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THOMAS M TULLY LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameTHOMAS M TULLY LTD PROFIT SHARING PLAN
Plan identification number 002

THOMAS M TULLY LTD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

TULLY & ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name:TULLY & ASSOCIATES, LTD.
Employer identification number (EIN):363240317
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS M TULLY LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01THOMAS M. TULLY
0022017-01-01THOMAS M. TULLY
0022016-01-01THOMAS M. TULLY
0022015-01-01THOMAS M. TULLY
0022014-01-01THOMAS M. TULLY
0022013-01-01THOMAS M. TULLY
0022012-01-01THOMAS M. TULLY
0022011-01-01THOMAS M TULLY
0022010-01-01THOMAS M TULLY
0022009-01-01THOMAS M TULLY

Plan Statistics for THOMAS M TULLY LTD PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS M TULLY LTD PROFIT SHARING PLAN

Measure Date Value
2022: THOMAS M TULLY LTD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of retired or separated participants receiving benefits2022-01-012
Total of all active and inactive participants2022-01-0113
Total participants2022-01-0113
Number of participants with account balances2022-01-0111
2021: THOMAS M TULLY LTD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-011
Total of all active and inactive participants2021-01-018
Total participants2021-01-018
Number of participants with account balances2021-01-018
2020: THOMAS M TULLY LTD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-018
Total participants2020-01-018
Number of participants with account balances2020-01-018
2019: THOMAS M TULLY LTD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-017
Total participants2019-01-017
Number of participants with account balances2019-01-017
2018: THOMAS M TULLY LTD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-017
Total participants2018-01-017
Number of participants with account balances2018-01-017
2017: THOMAS M TULLY LTD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-017
Total of all active and inactive participants2017-01-017
Total participants2017-01-017
Number of participants with account balances2017-01-017
2016: THOMAS M TULLY LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-012
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
Number of participants with account balances2016-01-017
2015: THOMAS M TULLY LTD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-018
Total of all active and inactive participants2015-01-018
Total participants2015-01-018
Number of participants with account balances2015-01-018
2014: THOMAS M TULLY LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
2013: THOMAS M TULLY LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
2012: THOMAS M TULLY LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-019
Total participants2012-01-019
2011: THOMAS M TULLY LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
2010: THOMAS M TULLY LTD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-011
Total of all active and inactive participants2010-01-0110
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
2009: THOMAS M TULLY LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-012
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-017

Financial Data on THOMAS M TULLY LTD PROFIT SHARING PLAN

Measure Date Value
2022 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-624,933
Expenses. Total of all expenses incurred2022-12-31$970,852
Benefits paid (including direct rollovers)2022-12-31$970,852
Total plan assets at end of year2022-12-31$3,575,179
Total plan assets at beginning of year2022-12-31$5,170,964
Value of fidelity bond covering the plan2022-12-31$350,000
Total contributions received or receivable from participants2022-12-31$107,888
Other income received2022-12-31$-785,238
Net income (gross income less expenses)2022-12-31$-1,595,785
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,575,179
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,170,964
Assets. Value of assets in partnership/joint-venture interests2022-12-31$185,018
Total contributions received or receivable from employer(s)2022-12-31$52,417
2021 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,226,146
Expenses. Total of all expenses incurred2021-12-31$70,225
Benefits paid (including direct rollovers)2021-12-31$70,200
Total plan assets at end of year2021-12-31$5,170,964
Total plan assets at beginning of year2021-12-31$4,015,043
Value of fidelity bond covering the plan2021-12-31$350,000
Total contributions received or receivable from participants2021-12-31$58,940
Expenses. Other expenses not covered elsewhere2021-12-31$25
Other income received2021-12-31$1,167,206
Net income (gross income less expenses)2021-12-31$1,155,921
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,170,964
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,015,043
Assets. Value of assets in partnership/joint-venture interests2021-12-31$185,018
2020 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$94,931
Total plan assets at end of year2020-12-31$4,015,043
Total plan assets at beginning of year2020-12-31$3,920,112
Total contributions received or receivable from participants2020-12-31$49,620
Other income received2020-12-31$45,311
Net income (gross income less expenses)2020-12-31$94,931
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,015,043
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,920,112
2019 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$617,835
Expenses. Total of all expenses incurred2019-12-31$64,000
Benefits paid (including direct rollovers)2019-12-31$64,000
Total plan assets at end of year2019-12-31$3,920,112
Total plan assets at beginning of year2019-12-31$3,366,277
Value of fidelity bond covering the plan2019-12-31$350,000
Total contributions received or receivable from participants2019-12-31$49,500
Other income received2019-12-31$568,335
Net income (gross income less expenses)2019-12-31$553,835
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,920,112
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,366,277
2018 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$66,993
Expenses. Total of all expenses incurred2018-12-31$62,000
Benefits paid (including direct rollovers)2018-12-31$62,000
Total plan assets at end of year2018-12-31$3,366,277
Total plan assets at beginning of year2018-12-31$3,361,284
Total contributions received or receivable from participants2018-12-31$45,800
Other income received2018-12-31$21,193
Net income (gross income less expenses)2018-12-31$4,993
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,366,277
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,361,284
2017 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$322,007
Expenses. Total of all expenses incurred2017-12-31$57,500
Benefits paid (including direct rollovers)2017-12-31$57,500
Total plan assets at end of year2017-12-31$3,361,284
Total plan assets at beginning of year2017-12-31$3,096,777
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$58,800
Other income received2017-12-31$263,207
Net income (gross income less expenses)2017-12-31$264,507
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,361,284
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,096,777
2016 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$224,608
Expenses. Total of all expenses incurred2016-12-31$762,965
Benefits paid (including direct rollovers)2016-12-31$762,965
Total plan assets at end of year2016-12-31$3,096,777
Total plan assets at beginning of year2016-12-31$3,635,134
Value of fidelity bond covering the plan2016-12-31$350,000
Other income received2016-12-31$175,908
Net income (gross income less expenses)2016-12-31$-538,357
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,096,777
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,635,134
Total contributions received or receivable from employer(s)2016-12-31$48,700
2015 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$61,386
Expenses. Total of all expenses incurred2015-12-31$60,802
Benefits paid (including direct rollovers)2015-12-31$60,802
Total plan assets at end of year2015-12-31$3,635,134
Total plan assets at beginning of year2015-12-31$3,634,550
Value of fidelity bond covering the plan2015-12-31$350,000
Other income received2015-12-31$25,586
Net income (gross income less expenses)2015-12-31$584
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,635,134
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,634,550
Total contributions received or receivable from employer(s)2015-12-31$35,800
2014 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$288,455
Expenses. Total of all expenses incurred2014-12-31$55,000
Benefits paid (including direct rollovers)2014-12-31$55,000
Total plan assets at end of year2014-12-31$3,634,550
Total plan assets at beginning of year2014-12-31$3,401,095
Value of fidelity bond covering the plan2014-12-31$350,000
Other income received2014-12-31$262,413
Net income (gross income less expenses)2014-12-31$233,455
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,634,550
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,401,095
Total contributions received or receivable from employer(s)2014-12-31$26,042
2013 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$411,686
Expenses. Total of all expenses incurred2013-12-31$58,647
Benefits paid (including direct rollovers)2013-12-31$58,647
Total plan assets at end of year2013-12-31$3,401,095
Total plan assets at beginning of year2013-12-31$3,048,056
Value of fidelity bond covering the plan2013-12-31$350,000
Other income received2013-12-31$365,486
Net income (gross income less expenses)2013-12-31$353,039
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,401,095
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,048,056
Total contributions received or receivable from employer(s)2013-12-31$46,200
2012 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$194,694
Expenses. Total of all expenses incurred2012-12-31$58,361
Benefits paid (including direct rollovers)2012-12-31$58,361
Total plan assets at end of year2012-12-31$3,048,056
Total plan assets at beginning of year2012-12-31$2,911,723
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$71,100
Other income received2012-12-31$123,594
Net income (gross income less expenses)2012-12-31$136,333
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,048,056
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,911,723
2011 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$114,553
Expenses. Total of all expenses incurred2011-12-31$53,200
Benefits paid (including direct rollovers)2011-12-31$53,200
Total plan assets at end of year2011-12-31$2,911,723
Total plan assets at beginning of year2011-12-31$2,850,370
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$75,000
Other income received2011-12-31$39,553
Net income (gross income less expenses)2011-12-31$61,353
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,911,723
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,850,370
2010 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$228,936
Expenses. Total of all expenses incurred2010-12-31$53,500
Benefits paid (including direct rollovers)2010-12-31$53,500
Total plan assets at end of year2010-12-31$2,850,370
Total plan assets at beginning of year2010-12-31$2,674,934
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$43,060
Other income received2010-12-31$185,876
Net income (gross income less expenses)2010-12-31$175,436
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,850,370
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,674,934

Form 5500 Responses for THOMAS M TULLY LTD PROFIT SHARING PLAN

2022: THOMAS M TULLY LTD PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THOMAS M TULLY LTD PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THOMAS M TULLY LTD PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THOMAS M TULLY LTD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THOMAS M TULLY LTD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THOMAS M TULLY LTD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THOMAS M TULLY LTD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THOMAS M TULLY LTD PROFIT SHARING PLAN 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: THOMAS M TULLY LTD PROFIT SHARING PLAN 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: THOMAS M TULLY LTD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS M TULLY LTD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS M TULLY LTD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THOMAS M TULLY LTD PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THOMAS M TULLY LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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