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TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

TEAGUE NALL & PERKINS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TEAGUE NALL & PERKINS, INC.
Employer identification number (EIN):751645991
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about TEAGUE NALL & PERKINS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1979-04-25
Company Identification Number: 0047242600
Legal Registered Office Address: 5327 N RIVERSIDE DR STE 100

FORT WORTH
United States of America (USA)
76137

More information about TEAGUE NALL & PERKINS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SUE THOMAS COLE
0012017-01-01 SUE THOMAS COLE2018-07-31
0012016-01-01SUE THOMAS COLE SUE THOMAS COLE2017-08-30
0012015-01-01SUE THOMAS COLE SUE THOMAS COLE2016-08-01
0012014-01-01SUE THOMAS COLE SUE THOMAS COLE2015-10-15
0012013-01-01KAY SIMS
0012012-01-01KAY SIMS
0012011-01-01KAY SIMS
0012010-01-01KAY F. SIMS MICHAEL A. JONES2011-10-12
0012009-01-01KAY F. SIMS MICHAEL A. JONES2010-10-14
0012009-01-01KAY F. SIMS MICHAEL A. JONES2010-11-12

Plan Statistics for TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01240
Total number of active participants reported on line 7a of the Form 55002022-01-01180
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01248
Number of participants with account balances2022-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01237
Number of participants with account balances2021-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01236
Total number of active participants reported on line 7a of the Form 55002020-01-01190
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01246
Number of participants with account balances2020-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01177
Total number of active participants reported on line 7a of the Form 55002019-01-01176
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01231
Number of participants with account balances2019-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01162
Total number of active participants reported on line 7a of the Form 55002018-01-01133
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01172
Number of participants with account balances2018-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01145
Total number of active participants reported on line 7a of the Form 55002017-01-01128
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01161
Number of participants with account balances2017-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01144
Number of participants with account balances2016-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01142
Number of participants with account balances2015-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01120
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01134
Number of participants with account balances2014-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01113
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01120
Number of participants with account balances2013-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01111
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01113
Number of participants with account balances2012-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01111
Total number of active participants reported on line 7a of the Form 55002011-01-0199
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01111
Number of participants with account balances2011-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01127
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01111
Number of participants with account balances2010-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01134
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01127
Number of participants with account balances2009-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,993,216
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,469,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,440,155
Value of total corrective distributions2022-12-31$7,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,428,460
Value of total assets at end of year2022-12-31$26,063,911
Value of total assets at beginning of year2022-12-31$30,526,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,970
Total interest from all sources2022-12-31$43,937
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$402,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$402,850
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,580,555
Participant contributions at end of year2022-12-31$80,351
Participant contributions at beginning of year2022-12-31$117,063
Participant contributions at end of year2022-12-31$54,622
Participant contributions at beginning of year2022-12-31$39,100
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$93,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,462,581
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,063,911
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,526,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,056,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,923,332
Interest on participant loans2022-12-31$4,358
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,845,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,428,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,428,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$39,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,868,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$754,331
Employer contributions (assets) at end of year2022-12-31$26,022
Employer contributions (assets) at beginning of year2022-12-31$18,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,440,155
Contract administrator fees2022-12-31$21,970
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JTAYLOR
Accountancy firm EIN2022-12-31752795393
2021 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,188,045
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,313,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,271,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,401,305
Value of total assets at end of year2021-12-31$30,526,492
Value of total assets at beginning of year2021-12-31$26,652,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,397
Total interest from all sources2021-12-31$10,039
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$363,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$363,715
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,496,967
Participant contributions at end of year2021-12-31$117,063
Participant contributions at beginning of year2021-12-31$103,131
Participant contributions at end of year2021-12-31$39,100
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$214,971
Administrative expenses (other) incurred2021-12-31$38,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,874,284
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,526,492
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,652,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,923,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,548,887
Interest on participant loans2021-12-31$7,287
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,428,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,412,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$689,367
Employer contributions (assets) at end of year2021-12-31$18,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,271,364
Contract administrator fees2021-12-31$4,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JTAYLOR
Accountancy firm EIN2021-12-31752795393
2020 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,815,632
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,137,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,107,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,232,758
Value of total assets at end of year2020-12-31$26,652,018
Value of total assets at beginning of year2020-12-31$21,973,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,035
Total interest from all sources2020-12-31$6,746
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$774,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$774,304
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,360,948
Participant contributions at end of year2020-12-31$103,131
Participant contributions at beginning of year2020-12-31$129,069
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$230,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,678,080
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,652,018
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,973,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,548,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,844,869
Interest on participant loans2020-12-31$6,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,801,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$641,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,107,517
Contract administrator fees2020-12-31$30,035
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JTAYLOR
Accountancy firm EIN2020-12-31752795393
2019 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,601,017
Total transfer of assets to this plan2019-12-31$2,601,017
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,715,344
Total income from all sources (including contributions)2019-12-31$5,715,344
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$466,787
Total of all expenses incurred2019-12-31$466,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,099,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,099,973
Value of total assets at end of year2019-12-31$21,973,938
Value of total assets at end of year2019-12-31$21,973,938
Value of total assets at beginning of year2019-12-31$14,124,364
Value of total assets at beginning of year2019-12-31$14,124,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,992
Total interest from all sources2019-12-31$6,066
Total interest from all sources2019-12-31$6,066
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$839,452
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$839,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$839,452
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$839,452
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,169,802
Contributions received from participants2019-12-31$1,169,802
Participant contributions at end of year2019-12-31$129,069
Participant contributions at end of year2019-12-31$129,069
Participant contributions at beginning of year2019-12-31$66,788
Participant contributions at beginning of year2019-12-31$66,788
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$368,813
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$368,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,248,557
Value of net income/loss2019-12-31$5,248,557
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,973,938
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,973,938
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,124,364
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,124,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,528
Investment advisory and management fees2019-12-31$10,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,844,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,844,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,057,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,057,576
Interest on participant loans2019-12-31$6,066
Interest on participant loans2019-12-31$6,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,769,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,769,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$561,358
Contributions received in cash from employer2019-12-31$561,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,795
Contract administrator fees2019-12-31$2,464
Contract administrator fees2019-12-31$2,464
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JTAYLOR
Accountancy firm name2019-12-31JTAYLOR
Accountancy firm EIN2019-12-31752795393
Accountancy firm EIN2019-12-31752795393
2018 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$654,561
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$881,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$831,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,396,067
Value of total assets at end of year2018-12-31$14,124,364
Value of total assets at beginning of year2018-12-31$14,351,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,115
Total interest from all sources2018-12-31$3,221
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$848,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$848,533
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$913,191
Participant contributions at end of year2018-12-31$66,788
Participant contributions at beginning of year2018-12-31$83,294
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$45,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-227,435
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,124,364
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,351,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$48,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,057,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,268,505
Interest on participant loans2018-12-31$3,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,593,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$437,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$831,881
Contract administrator fees2018-12-31$2,100
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HATTER & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31752599075
2017 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,559,853
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,146,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,098,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,442,942
Value of total assets at end of year2017-12-31$14,351,799
Value of total assets at beginning of year2017-12-31$11,938,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,150
Total interest from all sources2017-12-31$3,114
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$630,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$630,496
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$820,582
Participant contributions at end of year2017-12-31$83,294
Participant contributions at beginning of year2017-12-31$68,865
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$230,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,413,685
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,351,799
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,938,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$45,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,268,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,869,249
Interest earned on other investments2017-12-31$3,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,483,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$391,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,098,018
Contract administrator fees2017-12-31$2,244
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DENKE MCBRIDE & RYAN, CPAS PLLC
Accountancy firm EIN2017-12-31814523511
2016 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,827,854
Total of all expenses incurred2016-12-31$1,149,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,108,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,303,685
Value of total assets at end of year2016-12-31$11,938,114
Value of total assets at beginning of year2016-12-31$11,260,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,839
Total interest from all sources2016-12-31$2,387
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$304,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$304,635
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$693,959
Participant contributions at end of year2016-12-31$68,865
Participant contributions at beginning of year2016-12-31$96,244
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$279,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$678,099
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,938,114
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,260,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$31,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,869,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,163,771
Interest on participant loans2016-12-31$2,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$217,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$329,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,108,916
Contract administrator fees2016-12-31$9,232
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DENKE, MCBRIDE & RYAN, CPAS, PLLC
Accountancy firm EIN2016-12-31814523511
2015 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,619
Total income from all sources (including contributions)2015-12-31$1,325,039
Total of all expenses incurred2015-12-31$770,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$724,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,172,753
Value of total assets at end of year2015-12-31$11,260,015
Value of total assets at beginning of year2015-12-31$10,710,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,518
Total interest from all sources2015-12-31$4,908
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$511,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$511,357
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$648,141
Participant contributions at end of year2015-12-31$96,244
Participant contributions at beginning of year2015-12-31$102,435
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$220,339
Administrative expenses (other) incurred2015-12-31$45,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$554,726
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,260,015
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,705,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,163,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,608,473
Interest on participant loans2015-12-31$4,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-363,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$304,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$724,795
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,619
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DENKE CPA, P.C.
Accountancy firm EIN2015-12-31010585197
2014 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,619
Total income from all sources (including contributions)2014-12-31$1,583,639
Total of all expenses incurred2014-12-31$347,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$336,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$949,895
Value of total assets at end of year2014-12-31$10,710,908
Value of total assets at beginning of year2014-12-31$9,469,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,937
Total interest from all sources2014-12-31$3,660
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$65,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$65,031
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$607,017
Participant contributions at end of year2014-12-31$102,435
Participant contributions at beginning of year2014-12-31$71,511
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$56,791
Administrative expenses (other) incurred2014-12-31$10,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,236,113
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,705,289
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,469,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,608,473
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,178,045
Interest on participant loans2014-12-31$3,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$504,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$504,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$714,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$565,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$286,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$336,589
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,619
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DENKE CPA, P.C.
Accountancy firm EIN2014-12-31010585197
2013 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,593,487
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$678,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$634,063
Expenses. Certain deemed distributions of participant loans2013-12-31$19,806
Value of total corrective distributions2013-12-31$12,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$835,406
Value of total assets at end of year2013-12-31$9,469,176
Value of total assets at beginning of year2013-12-31$7,553,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,478
Total interest from all sources2013-12-31$13,746
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$566,278
Participant contributions at end of year2013-12-31$71,511
Participant contributions at beginning of year2013-12-31$107,936
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,915,375
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,469,176
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,553,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$8,178,045
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,998,478
Interest on participant loans2013-12-31$4,332
Interest earned on other investments2013-12-31$9,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$504,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$324,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$324,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$714,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$122,816
Net investment gain/loss from pooled separate accounts2013-12-31$1,744,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$266,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$634,063
Contract administrator fees2013-12-31$11,478
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31J. TAYLOR & ASSOC, LLC
Accountancy firm EIN2013-12-31752795393
2012 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,638,803
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$459,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$430,434
Value of total corrective distributions2012-12-31$18,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$738,152
Value of total assets at end of year2012-12-31$7,553,801
Value of total assets at beginning of year2012-12-31$6,374,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,695
Total interest from all sources2012-12-31$7,431
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$500,824
Participant contributions at end of year2012-12-31$107,936
Participant contributions at beginning of year2012-12-31$120,754
Administrative expenses (other) incurred2012-12-31$10,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,179,230
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,553,801
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,374,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,998,478
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,998,481
Interest on participant loans2012-12-31$5,584
Interest earned on other investments2012-12-31$1,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$324,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$255,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$255,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$122,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$893,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$237,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$430,434
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31J. TAYLOR & ASSOC, LLC
Accountancy firm EIN2012-12-31752795393
2011 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$749,125
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,104,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,089,900
Value of total corrective distributions2011-12-31$13,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$827,483
Value of total assets at end of year2011-12-31$6,252,604
Value of total assets at beginning of year2011-12-31$6,607,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,469
Total interest from all sources2011-12-31$6,769
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$143,974
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$490,572
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$121,573
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$111,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-355,244
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,252,604
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,607,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,486,275
Value of interest in pooled separate accounts at end of year2011-12-31$6,252,604
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$6,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$255,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,179
Net investment gain/loss from pooled separate accounts2011-12-31$-83,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$225,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,089,900
Contract administrator fees2011-12-31$14,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MICHAEL D. DUNLAP, CPA
Accountancy firm EIN2011-12-31200008886
2010 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,465,308
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$445,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$432,712
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$731,486
Value of total assets at end of year2010-12-31$6,607,848
Value of total assets at beginning of year2010-12-31$5,587,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,327
Total interest from all sources2010-12-31$7,366
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$91,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$91,603
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$498,197
Participant contributions at end of year2010-12-31$121,573
Participant contributions at beginning of year2010-12-31$100,950
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$246
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,020,269
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,607,848
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,587,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,486,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,486,629
Interest on participant loans2010-12-31$7,366
Interest earned on other investments2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$634,853
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$233,043
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$432,712
Contract administrator fees2010-12-31$2,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AULDRIDGEGRIFFIN,P.C.
Accountancy firm EIN2010-12-31752410279
2009 : TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TEAGUE NALL AND PERKINS, INC. 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91690049
Policy instance 1
Insurance contract or identification number91690049
Number of Individuals Covered92
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,038
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,038
Insurance broker organization code?3
Insurance broker nameMARK A BERRY
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91690049
Policy instance 1
Insurance contract or identification number91690049
Number of Individuals Covered92
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $50,517
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?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 $49,113
Insurance broker organization code?3
Insurance broker namePHILLIP W HEARN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91690049
Policy instance 1
Insurance contract or identification number91690049
Number of Individuals Covered89
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,654
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?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 $21,789
Insurance broker organization code?3
Insurance broker namePHILLIP W HEARN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91690049
Policy instance 1
Insurance contract or identification number91690049
Number of Individuals Covered85
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $106
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?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

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