Plan Name | THE TATITLEK CORPORATION 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE TATITLEK CORPORATION |
Employer identification number (EIN): | 920047496 |
NAIC Classification: | 551112 |
NAIC Description: | Offices of Other Holding Companies |
Additional information about THE TATITLEK CORPORATION
Jurisdiction of Incorporation: | Alaska Department Commerce, Community & Economic Development |
Incorporation Date: | 1973-10-25 |
Company Identification Number: | 12506D |
Legal Registered Office Address: |
561 E. 36TH AVENUE ANCHORAGE United States of America (USA) 99503-4137 |
More information about THE TATITLEK CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | MARY TESCH | |||
001 | 2016-01-01 | MARY TESCH | |||
001 | 2015-01-01 | MARY TESCH | |||
001 | 2014-01-01 | MARY TESCH | |||
001 | 2013-01-01 | MARY TESCH | KIRSTEN BALL | 2014-10-14 | |
001 | 2012-01-01 | MARY TESCH | KIRSTEN BALL | 2013-10-15 | |
001 | 2011-01-01 | MARY TESCH | KIRSTEN BALL | 2012-10-15 | |
001 | 2009-01-01 | MARY TESCH | KIRSTEN BALL | 2010-10-15 | |
001 | 2009-01-01 | MARY TESCH | KIRSTEN BALL | 2011-02-16 |
Measure | Date | Value |
---|---|---|
2023: THE TATITLEK CORPORATION 401(K) PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 2,221 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1,125 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1,292 |
Total of all active and inactive participants | 2023-01-01 | 2,417 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 5 |
Total participants | 2023-01-01 | 2,422 |
Number of participants with account balances | 2023-01-01 | 1,827 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: THE TATITLEK CORPORATION 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2,111 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,142 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,073 |
Total of all active and inactive participants | 2022-01-01 | 2,215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 6 |
Total participants | 2022-01-01 | 2,221 |
Number of participants with account balances | 2022-01-01 | 1,850 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE TATITLEK CORPORATION 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2,266 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,144 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 962 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 2,106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 2,111 |
Number of participants with account balances | 2021-01-01 | 1,757 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE TATITLEK CORPORATION 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,045 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,453 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 808 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 2,261 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 2,266 |
Number of participants with account balances | 2020-01-01 | 1,597 |
2019: THE TATITLEK CORPORATION 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,889 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,313 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 727 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2,040 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 5 |
Total participants | 2019-01-01 | 2,045 |
Number of participants with account balances | 2019-01-01 | 1,347 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE TATITLEK CORPORATION 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,742 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,183 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 700 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1,883 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 6 |
Total participants | 2018-01-01 | 1,889 |
Number of participants with account balances | 2018-01-01 | 975 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE TATITLEK CORPORATION 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,455 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,028 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 708 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 1,736 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 6 |
Total participants | 2017-01-01 | 1,742 |
Number of participants with account balances | 2017-01-01 | 977 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE TATITLEK CORPORATION 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,856 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 764 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 684 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 1,448 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 7 |
Total participants | 2016-01-01 | 1,455 |
Number of participants with account balances | 2016-01-01 | 979 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE TATITLEK CORPORATION 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,851 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 961 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 890 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 1,851 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 1,856 |
Number of participants with account balances | 2015-01-01 | 1,272 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE TATITLEK CORPORATION 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,150 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 563 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,281 |
Total of all active and inactive participants | 2014-01-01 | 1,844 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 1,851 |
Number of participants with account balances | 2014-01-01 | 1,661 |
2013: THE TATITLEK CORPORATION 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 381 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 816 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,326 |
Total of all active and inactive participants | 2013-01-01 | 2,142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 2,150 |
Number of participants with account balances | 2013-01-01 | 2,063 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE TATITLEK CORPORATION 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 433 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 299 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 82 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 381 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 381 |
Number of participants with account balances | 2012-01-01 | 341 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE TATITLEK CORPORATION 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 394 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 283 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 150 |
Total of all active and inactive participants | 2011-01-01 | 433 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 433 |
Number of participants with account balances | 2011-01-01 | 374 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: THE TATITLEK CORPORATION 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 197 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 57 |
Total of all active and inactive participants | 2009-01-01 | 254 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 254 |
Number of participants with account balances | 2009-01-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : THE TATITLEK CORPORATION 401(K) PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $28,278 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $20,799 |
Total income from all sources (including contributions) | 2023-12-31 | $10,842,655 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $5,471,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $5,298,867 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $5,755,744 |
Value of total assets at end of year | 2023-12-31 | $33,078,820 |
Value of total assets at beginning of year | 2023-12-31 | $27,700,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $173,004 |
Total interest from all sources | 2023-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $974,568 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $974,568 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $3,531,386 |
Participant contributions at end of year | 2023-12-31 | $0 |
Participant contributions at beginning of year | 2023-12-31 | $0 |
Participant contributions at end of year | 2023-12-31 | $39,353 |
Participant contributions at beginning of year | 2023-12-31 | $30,479 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $738,570 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $20,570 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $20,799 |
Total non interest bearing cash at end of year | 2023-12-31 | $347,420 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $20,799 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $5,370,784 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $33,050,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $27,679,758 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $40,116 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $31,842,572 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $26,583,382 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $746,325 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $933,298 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $4,092,009 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $20,334 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $1,485,788 |
Employer contributions (assets) at end of year | 2023-12-31 | $103,150 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $132,599 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $5,298,867 |
Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $7,708 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $0 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2023-12-31 | 911194016 |
2022 : THE TATITLEK CORPORATION 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $20,799 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $20,479 |
Total income from all sources (including contributions) | 2022-12-31 | $-91,584 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,723,879 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,554,405 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,101,455 |
Value of total assets at end of year | 2022-12-31 | $27,700,557 |
Value of total assets at beginning of year | 2022-12-31 | $30,515,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $169,474 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $980,515 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $980,515 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,060,324 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $30,479 |
Participant contributions at beginning of year | 2022-12-31 | $47,512 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $655,020 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $20,799 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $20,479 |
Administrative expenses (other) incurred | 2022-12-31 | $169,474 |
Total non interest bearing cash at end of year | 2022-12-31 | $20,799 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $20,479 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,815,463 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $27,679,758 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $30,495,221 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $26,583,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $29,652,826 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $933,298 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $603,141 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,187,471 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $13,917 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,386,111 |
Employer contributions (assets) at end of year | 2022-12-31 | $132,599 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $191,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,554,405 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2022-12-31 | 911194016 |
2021 : THE TATITLEK CORPORATION 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $20,479 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,357 |
Total income from all sources (including contributions) | 2021-12-31 | $8,271,453 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,388,978 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,227,088 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,575,533 |
Value of total assets at end of year | 2021-12-31 | $30,515,700 |
Value of total assets at beginning of year | 2021-12-31 | $26,615,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $161,890 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,253,025 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,253,025 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,815,868 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $47,512 |
Participant contributions at beginning of year | 2021-12-31 | $19,193 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $405,189 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $20,479 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $2,357 |
Administrative expenses (other) incurred | 2021-12-31 | $161,890 |
Total non interest bearing cash at end of year | 2021-12-31 | $20,479 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $2,357 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,882,475 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $30,495,221 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $26,612,746 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $29,652,826 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $25,596,162 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $603,141 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $863,929 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $432,945 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $9,950 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,354,476 |
Employer contributions (assets) at end of year | 2021-12-31 | $191,742 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $133,462 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,227,088 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2021-12-31 | 911194016 |
2020 : THE TATITLEK CORPORATION 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,357 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,973 |
Total income from all sources (including contributions) | 2020-12-31 | $6,978,002 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,122,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,969,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,459,835 |
Value of total assets at end of year | 2020-12-31 | $26,615,103 |
Value of total assets at beginning of year | 2020-12-31 | $21,759,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $153,262 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $826,928 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $826,928 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,109,154 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $19,193 |
Participant contributions at beginning of year | 2020-12-31 | $42,080 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $153,168 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $2,357 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1,973 |
Administrative expenses (other) incurred | 2020-12-31 | $153,262 |
Total non interest bearing cash at end of year | 2020-12-31 | $2,357 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,973 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,855,442 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $26,612,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $21,757,304 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $25,596,162 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $20,686,378 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $863,929 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $909,060 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,674,851 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $16,388 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,197,513 |
Employer contributions (assets) at end of year | 2020-12-31 | $133,462 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $119,786 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,969,298 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2020-12-31 | 911194016 |
2019 : THE TATITLEK CORPORATION 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,973 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,965 |
Total income from all sources (including contributions) | 2019-12-31 | $6,686,095 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,015,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,861,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,945,459 |
Value of total assets at end of year | 2019-12-31 | $21,759,277 |
Value of total assets at beginning of year | 2019-12-31 | $17,089,127 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $154,455 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $614,199 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $614,199 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,483,523 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $42,080 |
Participant contributions at beginning of year | 2019-12-31 | $32,597 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $330,059 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,973 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,965 |
Administrative expenses (other) incurred | 2019-12-31 | $154,455 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,973 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,965 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,670,142 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $21,757,304 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,087,162 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $20,686,378 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $15,972,772 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $909,060 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $953,768 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,106,235 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $20,202 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,131,877 |
Employer contributions (assets) at end of year | 2019-12-31 | $119,786 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $128,025 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,861,498 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2019-12-31 | 911194016 |
2018 : THE TATITLEK CORPORATION 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,965 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $132,531 |
Total income from all sources (including contributions) | 2018-12-31 | $1,730,466 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,519,803 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,373,750 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,744,268 |
Value of total assets at end of year | 2018-12-31 | $17,089,127 |
Value of total assets at beginning of year | 2018-12-31 | $18,009,030 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $146,053 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $650,453 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $650,453 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,227,232 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Participant contributions at end of year | 2018-12-31 | $32,597 |
Participant contributions at beginning of year | 2018-12-31 | $32,184 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $452,029 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1,965 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $5,016 |
Administrative expenses (other) incurred | 2018-12-31 | $146,053 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,965 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $6,878 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-789,337 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $17,087,162 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,876,499 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $15,972,772 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $17,028,068 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $953,768 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $810,092 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,679,785 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $15,530 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,065,007 |
Employer contributions (assets) at end of year | 2018-12-31 | $128,025 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $131,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,373,750 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $127,515 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2018-12-31 | 911194016 |
2017 : THE TATITLEK CORPORATION 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $132,531 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,164 |
Total income from all sources (including contributions) | 2017-12-31 | $4,522,889 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,478,064 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,325,616 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,857,199 |
Value of total assets at end of year | 2017-12-31 | $18,009,030 |
Value of total assets at beginning of year | 2017-12-31 | $15,835,838 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $152,448 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $477,047 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $477,047 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,070,170 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Participant contributions at end of year | 2017-12-31 | $32,184 |
Participant contributions at beginning of year | 2017-12-31 | $29,381 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $10,825 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $5,016 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $2,986 |
Administrative expenses (other) incurred | 2017-12-31 | $152,448 |
Total non interest bearing cash at end of year | 2017-12-31 | $6,878 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $4,163 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,044,825 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $17,876,499 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,831,674 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $17,028,068 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,940,999 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $810,092 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $796,462 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,175,856 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $12,787 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $776,204 |
Employer contributions (assets) at end of year | 2017-12-31 | $131,808 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $64,833 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,325,616 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $127,515 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $1,178 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2017-12-31 | 911194016 |
2016 : THE TATITLEK CORPORATION 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,164 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $58,538 |
Total income from all sources (including contributions) | 2016-12-31 | $2,973,423 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,535,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,372,021 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,858,670 |
Value of total assets at end of year | 2016-12-31 | $15,835,838 |
Value of total assets at beginning of year | 2016-12-31 | $15,452,183 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $163,373 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $410,068 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $410,068 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,017,671 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Participant contributions at end of year | 2016-12-31 | $29,381 |
Participant contributions at beginning of year | 2016-12-31 | $32,656 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $51,669 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $1,329 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $2,986 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $2,186 |
Administrative expenses (other) incurred | 2016-12-31 | $163,373 |
Total non interest bearing cash at end of year | 2016-12-31 | $4,163 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $3,364 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $438,029 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $15,831,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,393,645 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,940,999 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $14,336,789 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $796,462 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $995,939 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $691,353 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $13,332 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $789,330 |
Employer contributions (assets) at end of year | 2016-12-31 | $64,833 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $83,435 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,370,692 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,178 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $56,352 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2016-12-31 | 911194016 |
2015 : THE TATITLEK CORPORATION 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $58,538 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $925 |
Total income from all sources (including contributions) | 2015-12-31 | $2,719,698 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,496,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,259,614 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,810,246 |
Value of total assets at end of year | 2015-12-31 | $15,452,183 |
Value of total assets at beginning of year | 2015-12-31 | $17,171,601 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $237,115 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $629,491 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $629,491 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,233,804 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Participant contributions at end of year | 2015-12-31 | $32,656 |
Participant contributions at beginning of year | 2015-12-31 | $4,361 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $62,746 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $2,186 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $237,115 |
Total non interest bearing cash at end of year | 2015-12-31 | $3,364 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $120,730 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,777,031 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,393,645 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,170,676 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $14,336,789 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $15,812,544 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $995,939 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,099,152 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-733,855 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $13,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,513,696 |
Employer contributions (assets) at end of year | 2015-12-31 | $83,435 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $134,814 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,259,614 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $56,352 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $925 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2015-12-31 | 911194016 |
2014 : THE TATITLEK CORPORATION 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $1,280,395 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $925 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,097 |
Total income from all sources (including contributions) | 2014-12-31 | $3,907,254 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,734,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,657,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,807,285 |
Value of total assets at end of year | 2014-12-31 | $17,171,601 |
Value of total assets at beginning of year | 2014-12-31 | $15,718,162 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $76,787 |
Total interest from all sources | 2014-12-31 | $286 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $400,643 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $400,643 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,408,182 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $7,854 |
Participant contributions at end of year | 2014-12-31 | $4,361 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $119,341 |
Administrative expenses (other) incurred | 2014-12-31 | $76,787 |
Total non interest bearing cash at end of year | 2014-12-31 | $120,730 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $63,418 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $173,216 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $17,170,676 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $15,717,065 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $15,812,544 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,577,352 |
Interest on participant loans | 2014-12-31 | $286 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,099,152 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,061,299 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $687,813 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $11,227 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,279,762 |
Employer contributions (assets) at end of year | 2014-12-31 | $134,814 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $8,239 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,657,251 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $925 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,097 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KPMG, LLC |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : THE TATITLEK CORPORATION 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $3,502,870 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,097 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $21,551 |
Total income from all sources (including contributions) | 2013-12-31 | $5,547,763 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,569,218 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,449,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,168,276 |
Value of total assets at end of year | 2013-12-31 | $15,718,162 |
Value of total assets at beginning of year | 2013-12-31 | $9,257,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $119,740 |
Total interest from all sources | 2013-12-31 | $1,132 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $324,368 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $324,368 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,494,452 |
Participant contributions at end of year | 2013-12-31 | $7,854 |
Participant contributions at beginning of year | 2013-12-31 | $17,194 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $212,092 |
Other income not declared elsewhere | 2013-12-31 | $18 |
Administrative expenses (other) incurred | 2013-12-31 | $119,740 |
Total non interest bearing cash at end of year | 2013-12-31 | $63,418 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,978,545 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $15,717,065 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,235,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,577,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,670,913 |
Interest on participant loans | 2013-12-31 | $1,127 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,061,299 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $539,331 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $539,331 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $5 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,044,578 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $9,391 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,461,732 |
Employer contributions (assets) at end of year | 2013-12-31 | $8,239 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $29,763 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,449,478 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,097 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $21,551 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KPMG, LLC |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : THE TATITLEK CORPORATION 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $1,129,043 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $21,551 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $21,189 |
Total income from all sources (including contributions) | 2012-12-31 | $3,296,326 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $632,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $610,983 |
Value of total corrective distributions | 2012-12-31 | $21,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,448,453 |
Value of total assets at end of year | 2012-12-31 | $9,257,201 |
Value of total assets at beginning of year | 2012-12-31 | $5,464,439 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $435 |
Total interest from all sources | 2012-12-31 | $1,269 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $190,108 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $190,108 |
Administrative expenses professional fees incurred | 2012-12-31 | $435 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,473,962 |
Participant contributions at end of year | 2012-12-31 | $17,194 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $2,390 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $203,553 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,663,357 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,235,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,443,250 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,670,913 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,029,259 |
Interest on participant loans | 2012-12-31 | $1,269 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $539,331 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $398,719 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $398,719 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $656,496 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $770,938 |
Employer contributions (assets) at end of year | 2012-12-31 | $29,763 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $34,071 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $610,983 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $21,551 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $21,189 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KPMG, LLC |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : THE TATITLEK CORPORATION 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $21,189 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $13,541 |
Total income from all sources (including contributions) | 2011-12-31 | $2,313,266 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $667,906 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $646,408 |
Value of total corrective distributions | 2011-12-31 | $21,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,527,104 |
Value of total assets at end of year | 2011-12-31 | $5,464,439 |
Value of total assets at beginning of year | 2011-12-31 | $3,811,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $309 |
Total interest from all sources | 2011-12-31 | $28 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $148,237 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $148,237 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,304,069 |
Participant contributions at end of year | 2011-12-31 | $2,390 |
Participant contributions at beginning of year | 2011-12-31 | $3,928 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $520,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,645,360 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,443,250 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,797,890 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,029,259 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,439,983 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $398,719 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $299,433 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $299,433 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $28 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-362,103 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $702,677 |
Employer contributions (assets) at end of year | 2011-12-31 | $34,071 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $68,087 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $646,408 |
Contract administrator fees | 2011-12-31 | $309 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $21,189 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $13,541 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KPMG, LLC |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : THE TATITLEK CORPORATION 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $13,541 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,176,585 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $538,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $525,168 |
Value of total corrective distributions | 2010-12-31 | $13,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,752,542 |
Value of total assets at end of year | 2010-12-31 | $3,811,431 |
Value of total assets at beginning of year | 2010-12-31 | $2,160,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $149 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $424,043 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $424,043 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $990,374 |
Participant contributions at end of year | 2010-12-31 | $3,928 |
Participant contributions at beginning of year | 2010-12-31 | $2,450 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $157,093 |
Administrative expenses (other) incurred | 2010-12-31 | $149 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,637,727 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,797,890 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,160,163 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,439,983 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,988,329 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $299,433 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $142,426 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $142,426 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $605,075 |
Employer contributions (assets) at end of year | 2010-12-31 | $68,087 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $26,958 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $525,168 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $13,541 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KPMG, LLC |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : THE TATITLEK CORPORATION 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: THE TATITLEK CORPORATION 401(K) PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: THE TATITLEK CORPORATION 401(K) PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE TATITLEK CORPORATION 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE TATITLEK CORPORATION 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE TATITLEK CORPORATION 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE TATITLEK CORPORATION 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE TATITLEK CORPORATION 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE TATITLEK CORPORATION 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE TATITLEK CORPORATION 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE TATITLEK CORPORATION 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE TATITLEK CORPORATION 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE TATITLEK CORPORATION 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE TATITLEK CORPORATION 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE TATITLEK CORPORATION 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |