TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN
401k plan membership statisitcs for TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN
Measure | Date | Value |
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2015: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 12 |
Number of participants with account balances | 2015-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 11 |
Number of participants with account balances | 2014-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 12 |
Number of participants with account balances | 2012-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 13 |
Number of participants with account balances | 2011-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 12 |
Number of participants with account balances | 2010-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 14 |
Number of participants with account balances | 2009-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $4,984 |
Expenses. Total of all expenses incurred | 2015-12-31 | $455,670 |
Benefits paid (including direct rollovers) | 2015-12-31 | $455,620 |
Total plan assets at end of year | 2015-12-31 | $1,555,814 |
Total plan assets at beginning of year | 2015-12-31 | $2,006,500 |
Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
Total contributions received or receivable from participants | 2015-12-31 | $40,877 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-70,267 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-450,686 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,555,814 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,006,500 |
Assets. Value of participant loans | 2015-12-31 | $13,819 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $34,374 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $50 |
2014 : TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $213,622 |
Expenses. Total of all expenses incurred | 2014-12-31 | $2,112 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,974 |
Total plan assets at end of year | 2014-12-31 | $2,006,500 |
Total plan assets at beginning of year | 2014-12-31 | $1,794,990 |
Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
Total contributions received or receivable from participants | 2014-12-31 | $79,041 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $96,292 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $211,510 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,006,500 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,794,990 |
Assets. Value of participant loans | 2014-12-31 | $15,143 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $38,289 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $138 |
2013 : TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $336,002 |
Expenses. Total of all expenses incurred | 2013-12-31 | $878,311 |
Benefits paid (including direct rollovers) | 2013-12-31 | $878,211 |
Total plan assets at end of year | 2013-12-31 | $1,794,990 |
Total plan assets at beginning of year | 2013-12-31 | $2,337,299 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $66,037 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $227,897 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $-542,309 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,794,990 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,337,299 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $42,068 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $100 |
2012 : TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $450,157 |
Expenses. Total of all expenses incurred | 2012-12-31 | $10,662 |
Benefits paid (including direct rollovers) | 2012-12-31 | $10,506 |
Total plan assets at end of year | 2012-12-31 | $2,337,299 |
Total plan assets at beginning of year | 2012-12-31 | $1,897,804 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $73,707 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $26,983 |
Other income received | 2012-12-31 | $318,160 |
Net income (gross income less expenses) | 2012-12-31 | $439,495 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,337,299 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,897,804 |
Assets. Value of participant loans | 2012-12-31 | $1,330 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $31,307 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $156 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $86 |
Total income from all sources | 2011-12-31 | $-14,182 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,625 |
Benefits paid (including direct rollovers) | 2011-12-31 | $6,600 |
Total plan assets at end of year | 2011-12-31 | $1,897,804 |
Total plan assets at beginning of year | 2011-12-31 | $1,918,525 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $103,865 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $25 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-151,186 |
Net income (gross income less expenses) | 2011-12-31 | $-20,807 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,897,804 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,918,525 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $33,139 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $324,420 |
Expenses. Total of all expenses incurred | 2010-12-31 | $8,991 |
Benefits paid (including direct rollovers) | 2010-12-31 | $8,891 |
Total plan assets at end of year | 2010-12-31 | $1,918,525 |
Total plan assets at beginning of year | 2010-12-31 | $1,603,096 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $97,228 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $100 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $196,914 |
Net income (gross income less expenses) | 2010-12-31 | $315,429 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,918,525 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,603,096 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $30,278 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2015: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: TUCKER, BARNES, GARCIA & DE LA GARZA, P.C. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |