Logo

TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameTRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN
Plan identification number 001

TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

TRESKO MONUMENT CO. has sponsored the creation of one or more 401k plans.

Company Name:TRESKO MONUMENT CO.
Employer identification number (EIN):911111442
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01JOHN TRESKO
0012022-07-01
0012022-07-01JOHN TRESKO
0012021-07-01
0012021-07-01JOHN TRESKO
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01JOHN TRESKO
0012015-07-01JOHN TRESKO
0012014-07-01JOHN TRESKO
0012013-07-01JOHN TRESKO JOHN TRESKO2015-01-30
0012012-07-01JOHN TRESKO JOHN TRESKO2014-04-01
0012011-07-01JOHN TRESKO JOHN TRESKO2013-01-31
0012009-07-01JOHN TRESKO JOHN TRESKO2011-04-12

Financial Data on TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2023 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2023 401k financial data
Total income from all sources2023-06-30$-12,146
Total plan assets at end of year2023-06-30$608,715
Total plan assets at beginning of year2023-06-30$620,861
Value of fidelity bond covering the plan2023-06-30$500,000
Total contributions received or receivable from participants2023-06-30$18,077
Other income received2023-06-30$-52,283
Net income (gross income less expenses)2023-06-30$-12,146
Net plan assets at end of year (total assets less liabilities)2023-06-30$608,715
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$620,861
Total contributions received or receivable from employer(s)2023-06-30$22,060
2022 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2022 401k financial data
Total income from all sources2022-06-30$-41,006
Total plan assets at end of year2022-06-30$620,861
Total plan assets at beginning of year2022-06-30$661,867
Value of fidelity bond covering the plan2022-06-30$500,000
Total contributions received or receivable from participants2022-06-30$18,964
Other income received2022-06-30$-75,444
Net income (gross income less expenses)2022-06-30$-41,006
Net plan assets at end of year (total assets less liabilities)2022-06-30$620,861
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$661,867
Total contributions received or receivable from employer(s)2022-06-30$15,474
2021 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2021 401k financial data
Total income from all sources2021-06-30$171,001
Expenses. Total of all expenses incurred2021-06-30$11,250
Benefits paid (including direct rollovers)2021-06-30$11,250
Total plan assets at end of year2021-06-30$661,867
Total plan assets at beginning of year2021-06-30$502,116
Value of fidelity bond covering the plan2021-06-30$500,000
Total contributions received or receivable from participants2021-06-30$19,342
Other income received2021-06-30$135,893
Net income (gross income less expenses)2021-06-30$159,751
Net plan assets at end of year (total assets less liabilities)2021-06-30$661,867
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$502,116
Total contributions received or receivable from employer(s)2021-06-30$15,766
2020 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2020 401k financial data
Total income from all sources2020-06-30$39,357
Expenses. Total of all expenses incurred2020-06-30$7,500
Benefits paid (including direct rollovers)2020-06-30$7,500
Total plan assets at end of year2020-06-30$502,116
Total plan assets at beginning of year2020-06-30$470,259
Value of fidelity bond covering the plan2020-06-30$500,000
Total contributions received or receivable from participants2020-06-30$17,515
Other income received2020-06-30$7,563
Net income (gross income less expenses)2020-06-30$31,857
Net plan assets at end of year (total assets less liabilities)2020-06-30$502,116
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$470,259
Total contributions received or receivable from employer(s)2020-06-30$14,279
2019 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2019 401k financial data
Total income from all sources2019-06-30$56,708
Expenses. Total of all expenses incurred2019-06-30$146,099
Benefits paid (including direct rollovers)2019-06-30$146,099
Total plan assets at end of year2019-06-30$470,259
Total plan assets at beginning of year2019-06-30$559,650
Value of fidelity bond covering the plan2019-06-30$500,000
Total contributions received or receivable from participants2019-06-30$19,818
Other income received2019-06-30$20,757
Net income (gross income less expenses)2019-06-30$-89,391
Net plan assets at end of year (total assets less liabilities)2019-06-30$470,259
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$559,650
Total contributions received or receivable from employer(s)2019-06-30$16,133
2017 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2017 401k financial data
Total income from all sources2017-06-30$83,139
Expenses. Total of all expenses incurred2017-06-30$7,149
Benefits paid (including direct rollovers)2017-06-30$7,149
Total plan assets at end of year2017-06-30$529,258
Total plan assets at beginning of year2017-06-30$453,268
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$20,037
Other income received2017-06-30$46,505
Net income (gross income less expenses)2017-06-30$75,990
Net plan assets at end of year (total assets less liabilities)2017-06-30$529,258
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$453,268
Total contributions received or receivable from employer(s)2017-06-30$16,597
2016 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total income from all sources2016-06-30$42,576
Expenses. Total of all expenses incurred2016-06-30$3,791
Benefits paid (including direct rollovers)2016-06-30$3,791
Total plan assets at end of year2016-06-30$453,268
Total plan assets at beginning of year2016-06-30$414,483
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$28,786
Other income received2016-06-30$-2,586
Net income (gross income less expenses)2016-06-30$38,785
Net plan assets at end of year (total assets less liabilities)2016-06-30$453,268
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$414,483
Total contributions received or receivable from employer(s)2016-06-30$16,376
2015 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources2015-06-30$62,983
Expenses. Total of all expenses incurred2015-06-30$11,800
Benefits paid (including direct rollovers)2015-06-30$11,800
Total plan assets at end of year2015-06-30$414,483
Total plan assets at beginning of year2015-06-30$363,300
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$33,417
Contributions received from other sources (not participants or employers)2015-06-30$12,226
Other income received2015-06-30$-147
Net income (gross income less expenses)2015-06-30$51,183
Net plan assets at end of year (total assets less liabilities)2015-06-30$414,483
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$363,300
Total contributions received or receivable from employer(s)2015-06-30$17,487
2014 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2014 401k financial data
Total income from all sources2014-06-30$95,389
Expenses. Total of all expenses incurred2014-06-30$29,829
Benefits paid (including direct rollovers)2014-06-30$29,819
Total plan assets at end of year2014-06-30$363,300
Total plan assets at beginning of year2014-06-30$297,740
Value of fidelity bond covering the plan2014-06-30$500,000
Total contributions received or receivable from participants2014-06-30$35,738
Expenses. Other expenses not covered elsewhere2014-06-30$10
Other income received2014-06-30$42,414
Net income (gross income less expenses)2014-06-30$65,560
Net plan assets at end of year (total assets less liabilities)2014-06-30$363,300
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$297,740
Total contributions received or receivable from employer(s)2014-06-30$17,237
2013 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2013 401k financial data
Total income from all sources2013-06-30$70,719
Expenses. Total of all expenses incurred2013-06-30$14,486
Benefits paid (including direct rollovers)2013-06-30$14,486
Total plan assets at end of year2013-06-30$297,740
Total plan assets at beginning of year2013-06-30$241,507
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$30,697
Other income received2013-06-30$23,765
Net income (gross income less expenses)2013-06-30$56,233
Net plan assets at end of year (total assets less liabilities)2013-06-30$297,740
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$241,507
Total contributions received or receivable from employer(s)2013-06-30$16,257
2012 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2012 401k financial data
Total income from all sources2012-06-30$41,018
Total plan assets at end of year2012-06-30$241,507
Total plan assets at beginning of year2012-06-30$200,489
Value of fidelity bond covering the plan2012-06-30$500,000
Total contributions received or receivable from participants2012-06-30$26,977
Other income received2012-06-30$-1,537
Net income (gross income less expenses)2012-06-30$41,018
Net plan assets at end of year (total assets less liabilities)2012-06-30$241,507
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$200,489
Total contributions received or receivable from employer(s)2012-06-30$15,578
2011 : TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2011 401k financial data
Total income from all sources2011-06-30$67,642
Total plan assets at end of year2011-06-30$200,489
Total plan assets at beginning of year2011-06-30$132,847
Value of fidelity bond covering the plan2011-06-30$500,000
Total contributions received or receivable from participants2011-06-30$25,179
Other income received2011-06-30$26,704
Net income (gross income less expenses)2011-06-30$67,642
Net plan assets at end of year (total assets less liabilities)2011-06-30$200,489
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$132,847
Total contributions received or receivable from employer(s)2011-06-30$15,759

Form 5500 Responses for TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN

2022: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: TRESKO MONUMENT, INC. SAFE HARBOR 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1118107
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1