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THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 401k Plan overview

Plan NameTHE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP
Plan identification number 002

THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

THE TECHNICAL ASSISTANCE & TRAINING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE TECHNICAL ASSISTANCE & TRAINING CORPORATION
Employer identification number (EIN):520893858
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01ROMONA MORTON2020-10-13
0022018-01-01ROMONA MORTON2019-10-13 ROMONA MORTON2019-10-13
0022017-01-01
0022016-01-01
0022015-01-01ROMONA MORTON
0022014-01-01ROMONA MORTON
0022014-01-01ROMONA MORTON
0022013-01-01ROMONA MORTON ROMONA MORTON2015-02-23
0022012-01-01THOMAS F BARRETT INC
0022011-01-01THOMAS F BARRETT INC
0022010-01-01THOMAS F BARRETT INC
0022009-01-01THOMAS F BARRETT INC
0022009-01-01MARIA LUISA T. ACOSTA MARIA LUISA T. ACOSTA2010-10-04
0022009-01-01MARIA LUISA T. ACOSTA MARIA LUISA T. ACOSTA2010-12-30
0022009-01-01THOMAS F BARRETT INC

Financial Data on THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP

Measure Date Value
2019 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2019 401k financial data
Transfers to/from the plan2019-12-31$-5,547
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-575,068
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$580,615
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$-575,068
Net income (gross income less expenses)2019-12-31$-575,068
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$580,615
Assets. Value of employer securities2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-114
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$580,615
Total plan assets at beginning of year2018-12-31$580,729
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-114
Net income (gross income less expenses)2018-12-31$-114
Net plan assets at end of year (total assets less liabilities)2018-12-31$580,615
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$580,729
Assets. Value of employer securities2018-12-31$575,152
2017 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$-73,031
Expenses. Total of all expenses incurred2017-12-31$10,606
Benefits paid (including direct rollovers)2017-12-31$10,381
Total plan assets at end of year2017-12-31$580,729
Total plan assets at beginning of year2017-12-31$664,366
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$225
Other income received2017-12-31$-74,775
Net income (gross income less expenses)2017-12-31$-83,637
Net plan assets at end of year (total assets less liabilities)2017-12-31$580,729
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$664,366
Assets. Value of employer securities2017-12-31$575,152
Total contributions received or receivable from employer(s)2017-12-31$1,744
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-167
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$664,366
Total plan assets at beginning of year2016-12-31$664,533
Value of fidelity bond covering the plan2016-12-31$265,000
Other income received2016-12-31$-167
Net income (gross income less expenses)2016-12-31$-167
Net plan assets at end of year (total assets less liabilities)2016-12-31$664,366
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$664,533
Assets. Value of employer securities2016-12-31$650,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-167
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$664,533
Total plan assets at beginning of year2015-12-31$664,700
Value of fidelity bond covering the plan2015-12-31$265,000
Other income received2015-12-31$-167
Net income (gross income less expenses)2015-12-31$-167
Net plan assets at end of year (total assets less liabilities)2015-12-31$664,533
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$664,700
Assets. Value of employer securities2015-12-31$650,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2014 401k financial data
Total plan liabilities at end of year2014-12-31$272
Total plan liabilities at beginning of year2014-12-31$13,314
Total income from all sources2014-12-31$8,691
Expenses. Total of all expenses incurred2014-12-31$8,637
Benefits paid (including direct rollovers)2014-12-31$8,637
Total plan assets at end of year2014-12-31$758,771
Total plan assets at beginning of year2014-12-31$771,759
Value of fidelity bond covering the plan2014-12-31$265,000
Other income received2014-12-31$54
Net income (gross income less expenses)2014-12-31$54
Net plan assets at end of year (total assets less liabilities)2014-12-31$758,499
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$758,445
Assets. Value of employer securities2014-12-31$750,000
Total contributions received or receivable from employer(s)2014-12-31$8,637
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2013 401k financial data
Total plan liabilities at end of year2013-12-31$2,441
Total plan liabilities at beginning of year2013-12-31$20,741
Total income from all sources2013-12-31$10,684
Expenses. Total of all expenses incurred2013-12-31$9,255
Benefits paid (including direct rollovers)2013-12-31$9,255
Total plan assets at end of year2013-12-31$1,521,758
Total plan assets at beginning of year2013-12-31$1,538,629
Value of fidelity bond covering the plan2013-12-31$265,000
Other income received2013-12-31$53
Net income (gross income less expenses)2013-12-31$1,429
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,519,317
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,517,888
Assets. Value of employer securities2013-12-31$1,500,000
Total contributions received or receivable from employer(s)2013-12-31$10,631
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2012 401k financial data
Total plan liabilities at end of year2012-12-31$20,741
Total plan liabilities at beginning of year2012-12-31$20,478
Total income from all sources2012-12-31$-186,191
Expenses. Total of all expenses incurred2012-12-31$133,587
Benefits paid (including direct rollovers)2012-12-31$133,587
Total plan assets at end of year2012-12-31$1,538,629
Total plan assets at beginning of year2012-12-31$1,858,144
Value of fidelity bond covering the plan2012-12-31$265,000
Other income received2012-12-31$-312,191
Net income (gross income less expenses)2012-12-31$-319,778
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,517,888
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,837,666
Assets. Value of employer securities2012-12-31$1,500,000
Total contributions received or receivable from employer(s)2012-12-31$126,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2011 401k financial data
Total plan liabilities at end of year2011-12-31$20,478
Total plan liabilities at beginning of year2011-12-31$3,165
Total income from all sources2011-12-31$-357,865
Expenses. Total of all expenses incurred2011-12-31$55,306
Benefits paid (including direct rollovers)2011-12-31$55,306
Total plan assets at end of year2011-12-31$1,858,144
Total plan assets at beginning of year2011-12-31$2,254,002
Value of fidelity bond covering the plan2011-12-31$265,000
Other income received2011-12-31$-400,165
Net income (gross income less expenses)2011-12-31$-413,171
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,837,666
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,250,837
Assets. Value of employer securities2011-12-31$1,800,000
Total contributions received or receivable from employer(s)2011-12-31$42,300
2010 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2010 401k financial data
Total plan liabilities at end of year2010-12-31$3,165
Total plan liabilities at beginning of year2010-12-31$74,327
Total income from all sources2010-12-31$-123,600
Expenses. Total of all expenses incurred2010-12-31$631,101
Benefits paid (including direct rollovers)2010-12-31$631,101
Total plan assets at end of year2010-12-31$2,254,002
Total plan assets at beginning of year2010-12-31$3,079,865
Value of fidelity bond covering the plan2010-12-31$265,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-699,004
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-754,701
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,250,837
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,005,538
Assets. Value of employer securities2010-12-31$2,199,930
Total contributions received or receivable from employer(s)2010-12-31$575,404
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP

2019: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 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: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 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: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 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: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 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: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE TECHNICAL ASSISTANCE & TRAINING CORPORATION ESOP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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