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Plan Name | TATE & NERREE INC. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | TATE & NERREE INC. |
Employer identification number (EIN): | 462441170 |
NAIC Classification: | 531310 |
Additional information about TATE & NERREE INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2013-03-28 |
Company Identification Number: | C3547540 |
Legal Registered Office Address: |
34 Seascape Village Aptos United States of America (USA) 95003 |
More information about TATE & NERREE INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | NATHANIEL SUMMER | NATHANIEL SUMMER | 2019-03-25 | |
001 | 2017-01-01 | NATHANIEL SUMMER | NATHANIEL SUMMER | 2018-02-01 | |
001 | 2016-01-01 | NATE SUMMER | NATE SUMMER | 2017-02-21 | |
001 | 2015-01-01 | NATE SUMMER | NATE SUMMER | 2016-10-18 | |
001 | 2014-01-01 | NATHANIEL SUMMER | NATHANIEL SUMMER | 2015-07-06 | |
001 | 2013-03-28 | NATHANIEL SUMMER | NATHANIEL SUMMER | 2014-06-16 |
Measure | Date | Value |
---|---|---|
2020: TATE & NERREE INC. PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 14 |
Number of participants with account balances | 2020-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TATE & NERREE INC. PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 13 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: TATE & NERREE INC. PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: TATE & NERREE INC. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 11 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: TATE & NERREE INC. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 12 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: TATE & NERREE INC. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
Total of all active and inactive participants | 2015-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 13 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: TATE & NERREE INC. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 11 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TATE & NERREE INC. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-03-28 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-28 | 2 |
Number of retired or separated participants receiving benefits | 2013-03-28 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-03-28 | 0 |
Total of all active and inactive participants | 2013-03-28 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-03-28 | 0 |
Total participants | 2013-03-28 | 2 |
Number of participants with account balances | 2013-03-28 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-03-28 | 0 |
Measure | Date | Value |
---|---|---|
2020 : TATE & NERREE INC. PROFIT SHARING PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $-496,777 |
Total plan assets at end of year | 2020-12-31 | $244,459 |
Total plan assets at beginning of year | 2020-12-31 | $741,236 |
Other income received | 2020-12-31 | $-496,777 |
Net income (gross income less expenses) | 2020-12-31 | $-496,777 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $244,459 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $741,236 |
Assets. Value of employer securities | 2020-12-31 | $244,359 |
2019 : TATE & NERREE INC. PROFIT SHARING PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $266,920 |
Total plan assets at end of year | 2019-12-31 | $741,236 |
Total plan assets at beginning of year | 2019-12-31 | $474,316 |
Other income received | 2019-12-31 | $266,920 |
Net income (gross income less expenses) | 2019-12-31 | $266,920 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $741,236 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $474,316 |
Assets. Value of employer securities | 2019-12-31 | $741,136 |
2018 : TATE & NERREE INC. PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $-65,596 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $474,316 |
Total plan assets at beginning of year | 2018-12-31 | $539,912 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-65,596 |
Net income (gross income less expenses) | 2018-12-31 | $-65,596 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $474,316 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $539,912 |
Assets. Value of employer securities | 2018-12-31 | $474,216 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : TATE & NERREE INC. PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $-10,033 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $539,912 |
Total plan assets at beginning of year | 2017-12-31 | $549,945 |
Value of fidelity bond covering the plan | 2017-12-31 | $60,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $-10,033 |
Net income (gross income less expenses) | 2017-12-31 | $-10,033 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $539,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $549,945 |
Assets. Value of employer securities | 2017-12-31 | $539,812 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : TATE & NERREE INC. PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $-8,702 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $549,945 |
Total plan assets at beginning of year | 2016-12-31 | $558,647 |
Value of fidelity bond covering the plan | 2016-12-31 | $60,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $-8,702 |
Net income (gross income less expenses) | 2016-12-31 | $-8,702 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $549,945 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $558,647 |
Assets. Value of employer securities | 2016-12-31 | $549,845 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : TATE & NERREE INC. PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $292,556 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $558,647 |
Total plan assets at beginning of year | 2015-12-31 | $266,091 |
Value of fidelity bond covering the plan | 2015-12-31 | $60,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $292,556 |
Net income (gross income less expenses) | 2015-12-31 | $292,556 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $558,647 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $266,091 |
Assets. Value of employer securities | 2015-12-31 | $558,547 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : TATE & NERREE INC. PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $0 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $266,091 |
Total plan assets at beginning of year | 2014-12-31 | $266,091 |
Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $0 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $266,091 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $266,091 |
Assets. Value of employer securities | 2014-12-31 | $265,991 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : TATE & NERREE INC. PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $266,091 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $266,091 |
Total plan assets at beginning of year | 2013-12-31 | $0 |
Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $266,091 |
Other income received | 2013-12-31 | $0 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $266,091 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $266,091 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
Assets. Value of employer securities | 2013-12-31 | $265,991 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2020: TATE & NERREE INC. PROFIT SHARING PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: TATE & NERREE INC. PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TATE & NERREE INC. PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TATE & NERREE INC. PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TATE & NERREE INC. PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TATE & NERREE INC. PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TATE & NERREE INC. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TATE & NERREE INC. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-03-28 | Type of plan entity | Single employer plan |
2013-03-28 | First time form 5500 has been submitted | Yes |
2013-03-28 | Submission has been amended | No |
2013-03-28 | This submission is the final filing | No |
2013-03-28 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-03-28 | Plan is a collectively bargained plan | No |
2013-03-28 | Plan funding arrangement – Trust | Yes |
2013-03-28 | Plan benefit arrangement - Trust | Yes |