401k Plan data: RICK TONKINSON & ASSOCIATES 401(K) PLAN plan

RICK TONKINSON & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	RICK TONKINSON & ASSOCIATES 401(K) PLAN
Plan identification number	002

RICK TONKINSON & ASSOCIATES 401(K) 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.
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.
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

TONKINSON FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: TONKINSON FINANCIAL, INC.

Employer identification number (EIN): 320138238

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about TONKINSON FINANCIAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2005-01-18

Company Identification Number: P05000008831

Legal Registered Office Address: 2466 Trapp Ave

MIAMI

33133

More information about TONKINSON FINANCIAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICK TONKINSON & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01 STEVEN TONKINSON 2022-03-03
002 2020-01-01 STEVEN TONKINSON 2021-09-21
002 2019-01-01 STEVEN TONKINSON 2020-10-09
002 2018-01-01 STEVEN TONKINSON 2019-09-23
002 2017-01-01 STEVEN TONKINSON 2018-10-05
002 2016-01-01 STEVEN TONKINSON 2017-10-16
002 2015-01-01 STEVEN TONKINSON 2016-10-13
002 2014-01-01 STEVEN TONKINSON 2015-10-12
002 2013-01-01 STEVEN TONKINSON 2014-10-03
002 2012-01-01 STEVEN TONKINSON 2013-10-11
002 2011-01-01 STEVEN TONKINSON 2012-10-25
002 2010-01-01 STEVEN TONKINSON 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	STEVEN TONKINSON	2022-03-03
002	2020-01-01	STEVEN TONKINSON	2021-09-21
002	2019-01-01	STEVEN TONKINSON	2020-10-09
002	2018-01-01	STEVEN TONKINSON	2019-09-23
002	2017-01-01	STEVEN TONKINSON	2018-10-05
002	2016-01-01	STEVEN TONKINSON	2017-10-16
002	2015-01-01	STEVEN TONKINSON	2016-10-13
002	2014-01-01	STEVEN TONKINSON	2015-10-12
002	2013-01-01	STEVEN TONKINSON	2014-10-03
002	2012-01-01	STEVEN TONKINSON	2013-10-11
002	2011-01-01	STEVEN TONKINSON	2012-10-25
002	2010-01-01	STEVEN TONKINSON	2011-10-17

Financial Data on RICK TONKINSON & ASSOCIATES 401(K) PLAN

Measure	Date	Value
2025 : RICK TONKINSON & ASSOCIATES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-24	3639703
Net assets as of the end of the plan year	2025-09-24	5360622
Total assets as of the beginning of the plan year	2025-09-24	7378260
Value of plan covered by a fidelity bond	2025-09-24	500000
Participant contributions to plan in this plan year	2025-09-24	98900
Other expenses paid from plan in this plan year	2025-09-24	0
Other income to plan in this plan year	2025-09-24	1370417
Plan net income in this plan year	2025-09-24	-2017638
Net assets as of the end of the plan year	2025-09-24	5360622
Net assets as of the beginning of the plan year	2025-09-24	7378260
Employer contributions to plan in this plan year	2025-09-24	152748
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-24	269
2024 : RICK TONKINSON & ASSOCIATES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-08-21	164139
Net assets as of the end of the plan year	2024-08-21	7378260
Total assets as of the beginning of the plan year	2024-08-21	5778490
Value of plan covered by a fidelity bond	2024-08-21	500000
Participant contributions to plan in this plan year	2024-08-21	97050
Other expenses paid from plan in this plan year	2024-08-21	0
Other income to plan in this plan year	2024-08-21	1522162
Plan net income in this plan year	2024-08-21	1599770
Net assets as of the end of the plan year	2024-08-21	7378260
Net assets as of the beginning of the plan year	2024-08-21	5778490
Employer contributions to plan in this plan year	2024-08-21	144697
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-21	247
2022 : RICK TONKINSON & ASSOCIATES 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-03-03	40826
Net assets as of the end of the plan year	2022-03-03	7763763
Total assets as of the beginning of the plan year	2022-03-03	4212615
Value of plan covered by a fidelity bond	2022-03-03	500000
Participant contributions to plan in this plan year	2022-03-03	85050
Other expenses paid from plan in this plan year	2022-03-03	200
Other contributions to plan in this plan year	2022-03-03	2508287
Other income to plan in this plan year	2022-03-03	864422
Plan net income in this plan year	2022-03-03	3551148
Net assets as of the end of the plan year	2022-03-03	7763763
Net assets as of the beginning of the plan year	2022-03-03	4212615
Employer contributions to plan in this plan year	2022-03-03	134215

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Company Name:	TONKINSON FINANCIAL, INC.
Employer identification number (EIN):	320138238
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2005-01-18
Company Identification Number:	P05000008831
Legal Registered Office Address:	2466 Trapp Ave MIAMI 33133