TULLY & ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS M TULLY LTD PROFIT SHARING PLAN
Measure | Date | Value |
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2022: THOMAS M TULLY LTD PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Total of all active and inactive participants | 2022-01-01 | 13 |
Total participants | 2022-01-01 | 13 |
Number of participants with account balances | 2022-01-01 | 11 |
2021: THOMAS M TULLY LTD PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 8 |
Total participants | 2021-01-01 | 8 |
Number of participants with account balances | 2021-01-01 | 8 |
2020: THOMAS M TULLY LTD PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 8 |
Total participants | 2020-01-01 | 8 |
Number of participants with account balances | 2020-01-01 | 8 |
2019: THOMAS M TULLY LTD PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 7 |
Number of participants with account balances | 2019-01-01 | 7 |
2018: THOMAS M TULLY LTD PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
2017: THOMAS M TULLY LTD PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
2016: THOMAS M TULLY LTD PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 9 |
Total participants | 2016-01-01 | 9 |
Number of participants with account balances | 2016-01-01 | 7 |
2015: THOMAS M TULLY LTD PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
2014: THOMAS M TULLY LTD PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 7 |
2013: THOMAS M TULLY LTD PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 8 |
2012: THOMAS M TULLY LTD PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Total participants | 2012-01-01 | 9 |
2011: THOMAS M TULLY LTD PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 10 |
2010: THOMAS M TULLY LTD PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 10 |
Total participants | 2010-01-01 | 10 |
Number of participants with account balances | 2010-01-01 | 10 |
2009: THOMAS M TULLY LTD PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 7 |
Measure | Date | Value |
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2022 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-624,933 |
Expenses. Total of all expenses incurred | 2022-12-31 | $970,852 |
Benefits paid (including direct rollovers) | 2022-12-31 | $970,852 |
Total plan assets at end of year | 2022-12-31 | $3,575,179 |
Total plan assets at beginning of year | 2022-12-31 | $5,170,964 |
Value of fidelity bond covering the plan | 2022-12-31 | $350,000 |
Total contributions received or receivable from participants | 2022-12-31 | $107,888 |
Other income received | 2022-12-31 | $-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 interests | 2022-12-31 | $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 |
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Total income from all sources | 2021-12-31 | $1,226,146 |
Expenses. Total of all expenses incurred | 2021-12-31 | $70,225 |
Benefits paid (including direct rollovers) | 2021-12-31 | $70,200 |
Total plan assets at end of year | 2021-12-31 | $5,170,964 |
Total plan assets at beginning of year | 2021-12-31 | $4,015,043 |
Value of fidelity bond covering the plan | 2021-12-31 | $350,000 |
Total contributions received or receivable from participants | 2021-12-31 | $58,940 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $25 |
Other income received | 2021-12-31 | $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 interests | 2021-12-31 | $185,018 |
2020 : THOMAS M TULLY LTD PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $94,931 |
Total plan assets at end of year | 2020-12-31 | $4,015,043 |
Total plan assets at beginning of year | 2020-12-31 | $3,920,112 |
Total contributions received or receivable from participants | 2020-12-31 | $49,620 |
Other income received | 2020-12-31 | $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 |
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Total income from all sources | 2019-12-31 | $617,835 |
Expenses. Total of all expenses incurred | 2019-12-31 | $64,000 |
Benefits paid (including direct rollovers) | 2019-12-31 | $64,000 |
Total plan assets at end of year | 2019-12-31 | $3,920,112 |
Total plan assets at beginning of year | 2019-12-31 | $3,366,277 |
Value of fidelity bond covering the plan | 2019-12-31 | $350,000 |
Total contributions received or receivable from participants | 2019-12-31 | $49,500 |
Other income received | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $66,993 |
Expenses. Total of all expenses incurred | 2018-12-31 | $62,000 |
Benefits paid (including direct rollovers) | 2018-12-31 | $62,000 |
Total plan assets at end of year | 2018-12-31 | $3,366,277 |
Total plan assets at beginning of year | 2018-12-31 | $3,361,284 |
Total contributions received or receivable from participants | 2018-12-31 | $45,800 |
Other income received | 2018-12-31 | $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 |
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Total income from all sources | 2017-12-31 | $322,007 |
Expenses. Total of all expenses incurred | 2017-12-31 | $57,500 |
Benefits paid (including direct rollovers) | 2017-12-31 | $57,500 |
Total plan assets at end of year | 2017-12-31 | $3,361,284 |
Total plan assets at beginning of year | 2017-12-31 | $3,096,777 |
Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
Total contributions received or receivable from participants | 2017-12-31 | $58,800 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $224,608 |
Expenses. Total of all expenses incurred | 2016-12-31 | $762,965 |
Benefits paid (including direct rollovers) | 2016-12-31 | $762,965 |
Total plan assets at end of year | 2016-12-31 | $3,096,777 |
Total plan assets at beginning of year | 2016-12-31 | $3,635,134 |
Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $61,386 |
Expenses. Total of all expenses incurred | 2015-12-31 | $60,802 |
Benefits paid (including direct rollovers) | 2015-12-31 | $60,802 |
Total plan assets at end of year | 2015-12-31 | $3,635,134 |
Total plan assets at beginning of year | 2015-12-31 | $3,634,550 |
Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
Other income received | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $288,455 |
Expenses. Total of all expenses incurred | 2014-12-31 | $55,000 |
Benefits paid (including direct rollovers) | 2014-12-31 | $55,000 |
Total plan assets at end of year | 2014-12-31 | $3,634,550 |
Total plan assets at beginning of year | 2014-12-31 | $3,401,095 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $411,686 |
Expenses. Total of all expenses incurred | 2013-12-31 | $58,647 |
Benefits paid (including direct rollovers) | 2013-12-31 | $58,647 |
Total plan assets at end of year | 2013-12-31 | $3,401,095 |
Total plan assets at beginning of year | 2013-12-31 | $3,048,056 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $194,694 |
Expenses. Total of all expenses incurred | 2012-12-31 | $58,361 |
Benefits paid (including direct rollovers) | 2012-12-31 | $58,361 |
Total plan assets at end of year | 2012-12-31 | $3,048,056 |
Total plan assets at beginning of year | 2012-12-31 | $2,911,723 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Total contributions received or receivable from participants | 2012-12-31 | $71,100 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $114,553 |
Expenses. Total of all expenses incurred | 2011-12-31 | $53,200 |
Benefits paid (including direct rollovers) | 2011-12-31 | $53,200 |
Total plan assets at end of year | 2011-12-31 | $2,911,723 |
Total plan assets at beginning of year | 2011-12-31 | $2,850,370 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Total contributions received or receivable from participants | 2011-12-31 | $75,000 |
Other income received | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $228,936 |
Expenses. Total of all expenses incurred | 2010-12-31 | $53,500 |
Benefits paid (including direct rollovers) | 2010-12-31 | $53,500 |
Total plan assets at end of year | 2010-12-31 | $2,850,370 |
Total plan assets at beginning of year | 2010-12-31 | $2,674,934 |
Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
Total contributions received or receivable from participants | 2010-12-31 | $43,060 |
Other income received | 2010-12-31 | $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 |
2022: THOMAS M TULLY LTD PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THOMAS M TULLY LTD PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | First time form 5500 has been submitted | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THOMAS M TULLY LTD PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THOMAS M TULLY LTD PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THOMAS M TULLY LTD PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THOMAS M TULLY LTD PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THOMAS M TULLY LTD PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THOMAS M TULLY LTD PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THOMAS M TULLY LTD PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THOMAS M TULLY LTD PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THOMAS M TULLY LTD PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THOMAS M TULLY LTD PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THOMAS M TULLY LTD PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THOMAS M TULLY LTD PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |