TILTON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2013: TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
Total of all active and inactive participants | 2013-01-01 | 15 |
Total participants | 2013-01-01 | 15 |
Number of participants with account balances | 2013-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
Total of all active and inactive participants | 2012-01-01 | 14 |
Total participants | 2012-01-01 | 14 |
Number of participants with account balances | 2012-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 16 |
Number of participants with account balances | 2010-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 17 |
Number of participants with account balances | 2009-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $316,863 |
Expenses. Total of all expenses incurred | 2013-12-31 | $12,873 |
Benefits paid (including direct rollovers) | 2013-12-31 | $12,873 |
Total plan assets at end of year | 2013-12-31 | $1,965,871 |
Total plan assets at beginning of year | 2013-12-31 | $1,661,881 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $65,120 |
Other income received | 2013-12-31 | $201,094 |
Net income (gross income less expenses) | 2013-12-31 | $303,990 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,965,871 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,661,881 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $50,649 |
Value of corrective distributions | 2013-12-31 | $0 |
2012 : TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $272,843 |
Expenses. Total of all expenses incurred | 2012-12-31 | $20,224 |
Benefits paid (including direct rollovers) | 2012-12-31 | $20,224 |
Total plan assets at end of year | 2012-12-31 | $1,661,881 |
Total plan assets at beginning of year | 2012-12-31 | $1,409,262 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $48,810 |
Other income received | 2012-12-31 | $175,331 |
Net income (gross income less expenses) | 2012-12-31 | $252,619 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,661,881 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,409,262 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $48,702 |
2011 : TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-6,598 |
Expenses. Total of all expenses incurred | 2011-12-31 | $61,565 |
Benefits paid (including direct rollovers) | 2011-12-31 | $59,815 |
Total plan assets at end of year | 2011-12-31 | $1,409,262 |
Total plan assets at beginning of year | 2011-12-31 | $1,477,425 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $1,440 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-8,038 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-68,163 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,409,262 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,477,425 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,750 |
2010 : TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $164,039 |
Expenses. Total of all expenses incurred | 2010-12-31 | $54,633 |
Benefits paid (including direct rollovers) | 2010-12-31 | $54,633 |
Total plan assets at end of year | 2010-12-31 | $1,477,425 |
Total plan assets at beginning of year | 2010-12-31 | $1,368,019 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $1,560 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $162,479 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $109,406 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,477,425 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,368,019 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2013: TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: TILTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 76937 |
Policy instance | 1 |
Insurance contract or identification number | 76937 | Number of Individuals Covered | 23 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,283 | Total amount of fees paid to insurance company | USD $75 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | PSA | Commission paid to Insurance Broker | USD $4,283 | Insurance broker organization code? | 6 | Amount paid for insurance broker fees | 75 | Additional information about fees paid to insurance broker | PROCESS LOAN | Insurance broker name | MFZ ASSOCIATES |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 76937 |
Policy instance | 1 |
Insurance contract or identification number | 76937 | Number of Individuals Covered | 23 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,740 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Other information about contract | PSA | Commission paid to Insurance Broker | USD $3,740 | Insurance broker organization code? | 6 | Insurance broker name | SIGNATOR INSURANCE AGENCY, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 76937 |
Policy instance | 1 |
Insurance contract or identification number | 76937 | Number of Individuals Covered | 26 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $3,695 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 76937 |
Policy instance | 1 |
Insurance contract or identification number | 76937 | Number of Individuals Covered | 30 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $3,444 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Amount paid for insurance broker fees | 3429 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 6 | Insurance broker name | MFZ ASSOCIATES |
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