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TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

TRUE PARTNERS CONSULTING, LLC has sponsored the creation of one or more 401k plans.

Company Name:TRUE PARTNERS CONSULTING, LLC
Employer identification number (EIN):203795985
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01TRICIA ROGERS
0012022-01-01
0012022-01-01TRICIA ROGERS
0012021-01-01
0012021-01-01TRICIA ROGERS
0012020-01-01
0012019-01-01
0012017-01-01TRICIA ROGERS TRICIA ROGERS2018-10-10
0012016-01-01STANLEY JOZEFIAK STANLEY JOZEFIAK2017-10-12
0012015-01-01STANLEY JOZEFIAK STANLEY JOZEFIAK2016-10-05
0012014-01-01STANLEY JOZEFIAK STANLEY JOZEFIAK2015-10-15
0012013-01-01STANLEY JOZEFIAK STANLEY JOZEFIAK2014-10-15
0012012-01-01STANLEY JOZEFIAK STANLEY JOZEFIAK2013-10-14
0012011-01-01STANLEY JOZEFIAK STANLEY JOZEFIAK2012-10-09
0012009-01-01STANLEY JOZEFIAK STANLEY JOZEFIAK2010-10-13
0012009-01-01STANLEY JOZEFIAK STANLEY JOZEFIAK2010-10-13

Plan Statistics for TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01269
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01289
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01269
Total of all active and inactive participants2022-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01269
Number of participants with account balances2022-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01287
Total number of active participants reported on line 7a of the Form 55002021-01-01220
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01288
Number of participants with account balances2021-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01276
Total number of active participants reported on line 7a of the Form 55002020-01-01214
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01287
Number of participants with account balances2020-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01229
Total number of active participants reported on line 7a of the Form 55002019-01-01188
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01276
Number of participants with account balances2019-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2017: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01232
Total number of active participants reported on line 7a of the Form 55002017-01-01178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01236
Number of participants with account balances2017-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01253
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01228
Number of participants with account balances2016-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01205
Total number of active participants reported on line 7a of the Form 55002015-01-01137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01204
Number of participants with account balances2015-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01206
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01228
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01218
Number of participants with account balances2013-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01249
Total number of active participants reported on line 7a of the Form 55002012-01-01202
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01242
Number of participants with account balances2012-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01223
Total number of active participants reported on line 7a of the Form 55002011-01-01208
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01247
Number of participants with account balances2011-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2009: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01172
Total number of active participants reported on line 7a of the Form 55002009-01-01178
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01190
Total participants2009-01-01190
Number of participants with account balances2009-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources (including contributions)2023-08-31$1,674,532
Total of all expenses incurred2023-08-31$25,165,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-08-31$25,136,836
Value of total assets at end of year2023-08-31$0
Value of total assets at beginning of year2023-08-31$23,491,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-08-31$28,905
Total interest from all sources2023-08-31$183
Total dividends received (eg from common stock, registered investment company shares)2023-08-31$6,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-08-31$0
Total dividends received from registered investment company shares (eg mutual funds)2023-08-31$6,286
Was this plan covered by a fidelity bond2023-08-31Yes
Value of fidelity bond cover2023-08-31$3,000,000
If this is an individual account plan, was there a blackout period2023-08-31No
Were there any nonexempt tranactions with any party-in-interest2023-08-31No
Participant contributions at end of year2023-08-31$0
Participant contributions at beginning of year2023-08-31$202,546
Administrative expenses (other) incurred2023-08-31$28,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Value of net income/loss2023-08-31$-23,491,209
Value of net assets at end of year (total assets less liabilities)2023-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2023-08-31$23,491,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-08-31No
Were any leases to which the plan was party in default or uncollectible2023-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-08-31$22,226,752
Interest on participant loans2023-08-31$183
Income. Interest from loans (other than to participants)2023-08-31$0
Value of interest in common/collective trusts at end of year2023-08-31$0
Value of interest in common/collective trusts at beginning of year2023-08-31$1,061,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-08-31$1,665,596
Net investment gain/loss from pooled separate accounts2023-08-31$0
Net investment gain or loss from common/collective trusts2023-08-31$2,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-08-31No
Was there a failure to transmit to the plan any participant contributions2023-08-31No
Has the plan failed to provide any benefit when due under the plan2023-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-08-31$25,136,836
Did the plan have assets held for investment2023-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-08-31Yes
Opinion of an independent qualified public accountant for this plan2023-08-31Unqualified
Accountancy firm name2023-08-31ASSURANCE DIMENSIONS
Accountancy firm EIN2023-08-31263429295
Total income from all sources (including contributions)2023-01-01$1,674,532
Total of all expenses incurred2023-01-01$25,165,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$25,136,836
Value of total assets at end of year2023-01-01$0
Value of total assets at beginning of year2023-01-01$23,491,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$28,905
Total interest from all sources2023-01-01$183
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$6,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$6,286
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$3,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$202,546
Administrative expenses (other) incurred2023-01-01$28,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-23,491,209
Value of net assets at end of year (total assets less liabilities)2023-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$23,491,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$22,226,752
Interest on participant loans2023-01-01$183
Income. Interest from loans (other than to participants)2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$0
Value of interest in common/collective trusts at beginning of year2023-01-01$1,061,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,665,596
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$2,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$25,136,836
Did the plan have assets held for investment2023-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01Yes
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01ASSURANCE DIMENSIONS
Accountancy firm EIN2023-01-01263429295
2022 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,623,564
Total of all expenses incurred2022-12-31$682,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$570,341
Value of total corrective distributions2022-12-31$1,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,476,457
Value of total assets at end of year2022-12-31$23,491,209
Value of total assets at beginning of year2022-12-31$26,797,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$110,153
Total interest from all sources2022-12-31$11,020
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$733,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$733,044
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,996,179
Participant contributions at end of year2022-12-31$202,546
Participant contributions at beginning of year2022-12-31$316,313
Participant contributions at beginning of year2022-12-31$19,500
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$170,247
Administrative expenses (other) incurred2022-12-31$110,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,306,015
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,491,209
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,797,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,226,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,256,253
Interest on participant loans2022-12-31$11,020
Value of interest in common/collective trusts at end of year2022-12-31$1,061,911
Value of interest in common/collective trusts at beginning of year2022-12-31$1,200,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$26,471
Net gain/loss from 103.12 investment entities2022-12-31$-5,870,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$310,031
Employer contributions (assets) at beginning of year2022-12-31$4,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$570,341
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-12-31263429295
Total income from all sources (including contributions)2022-01-01$-2,623,564
Total of all expenses incurred2022-01-01$682,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$570,341
Value of total corrective distributions2022-01-01$1,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,476,457
Value of total assets at end of year2022-01-01$23,491,209
Value of total assets at beginning of year2022-01-01$26,797,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$110,153
Total interest from all sources2022-01-01$11,020
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$733,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$733,044
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$3,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,996,179
Participant contributions at end of year2022-01-01$202,546
Participant contributions at beginning of year2022-01-01$316,313
Participant contributions at beginning of year2022-01-01$19,500
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$170,247
Administrative expenses (other) incurred2022-01-01$110,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,306,015
Value of net assets at end of year (total assets less liabilities)2022-01-01$23,491,209
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$26,797,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$22,226,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$25,256,253
Interest on participant loans2022-01-01$11,020
Value of interest in common/collective trusts at end of year2022-01-01$1,061,911
Value of interest in common/collective trusts at beginning of year2022-01-01$1,200,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$0
Net investment gain or loss from common/collective trusts2022-01-01$26,471
Net gain/loss from 103.12 investment entities2022-01-01$-5,870,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$310,031
Employer contributions (assets) at beginning of year2022-01-01$4,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$570,341
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ASSURANCE DIMENSIONS
Accountancy firm EIN2022-01-01263429295
2021 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21
Total income from all sources (including contributions)2021-12-31$5,776,403
Total of all expenses incurred2021-12-31$2,780,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,693,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,356,868
Value of total assets at end of year2021-12-31$26,797,224
Value of total assets at beginning of year2021-12-31$23,801,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,542
Total interest from all sources2021-12-31$16,488
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$984,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$984,583
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,897,975
Participant contributions at end of year2021-12-31$316,313
Participant contributions at beginning of year2021-12-31$271,465
Participant contributions at end of year2021-12-31$19,500
Participant contributions at beginning of year2021-12-31$63,070
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$146,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$21
Administrative expenses (other) incurred2021-12-31$87,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,995,473
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,797,224
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,801,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,256,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,983,991
Interest on participant loans2021-12-31$16,488
Value of interest in common/collective trusts at end of year2021-12-31$1,200,808
Value of interest in common/collective trusts at beginning of year2021-12-31$1,472,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,395,879
Net investment gain or loss from common/collective trusts2021-12-31$22,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$312,094
Employer contributions (assets) at end of year2021-12-31$4,350
Employer contributions (assets) at beginning of year2021-12-31$10,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,693,388
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21
Total income from all sources (including contributions)2020-12-31$5,599,061
Total of all expenses incurred2020-12-31$2,275,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,185,618
Value of total corrective distributions2020-12-31$5,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,402,972
Value of total assets at end of year2020-12-31$23,801,772
Value of total assets at beginning of year2020-12-31$20,478,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,667
Total interest from all sources2020-12-31$19,064
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$571,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$571,508
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,877,148
Participant contributions at end of year2020-12-31$271,465
Participant contributions at beginning of year2020-12-31$350,671
Participant contributions at end of year2020-12-31$63,070
Participant contributions at beginning of year2020-12-31$75,744
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$233,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$21
Administrative expenses (other) incurred2020-12-31$84,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,323,237
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,801,751
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,478,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,983,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,351,215
Interest on participant loans2020-12-31$19,064
Value of interest in common/collective trusts at end of year2020-12-31$1,472,766
Value of interest in common/collective trusts at beginning of year2020-12-31$685,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,583,219
Net investment gain or loss from common/collective trusts2020-12-31$22,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$292,367
Employer contributions (assets) at end of year2020-12-31$10,480
Employer contributions (assets) at beginning of year2020-12-31$15,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,185,618
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31360859910
2019 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$868
Total income from all sources (including contributions)2019-12-31$5,871,317
Total of all expenses incurred2019-12-31$860,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$787,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,091,863
Value of total assets at end of year2019-12-31$20,478,514
Value of total assets at beginning of year2019-12-31$15,469,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,266
Total interest from all sources2019-12-31$19,867
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$554,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$554,019
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,718,348
Participant contributions at end of year2019-12-31$350,671
Participant contributions at beginning of year2019-12-31$323,553
Participant contributions at end of year2019-12-31$75,744
Participant contributions at beginning of year2019-12-31$72,260
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$93,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,010,327
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,478,514
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,468,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,351,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,451,447
Interest on participant loans2019-12-31$19,867
Value of interest in common/collective trusts at end of year2019-12-31$685,719
Value of interest in common/collective trusts at beginning of year2019-12-31$606,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,199,203
Net investment gain or loss from common/collective trusts2019-12-31$6,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$280,295
Employer contributions (assets) at end of year2019-12-31$15,165
Employer contributions (assets) at beginning of year2019-12-31$15,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$787,724
Contract administrator fees2019-12-31$73,266
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31360859910
2018 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,174
Total income from all sources (including contributions)2018-12-31$839,314
Total of all expenses incurred2018-12-31$2,072,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,027,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,934,934
Value of total assets at end of year2018-12-31$15,469,055
Value of total assets at beginning of year2018-12-31$16,702,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,897
Total interest from all sources2018-12-31$16,069
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$495,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$495,606
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,655,921
Participant contributions at end of year2018-12-31$323,553
Participant contributions at beginning of year2018-12-31$356,530
Participant contributions at end of year2018-12-31$72,260
Participant contributions at beginning of year2018-12-31$77,349
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,233,324
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,468,187
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,701,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,451,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,617,097
Interest on participant loans2018-12-31$16,069
Value of interest in common/collective trusts at end of year2018-12-31$606,430
Value of interest in common/collective trusts at beginning of year2018-12-31$633,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,615,626
Net investment gain or loss from common/collective trusts2018-12-31$8,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$262,684
Employer contributions (assets) at end of year2018-12-31$15,365
Employer contributions (assets) at beginning of year2018-12-31$17,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,027,741
Contract administrator fees2018-12-31$44,897
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31360859910
2017 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,145
Total income from all sources (including contributions)2017-12-31$4,392,813
Total of all expenses incurred2017-12-31$872,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$836,082
Expenses. Certain deemed distributions of participant loans2017-12-31$16,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,894,888
Value of total assets at end of year2017-12-31$16,702,685
Value of total assets at beginning of year2017-12-31$13,186,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,332
Total interest from all sources2017-12-31$14,937
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$524,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$524,293
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,480,114
Participant contributions at end of year2017-12-31$356,530
Participant contributions at beginning of year2017-12-31$439,924
Participant contributions at end of year2017-12-31$77,349
Participant contributions at beginning of year2017-12-31$60,749
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$188,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,519,843
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,701,511
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,181,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,617,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,146,592
Interest on participant loans2017-12-31$14,937
Value of interest in common/collective trusts at end of year2017-12-31$633,791
Value of interest in common/collective trusts at beginning of year2017-12-31$528,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,946,731
Net investment gain or loss from common/collective trusts2017-12-31$11,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$225,950
Employer contributions (assets) at end of year2017-12-31$17,918
Employer contributions (assets) at beginning of year2017-12-31$11,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$836,082
Contract administrator fees2017-12-31$20,332
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31360859910
2016 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,145
Total income from all sources (including contributions)2016-12-31$2,838,905
Total of all expenses incurred2016-12-31$2,074,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,061,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,644,167
Value of total assets at end of year2016-12-31$13,186,813
Value of total assets at beginning of year2016-12-31$12,417,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,412
Total interest from all sources2016-12-31$13,441
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$382,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$382,345
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,333,726
Participant contributions at end of year2016-12-31$439,924
Participant contributions at beginning of year2016-12-31$207,843
Participant contributions at end of year2016-12-31$60,749
Participant contributions at beginning of year2016-12-31$63,290
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$89,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$764,033
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,181,668
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,417,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,146,592
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,720,071
Interest on participant loans2016-12-31$13,441
Value of interest in common/collective trusts at end of year2016-12-31$528,404
Value of interest in common/collective trusts at beginning of year2016-12-31$414,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,352,424
Net investment gain/loss from pooled separate accounts2016-12-31$-558,477
Net investment gain or loss from common/collective trusts2016-12-31$5,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$220,758
Employer contributions (assets) at end of year2016-12-31$11,144
Employer contributions (assets) at beginning of year2016-12-31$11,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,061,460
Contract administrator fees2016-12-31$13,412
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31360859910
2015 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,479,296
Total of all expenses incurred2015-12-31$961,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$958,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,566,935
Value of total assets at end of year2015-12-31$12,417,635
Value of total assets at beginning of year2015-12-31$11,900,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,164
Total interest from all sources2015-12-31$9,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,324,556
Participant contributions at end of year2015-12-31$207,843
Participant contributions at beginning of year2015-12-31$229,098
Participant contributions at end of year2015-12-31$63,290
Participant contributions at beginning of year2015-12-31$62,491
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,580
Other income not declared elsewhere2015-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$517,431
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,417,635
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,900,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$11,720,071
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,087,569
Interest on participant loans2015-12-31$9,282
Value of interest in common/collective trusts at end of year2015-12-31$414,493
Value of interest in common/collective trusts at beginning of year2015-12-31$508,981
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-97,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$233,799
Employer contributions (assets) at end of year2015-12-31$11,938
Employer contributions (assets) at beginning of year2015-12-31$12,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$958,701
Contract administrator fees2015-12-31$3,164
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31360859910
2014 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,522
Total income from all sources (including contributions)2014-12-31$2,459,760
Total of all expenses incurred2014-12-31$1,194,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,191,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,769,886
Value of total assets at end of year2014-12-31$11,900,204
Value of total assets at beginning of year2014-12-31$10,638,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,240
Total interest from all sources2014-12-31$10,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,297,139
Participant contributions at end of year2014-12-31$229,098
Participant contributions at beginning of year2014-12-31$211,927
Participant contributions at end of year2014-12-31$62,491
Participant contributions at beginning of year2014-12-31$59,902
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$259,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,265,002
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,900,204
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,635,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$11,087,569
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,911,134
Interest on participant loans2014-12-31$10,116
Value of interest in common/collective trusts at end of year2014-12-31$508,981
Value of interest in common/collective trusts at beginning of year2014-12-31$444,514
Net investment gain/loss from pooled separate accounts2014-12-31$674,549
Net investment gain or loss from common/collective trusts2014-12-31$5,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$213,229
Employer contributions (assets) at end of year2014-12-31$12,065
Employer contributions (assets) at beginning of year2014-12-31$11,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,191,518
Contract administrator fees2014-12-31$3,240
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$3,522
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31360859910
2013 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,522
Total income from all sources (including contributions)2013-12-31$3,394,063
Total of all expenses incurred2013-12-31$1,114,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,085,958
Expenses. Certain deemed distributions of participant loans2013-12-31$9,535
Value of total corrective distributions2013-12-31$16,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,596,730
Value of total assets at end of year2013-12-31$10,638,724
Value of total assets at beginning of year2013-12-31$8,355,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,270
Total interest from all sources2013-12-31$10,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,288,174
Participant contributions at end of year2013-12-31$211,927
Participant contributions at beginning of year2013-12-31$188,577
Participant contributions at end of year2013-12-31$59,902
Participant contributions at beginning of year2013-12-31$49,782
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$79,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,279,334
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,635,202
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,355,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$9,911,134
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,578,525
Interest on participant loans2013-12-31$10,084
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$444,514
Value of interest in common/collective trusts at beginning of year2013-12-31$490,841
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$2,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$229,524
Employer contributions (assets) at end of year2013-12-31$11,247
Employer contributions (assets) at beginning of year2013-12-31$48,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,085,958
Contract administrator fees2013-12-31$2,270
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$3,522
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31360859910
2012 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,550,199
Total of all expenses incurred2012-12-31$888,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$886,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,604,487
Value of total assets at end of year2012-12-31$8,355,868
Value of total assets at beginning of year2012-12-31$6,693,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,408
Total interest from all sources2012-12-31$14,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,329,933
Participant contributions at end of year2012-12-31$188,577
Participant contributions at beginning of year2012-12-31$201,279
Participant contributions at end of year2012-12-31$49,782
Participant contributions at beginning of year2012-12-31$76,091
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$33,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,662,084
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,355,868
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,693,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$7,578,525
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,865,102
Interest on participant loans2012-12-31$9,679
Value of interest in master investment trust accounts at end of year2012-12-31$8,069,366
Value of interest in common/collective trusts at end of year2012-12-31$490,841
Value of interest in common/collective trusts at beginning of year2012-12-31$495,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$931,181
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$240,870
Employer contributions (assets) at end of year2012-12-31$48,143
Employer contributions (assets) at beginning of year2012-12-31$55,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$886,707
Contract administrator fees2012-12-31$1,408
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31360859910
2011 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,267,883
Total of all expenses incurred2011-12-31$1,206,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,204,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,502,983
Value of total assets at end of year2011-12-31$6,693,784
Value of total assets at beginning of year2011-12-31$6,632,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,360
Total interest from all sources2011-12-31$15,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,235,607
Participant contributions at end of year2011-12-31$201,279
Participant contributions at beginning of year2011-12-31$156,237
Participant contributions at end of year2011-12-31$76,091
Participant contributions at beginning of year2011-12-31$104,500
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$75,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$61,629
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,693,784
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,632,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$5,865,102
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,965,734
Interest on participant loans2011-12-31$8,694
Value of interest in common/collective trusts at end of year2011-12-31$495,799
Value of interest in common/collective trusts at beginning of year2011-12-31$405,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,957
Net investment gain or loss from common/collective trusts2011-12-31$-250,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$191,603
Employer contributions (assets) at end of year2011-12-31$55,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,204,894
Contract administrator fees2011-12-31$1,360
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2011-12-31360859910
2010 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,000,627
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$503,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$502,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,167,692
Value of total assets at end of year2010-12-31$6,632,155
Value of total assets at beginning of year2010-12-31$5,134,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,069
Total interest from all sources2010-12-31$13,149
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,101,813
Participant contributions at end of year2010-12-31$156,237
Participant contributions at beginning of year2010-12-31$54,550
Participant contributions at end of year2010-12-31$104,500
Participant contributions at beginning of year2010-12-31$98,570
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$65,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,497,511
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,632,155
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,134,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,965,734
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,560,641
Interest on participant loans2010-12-31$4,925
Value of interest in common/collective trusts at end of year2010-12-31$405,684
Value of interest in common/collective trusts at beginning of year2010-12-31$420,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,224
Net investment gain or loss from common/collective trusts2010-12-31$819,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$502,047
Contract administrator fees2010-12-31$1,069
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2010-12-31360859910
2009 : TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 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 TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST

2023: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 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
2019: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 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 - TrustYes
2015: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 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 - TrustYes
2014: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 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 - TrustYes
2013: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 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 - TrustYes
2012: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 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 - TrustYes
2011: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number518528
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number518528
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number518528
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number518528
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number518528
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number518528
Policy instance 1

Potentially related plans

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