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THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST
Plan identification number 001

THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THOMAS PROPERTIES GROUP, L.P. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS PROPERTIES GROUP, L.P.
Employer identification number (EIN):731706355
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01SUSAN EGGER
0012013-01-01SUSAN EGGER
0012012-01-01ROBERT MORGAN ROBERT MORGAN2013-10-14
0012011-01-01GAIL KORCHAK
0012009-01-01GAIL KORCHAK GAIL KORCHAK2010-08-26

Plan Statistics for THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-010
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 participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01159
Total number of active participants reported on line 7a of the Form 55002013-01-0119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01111
Total of all active and inactive participants2013-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01130
Number of participants with account balances2013-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01138
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01164
Number of participants with account balances2012-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01175
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01173
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01194
Total number of active participants reported on line 7a of the Form 55002009-01-01162
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01202
Number of participants with account balances2009-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST

Measure Date Value
2014 : THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$210,636
Total of all expenses incurred2014-05-31$11,883,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$11,863,153
Value of total assets at end of year2014-05-31$0
Value of total assets at beginning of year2014-05-31$11,672,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$20,007
Total interest from all sources2014-05-31$1,671
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$20,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-05-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$20,222
Assets. Real estate other than employer real property at end of year2014-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-05-31$0
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$1,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Participant contributions at end of year2014-05-31$0
Participant contributions at beginning of year2014-05-31$60,614
Participant contributions at end of year2014-05-31$0
Participant contributions at beginning of year2014-05-31$5,295
Assets. Other investments not covered elsewhere at end of year2014-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$0
Assets. Loans (other than to participants) at end of year2014-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$0
Other income not declared elsewhere2014-05-31$1,473
Liabilities. Value of operating payables at end of year2014-05-31$0
Liabilities. Value of operating payables at beginning of year2014-05-31$0
Total non interest bearing cash at end of year2014-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$-11,672,524
Value of net assets at end of year (total assets less liabilities)2014-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$11,672,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Assets. partnership/joint venture interests at end of year2014-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$6,907,071
Value of interest in pooled separate accounts at end of year2014-05-31$0
Value of interest in pooled separate accounts at beginning of year2014-05-31$4,530,461
Interest on participant loans2014-05-31$1,671
Value of interest in master investment trust accounts at end of year2014-05-31$0
Value of interest in common/collective trusts at end of year2014-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$165,198
Asset value of US Government securities at end of year2014-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$145,711
Net investment gain/loss from pooled separate accounts2014-05-31$41,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Assets. Invements in employer securities at end of year2014-05-31$0
Assets. Value of employer real property at end of year2014-05-31$0
Employer contributions (assets) at end of year2014-05-31$0
Employer contributions (assets) at beginning of year2014-05-31$3,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$11,863,153
Asset. Corporate debt instrument preferred debt at end of year2014-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-05-31$0
Contract administrator fees2014-05-31$20,007
Assets. Corporate common stocks other than exployer securities at end of year2014-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-05-31$0
Liabilities. Value of benefit claims payable at end of year2014-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$0
Did the plan have assets held for investment2014-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31Yes
Liabilities. Value of acquisition indebtedness at end of year2014-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31CNM, LLP
Accountancy firm EIN2014-05-31651202484
2013 : THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,376,246
Total of all expenses incurred2013-12-31$2,988,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,815,719
Expenses. Certain deemed distributions of participant loans2013-12-31$112,875
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,059,895
Value of total assets at end of year2013-12-31$11,672,524
Value of total assets at beginning of year2013-12-31$11,284,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,461
Total interest from all sources2013-12-31$14,528
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$134,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$134,467
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$970,802
Participant contributions at end of year2013-12-31$60,614
Participant contributions at beginning of year2013-12-31$252,717
Participant contributions at end of year2013-12-31$5,295
Participant contributions at beginning of year2013-12-31$83,350
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,715
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$-925
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$388,191
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,672,524
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,284,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$55,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,907,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,112,670
Value of interest in pooled separate accounts at end of year2013-12-31$4,530,461
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,609,297
Interest on participant loans2013-12-31$13,716
Interest earned on other investments2013-12-31$812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$165,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$207,731
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,316,474
Net investment gain/loss from pooled separate accounts2013-12-31$851,807
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$78,378
Employer contributions (assets) at end of year2013-12-31$3,885
Employer contributions (assets) at beginning of year2013-12-31$18,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,815,719
Contract administrator fees2013-12-31$4,045
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CNM, LLP
Accountancy firm EIN2013-12-31651202484
2012 : THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,593,619
Total of all expenses incurred2012-12-31$1,023,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$980,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,300,767
Value of total assets at end of year2012-12-31$11,284,333
Value of total assets at beginning of year2012-12-31$9,713,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,302
Total interest from all sources2012-12-31$8,426
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$159,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$159,302
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,059,610
Participant contributions at end of year2012-12-31$252,717
Participant contributions at beginning of year2012-12-31$233,331
Participant contributions at end of year2012-12-31$83,350
Participant contributions at beginning of year2012-12-31$29,949
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$98,102
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$4
Other income not declared elsewhere2012-12-31$-26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,570,368
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,284,333
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,713,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$36,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,112,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,858,741
Value of interest in pooled separate accounts at end of year2012-12-31$3,609,297
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,227,663
Interest on participant loans2012-12-31$6,983
Interest earned on other investments2012-12-31$1,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$207,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$356,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$712,258
Net investment gain/loss from pooled separate accounts2012-12-31$412,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$143,055
Employer contributions (assets) at end of year2012-12-31$18,568
Employer contributions (assets) at beginning of year2012-12-31$7,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$980,945
Contract administrator fees2012-12-31$5,829
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CNM, LLP
Accountancy firm EIN2012-12-31651202484
2011 : THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$948,074
Total of all expenses incurred2011-12-31$663,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$663,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,244,172
Value of total assets at end of year2011-12-31$9,713,965
Value of total assets at beginning of year2011-12-31$9,429,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$570
Total interest from all sources2011-12-31$20,122
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$113,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$113,447
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,047,068
Participant contributions at end of year2011-12-31$233,331
Participant contributions at beginning of year2011-12-31$221,425
Participant contributions at end of year2011-12-31$29,949
Participant contributions at beginning of year2011-12-31$21,196
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$65,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$284,240
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,713,965
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,429,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,858,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,586,720
Value of interest in pooled separate accounts at end of year2011-12-31$3,227,663
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,232,928
Interest on participant loans2011-12-31$15,834
Interest earned on other investments2011-12-31$4,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$356,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$364,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-265,197
Net investment gain/loss from pooled separate accounts2011-12-31$-164,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$131,885
Employer contributions (assets) at end of year2011-12-31$7,790
Employer contributions (assets) at beginning of year2011-12-31$3,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$663,264
Contract administrator fees2011-12-31$570
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CNM, LLP
Accountancy firm EIN2011-12-31651202484
2010 : THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,230,505
Total of all expenses incurred2010-12-31$976,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$910,594
Value of total corrective distributions2010-12-31$44,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,137,325
Value of total assets at end of year2010-12-31$9,405,314
Value of total assets at beginning of year2010-12-31$8,151,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,403
Total interest from all sources2010-12-31$22,780
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$94,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$94,886
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,016,261
Participant contributions at end of year2010-12-31$221,425
Participant contributions at beginning of year2010-12-31$188,865
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$536
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$7,972
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,254,102
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,405,314
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,151,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,586,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,166,885
Value of interest in pooled separate accounts at end of year2010-12-31$3,232,928
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,270,075
Interest on participant loans2010-12-31$12,486
Interest earned on other investments2010-12-31$10,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$364,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$525,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$565,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$120,528
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$910,594
Contract administrator fees2010-12-31$21,403
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CNM, LLP
Accountancy firm EIN2010-12-31651202484

Form 5500 Responses for THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST

2014: THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 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 filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THOMAS PROPERTIES GROUP, L.P. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426239
Policy instance 1
Insurance contract or identification number426239
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4390
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?3
Insurance broker nameQBI, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426239
Policy instance 1
Insurance contract or identification number426239
Number of Individuals Covered134
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,759
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees12759
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameQBI LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426239
Policy instance 1
Insurance contract or identification number426239
Number of Individuals Covered156
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,958
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees841
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameQBILLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426239
Policy instance 1
Insurance contract or identification number426239
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,198
Total amount of fees paid to insurance companyUSD $18,292
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426239
Policy instance 1
Insurance contract or identification number426239
Number of Individuals Covered175
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,540
Total amount of fees paid to insurance companyUSD $12,869
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,205
Amount paid for insurance broker fees8169
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJENNIFER KING

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