Logo

THE TERZOLO FINANCIAL GROUP, INC. 401(K) P/S PLAN 401k Plan overview

Plan NameTHE TERZOLO FINANCIAL GROUP, INC. 401(K) P/S PLAN
Plan identification number 001

THE TERZOLO FINANCIAL GROUP, INC. 401(K) P/S 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.

401k Sponsoring company profile

THE TERZOLO FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE TERZOLO FINANCIAL GROUP, INC.
Employer identification number (EIN):202098051
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TERZOLO FINANCIAL GROUP, INC. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHELLY T. TERZOLO2024-10-10 SHELLY T TERZOLO2024-10-10
0012022-01-01SHELLY TERZOLO2023-05-16
0012021-01-01SHELLY TERZOLO2022-05-04
0012020-01-01SHELLY TERZOLO2021-08-16

Financial Data on THE TERZOLO FINANCIAL GROUP, INC. 401(K) P/S PLAN

Measure Date Value
2025 : THE TERZOLO FINANCIAL GROUP, INC. 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-110
Total expenses incurred by plan in this plan year2025-06-11532
Net assets as of the end of the plan year2025-06-11116670
Total assets as of the beginning of the plan year2025-06-1168915
Value of plan covered by a fidelity bond2025-06-1160000
Participant contributions to plan in this plan year2025-06-1118770
Other income to plan in this plan year2025-06-1117630
Plan net income in this plan year2025-06-1147755
Net assets as of the end of the plan year2025-06-11116670
Net assets as of the beginning of the plan year2025-06-1168915
Employer contributions to plan in this plan year2025-06-1111887
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-11532
2024 : THE TERZOLO FINANCIAL GROUP, INC. 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-10402
Net assets as of the end of the plan year2024-10-1068915
Total assets as of the beginning of the plan year2024-10-1036036
Value of plan covered by a fidelity bond2024-10-1060000
Participant contributions to plan in this plan year2024-10-1012921
Other income to plan in this plan year2024-10-1012469
Plan net income in this plan year2024-10-1032879
Net assets as of the end of the plan year2024-10-1068915
Net assets as of the beginning of the plan year2024-10-1036036
Employer contributions to plan in this plan year2024-10-107891
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-10402
2022 : THE TERZOLO FINANCIAL GROUP, INC. 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-05-040
Total liabilities as of the beginning of the plan year2022-05-04363
Total expenses incurred by plan in this plan year2022-05-04955
Net assets as of the end of the plan year2022-05-0422485
Total assets as of the beginning of the plan year2022-05-044312
Value of plan covered by a fidelity bond2022-05-0460000
Participant contributions to plan in this plan year2022-05-0411740
Other expenses paid from plan in this plan year2022-05-040
Other contributions to plan in this plan year2022-05-040
Other income to plan in this plan year2022-05-041346
Plan net income in this plan year2022-05-0418536
Net assets as of the end of the plan year2022-05-0422485
Net assets as of the beginning of the plan year2022-05-043949
Employer contributions to plan in this plan year2022-05-046405
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-04270

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1