants entitled to future benefits2020-07-0141
Total of all active and inactive participants2020-07-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01228
Number of participants with account balances2020-07-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: THOMAS INSTRUMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01230
Total number of active participants reported on line 7a of the Form 55002019-07-01168
Number of retired or separated participants receiving benefits2019-07-0116
Number of other retired or separated participants entitled to future benefits2019-07-0144
Total of all active and inactive participants2019-07-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01228
Number of participants with account balances2019-07-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: THOMAS INSTRUMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01205
Total number of active participants reported on line 7a of the Form 55002018-07-01152
Number of retired or separated participants receiving benefits2018-07-0119
Number of other retired or separated participants entitled to future benefits2018-07-0150
Total of all active and inactive participants2018-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01221
Number of participants with account balances2018-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-014
2017: THOMAS INSTRUMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01192
Total number of active participants reported on line 7a of the Form 55002017-07-01138
Number of retired or separated participants receiving benefits2017-07-0115
Number of other retired or separated participants entitled to future benefits2017-07-0147
Total of all active and inactive participants2017-07-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01200
Number of participants with account balances2017-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: THOMAS INSTRUMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01215
Total number of active participants reported on line 7a of the Form 55002016-07-01135
Number of retired or separated participants receiving benefits2016-07-0115
Number of other retired or separated participants entitled to future benefits2016-07-0142
Total of all active and inactive participants2016-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01192
Number of participants with account balances2016-07-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: THOMAS INSTRUMENT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01209
Total number of active participants reported on line 7a of the Form 55002015-07-01168
Number of retired or separated participants receiving benefits2015-07-0112
Number of other retired or separated participants entitled to future benefits2015-07-0135
Total of all active and inactive participants2015-07-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01215
Number of participants with account balances2015-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THOMAS INSTRUMENT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01200
Total number of active participants reported on line 7a of the Form 55002014-07-01159
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0146
Total of all active and inactive participants2014-07-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01205
Number of participants with account balances2014-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THOMAS INSTRUMENT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01192
Total number of active participants reported on line 7a of the Form 55002013-07-01153
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0147
Total of all active and inactive participants2013-07-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01200
Number of participants with account balances2013-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THOMAS INSTRUMENT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01191
Total number of active participants reported on line 7a of the Form 55002012-07-01156
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0136
Total of all active and inactive participants2012-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01192
Number of participants with account balances2012-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THOMAS INSTRUMENT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01172
Total number of active participants reported on line 7a of the Form 55002011-07-01169
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0122
Total of all active and inactive participants2011-07-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01191
Number of participants with account balances2011-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: THOMAS INSTRUMENT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01185
Total number of active participants reported on line 7a of the Form 55002009-07-01159
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-019
Total of all active and inactive participants2009-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01168
Number of participants with account balances2009-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on THOMAS INSTRUMENT, INC. 401(K) PLAN

Measure Date Value
2022 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$600
Total income from all sources (including contributions)2022-06-30$-469,229
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$981,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$928,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,575,734
Value of total assets at end of year2022-06-30$18,767,057
Value of total assets at beginning of year2022-06-30$20,217,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$53,038
Total interest from all sources2022-06-30$22,223
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$884,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$884,225
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,022,745
Participant contributions at end of year2022-06-30$424,984
Participant contributions at beginning of year2022-06-30$411,526
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$27,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$600
Other income not declared elsewhere2022-06-30$2,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,450,926
Value of net assets at end of year (total assets less liabilities)2022-06-30$18,766,457
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$20,217,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$13,451,557
Interest on participant loans2022-06-30$22,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$5,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$18,336,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$6,354,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,953,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$525,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$928,659
Contract administrator fees2022-06-30$53,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30ABIP, P.C.
Accountancy firm EIN2022-06-30760689865
2021 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$600
Total income from all sources (including contributions)2021-06-30$5,098,922
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$982,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$957,981
Expenses. Certain deemed distributions of participant loans2021-06-30$9,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,522,405
Value of total assets at end of year2021-06-30$20,217,983
Value of total assets at beginning of year2021-06-30$16,101,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$14,734
Total interest from all sources2021-06-30$21,688
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$808,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$808,383
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$934,287
Participant contributions at end of year2021-06-30$411,526
Participant contributions at beginning of year2021-06-30$417,725
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$99,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$4,116,437
Value of net assets at end of year (total assets less liabilities)2021-06-30$20,217,383
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$16,100,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$13,451,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$0
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$9,456,235
Interest on participant loans2021-06-30$21,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$6,227,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$6,227,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$6,354,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,746,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$488,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$957,981
Contract administrator fees2021-06-30$14,734
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ABIP, P.C.
Accountancy firm EIN2021-06-30760689865
2020 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$600
Total income from all sources (including contributions)2020-06-30$1,899,472
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,718,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,654,166
Expenses. Certain deemed distributions of participant loans2020-06-30$29,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,440,683
Value of total assets at end of year2020-06-30$16,101,546
Value of total assets at beginning of year2020-06-30$15,920,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$34,606
Total interest from all sources2020-06-30$24,832
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$786,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$786,690
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$853,795
Participant contributions at end of year2020-06-30$417,725
Participant contributions at beginning of year2020-06-30$350,752
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$154,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$181,103
Value of net assets at end of year (total assets less liabilities)2020-06-30$16,100,946
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$15,919,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$9,456,235
Value of interest in pooled separate accounts at beginning of year2020-06-30$10,280,352
Interest on participant loans2020-06-30$24,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$6,227,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$5,289,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$5,289,339
Net investment gain/loss from pooled separate accounts2020-06-30$-352,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$432,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,654,166
Contract administrator fees2020-06-30$34,606
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ABIP, P.C.
Accountancy firm EIN2020-06-30760689865
2019 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$600
Total income from all sources (including contributions)2019-06-30$1,881,506
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$977,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$947,443
Expenses. Certain deemed distributions of participant loans2019-06-30$24,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$960,872
Value of total assets at end of year2019-06-30$15,920,443
Value of total assets at beginning of year2019-06-30$15,015,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,156
Total interest from all sources2019-06-30$18,060
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$802,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$802,067
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$673,368
Participant contributions at end of year2019-06-30$350,752
Participant contributions at beginning of year2019-06-30$317,103
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$25,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$904,475
Value of net assets at end of year (total assets less liabilities)2019-06-30$15,919,843
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$15,015,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$10,280,352
Value of interest in pooled separate accounts at beginning of year2019-06-30$9,779,533
Interest on participant loans2019-06-30$18,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$5,289,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$4,919,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$4,919,332
Net investment gain/loss from pooled separate accounts2019-06-30$100,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$262,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$947,443
Contract administrator fees2019-06-30$5,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30UBERNOSKY & MAJERES PLLC
Accountancy firm EIN2019-06-30271140832
2018 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$600
Total income from all sources (including contributions)2018-06-30$1,844,829
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,086,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,062,555
Expenses. Certain deemed distributions of participant loans2018-06-30$20,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$763,273
Value of total assets at end of year2018-06-30$15,015,968
Value of total assets at beginning of year2018-06-30$14,258,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$3,550
Total interest from all sources2018-06-30$16,015
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$609,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$609,393
Administrative expenses professional fees incurred2018-06-30$3,550
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$581,787
Participant contributions at end of year2018-06-30$317,103
Participant contributions at beginning of year2018-06-30$362,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$757,874
Value of net assets at end of year (total assets less liabilities)2018-06-30$15,015,368
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$14,257,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$9,779,533
Value of interest in pooled separate accounts at beginning of year2018-06-30$8,545,000
Interest on participant loans2018-06-30$16,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$4,919,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$5,350,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$5,350,256
Net investment gain/loss from pooled separate accounts2018-06-30$456,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$181,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,062,555
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30UBERNOSKY & MAJERES PLLC
Accountancy firm EIN2018-06-30271140832
2017 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,632,657
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,832,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,825,790
Expenses. Certain deemed distributions of participant loans2017-06-30$2,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,159,069
Value of total assets at end of year2017-06-30$14,258,094
Value of total assets at beginning of year2017-06-30$13,457,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,096
Total interest from all sources2017-06-30$16,933
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$397,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$397,270
Administrative expenses professional fees incurred2017-06-30$4,096
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$769,165
Participant contributions at end of year2017-06-30$362,838
Participant contributions at beginning of year2017-06-30$343,093
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$18,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$799,781
Value of net assets at end of year (total assets less liabilities)2017-06-30$14,257,494
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$13,457,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$8,545,000
Value of interest in pooled separate accounts at beginning of year2017-06-30$7,674,107
Interest on participant loans2017-06-30$16,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$5,350,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$5,440,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$5,440,513
Net investment gain/loss from pooled separate accounts2017-06-30$1,059,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$371,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,825,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30UBERNOSKY & MAJERES PLLC
Accountancy firm EIN2017-06-30271140832
2016 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,279,734
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$971,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$967,669
Expenses. Certain deemed distributions of participant loans2016-06-30$42
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,400,310
Value of total assets at end of year2016-06-30$13,457,713
Value of total assets at beginning of year2016-06-30$13,149,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,495
Total interest from all sources2016-06-30$14,877
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$399,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$399,446
Administrative expenses professional fees incurred2016-06-30$3,495
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$846,052
Participant contributions at end of year2016-06-30$343,093
Participant contributions at beginning of year2016-06-30$391,464
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$37,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$308,528
Value of net assets at end of year (total assets less liabilities)2016-06-30$13,457,713
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$13,149,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$7,674,107
Value of interest in pooled separate accounts at beginning of year2016-06-30$7,800,956
Interest on participant loans2016-06-30$14,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$5,440,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$4,956,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$4,956,765
Net investment gain/loss from pooled separate accounts2016-06-30$-534,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$516,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$967,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30UBERNOSKY & MAJERES PLLC
Accountancy firm EIN2016-06-30271140832
2015 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,127,605
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,061,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,057,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,713,646
Value of total assets at end of year2015-06-30$13,149,185
Value of total assets at beginning of year2015-06-30$12,083,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$4,138
Total interest from all sources2015-06-30$15,333
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$457,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$457,960
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$782,260
Participant contributions at end of year2015-06-30$391,464
Participant contributions at beginning of year2015-06-30$377,454
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$4,515,805
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$449,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,065,630
Value of net assets at end of year (total assets less liabilities)2015-06-30$13,149,185
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$12,083,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$4,138
Value of interest in pooled separate accounts at end of year2015-06-30$7,800,956
Value of interest in pooled separate accounts at beginning of year2015-06-30$7,190,296
Interest on participant loans2015-06-30$15,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$4,956,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$-59,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$481,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,057,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30UBERNOSKY & MAJERES PLLC
Accountancy firm EIN2015-06-30271140832
2014 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,556,941
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$725,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$715,779
Expenses. Certain deemed distributions of participant loans2014-06-30$5,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,284,826
Value of total assets at end of year2014-06-30$12,083,555
Value of total assets at beginning of year2014-06-30$10,251,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,277
Total interest from all sources2014-06-30$12,647
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$344,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$344,740
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$718,589
Participant contributions at end of year2014-06-30$377,454
Participant contributions at beginning of year2014-06-30$328,532
Assets. Other investments not covered elsewhere at end of year2014-06-30$4,515,805
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$3,983,319
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$138,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,831,892
Value of net assets at end of year (total assets less liabilities)2014-06-30$12,083,555
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$10,251,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$3,277
Value of interest in pooled separate accounts at end of year2014-06-30$7,190,296
Value of interest in pooled separate accounts at beginning of year2014-06-30$5,939,812
Interest on participant loans2014-06-30$12,647
Net investment gain/loss from pooled separate accounts2014-06-30$914,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$427,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$715,779
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30UBERNOSKY & MAJERES PLLC
Accountancy firm EIN2014-06-30271140832
2013 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,959,101
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$362,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$359,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,075,280
Value of total assets at end of year2013-06-30$10,251,663
Value of total assets at beginning of year2013-06-30$8,655,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$3,009
Total interest from all sources2013-06-30$12,645
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$207,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$207,042
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$673,675
Participant contributions at end of year2013-06-30$328,532
Participant contributions at beginning of year2013-06-30$363,635
Assets. Other investments not covered elsewhere at end of year2013-06-30$3,983,319
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$3,236,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,596,111
Value of net assets at end of year (total assets less liabilities)2013-06-30$10,251,663
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$8,655,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$3,009
Value of interest in pooled separate accounts at end of year2013-06-30$5,939,812
Value of interest in pooled separate accounts at beginning of year2013-06-30$5,055,372
Interest on participant loans2013-06-30$12,645
Net investment gain/loss from pooled separate accounts2013-06-30$664,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$401,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$359,981
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30UBERNOSKY & MAJERES PLLC
Accountancy firm EIN2013-06-30271140832
2012 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,042,139
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$235,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$232,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,044,765
Value of total assets at end of year2012-06-30$8,655,552
Value of total assets at beginning of year2012-06-30$7,848,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,636
Total interest from all sources2012-06-30$13,921
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$172,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$172,624
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$655,622
Participant contributions at end of year2012-06-30$363,635
Participant contributions at beginning of year2012-06-30$296,025
Assets. Other investments not covered elsewhere at end of year2012-06-30$3,236,545
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$2,806,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$807,068
Value of net assets at end of year (total assets less liabilities)2012-06-30$8,655,552
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$7,848,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$2,636
Value of interest in pooled separate accounts at end of year2012-06-30$5,055,372
Value of interest in pooled separate accounts at beginning of year2012-06-30$4,746,181
Interest on participant loans2012-06-30$13,921
Net investment gain/loss from pooled separate accounts2012-06-30$-189,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$389,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$232,435
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30UBERNOSKY & MAJERES PLLC
Accountancy firm EIN2012-06-30271140832
2011 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,950,177
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$90,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$88,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,077,828
Value of total assets at end of year2011-06-30$7,848,484
Value of total assets at beginning of year2011-06-30$5,988,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,435
Total interest from all sources2011-06-30$12,903
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$87,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$87,147
Was this plan covered by a fidelity bond2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$666,614
Participant contributions at end of year2011-06-30$296,025
Participant contributions at beginning of year2011-06-30$241,461
Assets. Other investments not covered elsewhere at end of year2011-06-30$2,806,278
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$2,525,351
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$22,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,859,791
Value of net assets at end of year (total assets less liabilities)2011-06-30$7,848,484
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,988,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$1,435
Value of interest in pooled separate accounts at end of year2011-06-30$4,746,181
Value of interest in pooled separate accounts at beginning of year2011-06-30$3,221,881
Interest on participant loans2011-06-30$12,903
Net investment gain/loss from pooled separate accounts2011-06-30$772,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$388,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$88,951
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30UBERNOSKY & MAJERES PLLC
Accountancy firm EIN2011-06-30271140832
2010 : THOMAS INSTRUMENT, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$0
Total income from all sources (including contributions)2010-06-30$1,413,659
Total loss/gain on sale of assets2010-06-30$0
Total of all expenses incurred2010-06-30$450,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$450,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$1,030,132
Value of total assets at end of year2010-06-30$5,988,693
Value of total assets at beginning of year2010-06-30$5,025,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-06-30$66
Total interest from all sources2010-06-30$9,974
Total dividends received (eg from common stock, registered investment company shares)2010-06-30$9,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2010-06-30$9,877
Was this plan covered by a fidelity bond2010-06-30No
If this is an individual account plan, was there a blackout period2010-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Contributions received from participants2010-06-30$570,918
Participant contributions at end of year2010-06-30$241,461
Participant contributions at beginning of year2010-06-30$166,069
Participant contributions at beginning of year2010-06-30$16,307
Income. Received or receivable in cash from other sources (including rollovers)2010-06-30$112,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Value of net income/loss2010-06-30$962,983
Value of net assets at end of year (total assets less liabilities)2010-06-30$5,988,693
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$5,025,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Investment advisory and management fees2010-06-30$66
Value of interest in pooled separate accounts at end of year2010-06-30$3,221,881
Value of interest in pooled separate accounts at beginning of year2010-06-30$2,678,336
Interest on participant loans2010-06-30$9,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-06-30$2,525,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-06-30$2,155,391
Net investment gain/loss from pooled separate accounts2010-06-30$363,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30No
Was there a failure to transmit to the plan any participant contributions2010-06-30No
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Contributions received in cash from employer2010-06-30$346,843
Employer contributions (assets) at beginning of year2010-06-30$9,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-06-30$450,610
Did the plan have assets held for investment2010-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-06-30Yes
Opinion of an independent qualified public accountant for this plan2010-06-30Disclaimer
Accountancy firm name2010-06-30UBERNOSKY & MAJERES PLLC
Accountancy firm EIN2010-06-30271140832

Form 5500 Responses for THOMAS INSTRUMENT, INC. 401(K) PLAN

2021: THOMAS INSTRUMENT, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THOMAS INSTRUMENT, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THOMAS INSTRUMENT, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THOMAS INSTRUMENT, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THOMAS INSTRUMENT, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THOMAS INSTRUMENT, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THOMAS INSTRUMENT, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THOMAS INSTRUMENT, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THOMAS INSTRUMENT, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THOMAS INSTRUMENT, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THOMAS INSTRUMENT, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THOMAS INSTRUMENT, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number746668-01
Policy instance 1
Insurance contract or identification number746668-01
Number of Individuals Covered206
Insurance policy start date2022-02-19
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $7,513
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $7,513
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-820544
Policy instance 1
Insurance contract or identification numberGA-820544
Number of Individuals Covered200
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $42,451
Total amount of fees paid to insurance companyUSD $8,490
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $42,451
Insurance broker organization code?4
Amount paid for insurance broker fees8490
Additional information about fees paid to insurance brokerADMINISTRATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820544
Policy instance 1
Insurance contract or identification numberGA-820544
Number of Individuals Covered191
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $39,100
Total amount of fees paid to insurance companyUSD $7,793
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $39,100
Insurance broker organization code?4
Amount paid for insurance broker fees7793
Additional information about fees paid to insurance brokerADMINISTRATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820544
Policy instance 1
Insurance contract or identification numberGA-820544
Number of Individuals Covered187
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $37,025
Total amount of fees paid to insurance companyUSD $7,405
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $37,025
Insurance broker organization code?4
Amount paid for insurance broker fees7405
Additional information about fees paid to insurance brokerADMINISTRATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820544
Policy instance 1
Insurance contract or identification numberGA-820544
Number of Individuals Covered174
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $35,753
Total amount of fees paid to insurance companyUSD $7,151
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820544
Policy instance 1
Insurance contract or identification numberGA-820544
Number of Individuals Covered183
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $37,301
Total amount of fees paid to insurance companyUSD $6,217
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $37,301
Insurance broker organization code?4
Amount paid for insurance broker fees6217
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameLOREN D STARK COMPANY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820544
Policy instance 1
Insurance contract or identification numberGA-820544
Number of Individuals Covered185
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $34,993
Total amount of fees paid to insurance companyUSD $5,832
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $34,993
Insurance broker organization code?4
Amount paid for insurance broker fees5832
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameLOREN D. STARK COMPANY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820544
Policy instance 1
Insurance contract or identification numberGA-820544
Number of Individuals Covered175
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $31,224
Total amount of fees paid to insurance companyUSD $5,204
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $31,224
Insurance broker organization code?4
Amount paid for insurance broker fees5204
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameLOREN D. STARK COMPANY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820544
Policy instance 1
Insurance contract or identification numberGA-820544
Number of Individuals Covered160
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $25,622
Total amount of fees paid to insurance companyUSD $4,270
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $25,622
Insurance broker organization code?4
Amount paid for insurance broker fees4270
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameLOREN D. STARK COMPANY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number820544
Policy instance 1
Insurance contract or identification number820544
Number of Individuals Covered150
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $21,539
Total amount of fees paid to insurance companyUSD $3,590
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820544
Policy instance 1
Insurance contract or identification numberGA-820544
Number of Individuals Covered145
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $12,453
Total amount of fees paid to insurance companyUSD $2,978
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?No
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
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 0162
Policy instance 2
Insurance contract or identification numberGP 0162
Number of Individuals Covered34
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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?No
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
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP0162
Policy instance 2
Insurance contract or identification numberGP0162
Number of Individuals Covered133
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $22,649
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?No
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
Commission paid to Insurance BrokerUSD $13,135
Insurance broker organization code?3
Insurance broker nameCORP PLAN ADMINISTRATORS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number820544
Policy instance 1
Insurance contract or identification number820544
Number of Individuals Covered139
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $56,442
Total amount of fees paid to insurance companyUSD $8,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $55,925
Insurance broker organization code?3
Amount paid for insurance broker fees8000
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker nameLOREN D STARK COMPANY

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