401k Plan data: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING plan

T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 401k Plan overview

Plan Name	T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING
Plan identification number	001

T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

T. J. KATSIROUBAS & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: T. J. KATSIROUBAS & SONS, INC.

Employer identification number (EIN): 042767374

NAIC Classification: 445230
NAIC Description: Fruit and Vegetable Markets

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 TORRY STAMM 2024-01-22
001 2021-07-01 TORRY STAMM 2023-01-16
001 2020-07-01 TORRY STAMM 2022-01-28
001 2019-07-01 TORRY STAMM 2021-03-16
001 2018-07-01 TORRY STAMM 2020-04-08
001 2017-07-01 TORRY STAMM 2019-04-10
001 2016-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 TORRY STAMM TORRY STAMM 2013-09-30
001 2011-07-01 TORRY STAMM TORRY STAMM 2012-12-18
001 2010-07-01 TORRY KATSIROUBAS STAMM TORRY KATSIROUBAS STAMM 2012-01-26
001 2009-07-01 TORRY KATSIROUBAS TORRY KATSIROUBAS 2010-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	TORRY STAMM	2024-01-22
001	2021-07-01	TORRY STAMM	2023-01-16
001	2020-07-01	TORRY STAMM	2022-01-28
001	2019-07-01	TORRY STAMM	2021-03-16
001	2018-07-01	TORRY STAMM	2020-04-08
001	2017-07-01	TORRY STAMM	2019-04-10
001	2016-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	TORRY STAMM		TORRY STAMM	2013-09-30
001	2011-07-01	TORRY STAMM		TORRY STAMM	2012-12-18
001	2010-07-01	TORRY KATSIROUBAS STAMM		TORRY KATSIROUBAS STAMM	2012-01-26
001	2009-07-01	TORRY KATSIROUBAS		TORRY KATSIROUBAS	2010-12-01

Plan Statistics for T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING

401k plan membership statisitcs for T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING

Measure Date Value
2022: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year 2022-07-01 161
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 135
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 17
Total of all active and inactive participants 2022-07-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 152
Number of participants with account balances 2022-07-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 4
2021: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year 2021-07-01 144
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 145
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 16
Total of all active and inactive participants 2021-07-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 161
Number of participants with account balances 2021-07-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 7
2020: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year 2020-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 132
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 12
Total of all active and inactive participants 2020-07-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 144
Number of participants with account balances 2020-07-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 2
2019: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year 2019-07-01 179
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 131
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 14
Total of all active and inactive participants 2019-07-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 145
Number of participants with account balances 2019-07-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 10
2018: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year 2018-07-01 174
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 145
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 34
Total of all active and inactive participants 2018-07-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 179
Number of participants with account balances 2018-07-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 10
2017: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year 2017-07-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 140
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 34
Total of all active and inactive participants 2017-07-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 174
Number of participants with account balances 2017-07-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 13
2012: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year 2012-07-01 53
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 55
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 55
Number of participants with account balances 2012-07-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 2
2011: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year 2011-07-01 59
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 53
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 53
Number of participants with account balances 2011-07-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2010 401k membership
Total participants, beginning-of-year 2010-07-01 49
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 39
Number of retired or separated participants receiving benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 39
Total participants 2010-07-01 39
Number of participants with account balances 2010-07-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 3
2009: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year 2009-07-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 49
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 49
Number of participants with account balances 2009-07-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2022: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year	2022-07-01	161
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	135
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	17
Total of all active and inactive participants	2022-07-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	152
Number of participants with account balances	2022-07-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	4
2021: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year	2021-07-01	144
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	145
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	16
Total of all active and inactive participants	2021-07-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	161
Number of participants with account balances	2021-07-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	7
2020: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year	2020-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	132
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	12
Total of all active and inactive participants	2020-07-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	144
Number of participants with account balances	2020-07-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	2
2019: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year	2019-07-01	179
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	131
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	14
Total of all active and inactive participants	2019-07-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	145
Number of participants with account balances	2019-07-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	10
2018: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year	2018-07-01	174
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	145
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	34
Total of all active and inactive participants	2018-07-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	179
Number of participants with account balances	2018-07-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	10
2017: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year	2017-07-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	140
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	34
Total of all active and inactive participants	2017-07-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	174
Number of participants with account balances	2017-07-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	13
2012: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year	2012-07-01	53
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	55
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	55
Number of participants with account balances	2012-07-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	2
2011: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year	2011-07-01	59
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	53
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	53
Number of participants with account balances	2011-07-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2010 401k membership
Total participants, beginning-of-year	2010-07-01	49
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	39
Number of retired or separated participants receiving benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	39
Total participants	2010-07-01	39
Number of participants with account balances	2010-07-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	3
2009: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year	2009-07-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	49
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	49
Number of participants with account balances	2009-07-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING

Measure	Date	Value
2023 : T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$18,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$199
Total income from all sources (including contributions)	2023-06-30	$692,736
Total of all expenses incurred	2023-06-30	$435,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$410,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$358,168
Value of total assets at end of year	2023-06-30	$3,232,171
Value of total assets at beginning of year	2023-06-30	$2,956,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$25,465
Total interest from all sources	2023-06-30	$9,187
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	$305,279
Participant contributions at end of year	2023-06-30	$187,389
Participant contributions at beginning of year	2023-06-30	$213,191
Participant contributions at beginning of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$1,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-06-30	$18,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-06-30	$199
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
Income. Non cash contributions	2023-06-30	$0
Value of net income/loss	2023-06-30	$257,047
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$3,213,300
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$2,956,253
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
Investment advisory and management fees	2023-06-30	$25,465
Value of interest in pooled separate accounts at end of year	2023-06-30	$2,794,809
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$2,493,352
Interest on participant loans	2023-06-30	$9,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$249,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$249,909
Net investment gain/loss from pooled separate accounts	2023-06-30	$325,381
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	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$51,835
Employer contributions (assets) at beginning of year	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$410,224
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	NEWBURG & COMPANY, LLP
Accountancy firm EIN	2023-06-30	042805993
2022 : T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$199
Expenses. Interest paid	2022-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$33,993
Total of all expenses incurred	2022-06-30	$281,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$252,305
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$467,213
Value of total assets at end of year	2022-06-30	$2,956,452
Value of total assets at beginning of year	2022-06-30	$3,204,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$29,625
Total interest from all sources	2022-06-30	$8,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$0
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	$333,190
Participant contributions at end of year	2022-06-30	$213,191
Participant contributions at beginning of year	2022-06-30	$132,435
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$738
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$79,128
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$199
Administrative expenses (other) incurred	2022-06-30	$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	2022-06-30	No
Value of net income/loss	2022-06-30	$-247,937
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$2,956,253
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$3,204,190
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
Investment advisory and management fees	2022-06-30	$29,625
Value of interest in pooled separate accounts at end of year	2022-06-30	$2,493,352
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$2,845,940
Interest on participant loans	2022-06-30	$8,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$249,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$225,092
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-441,859
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	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$54,895
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$252,305
Contract administrator fees	2022-06-30	$0
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	NEWBURG & COMPANY, LLP
Accountancy firm EIN	2022-06-30	042805993
2021 : T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$1,055,259
Total of all expenses incurred	2021-06-30	$387,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$359,136
Expenses. Certain deemed distributions of participant loans	2021-06-30	$3,563
Value of total corrective distributions	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$363,524
Value of total assets at end of year	2021-06-30	$3,204,191
Value of total assets at beginning of year	2021-06-30	$2,536,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$24,369
Total interest from all sources	2021-06-30	$12,041
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	$253,600
If this is an individual account plan, was there a blackout period	2021-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$317,646
Participant contributions at end of year	2021-06-30	$132,435
Participant contributions at beginning of year	2021-06-30	$168,819
Participant contributions at end of year	2021-06-30	$567
Participant contributions at beginning of year	2021-06-30	$582
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$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	2021-06-30	No
Income. Non cash contributions	2021-06-30	$0
Value of net income/loss	2021-06-30	$668,191
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$3,204,191
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,536,000
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
Investment advisory and management fees	2021-06-30	$24,369
Value of interest in pooled separate accounts at end of year	2021-06-30	$2,845,941
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$2,098,514
Interest on participant loans	2021-06-30	$9,566
Interest earned on other investments	2021-06-30	$2,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$225,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$267,998
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from pooled separate accounts	2021-06-30	$679,694
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	Yes
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	$45,878
Employer contributions (assets) at end of year	2021-06-30	$156
Employer contributions (assets) at beginning of year	2021-06-30	$87
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$359,136
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	2021-06-30	Yes
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
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	NEWBURG & COMPANY, LLP
Accountancy firm EIN	2021-06-30	042805993
2020 : T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$490,432
Total of all expenses incurred	2020-06-30	$570,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$560,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$408,220
Value of total assets at end of year	2020-06-30	$2,536,000
Value of total assets at beginning of year	2020-06-30	$2,615,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$9,461
Total interest from all sources	2020-06-30	$7,247
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	$261,566
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	$356,681
Participant contributions at end of year	2020-06-30	$168,819
Participant contributions at beginning of year	2020-06-30	$137,466
Participant contributions at end of year	2020-06-30	$582
Participant contributions at beginning of year	2020-06-30	$7,127
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$1,728
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
Income. Non cash contributions	2020-06-30	$0
Value of net income/loss	2020-06-30	$-79,658
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,536,000
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,615,658
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
Investment advisory and management fees	2020-06-30	$9,461
Value of interest in pooled separate accounts at end of year	2020-06-30	$2,098,514
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$2,197,612
Interest on participant loans	2020-06-30	$7,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$267,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$272,209
Net investment gain/loss from pooled separate accounts	2020-06-30	$74,965
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	$49,811
Employer contributions (assets) at end of year	2020-06-30	$87
Employer contributions (assets) at beginning of year	2020-06-30	$1,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$560,629
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	NEWBURG & COMPANY, LLP
Accountancy firm EIN	2020-06-30	042805993
2019 : T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$598,490
Total of all expenses incurred	2019-06-30	$95,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$86,281
Value of total corrective distributions	2019-06-30	$3,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$460,845
Value of total assets at end of year	2019-06-30	$2,615,658
Value of total assets at beginning of year	2019-06-30	$2,112,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$5,764
Total interest from all sources	2019-06-30	$5,284
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	$300,000
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	$394,962
Participant contributions at end of year	2019-06-30	$137,466
Participant contributions at beginning of year	2019-06-30	$95,771
Participant contributions at end of year	2019-06-30	$7,127
Participant contributions at beginning of year	2019-06-30	$9,266
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	$502,732
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,615,658
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,112,926
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
Investment advisory and management fees	2019-06-30	$5,764
Value of interest in pooled separate accounts at end of year	2019-06-30	$2,197,612
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$1,802,875
Interest on participant loans	2019-06-30	$4,772
Interest earned on other investments	2019-06-30	$512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$272,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$194,877
Net investment gain/loss from pooled separate accounts	2019-06-30	$132,361
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	$65,883
Employer contributions (assets) at end of year	2019-06-30	$1,244
Employer contributions (assets) at beginning of year	2019-06-30	$10,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$86,281
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	NEWBURG & COMPANY, LLP
Accountancy firm EIN	2019-06-30	042805993
2018 : T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$517,816
Total of all expenses incurred	2018-06-30	$38,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$12,635
Expenses. Certain deemed distributions of participant loans	2018-06-30	$6,082
Value of total corrective distributions	2018-06-30	$15,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$373,108
Value of total assets at end of year	2018-06-30	$2,112,926
Value of total assets at beginning of year	2018-06-30	$1,633,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$3,774
Total interest from all sources	2018-06-30	$5,730
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	$300,000
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	$327,199
Participant contributions at end of year	2018-06-30	$95,771
Participant contributions at beginning of year	2018-06-30	$123,237
Participant contributions at end of year	2018-06-30	$9,266
Participant contributions at beginning of year	2018-06-30	$1,465
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	$479,418
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,112,926
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,633,508
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	$3,774
Value of interest in pooled separate accounts at end of year	2018-06-30	$1,802,875
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$1,339,797
Interest on participant loans	2018-06-30	$4,483
Interest earned on other investments	2018-06-30	$1,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$194,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$160,529
Net investment gain/loss from pooled separate accounts	2018-06-30	$138,978
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	$45,909
Employer contributions (assets) at end of year	2018-06-30	$10,137
Employer contributions (assets) at beginning of year	2018-06-30	$8,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$12,635
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	SAMET & COMPANY PC
Accountancy firm EIN	2018-06-30	043027605
2013 : T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2013 401k financial data
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$256,341
Expenses. Total of all expenses incurred	2013-06-30	$224,003
Benefits paid (including direct rollovers)	2013-06-30	$224,003
Total plan assets at end of year	2013-06-30	$515,402
Total plan assets at beginning of year	2013-06-30	$483,064
Value of fidelity bond covering the plan	2013-06-30	$300,000
Total contributions received or receivable from participants	2013-06-30	$165,084
Other income received	2013-06-30	$55,235
Net income (gross income less expenses)	2013-06-30	$32,338
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$515,402
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$483,064
Assets. Value of participant loans	2013-06-30	$6,209
Total contributions received or receivable from employer(s)	2013-06-30	$36,022
2012 : T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$305,240
Expenses. Total of all expenses incurred	2012-06-30	$33,553
Benefits paid (including direct rollovers)	2012-06-30	$33,553
Total plan assets at end of year	2012-06-30	$483,064
Total plan assets at beginning of year	2012-06-30	$211,377
Value of fidelity bond covering the plan	2012-06-30	$300,000
Total contributions received or receivable from participants	2012-06-30	$124,364
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$134,168
Other income received	2012-06-30	$20,642
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$271,687
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$483,064
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$211,377
Total contributions received or receivable from employer(s)	2012-06-30	$26,066
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
2011 : T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2011 401k financial data
Total income from all sources	2011-06-30	$142,985
Expenses. Total of all expenses incurred	2011-06-30	$903,169
Benefits paid (including direct rollovers)	2011-06-30	$903,169
Total plan assets at end of year	2011-06-30	$211,377
Total plan assets at beginning of year	2011-06-30	$971,561
Value of fidelity bond covering the plan	2011-06-30	$300,000
Other income received	2011-06-30	$142,985
Net income (gross income less expenses)	2011-06-30	$-760,184
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$211,377
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$971,561

Form 5500 Responses for T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING

2022: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2012: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: T.J. KATSIROUBAS & SONS, INC. 401(K) PROFIT SHARING 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

Policy instance

Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

Policy instance

Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602018-000

Policy instance

Insurance contract or identification number	602018-000
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

Policy instance

Number of Individuals Covered	68
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of fees paid to insurance company	USD $3,513
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	3513
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602018-000

Policy instance

Insurance contract or identification number	602018-000
Total amount of commissions paid to insurance broker	USD $830
Total amount of fees paid to insurance company	USD $1,228
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1228
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602018-000

Policy instance

Insurance contract or identification number	602018-000
Number of Individuals Covered	95
Total amount of commissions paid to insurance broker	USD $8,734
Total amount of fees paid to insurance company	USD $1,095
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $8,734
Insurance broker organization code?	3
Amount paid for insurance broker fees	1095

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602018-000

Policy instance

Insurance contract or identification number	602018-000
Number of Individuals Covered	836
Total amount of commissions paid to insurance broker	USD $5,746
Total amount of fees paid to insurance company	USD $1,005
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101703

Policy instance

Insurance contract or identification number	101703
Number of Individuals Covered	56
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $1,391
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	PSA
Commission paid to Insurance Broker	USD $1,391
Insurance broker organization code?	6
Additional information about fees paid to insurance broker	450
Insurance broker name	MFZ ASSOCIATES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101703

Policy instance

Insurance contract or identification number	101703
Number of Individuals Covered	51
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,594

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Company Name:	T. J. KATSIROUBAS & SONS, INC.
Employer identification number (EIN):	042767374
NAIC Classification:	445230
NAIC Description:	Fruit and Vegetable Markets