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TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameTECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN
Plan identification number 001

TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

WEST CONTRACT MANUFACTURING, LLC has sponsored the creation of one or more 401k plans.

Company Name:WEST CONTRACT MANUFACTURING, LLC
Employer identification number (EIN):860640193
NAIC Classification:326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TECH GROUP PUERTO RICO SAVINGS AND 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
0012018-01-01ANNETTE FAVORITE ANNETTE FAVORITE2019-07-22
0012017-01-01ANNETTE FAVORITE ANNETTE FAVORITE2018-06-29
0012016-01-01ANNETTE FAVORITE ANNETTE FAVORITE2017-07-13
0012015-01-01ANNETTE FAVORITE ANNETTE FAVORITE2016-07-27
0012014-01-01WILLIAM FEDERICI WILLIAM J. FEDERICI2015-07-30
0012013-01-01RICHARD D. LUZZI RICHARD D. LUZZI2014-07-23
0012012-01-01RICHARD D. LUZZI RICHARD D. LUZZI2013-07-22
0012011-01-01RICHARD D. LUZZI RICHARD D. LUZZI2012-08-01
0012010-01-01RICHARD D. LUZZI RICHARD D. LUZZI2011-10-26
0012009-01-01RICHARD D. LUZZI
0012009-01-01RICHARD LUZZI

Plan Statistics for TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01172
Total number of active participants reported on line 7a of the Form 55002022-01-01168
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01182
Number of participants with account balances2022-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01167
Total number of active participants reported on line 7a of the Form 55002021-01-01159
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01172
Number of participants with account balances2021-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01163
Total number of active participants reported on line 7a of the Form 55002020-01-01156
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01167
Number of participants with account balances2020-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-01156
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01163
Number of participants with account balances2019-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01133
Total number of active participants reported on line 7a of the Form 55002018-01-01151
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01158
Number of participants with account balances2018-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01139
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01133
Number of participants with account balances2017-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-01125
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01139
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01215
Total number of active participants reported on line 7a of the Form 55002015-01-01201
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01211
Number of participants with account balances2015-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01218
Total number of active participants reported on line 7a of the Form 55002014-01-01203
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01215
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01194
Total number of active participants reported on line 7a of the Form 55002013-01-01209
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01218
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01191
Total number of active participants reported on line 7a of the Form 55002012-01-01184
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01194
Number of participants with account balances2012-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01185
Total number of active participants reported on line 7a of the Form 55002011-01-01184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01191
Number of participants with account balances2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01135
Total number of active participants reported on line 7a of the Form 55002010-01-01185
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01185
Number of participants with account balances2010-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01126
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Number of retired or separated participants receiving benefits2009-01-0117
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01135
Number of participants with account balances2009-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : TECH GROUP PUERTO RICO SAVINGS AND 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$16,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,803
Total income from all sources (including contributions)2022-12-31$-944,748
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$905,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$897,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$911,824
Value of total assets at end of year2022-12-31$7,524,534
Value of total assets at beginning of year2022-12-31$9,364,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,321
Total interest from all sources2022-12-31$10,115
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$360,041
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$360,041
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$460,350
Participant contributions at end of year2022-12-31$226,044
Participant contributions at beginning of year2022-12-31$216,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$16,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,803
Administrative expenses (other) incurred2022-12-31$7,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,849,811
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,508,503
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,358,314
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$6,760,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,141,210
Interest on participant loans2022-12-31$10,115
Value of interest in master investment trust accounts at end of year2022-12-31$310,388
Value of interest in master investment trust accounts at beginning of year2022-12-31$795,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,860,355
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$451,474
Employer contributions (assets) at end of year2022-12-31$227,746
Employer contributions (assets) at beginning of year2022-12-31$210,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$897,742
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 name2022-12-31FISHER CUNNANE & ASSOCIATES
Accountancy firm EIN2022-12-31233060583
2021 : TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,803
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$2,106,192
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$520,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$513,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$846,898
Value of total assets at end of year2021-12-31$9,364,117
Value of total assets at beginning of year2021-12-31$7,772,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,761
Total interest from all sources2021-12-31$12,654
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$309,508
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$309,508
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$431,009
Participant contributions at end of year2021-12-31$216,535
Participant contributions at beginning of year2021-12-31$282,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$6,761
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$1,585,681
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,358,314
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,772,633
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$8,141,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,765,418
Interest on participant loans2021-12-31$12,654
Value of interest in master investment trust accounts at end of year2021-12-31$795,942
Value of interest in master investment trust accounts at beginning of year2021-12-31$509,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$601,941
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$415,889
Employer contributions (assets) at end of year2021-12-31$210,430
Employer contributions (assets) at beginning of year2021-12-31$215,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$513,750
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 name2021-12-31FISHER CUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2021-12-31233060583
2020 : TECH GROUP PUERTO RICO SAVINGS AND 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$12,084
Total income from all sources (including contributions)2020-12-31$2,081,252
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$457,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$436,209
Value of total corrective distributions2020-12-31$15,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$830,530
Value of total assets at end of year2020-12-31$7,772,633
Value of total assets at beginning of year2020-12-31$6,161,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,515
Total interest from all sources2020-12-31$16,211
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$182,497
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$182,497
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$403,962
Participant contributions at end of year2020-12-31$282,191
Participant contributions at beginning of year2020-12-31$295,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12,084
Administrative expenses (other) incurred2020-12-31$6,515
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$1,623,376
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,772,633
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,149,257
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$6,765,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,361,523
Interest on participant loans2020-12-31$16,211
Value of interest in master investment trust accounts at end of year2020-12-31$509,938
Value of interest in master investment trust accounts at beginning of year2020-12-31$298,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$818,403
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$426,568
Employer contributions (assets) at end of year2020-12-31$215,086
Employer contributions (assets) at beginning of year2020-12-31$205,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$436,209
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 name2020-12-31FISHER CUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2020-12-31233060583
2019 : TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19,227
Total income from all sources (including contributions)2019-12-31$1,870,186
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$179,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$155,113
Value of total corrective distributions2019-12-31$18,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$770,984
Value of total assets at end of year2019-12-31$6,161,341
Value of total assets at beginning of year2019-12-31$4,478,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,257
Total interest from all sources2019-12-31$13,140
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$191,650
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$191,650
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$358,357
Participant contributions at end of year2019-12-31$295,201
Participant contributions at beginning of year2019-12-31$203,738
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$19,227
Administrative expenses (other) incurred2019-12-31$6,257
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$1,690,276
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,149,257
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,458,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,361,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,982,117
Interest on participant loans2019-12-31$13,140
Value of interest in master investment trust accounts at end of year2019-12-31$298,944
Value of interest in master investment trust accounts at beginning of year2019-12-31$183,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$788,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$398,918
Employer contributions (assets) at end of year2019-12-31$205,673
Employer contributions (assets) at beginning of year2019-12-31$108,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$155,113
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FISHER CUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2019-12-31233060583
2018 : TECH GROUP PUERTO RICO SAVINGS AND 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$19,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,625
Total income from all sources (including contributions)2018-12-31$343,450
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$700,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$674,385
Value of total corrective distributions2018-12-31$20,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$557,410
Value of total assets at end of year2018-12-31$4,478,208
Value of total assets at beginning of year2018-12-31$4,820,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,349
Total interest from all sources2018-12-31$10,883
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$147,802
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$147,802
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$290,784
Participant contributions at end of year2018-12-31$203,738
Participant contributions at beginning of year2018-12-31$251,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$19,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,625
Administrative expenses (other) incurred2018-12-31$6,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-357,337
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,458,981
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,816,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,982,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,384,317
Interest on participant loans2018-12-31$10,883
Value of interest in master investment trust accounts at end of year2018-12-31$183,604
Value of interest in master investment trust accounts at beginning of year2018-12-31$133,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-368,372
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$266,626
Employer contributions (assets) at end of year2018-12-31$108,749
Employer contributions (assets) at beginning of year2018-12-31$51,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$674,385
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FISHERCUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2018-12-31233060583
2017 : TECH GROUP PUERTO RICO SAVINGS AND 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$4,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,300
Total income from all sources (including contributions)2017-12-31$1,088,784
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$248,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$230,104
Value of total corrective distributions2017-12-31$12,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$436,423
Value of total assets at end of year2017-12-31$4,820,943
Value of total assets at beginning of year2017-12-31$3,987,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,694
Total interest from all sources2017-12-31$11,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$223,420
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$223,420
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$242,750
Participant contributions at end of year2017-12-31$251,670
Participant contributions at beginning of year2017-12-31$261,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$11,300
Administrative expenses (other) incurred2017-12-31$5,694
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$840,504
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,816,318
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,975,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,384,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,619,007
Interest on participant loans2017-12-31$11,000
Value of interest in master investment trust accounts at end of year2017-12-31$133,260
Value of interest in master investment trust accounts at beginning of year2017-12-31$104,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$398,723
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$193,673
Employer contributions (assets) at end of year2017-12-31$51,696
Employer contributions (assets) at beginning of year2017-12-31$1,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$230,104
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FISHERCUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2017-12-31233060583
2016 : TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,866
Total income from all sources (including contributions)2016-12-31$663,760
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$185,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$180,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$331,117
Value of total assets at end of year2016-12-31$3,987,114
Value of total assets at beginning of year2016-12-31$3,507,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,376
Total interest from all sources2016-12-31$10,508
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$110,948
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$110,948
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$201,743
Participant contributions at end of year2016-12-31$261,501
Participant contributions at beginning of year2016-12-31$257,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$11,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,866
Administrative expenses (other) incurred2016-12-31$5,376
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$478,241
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,975,814
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,497,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,619,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,176,760
Interest on participant loans2016-12-31$10,508
Value of interest in master investment trust accounts at end of year2016-12-31$104,648
Value of interest in master investment trust accounts at beginning of year2016-12-31$70,897
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$181,571
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$129,374
Employer contributions (assets) at end of year2016-12-31$1,958
Employer contributions (assets) at beginning of year2016-12-31$2,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$180,143
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FISHERCUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2016-12-31233060583
2015 : TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,678
Total income from all sources (including contributions)2015-12-31$369,859
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$257,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$241,347
Value of total corrective distributions2015-12-31$10,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$368,181
Value of total assets at end of year2015-12-31$3,507,439
Value of total assets at beginning of year2015-12-31$3,394,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,700
Total interest from all sources2015-12-31$10,716
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$98,108
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$98,108
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$214,416
Participant contributions at end of year2015-12-31$257,342
Participant contributions at beginning of year2015-12-31$246,561
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,678
Administrative expenses (other) incurred2015-12-31$5,700
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$112,164
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,497,573
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,385,409
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$3,176,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,253,493
Interest on participant loans2015-12-31$10,716
Value of interest in master investment trust accounts at end of year2015-12-31$70,897
Value of interest in master investment trust accounts at beginning of year2015-12-31$40,289
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$851,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-137,914
Net investment gain or loss from common/collective trusts2015-12-31$23,839
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$139,620
Employer contributions (assets) at end of year2015-12-31$2,440
Employer contributions (assets) at beginning of year2015-12-31$2,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$241,347
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FISCHERCUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2015-12-31233060583
2014 : TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,106
Total income from all sources (including contributions)2014-12-31$541,069
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$190,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$179,305
Value of total corrective distributions2014-12-31$9,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$332,662
Value of total assets at end of year2014-12-31$3,394,087
Value of total assets at beginning of year2014-12-31$3,039,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,575
Total interest from all sources2014-12-31$8,454
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$103,775
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$103,775
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$201,364
Participant contributions at end of year2014-12-31$246,561
Participant contributions at beginning of year2014-12-31$177,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,106
Administrative expenses (other) incurred2014-12-31$1,575
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$350,269
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,385,409
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,035,140
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$2,253,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,822,559
Interest on participant loans2014-12-31$8,454
Value of interest in master investment trust accounts at end of year2014-12-31$40,289
Value of interest in master investment trust accounts at beginning of year2014-12-31$33,415
Value of interest in common/collective trusts at end of year2014-12-31$851,552
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$80,270
Net investment gain or loss from common/collective trusts2014-12-31$12,541
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$131,298
Employer contributions (assets) at end of year2014-12-31$2,192
Employer contributions (assets) at beginning of year2014-12-31$5,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$179,305
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FISCHERCUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2014-12-31233060583
2013 : TECH GROUP PUERTO RICO SAVINGS AND 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$4,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,958
Total income from all sources (including contributions)2013-12-31$803,132
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$164,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$162,292
Value of total corrective distributions2013-12-31$841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$299,217
Value of total assets at end of year2013-12-31$3,039,246
Value of total assets at beginning of year2013-12-31$2,403,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,260
Total interest from all sources2013-12-31$7,126
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$82,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$82,093
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$177,253
Participant contributions at end of year2013-12-31$177,843
Participant contributions at beginning of year2013-12-31$175,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,958
Administrative expenses (other) incurred2013-12-31$1,260
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$638,739
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,035,140
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,396,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,822,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,221,211
Interest on participant loans2013-12-31$7,126
Value of interest in master investment trust accounts at end of year2013-12-31$33,415
Value of interest in master investment trust accounts at beginning of year2013-12-31$5,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$404,184
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$121,964
Employer contributions (assets) at end of year2013-12-31$5,429
Employer contributions (assets) at beginning of year2013-12-31$1,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$162,292
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FISCHERCUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2013-12-31233060583
2012 : TECH GROUP PUERTO RICO SAVINGS AND 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$6,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,200
Total income from all sources (including contributions)2012-12-31$531,434
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$203,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$203,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$292,549
Value of total assets at end of year2012-12-31$2,403,359
Value of total assets at beginning of year2012-12-31$2,071,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$495
Total interest from all sources2012-12-31$8,148
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$49,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$49,162
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 period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$166,843
Participant contributions at end of year2012-12-31$175,199
Participant contributions at beginning of year2012-12-31$178,335
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,200
Administrative expenses (other) incurred2012-12-31$495
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$327,467
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,396,401
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,068,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,221,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,890,854
Interest on participant loans2012-12-31$8,148
Value of interest in master investment trust accounts at end of year2012-12-31$5,861
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$181,008
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$112,229
Employer contributions (assets) at end of year2012-12-31$1,088
Employer contributions (assets) at beginning of year2012-12-31$1,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$203,472
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FISCHER CUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2012-12-31233060583
2011 : TECH GROUP PUERTO RICO SAVINGS AND 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$2,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,446
Total income from all sources (including contributions)2011-12-31$250,679
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$254,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$252,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$267,521
Value of total assets at end of year2011-12-31$2,071,134
Value of total assets at beginning of year2011-12-31$2,080,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,326
Total interest from all sources2011-12-31$10,603
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$49,364
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$49,364
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$159,287
Participant contributions at end of year2011-12-31$178,335
Participant contributions at beginning of year2011-12-31$288,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,446
Administrative expenses (other) incurred2011-12-31$1,326
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$1,792,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,585
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,068,934
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,072,519
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$1,890,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$10,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-76,809
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$108,234
Employer contributions (assets) at end of year2011-12-31$1,945
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$252,938
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 plan2011-12-31Unqualified
Accountancy firm name2011-12-31FISCHER CUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2011-12-31233060583
2010 : TECH GROUP PUERTO RICO SAVINGS AND 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$8,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,846
Total income from all sources (including contributions)2010-12-31$482,854
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$95,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$72,699
Value of total corrective distributions2010-12-31$7,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$271,776
Value of total assets at end of year2010-12-31$2,080,965
Value of total assets at beginning of year2010-12-31$1,690,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,509
Total interest from all sources2010-12-31$12,442
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$160,726
Participant contributions at end of year2010-12-31$288,695
Participant contributions at beginning of year2010-12-31$233,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,846
Administrative expenses (other) incurred2010-12-31$2,400
Total non interest bearing cash at end of year2010-12-31$1,792,270
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$387,482
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,072,519
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,685,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,457,434
Interest on participant loans2010-12-31$12,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$198,636
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$111,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$72,699
Contract administrator fees2010-12-31$13,109
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FISCHER CUNNANE & ASSOCIATES, LTD
Accountancy firm EIN2010-12-31233060583

Form 5500 Responses for TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN

2022: TECH GROUP PUERTO RICO SAVINGS AND 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: TECH GROUP PUERTO RICO SAVINGS AND 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: TECH GROUP PUERTO RICO SAVINGS AND 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: TECH GROUP PUERTO RICO SAVINGS AND 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: TECH GROUP PUERTO RICO SAVINGS AND 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: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT 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: TECH GROUP PUERTO RICO SAVINGS AND 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: TECH GROUP PUERTO RICO SAVINGS AND 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: TECH GROUP PUERTO RICO SAVINGS AND 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TECH GROUP PUERTO RICO SAVINGS AND 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TECH GROUP PUERTO RICO SAVINGS AND 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TECH GROUP PUERTO RICO SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TECH GROUP PUERTO RICO SAVINGS AND 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TECH GROUP PUERTO RICO SAVINGS AND 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number987317
Policy instance 1
Insurance contract or identification number987317
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,146
Total amount of fees paid to insurance companyUSD $2,326
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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