TERAFLEX, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC.
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC.
Measure | Date | Value |
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2022 : RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC. 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $493 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $362,108 |
Total of all expenses incurred | 2022-12-31 | $292,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $259,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,007,933 |
Value of total assets at end of year | 2022-12-31 | $3,516,583 |
Value of total assets at beginning of year | 2022-12-31 | $3,446,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $32,752 |
Total interest from all sources | 2022-12-31 | $1,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $142,584 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $142,584 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $560,806 |
Participant contributions at end of year | 2022-12-31 | $49,464 |
Participant contributions at beginning of year | 2022-12-31 | $37,261 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $47,632 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $493 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $113 |
Total non interest bearing cash at end of year | 2022-12-31 | $26,190 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $26 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $70,070 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,516,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,446,020 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $16,379 |
Interest on participant loans | 2022-12-31 | $1,510 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $3,440,929 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $3,408,733 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $-790,032 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $399,495 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $259,286 |
Contract administrator fees | 2022-12-31 | $16,373 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2022-12-31 | 208779390 |
2021 : RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC. 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,099,241 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $87,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $60,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $673,272 |
Value of total assets at end of year | 2021-12-31 | $3,446,020 |
Value of total assets at beginning of year | 2021-12-31 | $2,434,571 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $26,837 |
Total interest from all sources | 2021-12-31 | $551 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $132,357 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $132,357 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $354,021 |
Participant contributions at end of year | 2021-12-31 | $37,261 |
Participant contributions at beginning of year | 2021-12-31 | $2,911 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $62,424 |
Other income not declared elsewhere | 2021-12-31 | $25 |
Total non interest bearing cash at end of year | 2021-12-31 | $26 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,011,449 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,446,020 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,434,571 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $13,907 |
Interest on participant loans | 2021-12-31 | $551 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $3,408,733 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $2,431,660 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $293,036 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $256,827 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $60,955 |
Contract administrator fees | 2021-12-31 | $12,930 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2021-12-31 | 208779390 |
2020 : RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC. 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,066,849 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $117,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $98,743 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $758,853 |
Value of total assets at end of year | 2020-12-31 | $2,434,571 |
Value of total assets at beginning of year | 2020-12-31 | $1,485,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $18,657 |
Total interest from all sources | 2020-12-31 | $224 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $324,271 |
Participant contributions at end of year | 2020-12-31 | $2,911 |
Participant contributions at beginning of year | 2020-12-31 | $6,230 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $201,684 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $156 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $949,449 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,434,571 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,485,122 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $8,520 |
Interest on participant loans | 2020-12-31 | $224 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $2,431,660 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $1,478,736 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $307,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $232,898 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $98,743 |
Contract administrator fees | 2020-12-31 | $10,137 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2020-12-31 | 208779390 |
2019 : RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC. 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $709,131 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $118,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $105,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $486,009 |
Value of total assets at end of year | 2019-12-31 | $1,485,122 |
Value of total assets at beginning of year | 2019-12-31 | $894,361 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $13,049 |
Total interest from all sources | 2019-12-31 | $401 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $278,027 |
Participant contributions at end of year | 2019-12-31 | $6,230 |
Participant contributions at beginning of year | 2019-12-31 | $5,092 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $9,820 |
Total non interest bearing cash at end of year | 2019-12-31 | $156 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $590,761 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,485,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $894,361 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $5,460 |
Interest on participant loans | 2019-12-31 | $401 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $1,478,736 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $889,269 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $222,721 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $198,162 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $105,321 |
Contract administrator fees | 2019-12-31 | $7,589 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2019-12-31 | 208779390 |
2018 : RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC. 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $384,921 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $25,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $16,128 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $437,977 |
Value of total assets at end of year | 2018-12-31 | $894,361 |
Value of total assets at beginning of year | 2018-12-31 | $534,648 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,080 |
Total interest from all sources | 2018-12-31 | $167 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $248,045 |
Participant contributions at end of year | 2018-12-31 | $5,092 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $19,789 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $359,713 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $894,361 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $534,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $167 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $889,269 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $534,648 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-53,223 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $170,143 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $16,128 |
Contract administrator fees | 2018-12-31 | $9,080 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2018-12-31 | 208779390 |