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T & S 401(K) PLAN 401k Plan overview

Plan NameT & S 401(K) PLAN
Plan identification number 001

T & S 401(K) PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TIEMEIER & STICH, PC has sponsored the creation of one or more 401k plans.

Company Name:TIEMEIER & STICH, PC
Employer identification number (EIN):271433628
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T & S 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEATHER ROELL2024-04-17
0012022-01-01HEATHER ROELL2023-07-24
0012021-01-01HEATHER ROELL2022-05-18
0012020-01-01HEATHER ROELL2021-04-16
0012019-01-01HEATHER ROELL2020-07-15
0012018-01-01HEATHER ROELL2019-03-28
0012017-01-01HEATHER ROELL2018-07-31
0012016-01-01HEATHER ROELL2017-07-28 HEATHER ROELL2017-07-28
0012015-01-01HEATHER ROELL2016-05-26 HEATHER ROELL2016-05-26
0012014-01-01HEATHER ROELL2015-11-23 HEATHER ROELL2015-11-23
0012013-01-01HEATHER ROELL2014-07-15 HEATHER ROELL2014-07-15

Financial Data on T & S 401(K) PLAN

Measure Date Value
2024 : T & S 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-170
Total liabilities as of the end of the plan year2024-04-170
Total liabilities as of the beginning of the plan year2024-04-170
Total expenses incurred by plan in this plan year2024-04-173172
Net assets as of the end of the plan year2024-04-172626242
Total assets as of the beginning of the plan year2024-04-172003134
Value of plan covered by a fidelity bond2024-04-17500000
Participant contributions to plan in this plan year2024-04-1771935
Value of participant loans at end of plan year2024-04-171058
Other expenses paid from plan in this plan year2024-04-170
Other contributions to plan in this plan year2024-04-170
Other income to plan in this plan year2024-04-17385606
Plan net income in this plan year2024-04-17623108
Net assets as of the end of the plan year2024-04-172626242
Net assets as of the beginning of the plan year2024-04-172003134
Employer contributions to plan in this plan year2024-04-17168739
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-172915
2022 : T & S 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-05-180
Total liabilities as of the beginning of the plan year2022-05-180
Total expenses incurred by plan in this plan year2022-05-188993
Net assets as of the end of the plan year2022-05-182177329
Total assets as of the beginning of the plan year2022-05-181679797
Value of plan covered by a fidelity bond2022-05-18500000
Participant contributions to plan in this plan year2022-05-1866100
Value of participant loans at end of plan year2022-05-188864
Other expenses paid from plan in this plan year2022-05-180
Other contributions to plan in this plan year2022-05-180
Other income to plan in this plan year2022-05-18266959
Plan net income in this plan year2022-05-18497532
Net assets as of the end of the plan year2022-05-182177329
Net assets as of the beginning of the plan year2022-05-181679797
Employer contributions to plan in this plan year2022-05-18173466
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-188779

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