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THE TOBIN GROUP 401(K) PLAN 401k Plan overview

Plan NameTHE TOBIN GROUP 401(K) PLAN
Plan identification number 001

THE TOBIN GROUP 401(K) PLAN Benefits

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

THE TOBIN GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE TOBIN GROUP
Employer identification number (EIN):382374406
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TOBIN GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL E. TOBIN2024-06-04
0012022-01-01MICHAEL E. TOBIN2023-07-25 MICHAEL E. TOBIN2023-07-25
0012021-01-01MICHAEL E. TOBIN2022-06-19 MICHAEL E. TOBIN2022-06-19
0012020-01-01
0012019-01-01
0012018-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2019-06-26
0012017-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2018-07-30
0012016-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2017-07-26
0012015-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2016-07-19
0012014-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2015-07-09
0012014-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2015-07-09
0012013-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2014-10-14
0012012-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2013-10-09
0012011-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2012-10-15
0012009-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2010-10-13
0012009-01-01MICHAEL E. TOBIN MICHAEL E. TOBIN2010-10-13

Plan Statistics for THE TOBIN GROUP 401(K) PLAN

401k plan membership statisitcs for THE TOBIN GROUP 401(K) PLAN

Measure Date Value
2023: THE TOBIN GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01210
Total number of active participants reported on line 7a of the Form 55002023-01-01139
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0149
Total of all active and inactive participants2023-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01189
Number of participants with account balances2023-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0113
2022: THE TOBIN GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01208
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01171
Number of participants with account balances2022-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: THE TOBIN GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01228
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01189
Number of participants with account balances2021-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: THE TOBIN GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01219
Total number of active participants reported on line 7a of the Form 55002020-01-01165
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01205
Number of participants with account balances2020-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: THE TOBIN GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01455
Total number of active participants reported on line 7a of the Form 55002019-01-01168
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01205
Number of participants with account balances2019-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: THE TOBIN GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01426
Total number of active participants reported on line 7a of the Form 55002018-01-01202
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01228
Total of all active and inactive participants2018-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01430
Number of participants with account balances2018-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: THE TOBIN GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01388
Total number of active participants reported on line 7a of the Form 55002017-01-01200
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01190
Total of all active and inactive participants2017-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01390
Number of participants with account balances2017-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: THE TOBIN GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01362
Total number of active participants reported on line 7a of the Form 55002016-01-01191
Number of other retired or separated participants entitled to future benefits2016-01-01164
Total of all active and inactive participants2016-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01355
Number of participants with account balances2016-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: THE TOBIN GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01320
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of other retired or separated participants entitled to future benefits2015-01-01147
Total of all active and inactive participants2015-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01306
Number of participants with account balances2015-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: THE TOBIN GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01271
Total number of active participants reported on line 7a of the Form 55002014-01-01153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01116
Total of all active and inactive participants2014-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01269
Number of participants with account balances2014-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: THE TOBIN GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01242
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01226
Number of participants with account balances2013-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: THE TOBIN GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01230
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of retired or separated participants receiving benefits2012-01-0152
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01217
Number of participants with account balances2012-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: THE TOBIN GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01240
Total number of active participants reported on line 7a of the Form 55002011-01-01154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01199
Number of participants with account balances2011-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: THE TOBIN GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01201
Total number of active participants reported on line 7a of the Form 55002009-01-01165
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01197
Number of participants with account balances2009-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on THE TOBIN GROUP 401(K) PLAN

Measure Date Value
2023 : THE TOBIN GROUP 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$686,155
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$547,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$534,672
Expenses. Certain deemed distributions of participant loans2023-12-31$1,511
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$259,789
Value of total assets at end of year2023-12-31$3,413,634
Value of total assets at beginning of year2023-12-31$3,275,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$11,347
Total interest from all sources2023-12-31$147,897
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$420,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$248,384
Participant contributions at end of year2023-12-31$42,748
Participant contributions at beginning of year2023-12-31$55,504
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Other income not declared elsewhere2023-12-31$278,469
Administrative expenses (other) incurred2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$138,625
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,413,634
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,275,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,370,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,219,282
Interest on participant loans2023-12-31$3,212
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$144,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$223
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$11,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$534,672
Contract administrator fees2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2023-12-31382362251
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$686,155
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$547,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$534,672
Expenses. Certain deemed distributions of participant loans2023-01-01$1,511
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$259,789
Value of total assets at end of year2023-01-01$3,413,634
Value of total assets at beginning of year2023-01-01$3,275,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$11,347
Total interest from all sources2023-01-01$147,897
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$420,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$248,384
Participant contributions at end of year2023-01-01$42,748
Participant contributions at beginning of year2023-01-01$55,504
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Other income not declared elsewhere2023-01-01$278,469
Administrative expenses (other) incurred2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$138,625
Value of net assets at end of year (total assets less liabilities)2023-01-01$3,413,634
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$3,275,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$3,370,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$3,219,282
Interest on participant loans2023-01-01$3,212
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$0
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$144,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$223
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$11,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$534,672
Contract administrator fees2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-013
Accountancy firm name2023-01-01PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2023-01-01382362251
2022 : THE TOBIN GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-318,586
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$310,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$299,130
Expenses. Certain deemed distributions of participant loans2022-12-31$-352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$241,315
Value of total assets at end of year2022-12-31$3,275,009
Value of total assets at beginning of year2022-12-31$3,903,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,588
Total interest from all sources2022-12-31$193,279
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$11,588
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$420,000
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$233,283
Participant contributions at end of year2022-12-31$55,504
Participant contributions at beginning of year2022-12-31$48,851
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other income not declared elsewhere2022-12-31$-753,180
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-628,952
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,275,009
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,903,961
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$3,219,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,854,889
Interest on participant loans2022-12-31$2,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$190,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$221
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$8,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$299,130
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2022-12-31382362251
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-318,586
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$310,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$299,130
Expenses. Certain deemed distributions of participant loans2022-01-01$-352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$241,315
Value of total assets at end of year2022-01-01$3,275,009
Value of total assets at beginning of year2022-01-01$3,903,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$11,588
Total interest from all sources2022-01-01$193,279
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$11,588
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$420,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$233,283
Participant contributions at end of year2022-01-01$55,504
Participant contributions at beginning of year2022-01-01$48,851
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$0
Other income not declared elsewhere2022-01-01$-753,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-628,952
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,275,009
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,903,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$3,219,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$3,854,889
Interest on participant loans2022-01-01$2,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$190,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$8,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$299,130
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-013
Accountancy firm name2022-01-01PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2022-01-01382362251
2021 : THE TOBIN GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$682,832
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$139,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$123,204
Expenses. Certain deemed distributions of participant loans2021-12-31$4,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$232,038
Value of total assets at end of year2021-12-31$3,903,961
Value of total assets at beginning of year2021-12-31$3,360,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,702
Total interest from all sources2021-12-31$304,482
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$11,702
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$420,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$230,096
Participant contributions at end of year2021-12-31$48,851
Participant contributions at beginning of year2021-12-31$27,477
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$146,312
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$543,686
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,903,961
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,360,275
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$3,854,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,329,089
Income. Interest from loans (other than to participants)2021-12-31$1,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$302,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,709
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$123,204
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2021-12-31382362251
2020 : THE TOBIN GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$612,303
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$169,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$160,343
Expenses. Certain deemed distributions of participant loans2020-12-31$-563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$225,831
Value of total assets at end of year2020-12-31$3,360,275
Value of total assets at beginning of year2020-12-31$2,917,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,892
Total interest from all sources2020-12-31$149,439
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$9,892
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$310,000
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$219,912
Participant contributions at end of year2020-12-31$27,477
Participant contributions at beginning of year2020-12-31$41,573
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$442,631
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,360,275
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,917,644
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,329,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,872,820
Interest on participant loans2020-12-31$2,272
Interest earned on other investments2020-12-31$160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$147,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$237,033
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$5,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$160,343
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2020-12-31382362251
2019 : THE TOBIN GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$714,894
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$222,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$203,340
Expenses. Certain deemed distributions of participant loans2019-12-31$7,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$238,403
Value of total assets at end of year2019-12-31$2,917,644
Value of total assets at beginning of year2019-12-31$2,425,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,008
Total interest from all sources2019-12-31$2,569
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$220,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$232,586
Participant contributions at end of year2019-12-31$41,573
Participant contributions at beginning of year2019-12-31$36,119
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$2,976
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$492,162
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,917,644
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,425,482
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$12,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,872,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,381,372
Interest on participant loans2019-12-31$2,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$470,946
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$5,817
Employer contributions (assets) at beginning of year2019-12-31$6,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$203,340
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 name2019-12-31PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2019-12-31382362251
2018 : THE TOBIN GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$68,392
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$58,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$49,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$227,538
Value of total assets at end of year2018-12-31$2,425,482
Value of total assets at beginning of year2018-12-31$2,415,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,087
Total interest from all sources2018-12-31$1,985
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$191,562
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$191,562
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$220,000
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$221,509
Participant contributions at end of year2018-12-31$36,119
Participant contributions at beginning of year2018-12-31$32,468
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$19
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$10,307
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,425,482
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,415,175
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$8,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,381,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,381,316
Interest on participant loans2018-12-31$1,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-352,712
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$6,029
Employer contributions (assets) at end of year2018-12-31$6,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$49,998
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 name2018-12-31PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2018-12-31382362251
2017 : THE TOBIN GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$233
Total income from all sources (including contributions)2017-12-31$507,866
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$124,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$115,720
Expenses. Certain deemed distributions of participant loans2017-12-31$1,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$219,750
Value of total assets at end of year2017-12-31$2,415,175
Value of total assets at beginning of year2017-12-31$2,031,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,540
Total interest from all sources2017-12-31$1,652
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$286,212
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$286,212
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$220,000
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$217,366
Participant contributions at end of year2017-12-31$32,468
Participant contributions at beginning of year2017-12-31$26,294
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$233
Other income not declared elsewhere2017-12-31$252
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$383,751
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,415,175
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,031,424
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$6,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,381,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,002,862
Interest on participant loans2017-12-31$1,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,490
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$2,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$115,720
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 name2017-12-31PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2017-12-31382362251
2016 : THE TOBIN GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$366,208
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$54,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$49,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$199,778
Value of total assets at end of year2016-12-31$2,031,657
Value of total assets at beginning of year2016-12-31$1,719,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,119
Total interest from all sources2016-12-31$1,126
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$165,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$165,293
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$220,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$196,045
Participant contributions at end of year2016-12-31$26,294
Participant contributions at beginning of year2016-12-31$20,272
Assets. Other investments not covered elsewhere at end of year2016-12-31$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$233
Other income not declared elsewhere2016-12-31$11
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$311,980
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,031,424
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,719,444
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
Investment advisory and management fees2016-12-31$5,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,002,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,697,086
Interest on participant loans2016-12-31$1,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,086
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$3,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$49,109
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 name2016-12-31PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2016-12-31382362251
2015 : THE TOBIN GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$146,819
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$103,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$63,249
Expenses. Certain deemed distributions of participant loans2015-12-31$35,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$173,309
Value of total assets at end of year2015-12-31$1,719,444
Value of total assets at beginning of year2015-12-31$1,676,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,806
Total interest from all sources2015-12-31$1,950
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-28,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$-28,440
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
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$169,936
Participant contributions at end of year2015-12-31$20,272
Participant contributions at beginning of year2015-12-31$61,625
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$43,200
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,719,444
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,676,244
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
Investment advisory and management fees2015-12-31$4,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,697,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,612,672
Interest on participant loans2015-12-31$1,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,947
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$3,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$63,249
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 name2015-12-31PORVIN, BURNSTEIN & GAREKIK, PLLC
Accountancy firm EIN2015-12-31382362251
2014 : THE TOBIN GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$249,858
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$79,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$67,826
Expenses. Certain deemed distributions of participant loans2014-12-31$6,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$150,738
Value of total assets at end of year2014-12-31$1,676,244
Value of total assets at beginning of year2014-12-31$1,505,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,315
Total interest from all sources2014-12-31$2,565
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$96,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$96,555
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
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$148,117
Participant contributions at end of year2014-12-31$61,625
Participant contributions at beginning of year2014-12-31$61,952
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$170,768
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,676,244
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,505,476
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
Investment advisory and management fees2014-12-31$4,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,612,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,442,735
Interest on participant loans2014-12-31$2,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$789
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$2,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$67,826
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 name2014-12-31PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2014-12-31382362251
2013 : THE TOBIN GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$843
Total income from all sources (including contributions)2013-12-31$363,199
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$162,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$152,018
Expenses. Certain deemed distributions of participant loans2013-12-31$6,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$151,752
Value of total assets at end of year2013-12-31$1,505,476
Value of total assets at beginning of year2013-12-31$1,305,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,699
Total interest from all sources2013-12-31$1,247
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$69,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$69,973
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$149,028
Participant contributions at end of year2013-12-31$61,952
Participant contributions at beginning of year2013-12-31$17,645
Participant contributions at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$843
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$200,709
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,505,476
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,304,767
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
Investment advisory and management fees2013-12-31$3,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,442,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,287,723
Interest on participant loans2013-12-31$1,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$140,227
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$2,724
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$152,018
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 name2013-12-31PORVIN, BURNSTEIN & GARELIK, PLLC
Accountancy firm EIN2013-12-31382362251
2012 : THE TOBIN GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$353,750
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$247,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$234,898
Expenses. Certain deemed distributions of participant loans2012-12-31$4,621
Value of total corrective distributions2012-12-31$2,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$171,897
Value of total assets at end of year2012-12-31$1,305,610
Value of total assets at beginning of year2012-12-31$1,198,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,299
Total interest from all sources2012-12-31$990
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$37,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$37,895
Administrative expenses professional fees incurred2012-12-31$1,078
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$130,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$148,931
Participant contributions at end of year2012-12-31$17,645
Participant contributions at beginning of year2012-12-31$20,086
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$15,194
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$914
Liabilities. Value of operating payables at end of year2012-12-31$843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$106,248
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,304,767
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,198,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,287,723
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,149,008
Interest on participant loans2012-12-31$990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$142,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,801
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$2,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$234,898
Contract administrator fees2012-12-31$1,421
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DENNIS J. LIEFER, CPA, PC
Accountancy firm EIN2012-12-31383542207
2011 : THE TOBIN GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$96,874
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$39,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,415
Expenses. Certain deemed distributions of participant loans2011-12-31$1,472
Value of total corrective distributions2011-12-31$8,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$156,003
Value of total assets at end of year2011-12-31$1,198,519
Value of total assets at beginning of year2011-12-31$1,141,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,894
Total interest from all sources2011-12-31$966
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$153,017
Participant contributions at end of year2011-12-31$20,086
Participant contributions at beginning of year2011-12-31$16,679
Participant contributions at end of year2011-12-31$15,194
Participant contributions at beginning of year2011-12-31$14,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$57,011
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,198,519
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,141,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,149,008
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,097,658
Interest on participant loans2011-12-31$966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,194
Net investment gain/loss from pooled separate accounts2011-12-31$-60,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,986
Employer contributions (assets) at end of year2011-12-31$2,986
Employer contributions (assets) at beginning of year2011-12-31$2,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,415
Contract administrator fees2011-12-31$4,894
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DENNIS J. LIEFER, CPA, PC
Accountancy firm EIN2011-12-31383542207
2010 : THE TOBIN GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$273,159
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$71,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$64,757
Expenses. Certain deemed distributions of participant loans2010-12-31$631
Value of total corrective distributions2010-12-31$2,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$140,460
Value of total assets at end of year2010-12-31$1,141,508
Value of total assets at beginning of year2010-12-31$940,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,206
Total interest from all sources2010-12-31$666
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$137,757
Participant contributions at end of year2010-12-31$16,679
Participant contributions at beginning of year2010-12-31$17,380
Participant contributions at end of year2010-12-31$14,395
Participant contributions at beginning of year2010-12-31$12,379
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$201,429
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,141,508
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$940,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,097,658
Value of interest in pooled separate accounts at beginning of year2010-12-31$902,177
Interest on participant loans2010-12-31$292
Interest earned on other investments2010-12-31$374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,143
Net investment gain/loss from pooled separate accounts2010-12-31$132,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,703
Employer contributions (assets) at end of year2010-12-31$2,703
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$64,757
Contract administrator fees2010-12-31$4,206
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DENNIS J. LIEFER, CPA, PC
Accountancy firm EIN2010-12-31383542207

Form 5500 Responses for THE TOBIN GROUP 401(K) PLAN

2023: THE TOBIN GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE TOBIN GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE TOBIN GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE TOBIN GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE TOBIN GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TOBIN GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE TOBIN GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE TOBIN GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE TOBIN GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE TOBIN GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE TOBIN GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE TOBIN GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE TOBIN GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE TOBIN GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan 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 number334186-01
Policy instance 1
Insurance contract or identification number334186-01
Number of Individuals Covered5
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number334186-01
Policy instance 1
Insurance contract or identification number334186-01
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number334186-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334186-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334186-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334186-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334186-01
Policy instance 1

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