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P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameP.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN
Plan identification number 002

P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

PACIFIC MACHINERY & TOOL STEEL COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PACIFIC MACHINERY & TOOL STEEL COMPANY
Employer identification number (EIN):930245680
NAIC Classification:423500

Additional information about PACIFIC MACHINERY & TOOL STEEL COMPANY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2015-04-23
Company Identification Number: 1961317
Legal Registered Office Address: 3445 NW LUZON ST

PORTLAND
United States of America (USA)
97210

More information about PACIFIC MACHINERY & TOOL STEEL COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01WARREN J. ULRICH III2020-06-04
0022018-01-01WARREN J. ULRICH III2019-09-23 WARREN J. ULRICH III2019-09-23
0022017-01-01WARREN J. ULRICH III2018-06-11 WARREN J ULRICH III2018-06-11
0022016-01-01WARREN J.ULRICH III WARREN J.ULRICH III2017-06-07
0022015-01-01WARREN J. ULRICH III WARREN J. ULRICH III2016-06-13
0022014-01-01WARREN J. ULRICH III WARREN ULRICH III2015-06-01
0022013-01-01WARREN J. ULRICH III WARREN J. ULRICH III2014-07-09
0022012-01-01WARREN J. ULRICH III WARREN J. ULRICH III2013-06-18
0022011-01-01WARREN J. ULRICH III WARREN J. ULRICH III2012-06-15
0022009-01-01WARREN J. ULRICH III WARREN J. ULRICH III2010-07-12

Plan Statistics for P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN

Measure Date Value
2022: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0150
Total number of active participants reported on line 7a of the Form 55002022-01-0145
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0150
Number of participants with account balances2022-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0144
Total number of active participants reported on line 7a of the Form 55002021-01-0146
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0150
Number of participants with account balances2021-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0148
Total number of active participants reported on line 7a of the Form 55002020-01-0142
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0144
Number of participants with account balances2020-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2016: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0152
Total number of active participants reported on line 7a of the Form 55002016-01-0139
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0145
Number of participants with account balances2016-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0148
Total number of active participants reported on line 7a of the Form 55002015-01-0143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0149
Number of participants with account balances2015-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0144
Total number of active participants reported on line 7a of the Form 55002014-01-0140
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0145
Number of participants with account balances2014-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0146
Total number of active participants reported on line 7a of the Form 55002013-01-0139
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0144
Number of participants with account balances2013-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0139
Total number of active participants reported on line 7a of the Form 55002012-01-0142
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0146
Number of participants with account balances2012-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0142
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0139
Number of participants with account balances2011-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0142
Total number of active participants reported on line 7a of the Form 55002009-01-0140
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0145
Number of participants with account balances2009-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-487,419
Expenses. Total of all expenses incurred2022-12-31$628,423
Benefits paid (including direct rollovers)2022-12-31$604,685
Total plan assets at end of year2022-12-31$5,117,387
Total plan assets at beginning of year2022-12-31$6,233,229
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$192,779
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-856,534
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,115,842
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,117,387
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,233,229
Assets. Value of participant loans2022-12-31$90,201
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$176,336
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$23,738
2021 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$964,920
Expenses. Total of all expenses incurred2021-12-31$893,881
Benefits paid (including direct rollovers)2021-12-31$879,461
Total plan assets at end of year2021-12-31$6,233,229
Total plan assets at beginning of year2021-12-31$6,162,190
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$179,655
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$622,280
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$71,039
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,233,229
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,162,190
Assets. Value of participant loans2021-12-31$108,294
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$162,985
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$14,420
2020 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,340,717
Expenses. Total of all expenses incurred2020-12-31$372,796
Benefits paid (including direct rollovers)2020-12-31$362,534
Total plan assets at end of year2020-12-31$6,162,190
Total plan assets at beginning of year2020-12-31$5,194,269
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$174,113
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$89,623
Other income received2020-12-31$910,052
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$967,921
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,162,190
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,194,269
Assets. Value of participant loans2020-12-31$37,032
Total contributions received or receivable from employer(s)2020-12-31$166,929
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,262
2016 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$447,343
Expenses. Total of all expenses incurred2016-12-31$915,260
Benefits paid (including direct rollovers)2016-12-31$914,030
Total plan assets at end of year2016-12-31$4,469,933
Total plan assets at beginning of year2016-12-31$4,937,850
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$163,688
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$163,363
Net income (gross income less expenses)2016-12-31$-467,917
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,469,933
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,937,850
Assets. Value of participant loans2016-12-31$60,289
Total contributions received or receivable from employer(s)2016-12-31$120,292
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$410,945
Expenses. Total of all expenses incurred2015-12-31$768,862
Benefits paid (including direct rollovers)2015-12-31$768,252
Total plan assets at end of year2015-12-31$4,937,850
Total plan assets at beginning of year2015-12-31$5,295,767
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$200,167
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$79,277
Net income (gross income less expenses)2015-12-31$-357,917
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,937,850
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,295,767
Assets. Value of participant loans2015-12-31$55,664
Total contributions received or receivable from employer(s)2015-12-31$131,501
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$506,535
Expenses. Total of all expenses incurred2014-12-31$377,681
Benefits paid (including direct rollovers)2014-12-31$376,526
Total plan assets at end of year2014-12-31$5,295,766
Total plan assets at beginning of year2014-12-31$5,166,912
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$190,086
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$195,806
Net income (gross income less expenses)2014-12-31$128,854
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,295,766
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,166,912
Assets. Value of participant loans2014-12-31$82,284
Total contributions received or receivable from employer(s)2014-12-31$120,643
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$835,298
Expenses. Total of all expenses incurred2013-12-31$451,902
Benefits paid (including direct rollovers)2013-12-31$450,172
Total plan assets at end of year2013-12-31$5,166,912
Total plan assets at beginning of year2013-12-31$4,783,516
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$211,299
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$499,906
Net income (gross income less expenses)2013-12-31$383,396
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,166,912
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,783,516
Assets. Value of participant loans2013-12-31$103,592
Total contributions received or receivable from employer(s)2013-12-31$124,093
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$647,372
Expenses. Total of all expenses incurred2012-12-31$66,038
Benefits paid (including direct rollovers)2012-12-31$65,053
Total plan assets at end of year2012-12-31$4,783,516
Total plan assets at beginning of year2012-12-31$4,202,182
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$191,238
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$336,602
Net income (gross income less expenses)2012-12-31$581,334
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,783,516
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,202,182
Assets. Value of participant loans2012-12-31$80,598
Total contributions received or receivable from employer(s)2012-12-31$119,532
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$361,902
Expenses. Total of all expenses incurred2011-12-31$785,736
Benefits paid (including direct rollovers)2011-12-31$784,746
Total plan assets at end of year2011-12-31$4,202,182
Total plan assets at beginning of year2011-12-31$4,626,016
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$157,714
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$92,756
Net income (gross income less expenses)2011-12-31$-423,834
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,202,182
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,626,016
Assets. Value of participant loans2011-12-31$66,204
Total contributions received or receivable from employer(s)2011-12-31$111,432
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$990
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$569,546
Expenses. Total of all expenses incurred2010-12-31$746,732
Benefits paid (including direct rollovers)2010-12-31$743,969
Total plan assets at end of year2010-12-31$4,626,016
Total plan assets at beginning of year2010-12-31$4,803,202
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$128,521
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$337,012
Net income (gross income less expenses)2010-12-31$-177,186
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,626,016
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,803,202
Assets. Value of participant loans2010-12-31$97,627
Total contributions received or receivable from employer(s)2010-12-31$104,013
Value of certain deemed distributions of participant loans2010-12-31$758
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,005
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN

2022: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2016: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: P.M. & T.S. CO. TAX SHELTERED RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 7684
Policy instance 1
Insurance contract or identification numberFL 7684
Number of Individuals Covered49
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,239
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,239
Insurance broker organization code?4
Insurance broker nameOHIO NATIONAL INS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 7684
Policy instance 1
Insurance contract or identification numberFL 7684
Number of Individuals Covered45
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,686
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,686
Insurance broker organization code?4
Insurance broker nameOHIO NATIONAL INS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 7684
Policy instance 1
Insurance contract or identification numberFL 7684
Number of Individuals Covered44
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,311
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,311
Insurance broker organization code?4
Insurance broker nameOHIO NATIONAL INS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 7684
Policy instance 1
Insurance contract or identification numberFL 7684
Number of Individuals Covered46
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,225
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,225
Insurance broker organization code?4
Insurance broker nameOHIO NATIONAL INS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 7684
Policy instance 1
Insurance contract or identification numberFL 7684
Number of Individuals Covered39
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,441
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 7684
Policy instance 1
Insurance contract or identification numberFL 7684
Number of Individuals Covered42
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,895
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,895
Insurance broker organization code?4
Insurance broker nameOHIO NATIONAL INS AGENCY INC

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