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THE TREE FORT, INC 401(K) PLAN 401k Plan overview

Plan NameTHE TREE FORT, INC 401(K) PLAN
Plan identification number 001

THE TREE FORT, INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

THE TREE FORT, INC has sponsored the creation of one or more 401k plans.

Company Name:THE TREE FORT, INC
Employer identification number (EIN):824275898
NAIC Classification:722410
NAIC Description:Drinking Places (Alcoholic Beverages)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TREE FORT, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JUSTIN DILLINGHAM
0012023-01-01
0012023-01-01JUSTIN DILLINGHAM
0012022-01-01
0012022-01-01JUSTIN DILLINGHAM
0012021-01-01
0012021-01-01JUSTIN DILLINGHAM
0012020-01-01
0012019-01-01
0012018-02-01

Financial Data on THE TREE FORT, INC 401(K) PLAN

Measure Date Value
2023 : THE TREE FORT, INC 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$24,275
Expenses. Total of all expenses incurred2023-12-31$3
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$2,997,002
Total plan assets at beginning of year2023-12-31$2,972,730
Value of fidelity bond covering the plan2023-12-31$86,000
Total contributions received or receivable from participants2023-12-31$63,031
Expenses. Other expenses not covered elsewhere2023-12-31$3
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$-50,545
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$24,272
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,997,002
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,972,730
Assets. Value of employer securities2023-12-31$907,223
Total contributions received or receivable from employer(s)2023-12-31$11,789
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : THE TREE FORT, INC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$470,217
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$2,972,730
Total plan assets at beginning of year2022-12-31$2,502,513
Value of fidelity bond covering the plan2022-12-31$86,000
Total contributions received or receivable from participants2022-12-31$47,612
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$416,189
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$470,217
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,972,730
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,502,513
Assets. Value of employer securities2022-12-31$2,060,718
Total contributions received or receivable from employer(s)2022-12-31$6,416
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : THE TREE FORT, INC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,387,519
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$2,502,513
Total plan assets at beginning of year2021-12-31$1,114,994
Value of fidelity bond covering the plan2021-12-31$86,000
Total contributions received or receivable from participants2021-12-31$12,532
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,367,401
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,387,519
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,502,513
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,114,994
Assets. Value of employer securities2021-12-31$1,503,335
Total contributions received or receivable from employer(s)2021-12-31$7,586
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : THE TREE FORT, INC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$131,936
Expenses. Total of all expenses incurred2020-12-31$151
Benefits paid (including direct rollovers)2020-12-31$126
Total plan assets at end of year2020-12-31$1,114,994
Total plan assets at beginning of year2020-12-31$983,209
Value of fidelity bond covering the plan2020-12-31$86,000
Total contributions received or receivable from participants2020-12-31$13,305
Expenses. Other expenses not covered elsewhere2020-12-31$25
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$110,474
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$131,785
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,114,994
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$983,209
Assets. Value of employer securities2020-12-31$1,046,712
Total contributions received or receivable from employer(s)2020-12-31$8,157
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE TREE FORT, INC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
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$293,361
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$983,209
Total plan assets at beginning of year2019-12-31$689,848
Value of fidelity bond covering the plan2019-12-31$86,000
Total contributions received or receivable from participants2019-12-31$12,079
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$272,322
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$293,361
Net plan assets at end of year (total assets less liabilities)2019-12-31$983,209
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$689,848
Assets. Value of employer securities2019-12-31$927,583
Total contributions received or receivable from employer(s)2019-12-31$8,960
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE TREE FORT, INC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$689,863
Expenses. Total of all expenses incurred2018-12-31$15
Total plan assets at end of year2018-12-31$689,848
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$75,000
Total contributions received or receivable from participants2018-12-31$7,207
Expenses. Other expenses not covered elsewhere2018-12-31$15
Contributions received from other sources (not participants or employers)2018-12-31$846,464
Other income received2018-12-31$-168,780
Net income (gross income less expenses)2018-12-31$689,848
Net plan assets at end of year (total assets less liabilities)2018-12-31$689,848
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Assets. Value of employer securities2018-12-31$660,930
Total contributions received or receivable from employer(s)2018-12-31$4,972

Form 5500 Responses for THE TREE FORT, INC 401(K) PLAN

2023: THE TREE FORT, INC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE TREE FORT, INC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE TREE FORT, INC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE TREE FORT, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE TREE FORT, INC 401(K) PLAN 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 filingNo
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 TREE FORT, INC 401(K) PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01First time form 5500 has been submittedYes
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes

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