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TATE & NERREE INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameTATE & NERREE INC. PROFIT SHARING PLAN
Plan identification number 001

TATE & NERREE INC. 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.
  • 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.

401k Sponsoring company profile

TATE & NERREE INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TATE & NERREE INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01NATHANIEL SUMMER NATHANIEL SUMMER2019-03-25
0012017-01-01NATHANIEL SUMMER NATHANIEL SUMMER2018-02-01
0012016-01-01NATE SUMMER NATE SUMMER2017-02-21
0012015-01-01NATE SUMMER NATE SUMMER2016-10-18
0012014-01-01NATHANIEL SUMMER NATHANIEL SUMMER2015-07-06
0012013-03-28NATHANIEL SUMMER NATHANIEL SUMMER2014-06-16

Plan Statistics for TATE & NERREE INC. PROFIT SHARING PLAN

401k plan membership statisitcs for TATE & NERREE INC. PROFIT SHARING PLAN

Measure Date Value
2020: TATE & NERREE INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0113
Total number of active participants reported on line 7a of the Form 55002020-01-0114
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TATE & NERREE INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0113
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TATE & NERREE INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TATE & NERREE INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TATE & NERREE INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0112
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TATE & NERREE INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TATE & NERREE INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TATE & NERREE INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-282
Total number of active participants reported on line 7a of the Form 55002013-03-282
Number of retired or separated participants receiving benefits2013-03-280
Number of other retired or separated participants entitled to future benefits2013-03-280
Total of all active and inactive participants2013-03-282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-280
Total participants2013-03-282
Number of participants with account balances2013-03-282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-280

Financial Data on TATE & NERREE INC. PROFIT SHARING PLAN

Measure Date Value
2020 : TATE & NERREE INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-496,777
Total plan assets at end of year2020-12-31$244,459
Total plan assets at beginning of year2020-12-31$741,236
Other income received2020-12-31$-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 securities2020-12-31$244,359
2019 : TATE & NERREE INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$266,920
Total plan assets at end of year2019-12-31$741,236
Total plan assets at beginning of year2019-12-31$474,316
Other income received2019-12-31$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 securities2019-12-31$741,136
2018 : TATE & NERREE INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-65,596
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$474,316
Total plan assets at beginning of year2018-12-31$539,912
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-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 securities2018-12-31$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$0
2017 : TATE & NERREE INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$-10,033
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$539,912
Total plan assets at beginning of year2017-12-31$549,945
Value of fidelity bond covering the plan2017-12-31$60,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-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 securities2017-12-31$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$0
2016 : TATE & NERREE INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-8,702
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$549,945
Total plan assets at beginning of year2016-12-31$558,647
Value of fidelity bond covering the plan2016-12-31$60,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-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 securities2016-12-31$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 sources2015-12-31$292,556
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$558,647
Total plan assets at beginning of year2015-12-31$266,091
Value of fidelity bond covering the plan2015-12-31$60,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$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 securities2015-12-31$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 plan2014-12-31$0
Total income from all sources2014-12-31$0
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$266,091
Total plan assets at beginning of year2014-12-31$266,091
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$0
Noncash contributions received2014-12-31$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 securities2014-12-31$265,991
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total income from all sources2013-12-31$266,091
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$266,091
Total plan assets at beginning of year2013-12-31$0
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$266,091
Other income received2013-12-31$0
Noncash contributions received2013-12-31$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 securities2013-12-31$265,991
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for TATE & NERREE INC. PROFIT SHARING PLAN

2020: TATE & NERREE INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TATE & NERREE INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TATE & NERREE INC. PROFIT SHARING 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TATE & NERREE INC. PROFIT SHARING 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TATE & NERREE INC. PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TATE & NERREE INC. PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TATE & NERREE INC. PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TATE & NERREE INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-28Type of plan entitySingle employer plan
2013-03-28First time form 5500 has been submittedYes
2013-03-28Submission has been amendedNo
2013-03-28This submission is the final filingNo
2013-03-28This return/report is a short plan year return/report (less than 12 months)Yes
2013-03-28Plan is a collectively bargained planNo
2013-03-28Plan funding arrangement – TrustYes
2013-03-28Plan benefit arrangement - TrustYes

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