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TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
Plan identification number 020

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

TUCKER AGENCY LLC has sponsored the creation of one or more 401k plans.

Company Name:TUCKER AGENCY LLC
Employer identification number (EIN):371879229
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0202023-01-01MELISSA VERSNIK2024-06-06
0202022-01-01MELISSA VERSNIK2023-06-23
0202021-01-01NEIL SHIFMAN2022-07-15
0202021-01-01NEIL SHIFMAN2022-07-13
0202020-01-01NEIL SHIFMAN2021-06-18

Financial Data on TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-18-205221
Total expenses incurred by plan in this plan year2025-09-18954
Net assets as of the end of the plan year2025-09-180
Total assets as of the beginning of the plan year2025-09-18135667
Value of plan covered by a fidelity bond2025-09-18100000
Participant contributions to plan in this plan year2025-09-1823287
Other income to plan in this plan year2025-09-1829698
Plan net income in this plan year2025-09-1869554
Net assets as of the end of the plan year2025-09-180
Net assets as of the beginning of the plan year2025-09-18135667
Employer contributions to plan in this plan year2025-09-1817523
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-18954
Total expenses incurred by plan in this plan year2025-07-034840
Net assets as of the end of the plan year2025-07-03135667
Total assets as of the beginning of the plan year2025-07-03107152
Value of plan covered by a fidelity bond2025-07-03100000
Participant contributions to plan in this plan year2025-07-038819
Other income to plan in this plan year2025-07-0315729
Plan net income in this plan year2025-07-0328515
Net assets as of the end of the plan year2025-07-03135667
Net assets as of the beginning of the plan year2025-07-03107152
Employer contributions to plan in this plan year2025-07-038807
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-031303
2024 : TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-062952
Net assets as of the end of the plan year2024-06-06107152
Total assets as of the beginning of the plan year2024-06-0656368
Value of plan covered by a fidelity bond2024-06-06100000
Participant contributions to plan in this plan year2024-06-0633639
Other income to plan in this plan year2024-06-0614171
Plan net income in this plan year2024-06-0650784
Net assets as of the end of the plan year2024-06-06107152
Net assets as of the beginning of the plan year2024-06-0656368
Employer contributions to plan in this plan year2024-06-065926
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-06736
2022 : TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-159
Net assets as of the end of the plan year2022-07-1524587
Total assets as of the beginning of the plan year2022-07-150
Value of plan covered by a fidelity bond2022-07-15100000
Participant contributions to plan in this plan year2022-07-1524404
Other income to plan in this plan year2022-07-15192
Plan net income in this plan year2022-07-1524587
Net assets as of the end of the plan year2022-07-1524587
Net assets as of the beginning of the plan year2022-07-150
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-159

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