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OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN 401k Plan overview

Plan NameOSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN
Plan identification number 001

OSCAR J. TOLMAS CHARITABLE TRUST 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

OSCAR J. TOLMAS CHARITABLE TRUST has sponsored the creation of one or more 401k plans.

Company Name:OSCAR J. TOLMAS CHARITABLE TRUST
Employer identification number (EIN):467235211
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VINCENT GIARDINA2024-07-08
0012022-01-01VINCENT GIARDINA2023-03-30
0012021-01-01VINCENT GIARDINA2022-03-02 VINCENT GIARDINA2022-03-02
0012020-01-01VINCENT J GIARDINA2021-03-24 VINCENT J GIARDINA2021-03-24
0012019-01-01VINCENT GIARDINA2020-04-29 VINCENT GIARDINA2020-04-29
0012018-01-01VINCENT GIARDINA2019-06-24 VINCENT GIARDINA2019-06-24
0012017-01-01VINCENT GIARDINA2018-06-13 VINCENT GIARDINA2018-06-13
0012016-01-01VINCENT GIARDINA2017-07-10 VINCENT GIARDINA2017-07-10
0012015-01-01VINCENT GIARDINA2016-09-06 VINCENT GIARDINA2016-09-06

Plan Statistics for OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN

401k plan membership statisitcs for OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN

Measure Date Value
2025: OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-173
Total number of particpants at end of year2025-03-173
Number of Participants With Account Balances2025-03-173
2024: OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-083
Total number of particpants at end of year2024-07-083
Number of Participants With Account Balances2024-07-083
2022: OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-023
Total number of particpants at end of year2022-03-023
Number of Participants With Account Balances2022-03-023

Financial Data on OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN

Measure Date Value
2025 : OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-172670
Net assets as of the end of the plan year2025-03-171093695
Total assets as of the beginning of the plan year2025-03-17975144
Value of plan covered by a fidelity bond2025-03-17500000
Other income to plan in this plan year2025-03-1761693
Plan net income in this plan year2025-03-17118551
Net assets as of the end of the plan year2025-03-171093695
Net assets as of the beginning of the plan year2025-03-17975144
Employer contributions to plan in this plan year2025-03-1759528
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-172670
2024 : OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-082148
Net assets as of the end of the plan year2024-07-08975144
Total assets as of the beginning of the plan year2024-07-08843752
Value of plan covered by a fidelity bond2024-07-08115000
Other contributions to plan in this plan year2024-07-08358
Other income to plan in this plan year2024-07-0873883
Plan net income in this plan year2024-07-08131392
Net assets as of the end of the plan year2024-07-08975144
Net assets as of the beginning of the plan year2024-07-08843752
Employer contributions to plan in this plan year2024-07-0859299
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-082148
2022 : OSCAR J. TOLMAS CHARITABLE TRUST PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-021651
Net assets as of the end of the plan year2022-03-02426882
Total assets as of the beginning of the plan year2022-03-02338994
Value of plan covered by a fidelity bond2022-03-0233899
Other income to plan in this plan year2022-03-0234452
Plan net income in this plan year2022-03-0287888
Net assets as of the end of the plan year2022-03-02426882
Net assets as of the beginning of the plan year2022-03-02338994
Employer contributions to plan in this plan year2022-03-0255087
Fees paid to broker by Benefit Provider2022-03-021651
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-021651

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