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EMPLOYEE BENEFIT PLAN OF TWIN OAKS SOFTWARE DEVELOPMENT, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF TWIN OAKS SOFTWARE DEVELOPMENT, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF TWIN OAKS SOFTWARE DEVELOPMENT, INC. 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.
  • 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.

401k Sponsoring company profile

TWIN OAKS SOFTWARE DEVELOPMENT, INC . has sponsored the creation of one or more 401k plans.

Company Name:TWIN OAKS SOFTWARE DEVELOPMENT, INC .
Employer identification number (EIN):030328434
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF TWIN OAKS SOFTWARE DEVELOPMENT, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARY JO LALIBERTE2024-07-23
0012022-01-01MARY JO LALIBERTE2023-08-17
0012021-01-01MARY JO LALIBERTE2022-07-26
0012020-01-01MARY JO LALIBERTE2021-07-22
0012019-01-01MARY JO LALIBERTE2020-07-29
0012018-01-01MARY JO LALIBERTE2019-07-15
0012018-01-01MARY JO LALIBERTE2019-07-11
0012017-01-01MARY JO LALIBERTE2018-07-27 MARY JO LALIBERTE2018-07-27
0012016-01-01MARY JO LALIBERTE2017-07-25 MARY JO LALIBERTE2017-07-25
0012015-01-01MARY JO LALIBERTE2016-06-30
0012014-01-01MARY JO LALIBERTE2015-07-24 MARY JO LALIBERTE2015-07-24
0012013-01-01MARY JO LALIBERTE2014-07-22 MARY JO LALIBERTE2014-07-22
0012012-01-01MARY JO LALIBERTE2014-07-22 MARY JO LALIBERTE2014-07-22
0012011-01-01MARY JO LALIBERTE2012-07-24 MARY JO LALIBERTE2012-07-24
0012010-01-01MARY JO LALIBERTE2011-06-09 MARY JO LALIBERTE2011-06-09

Financial Data on EMPLOYEE BENEFIT PLAN OF TWIN OAKS SOFTWARE DEVELOPMENT, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF TWIN OAKS SOFTWARE DEVELOPMENT, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-110
Total liabilities as of the end of the plan year2025-06-110
Total liabilities as of the beginning of the plan year2025-06-110
Total expenses incurred by plan in this plan year2025-06-11219
Net assets as of the end of the plan year2025-06-1114204455
Total assets as of the beginning of the plan year2025-06-1111600687
Value of plan covered by a fidelity bond2025-06-11500000
Participant contributions to plan in this plan year2025-06-11251820
Value of participant loans at end of plan year2025-06-11130786
Other expenses paid from plan in this plan year2025-06-110
Other contributions to plan in this plan year2025-06-110
Other income to plan in this plan year2025-06-112293205
Plan net income in this plan year2025-06-112603768
Net assets as of the end of the plan year2025-06-1114204455
Net assets as of the beginning of the plan year2025-06-1111600687
Employer contributions to plan in this plan year2025-06-1158962
Fees paid to broker by Benefit Provider2025-06-11651
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-11219
2024 : EMPLOYEE BENEFIT PLAN OF TWIN OAKS SOFTWARE DEVELOPMENT, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-23253297
Net assets as of the end of the plan year2024-07-2311600687
Total assets as of the beginning of the plan year2024-07-239509258
Value of plan covered by a fidelity bond2024-07-23500000
Participant contributions to plan in this plan year2024-07-23243665
Value of participant loans at end of plan year2024-07-2339762
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-231568
Other income to plan in this plan year2024-07-232041564
Plan net income in this plan year2024-07-232091429
Net assets as of the end of the plan year2024-07-2311600687
Net assets as of the beginning of the plan year2024-07-239509258
Employer contributions to plan in this plan year2024-07-2357929
Fees paid to broker by Benefit Provider2024-07-2368
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-23131
2022 : EMPLOYEE BENEFIT PLAN OF TWIN OAKS SOFTWARE DEVELOPMENT, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-26643451
Net assets as of the end of the plan year2022-07-2611396391
Total assets as of the beginning of the plan year2022-07-2610106168
Value of plan covered by a fidelity bond2022-07-26500000
Participant contributions to plan in this plan year2022-07-26225407
Value of participant loans at end of plan year2022-07-26120630
Other expenses paid from plan in this plan year2022-07-2659765
Other contributions to plan in this plan year2022-07-267047
Other income to plan in this plan year2022-07-261701220
Plan net income in this plan year2022-07-261290223
Net assets as of the end of the plan year2022-07-2611396391
Net assets as of the beginning of the plan year2022-07-2610106168
Employer contributions to plan in this plan year2022-07-260
Fees paid to broker by Benefit Provider2022-07-261025

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