401k Plan data: THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN plan

THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN
Plan identification number	001

THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

THE TUCKERMAN GROUP has sponsored the creation of one or more 401k plans.

Company Name: THE TUCKERMAN GROUP

Employer identification number (EIN): 061550426

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 STEVEN DE BARA
001 2012-01-01 STEVEN DE BARA
001 2011-01-01 STEVEN DE BARA STEVEN DE BARA 2012-09-21
001 2009-01-01 STEVEN DE BARA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	STEVEN DE BARA
001	2012-01-01	STEVEN DE BARA
001	2011-01-01	STEVEN DE BARA	STEVEN DE BARA	2012-09-21
001	2009-01-01	STEVEN DE BARA

Plan Statistics for THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN

Measure Date Value
2013: THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
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 4
Total of all active and inactive participants 2011-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
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
2009: THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
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 3
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
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	4
Total of all active and inactive participants	2011-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
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
2009: THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
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	3
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN

Measure	Date	Value
2013 : THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-04	$334,135
Expenses. Total of all expenses incurred	2013-06-04	$3,919,129
Benefits paid (including direct rollovers)	2013-06-04	$3,918,979
Total plan assets at end of year	2013-06-04	$0
Total plan assets at beginning of year	2013-06-04	$3,584,994
Value of fidelity bond covering the plan	2013-06-04	$50,000
Total contributions received or receivable from participants	2013-06-04	$4,815
Other income received	2013-06-04	$184,423
Net income (gross income less expenses)	2013-06-04	$-3,584,994
Net plan assets at end of year (total assets less liabilities)	2013-06-04	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-06-04	$3,584,994
Total contributions received or receivable from employer(s)	2013-06-04	$144,897
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-04	$150
2012 : THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$840,693
Expenses. Total of all expenses incurred	2012-12-31	$406,058
Benefits paid (including direct rollovers)	2012-12-31	$405,958
Total plan assets at end of year	2012-12-31	$3,584,994
Total plan assets at beginning of year	2012-12-31	$3,150,359
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$197,829
Other income received	2012-12-31	$407,272
Net income (gross income less expenses)	2012-12-31	$434,635
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,584,994
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,150,359
Assets. Value of participant loans	2012-12-31	$53,540
Total contributions received or receivable from employer(s)	2012-12-31	$235,592
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$100
2011 : THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$363,855
Expenses. Total of all expenses incurred	2011-12-31	$314,630
Benefits paid (including direct rollovers)	2011-12-31	$314,530
Total plan assets at end of year	2011-12-31	$3,150,359
Total plan assets at beginning of year	2011-12-31	$3,101,134
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$186,172
Other income received	2011-12-31	$-56,113
Net income (gross income less expenses)	2011-12-31	$49,225
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,150,359
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,101,134
Assets. Value of participant loans	2011-12-31	$90,985
Total contributions received or receivable from employer(s)	2011-12-31	$233,796
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$100
2010 : THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$842,908
Expenses. Total of all expenses incurred	2010-12-31	$33,126
Benefits paid (including direct rollovers)	2010-12-31	$32,588
Total plan assets at end of year	2010-12-31	$3,101,134
Total plan assets at beginning of year	2010-12-31	$2,291,352
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$210,052
Expenses. Other expenses not covered elsewhere	2010-12-31	$538
Other income received	2010-12-31	$409,560
Net income (gross income less expenses)	2010-12-31	$809,782
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,101,134
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,291,352
Assets. Value of participant loans	2010-12-31	$83,338
Total contributions received or receivable from employer(s)	2010-12-31	$223,296

Form 5500 Responses for THE TUCKERMAN GROUP 401K PROFIT SHARING PLAN

2013: THE TUCKERMAN GROUP 401K PROFIT SHARING 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	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: THE TUCKERMAN GROUP 401K PROFIT SHARING 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 – 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: THE TUCKERMAN GROUP 401K PROFIT SHARING 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 – 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
2009: THE TUCKERMAN GROUP 401K PROFIT SHARING 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	THE TUCKERMAN GROUP
Employer identification number (EIN):	061550426
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate