TRIANGLE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2025 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-02-24 | 0 |
| Total liabilities as of the end of the plan year | 2025-02-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-02-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-24 | 116181 |
| Net assets as of the end of the plan year | 2025-02-24 | 2546428 |
| Total assets as of the beginning of the plan year | 2025-02-24 | 2171396 |
| Value of plan covered by a fidelity bond | 2025-02-24 | 1000000 |
| Participant contributions to plan in this plan year | 2025-02-24 | 154802 |
| Value of participant loans at end of plan year | 2025-02-24 | 12301 |
| Other expenses paid from plan in this plan year | 2025-02-24 | 0 |
| Other contributions to plan in this plan year | 2025-02-24 | 15041 |
| Other income to plan in this plan year | 2025-02-24 | 321370 |
| Plan net income in this plan year | 2025-02-24 | 375032 |
| Net assets as of the end of the plan year | 2025-02-24 | 2546428 |
| Net assets as of the beginning of the plan year | 2025-02-24 | 2171396 |
| Employer contributions to plan in this plan year | 2025-02-24 | 0 |
| Fees paid to broker by Benefit Provider | 2025-02-24 | 9110 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-24 | 1349 |
| 2023 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total income from all sources (including contributions) | 2023-06-30 | $369,796 |
| Total loss/gain on sale of assets | 2023-06-30 | $0 |
| Total of all expenses incurred | 2023-06-30 | $35,008 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $33,909 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $145,226 |
| Value of total assets at end of year | 2023-06-30 | $2,171,396 |
| Value of total assets at beginning of year | 2023-06-30 | $1,836,608 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $1,099 |
| Total interest from all sources | 2023-06-30 | $4,418 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $145,226 |
| Administrative expenses (other) incurred | 2023-06-30 | $285 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $334,788 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $2,171,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $1,836,608 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $2,022,407 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $1,696,060 |
| Interest earned on other investments | 2023-06-30 | $4,418 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-06-30 | $148,989 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-06-30 | $140,548 |
| Net investment gain/loss from pooled separate accounts | 2023-06-30 | $220,152 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $33,909 |
| Contract administrator fees | 2023-06-30 | $814 |
| Did the plan have assets held for investment | 2023-06-30 | 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 | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2023-06-30 | 222027092 |
| 2022 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-07-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total income from all sources (including contributions) | 2022-07-01 | $369,796 |
| Total loss/gain on sale of assets | 2022-07-01 | $0 |
| Total of all expenses incurred | 2022-07-01 | $35,008 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $33,909 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $145,226 |
| Value of total assets at end of year | 2022-07-01 | $2,171,396 |
| Value of total assets at beginning of year | 2022-07-01 | $1,836,608 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $1,099 |
| Total interest from all sources | 2022-07-01 | $4,418 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Contributions received from participants | 2022-07-01 | $145,226 |
| Administrative expenses (other) incurred | 2022-07-01 | $285 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Value of net income/loss | 2022-07-01 | $334,788 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $2,171,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $1,836,608 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-01 | $2,022,407 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-01 | $1,696,060 |
| Interest earned on other investments | 2022-07-01 | $4,418 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-07-01 | $148,989 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-07-01 | $140,548 |
| Net investment gain/loss from pooled separate accounts | 2022-07-01 | $220,152 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $33,909 |
| Contract administrator fees | 2022-07-01 | $814 |
| Did the plan have assets held for investment | 2022-07-01 | 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 | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 1 |
| Accountancy firm name | 2022-07-01 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2022-07-01 | 222027092 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total income from all sources (including contributions) | 2022-06-30 | $-241,222 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $431,339 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $430,357 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $157,672 |
| Value of total assets at end of year | 2022-06-30 | $1,836,608 |
| Value of total assets at beginning of year | 2022-06-30 | $2,509,169 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $982 |
| Total interest from all sources | 2022-06-30 | $3,665 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $155,583 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $2,089 |
| Administrative expenses (other) incurred | 2022-06-30 | $570 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-672,561 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $1,836,608 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $2,509,169 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $1,696,060 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $2,424,008 |
| Interest earned on other investments | 2022-06-30 | $3,665 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $140,548 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $85,161 |
| Net investment gain/loss from pooled separate accounts | 2022-06-30 | $-402,559 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $430,357 |
| Contract administrator fees | 2022-06-30 | $412 |
| Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2022-06-30 | 222027092 |
| 2021 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total income from all sources (including contributions) | 2021-06-30 | $699,812 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $253,799 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $252,566 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $153,439 |
| Value of total assets at end of year | 2021-06-30 | $2,509,169 |
| Value of total assets at beginning of year | 2021-06-30 | $2,063,156 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $1,233 |
| Total interest from all sources | 2021-06-30 | $10,343 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $153,439 |
| Participant contributions at end of year | 2021-06-30 | $0 |
| Participant contributions at beginning of year | 2021-06-30 | $1,179 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $0 |
| Administrative expenses (other) incurred | 2021-06-30 | $1,233 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $446,013 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $2,509,169 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $2,063,156 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $2,424,008 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $1,678,769 |
| Interest on participant loans | 2021-06-30 | $20 |
| Interest earned on other investments | 2021-06-30 | $10,323 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $85,161 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $383,208 |
| Net investment gain/loss from pooled separate accounts | 2021-06-30 | $536,030 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $252,566 |
| Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| 2020 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total income from all sources (including contributions) | 2020-06-30 | $137,858 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $35,880 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $34,580 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $155,907 |
| Value of total assets at end of year | 2020-06-30 | $2,063,156 |
| Value of total assets at beginning of year | 2020-06-30 | $1,961,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $1,300 |
| Total interest from all sources | 2020-06-30 | $8,811 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $155,907 |
| Participant contributions at end of year | 2020-06-30 | $1,179 |
| Participant contributions at beginning of year | 2020-06-30 | $93 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $0 |
| Administrative expenses (other) incurred | 2020-06-30 | $1,300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $101,978 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $2,063,156 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,961,178 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $1,678,769 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $1,713,971 |
| Interest on participant loans | 2020-06-30 | $98 |
| Interest earned on other investments | 2020-06-30 | $8,713 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $383,208 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $247,114 |
| Net investment gain/loss from pooled separate accounts | 2020-06-30 | $-26,860 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $34,580 |
| Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | O'CONNOR & DREW, PC |
| Accountancy firm EIN | 2020-06-30 | 043000523 |
| 2019 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total income from all sources (including contributions) | 2019-06-30 | $189,492 |
| Total loss/gain on sale of assets | 2019-06-30 | $0 |
| Total of all expenses incurred | 2019-06-30 | $13,743 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $12,453 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $114,445 |
| Value of total assets at end of year | 2019-06-30 | $1,961,178 |
| Value of total assets at beginning of year | 2019-06-30 | $1,785,429 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $1,290 |
| Total interest from all sources | 2019-06-30 | $7,566 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $114,445 |
| Participant contributions at end of year | 2019-06-30 | $93 |
| Participant contributions at beginning of year | 2019-06-30 | $2,971 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $0 |
| Administrative expenses (other) incurred | 2019-06-30 | $1,290 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $175,749 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $1,961,178 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $1,785,429 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $1,713,971 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $1,542,724 |
| Interest on participant loans | 2019-06-30 | $145 |
| Interest earned on other investments | 2019-06-30 | $7,421 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $247,114 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $239,734 |
| Net investment gain/loss from pooled separate accounts | 2019-06-30 | $67,481 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $12,453 |
| Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | O'CONNOR & DREW, PC |
| Accountancy firm EIN | 2019-06-30 | 043000523 |
| 2018 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total income from all sources (including contributions) | 2018-06-30 | $252,635 |
| Total loss/gain on sale of assets | 2018-06-30 | $0 |
| Total of all expenses incurred | 2018-06-30 | $22,918 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $21,388 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $123,158 |
| Value of total assets at end of year | 2018-06-30 | $1,785,429 |
| Value of total assets at beginning of year | 2018-06-30 | $1,555,712 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $1,530 |
| Total interest from all sources | 2018-06-30 | $7,371 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $101,371 |
| Participant contributions at end of year | 2018-06-30 | $2,971 |
| Participant contributions at beginning of year | 2018-06-30 | $1,908 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $21,787 |
| Other income not declared elsewhere | 2018-06-30 | $0 |
| Administrative expenses (other) incurred | 2018-06-30 | $455 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $229,717 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $1,785,429 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,555,712 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $1,075 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $1,542,724 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $1,321,137 |
| Interest on participant loans | 2018-06-30 | $199 |
| Interest earned on other investments | 2018-06-30 | $7,172 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $239,734 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $232,667 |
| Net investment gain/loss from pooled separate accounts | 2018-06-30 | $122,106 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $21,388 |
| Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | O'CONNOR & DREW, PC |
| Accountancy firm EIN | 2018-06-30 | 043000523 |
| 2017 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total income from all sources (including contributions) | 2017-06-30 | $326,041 |
| Total loss/gain on sale of assets | 2017-06-30 | $0 |
| Total of all expenses incurred | 2017-06-30 | $702,785 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $701,248 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $108,477 |
| Value of total assets at end of year | 2017-06-30 | $1,555,712 |
| Value of total assets at beginning of year | 2017-06-30 | $1,932,456 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $1,537 |
| Total interest from all sources | 2017-06-30 | $6,985 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Participant contributions at end of year | 2017-06-30 | $1,908 |
| Participant contributions at beginning of year | 2017-06-30 | $1,131 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $303 |
| Administrative expenses (other) incurred | 2017-06-30 | $1,537 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $-376,744 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $1,555,712 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,932,456 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $1,321,137 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $1,705,872 |
| Interest on participant loans | 2017-06-30 | $35 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $6,950 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $232,667 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $225,453 |
| Net investment gain/loss from pooled separate accounts | 2017-06-30 | $210,579 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $108,174 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $701,248 |
| Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | O'CONNOR AND DREW |
| Accountancy firm EIN | 2017-06-30 | 043000523 |
| 2016 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total income from all sources (including contributions) | 2016-06-30 | $102,835 |
| Total loss/gain on sale of assets | 2016-06-30 | $0 |
| Total of all expenses incurred | 2016-06-30 | $26,518 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $24,653 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $139,239 |
| Value of total assets at end of year | 2016-06-30 | $1,932,456 |
| Value of total assets at beginning of year | 2016-06-30 | $1,856,139 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $1,865 |
| Total interest from all sources | 2016-06-30 | $7,105 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $135,562 |
| Participant contributions at end of year | 2016-06-30 | $1,131 |
| Participant contributions at beginning of year | 2016-06-30 | $42,852 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $3,677 |
| Administrative expenses (other) incurred | 2016-06-30 | $1,865 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $76,317 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $1,932,456 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,856,139 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $1,705,872 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $1,649,173 |
| Interest on participant loans | 2016-06-30 | $1,224 |
| Interest earned on other investments | 2016-06-30 | $5,881 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $225,453 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $164,114 |
| Net investment gain/loss from pooled separate accounts | 2016-06-30 | $-43,509 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $24,653 |
| Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | O'CONNOR & DREW P.C. |
| Accountancy firm EIN | 2016-06-30 | 043000523 |
| 2015 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total income from all sources (including contributions) | 2015-06-30 | $186,922 |
| Total loss/gain on sale of assets | 2015-06-30 | $0 |
| Total of all expenses incurred | 2015-06-30 | $191,188 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $189,004 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $136,045 |
| Value of total assets at end of year | 2015-06-30 | $1,856,139 |
| Value of total assets at beginning of year | 2015-06-30 | $1,860,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $2,184 |
| Total interest from all sources | 2015-06-30 | $6,702 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $129,987 |
| Participant contributions at end of year | 2015-06-30 | $42,852 |
| Participant contributions at beginning of year | 2015-06-30 | $45,425 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $6,058 |
| Administrative expenses (other) incurred | 2015-06-30 | $2,184 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $-4,266 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $1,856,139 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,860,405 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $1,649,173 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $1,698,918 |
| Interest on participant loans | 2015-06-30 | $2,535 |
| Interest earned on other investments | 2015-06-30 | $4,167 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $164,114 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $116,062 |
| Net investment gain/loss from pooled separate accounts | 2015-06-30 | $44,175 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $189,004 |
| Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | O'CONNOR & DREW P.C. |
| Accountancy firm EIN | 2015-06-30 | 043000523 |
| 2014 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total income from all sources (including contributions) | 2014-06-30 | $435,513 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $175,370 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $173,021 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $156,081 |
| Value of total assets at end of year | 2014-06-30 | $1,860,405 |
| Value of total assets at beginning of year | 2014-06-30 | $1,600,262 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $2,349 |
| Total interest from all sources | 2014-06-30 | $5,359 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $122,199 |
| Participant contributions at end of year | 2014-06-30 | $45,425 |
| Participant contributions at beginning of year | 2014-06-30 | $50,148 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $33,882 |
| Administrative expenses (other) incurred | 2014-06-30 | $2,349 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $260,143 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $1,860,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,600,262 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $1,698,918 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $1,474,163 |
| Interest on participant loans | 2014-06-30 | $2,550 |
| Interest earned on other investments | 2014-06-30 | $2,809 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $116,062 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $75,951 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $81,433 |
| Net investment gain/loss from pooled separate accounts | 2014-06-30 | $192,640 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $173,021 |
| Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | O'CONNOR & DREW P.C. |
| Accountancy firm EIN | 2014-06-30 | 043000523 |
| 2013 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
| Total transfer of assets to this plan | 2013-06-30 | $0 |
| Total transfer of assets from this plan | 2013-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total income from all sources (including contributions) | 2013-06-30 | $359,884 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $250,013 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $247,563 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $173,124 |
| Value of total assets at end of year | 2013-06-30 | $1,600,262 |
| Value of total assets at beginning of year | 2013-06-30 | $1,490,391 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $2,450 |
| Total interest from all sources | 2013-06-30 | $4,751 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-06-30 | $0 |
| Administrative expenses professional fees incurred | 2013-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $143,704 |
| Participant contributions at end of year | 2013-06-30 | $50,148 |
| Participant contributions at beginning of year | 2013-06-30 | $52,797 |
| Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $559,087 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $29,420 |
| Administrative expenses (other) incurred | 2013-06-30 | $2,450 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $109,871 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $1,600,262 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,490,391 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $1,474,163 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $774,253 |
| Interest on participant loans | 2013-06-30 | $2,656 |
| Interest earned on other investments | 2013-06-30 | $2,095 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $75,951 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $104,254 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $65,954 |
| Net investment gain/loss from pooled separate accounts | 2013-06-30 | $116,055 |
| Net investment gain or loss from common/collective trusts | 2013-06-30 | $0 |
| Net gain/loss from 103.12 investment entities | 2013-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $0 |
| Income. Dividends from common stock | 2013-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $247,563 |
| Contract administrator fees | 2013-06-30 | $0 |
| Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | O'CONNOR & DREW P.C. |
| Accountancy firm EIN | 2013-06-30 | 043000523 |
| 2012 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
| Total transfer of assets to this plan | 2012-06-30 | $0 |
| Total transfer of assets from this plan | 2012-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total income from all sources (including contributions) | 2012-06-30 | $143,548 |
| Total loss/gain on sale of assets | 2012-06-30 | $0 |
| Total of all expenses incurred | 2012-06-30 | $19,846 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $17,471 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $163,272 |
| Value of total assets at end of year | 2012-06-30 | $1,490,391 |
| Value of total assets at beginning of year | 2012-06-30 | $1,366,689 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $2,375 |
| Total interest from all sources | 2012-06-30 | $5,449 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Administrative expenses professional fees incurred | 2012-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $163,272 |
| Participant contributions at end of year | 2012-06-30 | $52,797 |
| Participant contributions at beginning of year | 2012-06-30 | $49,003 |
| Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $559,087 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $578,865 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-06-30 | $0 |
| Other income not declared elsewhere | 2012-06-30 | $-16,068 |
| Administrative expenses (other) incurred | 2012-06-30 | $2,375 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $123,702 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $1,490,391 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,366,689 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $774,253 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $658,263 |
| Interest on participant loans | 2012-06-30 | $2,535 |
| Interest earned on other investments | 2012-06-30 | $2,914 |
| Income. Interest from US Government securities | 2012-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2012-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $104,254 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $80,558 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $0 |
| Net investment gain/loss from pooled separate accounts | 2012-06-30 | $-9,105 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $0 |
| Income. Dividends from preferred stock | 2012-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $17,471 |
| Contract administrator fees | 2012-06-30 | $0 |
| Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | O'CONNOR & DREW P.C |
| Accountancy firm EIN | 2012-06-30 | 043000523 |
| 2011 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total income from all sources (including contributions) | 2011-06-30 | $397,388 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $26,472 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $21,336 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $186,563 |
| Value of total assets at end of year | 2011-06-30 | $1,366,689 |
| Value of total assets at beginning of year | 2011-06-30 | $995,773 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $5,136 |
| Total interest from all sources | 2011-06-30 | $3,618 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $186,563 |
| Participant contributions at end of year | 2011-06-30 | $49,003 |
| Participant contributions at beginning of year | 2011-06-30 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $578,865 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $650,287 |
| Administrative expenses (other) incurred | 2011-06-30 | $5,136 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $370,916 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $1,366,689 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $995,773 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $658,263 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $323,820 |
| Interest on participant loans | 2011-06-30 | $1,800 |
| Interest earned on other investments | 2011-06-30 | $1,818 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $80,558 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $21,666 |
| Net investment gain/loss from pooled separate accounts | 2011-06-30 | $207,207 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $21,336 |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2011-06-30 | 043000523 |
| 2010 : TRIANGLE, INC. TAX DEFERRED ANNUITY PLAN 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $0 |
