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TOZER ENTERPRISES INC 401(K) PLAN 401k Plan overview

Plan NameTOZER ENTERPRISES INC 401(K) PLAN
Plan identification number 001

TOZER ENTERPRISES INC 401(K) PLAN Benefits

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

401k Sponsoring company profile

TOZER ENTERPRISES INC has sponsored the creation of one or more 401k plans.

Company Name:TOZER ENTERPRISES INC
Employer identification number (EIN):811499495
NAIC Classification:561430

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOZER ENTERPRISES INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01DALE TOZER DALE TOZER2018-06-11
0012016-02-17DALE TOZER DALE TOZER2017-07-01
0012016-02-17DALE TOZER DALE TOZER2018-05-29

Plan Statistics for TOZER ENTERPRISES INC 401(K) PLAN

401k plan membership statisitcs for TOZER ENTERPRISES INC 401(K) PLAN

Measure Date Value
2023: TOZER ENTERPRISES INC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-013
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013
Number of participants with account balances2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TOZER ENTERPRISES INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TOZER ENTERPRISES INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TOZER ENTERPRISES INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2018: TOZER ENTERPRISES INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TOZER ENTERPRISES INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TOZER ENTERPRISES INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-170
Total number of active participants reported on line 7a of the Form 55002016-02-172
Number of retired or separated participants receiving benefits2016-02-170
Number of other retired or separated participants entitled to future benefits2016-02-170
Total of all active and inactive participants2016-02-172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-170
Total participants2016-02-172
Number of participants with account balances2016-02-172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-170

Financial Data on TOZER ENTERPRISES INC 401(K) PLAN

Measure Date Value
2023 : TOZER ENTERPRISES INC 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$-3,986
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$30,559
Total plan assets at beginning of year2023-12-31$34,545
Value of fidelity bond covering the plan2023-12-31$11,600
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$-3,986
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-3,986
Net plan assets at end of year (total assets less liabilities)2023-12-31$30,559
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$34,545
Assets. Value of employer securities2023-12-31$30,559
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : TOZER ENTERPRISES INC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$7,176
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$34,545
Total plan assets at beginning of year2022-12-31$27,369
Value of fidelity bond covering the plan2022-12-31$11,600
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$7,176
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$7,176
Net plan assets at end of year (total assets less liabilities)2022-12-31$34,545
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$27,369
Assets. Value of employer securities2022-12-31$34,545
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : TOZER ENTERPRISES INC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-9,898
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$27,369
Total plan assets at beginning of year2021-12-31$37,267
Value of fidelity bond covering the plan2021-12-31$11,600
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-9,898
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-9,898
Net plan assets at end of year (total assets less liabilities)2021-12-31$27,369
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$37,267
Assets. Value of employer securities2021-12-31$27,369
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : TOZER ENTERPRISES INC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-1,332
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$37,267
Total plan assets at beginning of year2020-12-31$38,599
Value of fidelity bond covering the plan2020-12-31$11,600
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-1,332
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-1,332
Net plan assets at end of year (total assets less liabilities)2020-12-31$37,267
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$38,599
Assets. Value of employer securities2020-12-31$37,267
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2018 : TOZER ENTERPRISES INC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-17,299
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$24,083
Total plan assets at beginning of year2018-12-31$41,382
Value of fidelity bond covering the plan2018-12-31$11,600
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-17,299
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-17,299
Net plan assets at end of year (total assets less liabilities)2018-12-31$24,083
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$41,382
Assets. Value of employer securities2018-12-31$24,083
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : TOZER ENTERPRISES INC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$-34,758
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$41,382
Total plan assets at beginning of year2017-12-31$76,140
Value of fidelity bond covering the plan2017-12-31$11,600
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-34,758
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-34,758
Net plan assets at end of year (total assets less liabilities)2017-12-31$41,382
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$76,140
Assets. Value of employer securities2017-12-31$41,382
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : TOZER ENTERPRISES INC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$131,362
Expenses. Total of all expenses incurred2016-12-31$80
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$131,282
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$11,600
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$80
Contributions received from other sources (not participants or employers)2016-12-31$116,590
Other income received2016-12-31$14,772
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$131,282
Net plan assets at end of year (total assets less liabilities)2016-12-31$131,282
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of employer securities2016-12-31$131,282
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0

Form 5500 Responses for TOZER ENTERPRISES INC 401(K) PLAN

2023: TOZER ENTERPRISES INC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TOZER ENTERPRISES INC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TOZER ENTERPRISES INC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TOZER ENTERPRISES INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2018: TOZER ENTERPRISES INC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TOZER ENTERPRISES INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TOZER ENTERPRISES INC 401(K) PLAN 2016 form 5500 responses
2016-02-17Type of plan entitySingle employer plan
2016-02-17First time form 5500 has been submittedYes
2016-02-17Submission has been amendedNo
2016-02-17This submission is the final filingNo
2016-02-17This return/report is a short plan year return/report (less than 12 months)Yes
2016-02-17Plan is a collectively bargained planNo
2016-02-17Plan funding arrangement – TrustYes
2016-02-17Plan benefit arrangement - TrustYes

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