401k Plan data: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST plan

TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 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).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

TOOLE DESIGN GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: TOOLE DESIGN GROUP LLC

Employer identification number (EIN): 050545429

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about TOOLE DESIGN GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5073159

More information about TOOLE DESIGN GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 JAMIE LERNER 2018-05-18
001 2016-01-01 LAURIE BAST 2017-07-21
001 2015-01-01 JOANIE GARVEY 2016-07-13

Plan Statistics for TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 256
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 73
Total of all active and inactive participants 2022-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 329
Number of participants with account balances 2022-01-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 184
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 60
Total of all active and inactive participants 2021-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 244
Number of participants with account balances 2021-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 189
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 68
Total of all active and inactive participants 2020-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 257
Number of participants with account balances 2020-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 162
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 205
Number of participants with account balances 2019-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 164
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 174
Number of participants with account balances 2018-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	256
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	73
Total of all active and inactive participants	2022-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	329
Number of participants with account balances	2022-01-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	184
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	60
Total of all active and inactive participants	2021-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	244
Number of participants with account balances	2021-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	189
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	68
Total of all active and inactive participants	2020-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	257
Number of participants with account balances	2020-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	162
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	205
Number of participants with account balances	2019-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	164
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	174
Number of participants with account balances	2018-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2022 : TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$441,663
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,121,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,067,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,038,641
Value of total assets at end of year	2022-12-31	$13,940,724
Value of total assets at beginning of year	2022-12-31	$14,620,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$53,909
Total interest from all sources	2022-12-31	$5,191
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$149,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$149,235
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,724,012
Participant contributions at end of year	2022-12-31	$24,695
Participant contributions at beginning of year	2022-12-31	$87,988
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$717,252
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$825
Other income not declared elsewhere	2022-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-679,640
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,940,724
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,620,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$27,961
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,840,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,863,198
Value of interest in pooled separate accounts at end of year	2022-12-31	$994,361
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,475,956
Interest on participant loans	2022-12-31	$2,204
Interest earned on other investments	2022-12-31	$2,987
Value of interest in common/collective trusts at end of year	2022-12-31	$4,888,120
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,006,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$193,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$186,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,675,543
Net investment gain/loss from pooled separate accounts	2022-12-31	$-502,456
Net investment gain or loss from common/collective trusts	2022-12-31	$-573,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$597,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,066,569
Contract administrator fees	2022-12-31	$25,948
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DEMBO JONES, P.C.
Accountancy firm EIN	2022-12-31	521073331
2021 : TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,309,749
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$637,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$629,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,242,673
Value of total assets at end of year	2021-12-31	$14,620,364
Value of total assets at beginning of year	2021-12-31	$10,948,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$8,028
Total interest from all sources	2021-12-31	$2,731
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$70,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$70,750
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,514,592
Participant contributions at end of year	2021-12-31	$87,988
Participant contributions at beginning of year	2021-12-31	$66,725
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$211,202
Other income not declared elsewhere	2021-12-31	$613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,671,896
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,620,364
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,948,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,863,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,130,591
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,475,956
Interest on participant loans	2021-12-31	$2,089
Interest earned on other investments	2021-12-31	$642
Value of interest in common/collective trusts at end of year	2021-12-31	$4,006,261
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,751,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$186,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,569,477
Net investment gain/loss from pooled separate accounts	2021-12-31	$75,426
Net investment gain or loss from common/collective trusts	2021-12-31	$348,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$516,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$629,825
Contract administrator fees	2021-12-31	$8,028
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	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	DEMBO JONES, P.C.
Accountancy firm EIN	2021-12-31	521073331
2020 : TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,612,175
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$625,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$624,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,067,168
Value of total assets at end of year	2020-12-31	$10,948,468
Value of total assets at beginning of year	2020-12-31	$7,961,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$750
Total interest from all sources	2020-12-31	$1,784
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,316,915
Participant contributions at end of year	2020-12-31	$66,725
Participant contributions at beginning of year	2020-12-31	$11,558
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$261,872
Administrative expenses (other) incurred	2020-12-31	$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,987,126
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,948,468
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,961,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,130,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,189,902
Interest on participant loans	2020-12-31	$1,784
Value of interest in common/collective trusts at end of year	2020-12-31	$1,751,152
Value of interest in common/collective trusts at beginning of year	2020-12-31	$759,882
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,322,709
Net investment gain or loss from common/collective trusts	2020-12-31	$220,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$488,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$624,299
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	DEMBO JONES, PC
Accountancy firm EIN	2020-12-31	521073331
2019 : TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,102,054
Total income from all sources (including contributions)	2019-12-31	$3,102,054
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$574,215
Total of all expenses incurred	2019-12-31	$574,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$573,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$573,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,773,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,773,346
Value of total assets at end of year	2019-12-31	$7,961,342
Value of total assets at end of year	2019-12-31	$7,961,342
Value of total assets at beginning of year	2019-12-31	$5,433,503
Value of total assets at beginning of year	2019-12-31	$5,433,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$600
Total interest from all sources	2019-12-31	$455
Total interest from all sources	2019-12-31	$455
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,285,534
Contributions received from participants	2019-12-31	$1,285,534
Participant contributions at end of year	2019-12-31	$11,558
Participant contributions at end of year	2019-12-31	$11,558
Participant contributions at beginning of year	2019-12-31	$6,658
Participant contributions at beginning of year	2019-12-31	$6,658
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$45,089
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$45,089
Administrative expenses (other) incurred	2019-12-31	$600
Administrative expenses (other) incurred	2019-12-31	$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,527,839
Value of net income/loss	2019-12-31	$2,527,839
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,961,342
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,961,342
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,433,503
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,433,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,189,902
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,189,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,426,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,426,845
Interest on participant loans	2019-12-31	$455
Interest on participant loans	2019-12-31	$455
Value of interest in common/collective trusts at end of year	2019-12-31	$759,882
Value of interest in common/collective trusts at end of year	2019-12-31	$759,882
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,256,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,256,712
Net investment gain or loss from common/collective trusts	2019-12-31	$71,541
Net investment gain or loss from common/collective trusts	2019-12-31	$71,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$442,723
Contributions received in cash from employer	2019-12-31	$442,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$573,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$573,615
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	2019-12-31	Yes
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	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DEMBO JONES, PC
Accountancy firm name	2019-12-31	DEMBO JONES, PC
Accountancy firm EIN	2019-12-31	521073331
Accountancy firm EIN	2019-12-31	521073331
2018 : TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$935,521
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$443,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$418,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,353,139
Value of total assets at end of year	2018-12-31	$5,433,503
Value of total assets at beginning of year	2018-12-31	$4,941,577
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$25,361
Total interest from all sources	2018-12-31	$337
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$895,596
Participant contributions at end of year	2018-12-31	$6,658
Participant contributions at beginning of year	2018-12-31	$8,609
Other income not declared elsewhere	2018-12-31	$-355
Administrative expenses (other) incurred	2018-12-31	$25,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$491,926
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,433,503
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,941,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,426,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,932,968
Interest on participant loans	2018-12-31	$337
Net investment gain/loss from pooled separate accounts	2018-12-31	$-417,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$457,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$418,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DEMBO JONES, PC
Accountancy firm EIN	2018-12-31	521073331

Form 5500 Responses for TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST

2022: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TOOLE DESIGN GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	329
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

632185

Policy instance

Insurance contract or identification number	632185
Number of Individuals Covered	329
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	244
Insurance policy start date	2021-10-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

632185

Policy instance

Insurance contract or identification number	632185
Number of Individuals Covered	244
Insurance policy start date	2021-10-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

YH4126

Policy instance

Insurance contract or identification number	YH4126
Number of Individuals Covered	257
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

YH4126

Policy instance

Insurance contract or identification number	YH4126
Number of Individuals Covered	205
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	TOOLE DESIGN GROUP LLC
Employer identification number (EIN):	050545429
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5073159