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| Plan Name | THE THEORY, INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE THEORY, INC. |
| Employer identification number (EIN): | 473770995 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about THE THEORY, INC.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2015-04-20 |
| Company Identification Number: | 110608999 |
| Legal Registered Office Address: |
15559 VILLAGE DR LAKE OSWEGO United States of America (USA) 97034 |
More information about THE THEORY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2018-01-01 | KELSEY TUCKER | |||
| 001 | 2017-01-01 | KELSEY TUCKER | |||
| 001 | 2016-01-01 | KELSEY TUCKER | |||
| 001 | 2015-04-20 | KELSEY TUCKER |
| Measure | Date | Value |
|---|---|---|
| 2018: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 2 |
| 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: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 2 |
| 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: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-04-20 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-20 | 2 |
| Number of retired or separated participants receiving benefits | 2015-04-20 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-20 | 0 |
| Total of all active and inactive participants | 2015-04-20 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-20 | 0 |
| Total participants | 2015-04-20 | 2 |
| Number of participants with account balances | 2015-04-20 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-20 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2018 : THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
| Transfers to/from the plan | 2018-09-05 | $0 |
| Total plan liabilities at end of year | 2018-09-05 | $0 |
| Total plan liabilities at beginning of year | 2018-09-05 | $0 |
| Total income from all sources | 2018-09-05 | $-98,809 |
| Expenses. Total of all expenses incurred | 2018-09-05 | $11,550 |
| Benefits paid (including direct rollovers) | 2018-09-05 | $11,485 |
| Total plan assets at end of year | 2018-09-05 | $0 |
| Total plan assets at beginning of year | 2018-09-05 | $110,359 |
| Total contributions received or receivable from participants | 2018-09-05 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-09-05 | $65 |
| Contributions received from other sources (not participants or employers) | 2018-09-05 | $0 |
| Other income received | 2018-09-05 | $-98,809 |
| Noncash contributions received | 2018-09-05 | $0 |
| Net income (gross income less expenses) | 2018-09-05 | $-110,359 |
| Net plan assets at end of year (total assets less liabilities) | 2018-09-05 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-09-05 | $110,359 |
| Assets. Value of employer securities | 2018-09-05 | $0 |
| Total contributions received or receivable from employer(s) | 2018-09-05 | $0 |
| Value of certain deemed distributions of participant loans | 2018-09-05 | $0 |
| Value of corrective distributions | 2018-09-05 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-05 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-05 | $0 |
| 2017 : THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $-235 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $65 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $110,359 |
| Total plan assets at beginning of year | 2017-12-31 | $110,659 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $65 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $-235 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-300 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $110,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $110,659 |
| Assets. Value of employer securities | 2017-12-31 | $109,544 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $-2,091 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $65 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $110,659 |
| Total plan assets at beginning of year | 2016-12-31 | $112,815 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $65 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $-2,091 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-2,156 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $110,659 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $112,815 |
| Assets. Value of employer securities | 2016-12-31 | $109,780 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $112,845 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $30 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $112,815 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $30 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $113,975 |
| Other income received | 2015-12-31 | $-1,130 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $112,815 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $112,815 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $111,870 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2018: THE THEORY, INC. 401(K) 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 | Yes |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: THE THEORY, INC. 401(K) 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: THE THEORY, INC. 401(K) 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: THE THEORY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-04-20 | Type of plan entity | Single employer plan |
| 2015-04-20 | First time form 5500 has been submitted | Yes |
| 2015-04-20 | Submission has been amended | No |
| 2015-04-20 | This submission is the final filing | No |
| 2015-04-20 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-04-20 | Plan is a collectively bargained plan | No |
| 2015-04-20 | Plan funding arrangement – Trust | Yes |
| 2015-04-20 | Plan benefit arrangement - Trust | Yes |