401k Plan data: TOMA & ASSOCIATES, INC. RETIREMENT PLAN plan

TOMA & ASSOCIATES, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	TOMA & ASSOCIATES, INC. RETIREMENT PLAN
Plan identification number	001

TOMA & ASSOCIATES, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

TOMA & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: TOMA & ASSOCIATES, INC.

Employer identification number (EIN): 260426937

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOMA & ASSOCIATES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MATTHEW TOMA
001 2016-01-01 MATTHEW TOMA
001 2015-01-01 MATTHEW TOMA
001 2014-01-01 MATTHEW TOMA
001 2013-01-01 MATTHEW TOMA
001 2012-01-01 MATTHEW TOMA
001 2011-01-01 MATTHEW TOMA
001 2009-01-01 MATTHEW TOMA

Plan Statistics for TOMA & ASSOCIATES, INC. RETIREMENT PLAN

401k plan membership statisitcs for TOMA & ASSOCIATES, INC. RETIREMENT PLAN

Measure Date Value
2022: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on TOMA & ASSOCIATES, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-119,642
Expenses. Total of all expenses incurred	2022-12-31	$85,699
Benefits paid (including direct rollovers)	2022-12-31	$85,699
Total plan assets at end of year	2022-12-31	$728,727
Total plan assets at beginning of year	2022-12-31	$934,068
Value of fidelity bond covering the plan	2022-12-31	$130,000
Total contributions received or receivable from participants	2022-12-31	$18,450
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-138,092
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-205,341
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$728,727
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$934,068
Assets. Value of participant loans	2022-12-31	$53,378
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$54,882
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$119,017
Expenses. Total of all expenses incurred	2021-12-31	$14,117
Benefits paid (including direct rollovers)	2021-12-31	$14,117
Total plan assets at end of year	2021-12-31	$934,068
Total plan assets at beginning of year	2021-12-31	$829,168
Value of fidelity bond covering the plan	2021-12-31	$130,000
Total contributions received or receivable from participants	2021-12-31	$24,700
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$94,317
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$104,900
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$934,068
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$829,168
Assets. Value of participant loans	2021-12-31	$60,451
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$54,882
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$113,803
Expenses. Total of all expenses incurred	2020-12-31	$203,039
Benefits paid (including direct rollovers)	2020-12-31	$203,039
Total plan assets at end of year	2020-12-31	$829,168
Total plan assets at beginning of year	2020-12-31	$918,404
Value of fidelity bond covering the plan	2020-12-31	$130,000
Total contributions received or receivable from participants	2020-12-31	$20,800
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$93,003
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-89,236
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$829,168
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$918,404
Assets. Value of participant loans	2020-12-31	$77,066
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$54,882
Total contributions received or receivable from employer(s)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$132,468
Expenses. Total of all expenses incurred	2019-12-31	$16,713
Benefits paid (including direct rollovers)	2019-12-31	$16,713
Total plan assets at end of year	2019-12-31	$918,404
Total plan assets at beginning of year	2019-12-31	$802,649
Value of fidelity bond covering the plan	2019-12-31	$130,000
Total contributions received or receivable from participants	2019-12-31	$16,900
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$115,568
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$115,755
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$918,404
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$802,649
Assets. Value of participant loans	2019-12-31	$87,476
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$24,615
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$16,900
Expenses. Total of all expenses incurred	2018-12-31	$65,538
Benefits paid (including direct rollovers)	2018-12-31	$37,851
Total plan assets at end of year	2018-12-31	$802,649
Total plan assets at beginning of year	2018-12-31	$851,287
Value of fidelity bond covering the plan	2018-12-31	$85,000
Total contributions received or receivable from participants	2018-12-31	$16,900
Expenses. Other expenses not covered elsewhere	2018-12-31	$27,687
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$0
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-48,638
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$802,649
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$851,287
Assets. Value of participant loans	2018-12-31	$106,250
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$24,615
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$232,476
Expenses. Total of all expenses incurred	2017-12-31	$643,522
Benefits paid (including direct rollovers)	2017-12-31	$643,522
Total plan assets at end of year	2017-12-31	$851,287
Total plan assets at beginning of year	2017-12-31	$1,262,333
Value of fidelity bond covering the plan	2017-12-31	$130,000
Total contributions received or receivable from participants	2017-12-31	$15,400
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$217,076
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-411,046
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$851,287
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,262,333
Assets. Value of participant loans	2017-12-31	$112,794
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$24,615
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$112,213
Expenses. Total of all expenses incurred	2016-12-31	$146,445
Benefits paid (including direct rollovers)	2016-12-31	$146,445
Total plan assets at end of year	2016-12-31	$1,262,333
Total plan assets at beginning of year	2016-12-31	$1,296,565
Value of fidelity bond covering the plan	2016-12-31	$130,000
Total contributions received or receivable from participants	2016-12-31	$11,100
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$101,113
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-34,232
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,262,333
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,296,565
Assets. Value of participant loans	2016-12-31	$119,018
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-10,293
Expenses. Total of all expenses incurred	2015-12-31	$84,387
Benefits paid (including direct rollovers)	2015-12-31	$84,387
Total plan assets at end of year	2015-12-31	$1,296,565
Total plan assets at beginning of year	2015-12-31	$1,391,245
Total contributions received or receivable from participants	2015-12-31	$10,450
Assets. Value of loans (other than to participants)	2015-12-31	$157,283
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-20,743
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-94,680
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,296,565
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,391,245
Assets. Value of participant loans	2015-12-31	$97,000
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$1
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$152,272
Expenses. Total of all expenses incurred	2014-12-31	$27,136
Benefits paid (including direct rollovers)	2014-12-31	$27,136
Total plan assets at end of year	2014-12-31	$1,391,245
Total plan assets at beginning of year	2014-12-31	$1,266,109
Total contributions received or receivable from participants	2014-12-31	$10,350
Assets. Value of loans (other than to participants)	2014-12-31	$151,191
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$141,922
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$125,136
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,391,245
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,266,109
Assets. Value of participant loans	2014-12-31	$97,000
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$1
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$196,035
Expenses. Total of all expenses incurred	2013-12-31	$36,919
Benefits paid (including direct rollovers)	2013-12-31	$36,919
Total plan assets at end of year	2013-12-31	$1,266,109
Total plan assets at beginning of year	2013-12-31	$1,106,993
Total contributions received or receivable from participants	2013-12-31	$6,350
Assets. Value of loans (other than to participants)	2013-12-31	$135,488
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$189,685
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$159,116
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,266,109
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,106,993
Assets. Value of participant loans	2013-12-31	$101,502
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$1
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$8,594
Expenses. Total of all expenses incurred	2012-12-31	$60,281
Benefits paid (including direct rollovers)	2012-12-31	$60,281
Total plan assets at end of year	2012-12-31	$1,106,993
Total plan assets at beginning of year	2012-12-31	$1,158,680
Total contributions received or receivable from participants	2012-12-31	$2,600
Assets. Value of loans (other than to participants)	2012-12-31	$180,061
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$5,994
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-51,687
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,106,993
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,158,680
Assets. Value of participant loans	2012-12-31	$107,372
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$1
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$9,822
Expenses. Total of all expenses incurred	2011-12-31	$30,289
Benefits paid (including direct rollovers)	2011-12-31	$30,289
Total plan assets at end of year	2011-12-31	$1,158,680
Total plan assets at beginning of year	2011-12-31	$1,179,147
Total contributions received or receivable from participants	2011-12-31	$2,600
Assets. Value of loans (other than to participants)	2011-12-31	$294,430
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$7,222
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-20,467
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,158,680
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,179,147
Assets. Value of participant loans	2011-12-31	$117,799
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$11,267
Total income from all sources	2010-12-31	$78,861
Expenses. Total of all expenses incurred	2010-12-31	$58,513
Benefits paid (including direct rollovers)	2010-12-31	$58,513
Total plan assets at end of year	2010-12-31	$1,179,147
Total plan assets at beginning of year	2010-12-31	$1,170,066
Total contributions received or receivable from participants	2010-12-31	$12,144
Assets. Value of loans (other than to participants)	2010-12-31	$301,494
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$66,717
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$20,348
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,179,147
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,158,799
Assets. Value of participant loans	2010-12-31	$108,346
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$1
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TOMA & ASSOCIATES, INC. RETIREMENT PLAN

2022: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TOMA & ASSOCIATES, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TOMA & ASSOCIATES, INC.
Employer identification number (EIN):	260426937
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies