T & D THIERY INSURANCE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan T & D THIERY INSURANCE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : T & D THIERY INSURANCE RETIREMENT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2023-02-21 | $25 |
| Total income from all sources | 2023-02-21 | $621 |
| Expenses. Total of all expenses incurred | 2023-02-21 | $9,698 |
| Benefits paid (including direct rollovers) | 2023-02-21 | $9,359 |
| Total plan assets at end of year | 2023-02-21 | $0 |
| Total plan assets at beginning of year | 2023-02-21 | $9,102 |
| Value of fidelity bond covering the plan | 2023-02-21 | $1,000 |
| Other income received | 2023-02-21 | $621 |
| Net income (gross income less expenses) | 2023-02-21 | $-9,077 |
| Net plan assets at end of year (total assets less liabilities) | 2023-02-21 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-02-21 | $9,077 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-02-21 | $339 |
| 2022 : T & D THIERY INSURANCE RETIREMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $25 |
| Total income from all sources | 2022-12-31 | $-94,122 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $189,704 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $188,591 |
| Total plan assets at end of year | 2022-12-31 | $9,102 |
| Total plan assets at beginning of year | 2022-12-31 | $292,903 |
| Value of fidelity bond covering the plan | 2022-12-31 | $29,291 |
| Other income received | 2022-12-31 | $-94,122 |
| Net income (gross income less expenses) | 2022-12-31 | $-283,826 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $292,903 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $122 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,113 |
| 2021 : T & D THIERY INSURANCE RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-78,038 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $959 |
| Total plan assets at end of year | 2021-12-31 | $292,903 |
| Total plan assets at beginning of year | 2021-12-31 | $371,900 |
| Value of fidelity bond covering the plan | 2021-12-31 | $37,191 |
| Total contributions received or receivable from participants | 2021-12-31 | $1,927 |
| Other income received | 2021-12-31 | $-81,580 |
| Net income (gross income less expenses) | 2021-12-31 | $-78,997 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $292,903 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $371,900 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $385 |
| Assets. Value of employer securities | 2021-12-31 | $280,867 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,615 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $959 |
| 2020 : T & D THIERY INSURANCE RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $24,722 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $924 |
| Total plan assets at end of year | 2020-12-31 | $371,900 |
| Total plan assets at beginning of year | 2020-12-31 | $348,102 |
| Value of fidelity bond covering the plan | 2020-12-31 | $37,190 |
| Total contributions received or receivable from participants | 2020-12-31 | $2,970 |
| Other income received | 2020-12-31 | $19,376 |
| Net income (gross income less expenses) | 2020-12-31 | $23,798 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $371,900 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $348,102 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $262 |
| Assets. Value of employer securities | 2020-12-31 | $363,920 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $2,376 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $924 |
| 2019 : T & D THIERY INSURANCE RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $100,958 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $352 |
| Total plan assets at end of year | 2019-12-31 | $348,102 |
| Total plan assets at beginning of year | 2019-12-31 | $247,496 |
| Value of fidelity bond covering the plan | 2019-12-31 | $24,750 |
| Total contributions received or receivable from participants | 2019-12-31 | $1,269 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $118,489 |
| Other income received | 2019-12-31 | $-20,069 |
| Net income (gross income less expenses) | 2019-12-31 | $100,606 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $348,102 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $247,496 |
| Assets. Value of employer securities | 2019-12-31 | $345,658 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,269 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $352 |
| 2018 : T & D THIERY INSURANCE RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $41,102 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $247,496 |
| Total plan assets at beginning of year | 2018-12-31 | $206,394 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,640 |
| Other income received | 2018-12-31 | $41,102 |
| Net income (gross income less expenses) | 2018-12-31 | $41,102 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $247,496 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $206,394 |
| Assets. Value of employer securities | 2018-12-31 | $247,496 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : T & D THIERY INSURANCE RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $58,054 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $206,394 |
| Total plan assets at beginning of year | 2017-12-31 | $148,340 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Other income received | 2017-12-31 | $58,054 |
| Net income (gross income less expenses) | 2017-12-31 | $58,054 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $206,394 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $148,340 |
| Assets. Value of employer securities | 2017-12-31 | $206,394 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : T & D THIERY INSURANCE RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $60,000 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $148,340 |
| Total plan assets at beginning of year | 2016-12-31 | $88,340 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Other income received | 2016-12-31 | $60,000 |
| Net income (gross income less expenses) | 2016-12-31 | $60,000 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $148,340 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $88,340 |
| Assets. Value of employer securities | 2016-12-31 | $148,340 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : T & D THIERY INSURANCE RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $88,343 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $3 |
| Total plan assets at end of year | 2015-12-31 | $88,340 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $3 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $147,415 |
| Other income received | 2015-12-31 | $-59,072 |
| Net income (gross income less expenses) | 2015-12-31 | $88,340 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $88,340 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $88,340 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2023: T & D THIERY INSURANCE RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | Yes |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: T & D THIERY INSURANCE RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: T & D THIERY INSURANCE RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: T & D THIERY INSURANCE RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: T & D THIERY INSURANCE RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: T & D THIERY INSURANCE RETIREMENT 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: T & D THIERY INSURANCE RETIREMENT 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: T & D THIERY INSURANCE RETIREMENT 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: T & D THIERY INSURANCE RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-03-25 | Type of plan entity | Single employer plan |
| 2015-03-25 | First time form 5500 has been submitted | Yes |
| 2015-03-25 | Submission has been amended | No |
| 2015-03-25 | This submission is the final filing | No |
| 2015-03-25 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-03-25 | Plan is a collectively bargained plan | No |
| 2015-03-25 | Plan funding arrangement – Trust | Yes |
| 2015-03-25 | Plan benefit arrangement - Trust | Yes |
