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TUMEQ, LLC 401(K) PLAN AND TRUST 401k Plan overview

Plan NameTUMEQ, LLC 401(K) PLAN AND TRUST
Plan identification number 001

TUMEQ, LLC 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TUMEQ, LLC has sponsored the creation of one or more 401k plans.

Company Name:TUMEQ, LLC
Employer identification number (EIN):272017426
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about TUMEQ, LLC

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 2009-12-23
Company Identification Number: 125532
Legal Registered Office Address: 4300 B STREET, SUITE 207

ANCHORAGE
United States of America (USA)
99503

More information about TUMEQ, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUMEQ, LLC 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DESIREE GILL
0012016-01-01DESIREE GILL
0012015-01-01DESIREE GILL
0012014-01-01DESIREE GILL
0012013-01-01DESIREE GILL
0012012-01-01DESIREE GILL2014-10-10

Plan Statistics for TUMEQ, LLC 401(K) PLAN AND TRUST

401k plan membership statisitcs for TUMEQ, LLC 401(K) PLAN AND TRUST

Measure Date Value
2022: TUMEQ, LLC 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01374
Total number of active participants reported on line 7a of the Form 55002022-01-01240
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01361
Number of participants with account balances2022-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TUMEQ, LLC 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01243
Total number of active participants reported on line 7a of the Form 55002021-01-01313
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01374
Number of participants with account balances2021-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TUMEQ, LLC 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01199
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01235
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: TUMEQ, LLC 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01196
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: TUMEQ, LLC 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01172
Total number of active participants reported on line 7a of the Form 55002018-01-01148
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01186
Number of participants with account balances2018-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TUMEQ, LLC 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01173
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01181
Number of participants with account balances2017-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TUMEQ, LLC 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01148
Total number of active participants reported on line 7a of the Form 55002016-01-01131
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01162
Number of participants with account balances2016-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TUMEQ, LLC 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01147
Total number of active participants reported on line 7a of the Form 55002015-01-01123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01149
Number of participants with account balances2015-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TUMEQ, LLC 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01152
Total participants2014-01-01152
Number of participants with account balances2014-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TUMEQ, LLC 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01126
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01135
Total participants2013-01-01135
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on TUMEQ, LLC 401(K) PLAN AND TRUST

Measure Date Value
2022 : TUMEQ, LLC 401(K) PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$17,275
Total of all expenses incurred2022-12-31$718,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$654,005
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,201,849
Value of total assets at end of year2022-12-31$13,802,631
Value of total assets at beginning of year2022-12-31$14,503,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,352
Total interest from all sources2022-12-31$16,136
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$453,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$453,596
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,524,209
Participant contributions at end of year2022-12-31$264,892
Participant contributions at beginning of year2022-12-31$272,063
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$144,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-701,082
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,802,631
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,503,713
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$12,110,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,103,727
Interest on participant loans2022-12-31$16,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,427,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,127,923
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,654,306
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$533,269
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$654,005
Contract administrator fees2022-12-31$64,352
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 name2022-12-31BDO, USA, LLP
Accountancy firm EIN2022-12-31135381590
2021 : TUMEQ, LLC 401(K) PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,643,838
Total of all expenses incurred2021-12-31$1,072,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,010,078
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,901,052
Value of total assets at end of year2021-12-31$14,503,713
Value of total assets at beginning of year2021-12-31$11,931,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,927
Total interest from all sources2021-12-31$13,142
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$817,083
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$817,083
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,140,142
Participant contributions at end of year2021-12-31$272,063
Participant contributions at beginning of year2021-12-31$222,267
Participant contributions at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$367,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
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$2,571,833
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,503,713
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,931,880
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$13,103,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,444,864
Interest on participant loans2021-12-31$13,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$264,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$264,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,127,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$399
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$912,561
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$393,593
Employer contributions (assets) at end of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,010,078
Contract administrator fees2021-12-31$61,927
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 name2021-12-31BDO, USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : TUMEQ, LLC 401(K) PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,102,381
Total of all expenses incurred2020-12-31$727,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$670,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,466,362
Value of total assets at end of year2020-12-31$11,931,880
Value of total assets at beginning of year2020-12-31$9,556,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,608
Total interest from all sources2020-12-31$18,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,022,145
Participant contributions at end of year2020-12-31$222,267
Participant contributions at beginning of year2020-12-31$251,726
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$99,072
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$2,375,100
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,931,880
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,556,780
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
Investment advisory and management fees2020-12-31$56,608
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,444,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,052,041
Interest on participant loans2020-12-31$15,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$264,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$245,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$245,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,617,872
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$345,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$670,673
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 name2020-12-31BDO, USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : TUMEQ, LLC 401(K) PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,068,791
Total of all expenses incurred2019-12-31$1,103,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,053,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,369,578
Value of total assets at end of year2019-12-31$9,556,780
Value of total assets at beginning of year2019-12-31$7,591,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,286
Total interest from all sources2019-12-31$14,628
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$273,121
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$273,121
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$951,415
Participant contributions at end of year2019-12-31$251,726
Participant contributions at beginning of year2019-12-31$220,195
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$80,825
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$1,965,270
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,556,780
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,591,510
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
Investment advisory and management fees2019-12-31$50,286
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,052,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,371,315
Interest on participant loans2019-12-31$14,628
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$245,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,411,464
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$337,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,053,235
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : TUMEQ, LLC 401(K) PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$772,015
Total of all expenses incurred2018-12-31$256,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$215,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,258,431
Value of total assets at end of year2018-12-31$7,591,510
Value of total assets at beginning of year2018-12-31$7,076,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,750
Total interest from all sources2018-12-31$9,532
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$345,293
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$345,293
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$897,091
Participant contributions at end of year2018-12-31$220,195
Participant contributions at beginning of year2018-12-31$120,918
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,115
Total non interest bearing cash at beginning of year2018-12-31$0
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$515,223
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,591,510
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,076,287
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
Investment advisory and management fees2018-12-31$21,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,371,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,955,369
Interest on participant loans2018-12-31$9,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-841,241
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$319,225
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$215,042
Contract administrator fees2018-12-31$20,000
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 name2018-12-31BDO USA, INC.
Accountancy firm EIN2018-12-31135381590
2017 : TUMEQ, LLC 401(K) PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,142,126
Total of all expenses incurred2017-12-31$1,084,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,035,553
Expenses. Certain deemed distributions of participant loans2017-12-31$14,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,194,082
Value of total assets at end of year2017-12-31$7,076,287
Value of total assets at beginning of year2017-12-31$6,018,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,224
Total interest from all sources2017-12-31$7,175
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$282,966
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$282,966
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$857,415
Participant contributions at end of year2017-12-31$120,918
Participant contributions at beginning of year2017-12-31$161,768
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$2,823
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,782
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$5,852,875
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$1,057,785
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,076,287
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,018,502
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
Investment advisory and management fees2017-12-31$19,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,955,369
Interest on participant loans2017-12-31$7,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$657,903
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$314,885
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,035,553
Contract administrator fees2017-12-31$14,800
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 name2017-12-31BDO USA, INC.
Accountancy firm EIN2017-12-31135381590
2016 : TUMEQ, LLC 401(K) PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,867,688
Total of all expenses incurred2016-12-31$874,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$873,180
Value of total corrective distributions2016-12-31$58
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,452,144
Value of total assets at end of year2016-12-31$6,018,502
Value of total assets at beginning of year2016-12-31$5,025,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,710
Total interest from all sources2016-12-31$6,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,440
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$820,565
Participant contributions at end of year2016-12-31$161,768
Participant contributions at beginning of year2016-12-31$124,692
Participant contributions at end of year2016-12-31$2,823
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$325,881
Other income not declared elsewhere2016-12-31$9,144
Total non interest bearing cash at end of year2016-12-31$5,852,875
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$992,740
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,018,502
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,025,762
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 beginning of year2016-12-31$4,901,070
Interest on participant loans2016-12-31$6,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$399,933
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$305,698
Employer contributions (assets) at end of year2016-12-31$1,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$873,180
Contract administrator fees2016-12-31$270
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 name2016-12-31BDO USA, LLC
Accountancy firm EIN2016-12-31135381590
2015 : TUMEQ, LLC 401(K) PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,229,623
Total of all expenses incurred2015-12-31$524,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$522,407
Value of total corrective distributions2015-12-31$1,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,403,475
Value of total assets at end of year2015-12-31$5,025,762
Value of total assets at beginning of year2015-12-31$4,320,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,260
Total interest from all sources2015-12-31$5,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,260
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$767,050
Participant contributions at end of year2015-12-31$124,692
Participant contributions at beginning of year2015-12-31$86,237
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$338,529
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$704,849
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,025,762
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,320,913
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$4,901,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,234,676
Interest on participant loans2015-12-31$5,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-179,176
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$297,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$522,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BDO USA, LLC
Accountancy firm EIN2015-12-31135381590
2014 : TUMEQ, LLC 401(K) PLAN AND TRUST 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,136
Total income from all sources (including contributions)2014-12-31$1,204,458
Total of all expenses incurred2014-12-31$318,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$318,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,021,369
Value of total assets at end of year2014-12-31$4,320,913
Value of total assets at beginning of year2014-12-31$3,438,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$701
Total interest from all sources2014-12-31$3,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$701
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$662,855
Participant contributions at end of year2014-12-31$86,237
Participant contributions at beginning of year2014-12-31$80,319
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,136
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$885,478
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,320,913
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,435,435
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$4,234,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,358,252
Income. Interest from loans (other than to participants)2014-12-31$3,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$179,202
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$335,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$318,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : TUMEQ, LLC 401(K) PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,136
Total income from all sources (including contributions)2013-12-31$1,500,230
Total of all expenses incurred2013-12-31$601,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$600,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,163,421
Value of total assets at end of year2013-12-31$3,438,571
Value of total assets at beginning of year2013-12-31$2,536,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$591
Total interest from all sources2013-12-31$2,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$591
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$707,828
Participant contributions at end of year2013-12-31$80,319
Participant contributions at beginning of year2013-12-31$53,192
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$96,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,136
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$899,067
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,435,435
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,536,368
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$3,358,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,483,176
Income. Interest from loans (other than to participants)2013-12-31$2,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$334,561
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$359,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$600,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590

Form 5500 Responses for TUMEQ, LLC 401(K) PLAN AND TRUST

2022: TUMEQ, LLC 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TUMEQ, LLC 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TUMEQ, LLC 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TUMEQ, LLC 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TUMEQ, LLC 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TUMEQ, LLC 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TUMEQ, LLC 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TUMEQ, LLC 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TUMEQ, LLC 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TUMEQ, LLC 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501059-01
Policy instance 1
Insurance contract or identification number501059-01
Number of Individuals Covered64
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501059-01
Policy instance 1
Insurance contract or identification number501059-01
Number of Individuals Covered47
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501059-01
Policy instance 1
Insurance contract or identification number501059-01
Number of Individuals Covered24
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501059-01
Policy instance 1
Insurance contract or identification number501059-01
Number of Individuals Covered18
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501059-01
Policy instance 1
Insurance contract or identification number501059-01
Number of Individuals Covered130
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501059-01
Policy instance 1
Insurance contract or identification number501059-01
Number of Individuals Covered126
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94948
Policy instance 1
Insurance contract or identification number94948
Number of Individuals Covered115
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $20,712
Total amount of fees paid to insurance companyUSD $23,756
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees21462
Additional information about fees paid to insurance brokerCONSULTING SERVICES
Insurance broker organization code?4
Commission paid to Insurance BrokerUSD $20,712
Insurance broker nameAMERICA'S 401K, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94948
Policy instance 1
Insurance contract or identification number94948
Number of Individuals Covered115
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,115
Total amount of fees paid to insurance companyUSD $20,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17832
Additional information about fees paid to insurance brokerCONSULTING SERVICES
Insurance broker organization code?4
Commission paid to Insurance BrokerUSD $17,115
Insurance broker nameAMERICAS401K, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94948
Policy instance 1
Insurance contract or identification number94948
Number of Individuals Covered135
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,196
Total amount of fees paid to insurance companyUSD $14,960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13781
Additional information about fees paid to insurance brokerCONSULTING SERVICES
Insurance broker organization code?4
Commission paid to Insurance BrokerUSD $13,196
Insurance broker nameJOHN HANCOCK USA

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