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TEPA, LLC 401K RETIREMENT PLAN 401k Plan overview

Plan NameTEPA, LLC 401K RETIREMENT PLAN
Plan identification number 001

TEPA, LLC 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

TEPA, LLC has sponsored the creation of one or more 401k plans.

Company Name:TEPA, LLC
Employer identification number (EIN):203372298
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about TEPA, LLC

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 2001-03-20
Company Identification Number: B87923
Legal Registered Office Address: 301 DOUGLAS AVE HOLLAND


United States of America (USA)
49424

More information about TEPA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEPA, LLC 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ERIK SODERQUIST
0012016-01-01ERIK SODERQUIST
0012015-01-01ERIK SODERQUIST
0012014-01-01ERIK SODERQUIST
0012013-01-01TEGAN DOWNING
0012012-01-01TEGAN DOWNING
0012011-01-01TEGAN DOWNING TEGAN DOWNING2012-10-04
0012010-01-01RANDY BROWN RANDY BROWN2011-07-29
0012009-01-01ASSOCIATED PENSION CONSULTANTS
0012009-01-01ASSOCIATED PENSION CONSULTANTS

Plan Statistics for TEPA, LLC 401K RETIREMENT PLAN

401k plan membership statisitcs for TEPA, LLC 401K RETIREMENT PLAN

Measure Date Value
2022: TEPA, LLC 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01520
Total number of active participants reported on line 7a of the Form 55002022-01-01409
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01525
Number of participants with account balances2022-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TEPA, LLC 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01524
Total number of active participants reported on line 7a of the Form 55002021-01-01403
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01117
Total of all active and inactive participants2021-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01520
Number of participants with account balances2021-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TEPA, LLC 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01357
Total number of active participants reported on line 7a of the Form 55002020-01-01390
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01134
Total of all active and inactive participants2020-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01524
Number of participants with account balances2020-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TEPA, LLC 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01461
Total number of active participants reported on line 7a of the Form 55002019-01-01248
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01109
Total of all active and inactive participants2019-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01357
Number of participants with account balances2019-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TEPA, LLC 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01287
Total number of active participants reported on line 7a of the Form 55002018-01-01266
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01195
Total of all active and inactive participants2018-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01461
Number of participants with account balances2018-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TEPA, LLC 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01265
Total number of active participants reported on line 7a of the Form 55002017-01-01203
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01287
Number of participants with account balances2017-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TEPA, LLC 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-01221
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01265
Number of participants with account balances2016-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEPA, LLC 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01198
Total number of active participants reported on line 7a of the Form 55002015-01-01138
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01170
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEPA, LLC 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01197
Total number of active participants reported on line 7a of the Form 55002014-01-01179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01198
Number of participants with account balances2014-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TEPA, LLC 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01229
Total number of active participants reported on line 7a of the Form 55002013-01-01150
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01197
Number of participants with account balances2013-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TEPA, LLC 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01296
Total number of active participants reported on line 7a of the Form 55002012-01-01161
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01229
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TEPA, LLC 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01299
Total number of active participants reported on line 7a of the Form 55002011-01-01238
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01296
Number of participants with account balances2011-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TEPA, LLC 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01263
Total number of active participants reported on line 7a of the Form 55002010-01-01244
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0153
Total of all active and inactive participants2010-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01297
Number of participants with account balances2010-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TEPA, LLC 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01272
Total number of active participants reported on line 7a of the Form 55002009-01-01253
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01305
Number of participants with account balances2009-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TEPA, LLC 401K RETIREMENT PLAN

Measure Date Value
2022 : TEPA, LLC 401K RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$908,340
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,162,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,069,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,575,749
Value of total assets at end of year2022-12-31$18,904,966
Value of total assets at beginning of year2022-12-31$21,158,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$92,892
Total interest from all sources2022-12-31$16,738
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$295,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$295,697
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,461,747
Participant contributions at end of year2022-12-31$345,820
Participant contributions at beginning of year2022-12-31$383,994
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$721,492
Other income not declared elsewhere2022-12-31$8,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,253,806
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,904,966
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,158,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,892,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,218,592
Interest on participant loans2022-12-31$16,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$666,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$555,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,987,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,392,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,069,254
Contract administrator fees2022-12-31$82,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : TEPA, LLC 401K RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$6,333,459
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,818,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,735,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,876,888
Value of total assets at end of year2021-12-31$21,158,772
Value of total assets at beginning of year2021-12-31$16,644,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,298
Total interest from all sources2021-12-31$14,806
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$223,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$223,930
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,933,075
Participant contributions at end of year2021-12-31$383,994
Participant contributions at beginning of year2021-12-31$287,108
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$755,432
Other income not declared elsewhere2021-12-31$7,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,514,576
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,158,772
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,644,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$9,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,218,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,890,121
Interest on participant loans2021-12-31$14,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$555,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$466,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,210,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,188,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,735,585
Contract administrator fees2021-12-31$73,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : TEPA, LLC 401K RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,833,855
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,320,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,208,732
Expenses. Certain deemed distributions of participant loans2020-12-31$6,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,741,410
Value of total assets at end of year2020-12-31$16,644,196
Value of total assets at beginning of year2020-12-31$15,131,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$105,266
Total interest from all sources2020-12-31$13,602
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$192,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$192,928
Administrative expenses professional fees incurred2020-12-31$3,035
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,582,538
Participant contributions at end of year2020-12-31$287,108
Participant contributions at beginning of year2020-12-31$233,214
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$185,918
Other income not declared elsewhere2020-12-31$1,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,513,027
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,644,196
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,131,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,890,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,897,955
Interest on participant loans2020-12-31$13,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$466,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,369,346
Net investment gain/loss from pooled separate accounts2020-12-31$515,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$972,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,208,732
Contract administrator fees2020-12-31$95,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : TEPA, LLC 401K RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$5,053,741
Total income from all sources (including contributions)2019-12-31$5,053,741
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,631,497
Total of all expenses incurred2019-12-31$1,631,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,519,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,519,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,512,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,512,783
Value of total assets at end of year2019-12-31$15,131,169
Value of total assets at end of year2019-12-31$15,131,169
Value of total assets at beginning of year2019-12-31$11,708,925
Value of total assets at beginning of year2019-12-31$11,708,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$112,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$112,026
Total interest from all sources2019-12-31$11,258
Total interest from all sources2019-12-31$11,258
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,471,889
Contributions received from participants2019-12-31$1,471,889
Participant contributions at end of year2019-12-31$233,214
Participant contributions at end of year2019-12-31$233,214
Participant contributions at beginning of year2019-12-31$246,360
Participant contributions at beginning of year2019-12-31$246,360
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$107,146
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$107,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,422,244
Value of net income/loss2019-12-31$3,422,244
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,131,169
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,131,169
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,708,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,897,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,462,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,462,565
Interest on participant loans2019-12-31$11,258
Interest on participant loans2019-12-31$11,258
Net investment gain/loss from pooled separate accounts2019-12-31$2,529,700
Net investment gain/loss from pooled separate accounts2019-12-31$2,529,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$933,748
Contributions received in cash from employer2019-12-31$933,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,519,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,519,471
Contract administrator fees2019-12-31$112,026
Contract administrator fees2019-12-31$112,026
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : TEPA, LLC 401K RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$2,086,487
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,212,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,149,954
Expenses. Certain deemed distributions of participant loans2018-12-31$11,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,720,904
Value of total assets at end of year2018-12-31$11,708,925
Value of total assets at beginning of year2018-12-31$10,834,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,797
Total interest from all sources2018-12-31$10,854
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,323,769
Participant contributions at end of year2018-12-31$246,360
Participant contributions at beginning of year2018-12-31$279,472
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$621,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$874,034
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,708,925
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,834,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,462,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,555,419
Interest on participant loans2018-12-31$10,854
Net investment gain/loss from pooled separate accounts2018-12-31$-645,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$775,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,149,954
Contract administrator fees2018-12-31$50,797
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : TEPA, LLC 401K RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,308,644
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,286,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,281,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,952,483
Value of total assets at end of year2017-12-31$10,834,891
Value of total assets at beginning of year2017-12-31$8,812,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,239
Total interest from all sources2017-12-31$10,910
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,097,958
Participant contributions at end of year2017-12-31$279,472
Participant contributions at beginning of year2017-12-31$252,241
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$220,118
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,022,222
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,834,891
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,812,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,555,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,560,214
Interest on participant loans2017-12-31$10,910
Net investment gain/loss from pooled separate accounts2017-12-31$1,345,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$634,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,281,183
Contract administrator fees2017-12-31$5,239
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449
2016 : TEPA, LLC 401K RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,698,986
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,054,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,049,128
Value of total corrective distributions2016-12-31$1,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,113,226
Value of total assets at end of year2016-12-31$8,812,669
Value of total assets at beginning of year2016-12-31$7,167,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,716
Total interest from all sources2016-12-31$10,329
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,716
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,048,122
Participant contributions at end of year2016-12-31$252,241
Participant contributions at beginning of year2016-12-31$237,144
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$467,591
Total non interest bearing cash at end of year2016-12-31$214
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,644,846
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,812,669
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,167,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,560,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,930,679
Interest on participant loans2016-12-31$10,329
Net investment gain/loss from pooled separate accounts2016-12-31$575,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$597,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,049,128
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2016-12-31840817888
2015 : TEPA, LLC 401K RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,177,978
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$896,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$892,990
Value of total corrective distributions2015-12-31$3,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,330,207
Value of total assets at end of year2015-12-31$7,167,823
Value of total assets at beginning of year2015-12-31$6,886,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$9,268
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$611,824
Participant contributions at end of year2015-12-31$237,144
Participant contributions at beginning of year2015-12-31$153,506
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$229,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$281,722
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,167,823
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,886,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,930,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,732,595
Interest on participant loans2015-12-31$9,268
Net investment gain/loss from pooled separate accounts2015-12-31$-161,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$488,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$892,990
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2015-12-31840817888
2014 : TEPA, LLC 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,343,248
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$474,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$472,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$992,129
Value of total assets at end of year2014-12-31$6,886,101
Value of total assets at beginning of year2014-12-31$6,017,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,148
Total interest from all sources2014-12-31$6,465
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$602,267
Participant contributions at end of year2014-12-31$153,506
Participant contributions at beginning of year2014-12-31$142,804
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,292
Administrative expenses (other) incurred2014-12-31$2,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$868,681
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,886,101
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,017,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,732,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,874,616
Interest on participant loans2014-12-31$6,465
Net investment gain/loss from pooled separate accounts2014-12-31$344,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$369,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$472,419
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2014-12-31840817888
2013 : TEPA, LLC 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,821,680
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$620,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$614,989
Expenses. Certain deemed distributions of participant loans2013-12-31$1,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,080,552
Value of total assets at end of year2013-12-31$6,017,420
Value of total assets at beginning of year2013-12-31$4,816,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,239
Total interest from all sources2013-12-31$6,172
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$600,502
Participant contributions at end of year2013-12-31$142,804
Participant contributions at beginning of year2013-12-31$95,903
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,051
Administrative expenses (other) incurred2013-12-31$4,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,201,159
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,017,420
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,816,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,874,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,720,358
Interest on participant loans2013-12-31$6,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$734,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$406,999
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$614,989
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2013-12-31840817888
2012 : TEPA, LLC 401K RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,581,735
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,121,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,119,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,056,954
Value of total assets at end of year2012-12-31$4,816,261
Value of total assets at beginning of year2012-12-31$4,355,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,938
Total interest from all sources2012-12-31$4,080
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$29,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$29,480
Administrative expenses professional fees incurred2012-12-31$1,938
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$579,622
Participant contributions at end of year2012-12-31$95,903
Participant contributions at beginning of year2012-12-31$99,222
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$15,610
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$51,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$460,553
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,816,261
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,355,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,720,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,818,273
Interest on participant loans2012-12-31$4,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$410,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$410,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$496,634
Net investment gain/loss from pooled separate accounts2012-12-31$-5,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$425,496
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$11,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,119,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2012-12-31840817888
2011 : TEPA, LLC 401K RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,104,298
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$756,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$755,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,209,795
Value of total assets at end of year2011-12-31$4,355,708
Value of total assets at beginning of year2011-12-31$4,007,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$680
Total interest from all sources2011-12-31$6,317
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$67,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$67,725
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$598,004
Participant contributions at end of year2011-12-31$99,222
Participant contributions at beginning of year2011-12-31$172,318
Participant contributions at end of year2011-12-31$15,610
Participant contributions at beginning of year2011-12-31$17,566
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$173,061
Other income not declared elsewhere2011-12-31$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$347,714
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,355,708
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,007,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,818,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,438,277
Interest on participant loans2011-12-31$6,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$410,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$366,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$366,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-179,585
Net gain/loss from 103.12 investment entities2011-12-31$-179,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$438,730
Employer contributions (assets) at end of year2011-12-31$11,606
Employer contributions (assets) at beginning of year2011-12-31$13,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$755,904
Contract administrator fees2011-12-31$680
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-12-31431947695
2010 : TEPA, LLC 401K RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,422,724
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$211,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$208,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,094,701
Value of total assets at end of year2010-12-31$4,007,994
Value of total assets at beginning of year2010-12-31$2,797,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,175
Total interest from all sources2010-12-31$72,130
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$595,479
Participant contributions at end of year2010-12-31$172,318
Participant contributions at beginning of year2010-12-31$102,171
Participant contributions at end of year2010-12-31$17,566
Participant contributions at beginning of year2010-12-31$19,128
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$63,736
Other income not declared elsewhere2010-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,210,860
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,007,994
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,797,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,438,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,477,838
Interest on participant loans2010-12-31$5,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$366,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$182,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$182,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$66,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$255,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$435,486
Employer contributions (assets) at end of year2010-12-31$13,167
Employer contributions (assets) at beginning of year2010-12-31$15,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$208,689
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2010-12-31431947695
2009 : TEPA, LLC 401K RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TEPA, LLC 401K RETIREMENT PLAN

2022: TEPA, LLC 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEPA, LLC 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEPA, LLC 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEPA, LLC 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEPA, LLC 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEPA, LLC 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEPA, LLC 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEPA, LLC 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEPA, LLC 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEPA, LLC 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEPA, LLC 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEPA, LLC 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TEPA, LLC 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEPA, LLC 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberTE1902
Policy instance 1
Insurance contract or identification numberTE1902
Number of Individuals Covered31
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberTE1902
Policy instance 1
Insurance contract or identification numberTE1902
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108556
Policy instance 1
Insurance contract or identification number108556
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $46,631
Total amount of fees paid to insurance companyUSD $3,035
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $46,631
Insurance broker organization code?3
Amount paid for insurance broker fees3035
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberTE1902
Policy instance 2
Insurance contract or identification numberTE1902
Number of Individuals Covered16
Insurance policy start date2020-11-03
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108556
Policy instance 1
Insurance contract or identification number108556
Number of Individuals Covered355
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $46,358
Total amount of fees paid to insurance companyUSD $3,759
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $46,358
Insurance broker organization code?3
Amount paid for insurance broker fees3750
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108556
Policy instance 1
Insurance contract or identification number108556
Number of Individuals Covered342
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $45,442
Total amount of fees paid to insurance companyUSD $3,608
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $45,442
Insurance broker organization code?3
Amount paid for insurance broker fees3545
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108556
Policy instance 1
Insurance contract or identification number108556
Number of Individuals Covered308
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $42,892
Total amount of fees paid to insurance companyUSD $4,321
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $42,892
Insurance broker organization code?4
Amount paid for insurance broker fees4300
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFEDERATED INVESTMENT MANAGEMENT COM

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