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TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

TERRY ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:TERRY ENTERPRISES, INC.
Employer identification number (EIN):411608910
NAIC Classification:488510
NAIC Description:Freight Transportation Arrangement

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-04-01
0012014-04-01ROBERT A. TERRY2015-10-22
0012010-04-01ROBERT A. TERRY2011-10-11 ROBERT A. TERRY2011-10-11
0012008-04-01ROBERT A. TERRY ROBERT A. TERRY2011-02-28
0012007-04-01ROBERT A. TERRY ROBERT A. TERRY2011-02-28
0012006-04-01ROBERT A. TERRY ROBERT A. TERRY2011-02-28
0012005-04-01ROBERT A. TERRY ROBERT A. TERRY2011-02-28
0012005-01-01ROBERT A. TERRY ROBERT A. TERRY2011-02-28
0012004-01-01ROBERT A. TERRY ROBERT A. TERRY2011-02-28
0012003-01-01ROBERT A. TERRY ROBERT A. TERRY2011-02-28
0012002-01-01ROBERT A. TERRY ROBERT A. TERRY2011-02-28
0012001-01-01ROBERT A.TERRY ROBERT A.TERRY2011-02-28
0012000-01-01ROBERT A. TERRY ROBERT A. TERRY2011-02-28
0011999-01-01ROBERT A. TERRY ROBERT A. TERRY2011-02-25
0011998-01-01ROBERT A. TERRY ROBERT A. TERRY2011-02-24

Plan Statistics for TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2008: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-04-014
Total number of active participants reported on line 7a of the Form 55002008-04-014
Number of retired or separated participants receiving benefits2008-04-010
Number of other retired or separated participants entitled to future benefits2008-04-010
Total of all active and inactive participants2008-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-04-010
Total participants2008-04-014
Number of participants with account balances2008-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-04-010
2007: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-04-014
Total number of active participants reported on line 7a of the Form 55002007-04-014
Number of retired or separated participants receiving benefits2007-04-010
Number of other retired or separated participants entitled to future benefits2007-04-010
Total of all active and inactive participants2007-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-04-010
Total participants2007-04-014
Number of participants with account balances2007-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-04-010
2006: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-04-014
Total number of active participants reported on line 7a of the Form 55002006-04-014
Number of retired or separated participants receiving benefits2006-04-010
Number of other retired or separated participants entitled to future benefits2006-04-010
Total of all active and inactive participants2006-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-04-010
Total participants2006-04-014
Number of participants with account balances2006-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-04-010
2005: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year2005-04-014
Total number of active participants reported on line 7a of the Form 55002005-04-014
Number of retired or separated participants receiving benefits2005-04-010
Number of other retired or separated participants entitled to future benefits2005-04-010
Total of all active and inactive participants2005-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-04-010
Total participants2005-04-014
Number of participants with account balances2005-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-04-010
Total participants, beginning-of-year2005-01-012
Total number of active participants reported on line 7a of the Form 55002005-01-014
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-014
Number of participants with account balances2005-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-012
Total number of active participants reported on line 7a of the Form 55002004-01-012
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-012
Number of participants with account balances2004-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010
2003: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-012
Total number of active participants reported on line 7a of the Form 55002003-01-012
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-010
Total of all active and inactive participants2003-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-012
Number of participants with account balances2003-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010
2002: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-012
Total number of active participants reported on line 7a of the Form 55002002-01-012
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-010
Total of all active and inactive participants2002-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-01-010
Total participants2002-01-012
Number of participants with account balances2002-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-010
2001: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-012
Total number of active participants reported on line 7a of the Form 55002001-01-012
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-010
Total of all active and inactive participants2001-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-01-010
Total participants2001-01-012
Number of participants with account balances2001-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-01-010
2000: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2000 401k membership
Total participants, beginning-of-year2000-01-012
Total number of active participants reported on line 7a of the Form 55002000-01-012
Number of retired or separated participants receiving benefits2000-01-010
Number of other retired or separated participants entitled to future benefits2000-01-010
Total of all active and inactive participants2000-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2000-01-010
Total participants2000-01-012
Number of participants with account balances2000-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2000-01-010
1999: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 1999 401k membership
Total participants, beginning-of-year1999-01-011
Total number of active participants reported on line 7a of the Form 55001999-01-012
Number of retired or separated participants receiving benefits1999-01-010
Number of other retired or separated participants entitled to future benefits1999-01-010
Total of all active and inactive participants1999-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1999-01-010
Total participants1999-01-012
Number of participants with account balances1999-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested1999-01-010
1998: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 1998 401k membership
Total participants, beginning-of-year1998-01-010
Total number of active participants reported on line 7a of the Form 55001998-01-011
Number of retired or separated participants receiving benefits1998-01-010
Number of other retired or separated participants entitled to future benefits1998-01-010
Total of all active and inactive participants1998-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1998-01-010
Total participants1998-01-011
Number of participants with account balances1998-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested1998-01-010

Form 5500 Responses for TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

2008: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-04-01Type of plan entitySingle employer plan
2008-04-01Submission has been amendedNo
2008-04-01This submission is the final filingNo
2008-04-01This return/report is a short plan year return/report (less than 12 months)No
2008-04-01Plan is a collectively bargained planNo
2008-04-01Plan funding arrangement – TrustYes
2008-04-01Plan benefit arrangement - TrustYes
2007: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-04-01Type of plan entitySingle employer plan
2007-04-01Submission has been amendedNo
2007-04-01This submission is the final filingNo
2007-04-01This return/report is a short plan year return/report (less than 12 months)No
2007-04-01Plan is a collectively bargained planNo
2007-04-01Plan funding arrangement – TrustYes
2007-04-01Plan benefit arrangement - TrustYes
2006: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-04-01Type of plan entitySingle employer plan
2006-04-01Submission has been amendedNo
2006-04-01This submission is the final filingNo
2006-04-01This return/report is a short plan year return/report (less than 12 months)No
2006-04-01Plan is a collectively bargained planNo
2006-04-01Plan funding arrangement – TrustYes
2006-04-01Plan benefit arrangement - TrustYes
2005: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2005 form 5500 responses
2005-04-01Type of plan entitySingle employer plan
2005-04-01Submission has been amendedNo
2005-04-01This submission is the final filingNo
2005-04-01This return/report is a short plan year return/report (less than 12 months)No
2005-04-01Plan is a collectively bargained planNo
2005-04-01Plan funding arrangement – TrustYes
2005-04-01Plan benefit arrangement - TrustYes
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes
2002: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement - TrustYes
2001: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – TrustYes
2001-01-01Plan benefit arrangement - TrustYes
2000: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
2000-01-01Plan funding arrangement – TrustYes
2000-01-01Plan benefit arrangement - TrustYes
1999: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1999-01-01Plan funding arrangement – TrustYes
1999-01-01Plan benefit arrangement - TrustYes
1998: TERRY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 1998 form 5500 responses
1998-01-01Type of plan entitySingle employer plan
1998-01-01First time form 5500 has been submittedYes
1998-01-01Submission has been amendedNo
1998-01-01This submission is the final filingNo
1998-01-01This return/report is a short plan year return/report (less than 12 months)No
1998-01-01Plan is a collectively bargained planNo
1998-01-01Plan funding arrangement – TrustYes
1998-01-01Plan benefit arrangement - TrustYes

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