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TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

TFI, INC. D/B/A TF PUBLISHING has sponsored the creation of one or more 401k plans.

Company Name:TFI, INC. D/B/A TF PUBLISHING
Employer identification number (EIN):352139865
NAIC Classification:451211
NAIC Description:Book Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01RICHARD MURRAY II
0022023-01-01
0022023-01-01RICHARD MURRAY II
0022022-01-01
0022022-01-01RICHARD MURRAY II
0022021-01-01
0022021-01-01RICHARD MURRAY II
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PATRICK MURRAY
0022017-01-01
0022016-01-01LEIGH PURCELL
0022016-01-01
0022015-11-01LEIGH PURCELL
0022015-11-01

Financial Data on TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$1,920,994
Total plan liabilities at beginning of year2023-12-31$2,012,416
Total income from all sources2023-12-31$-121,425
Expenses. Total of all expenses incurred2023-12-31$48,598
Total plan assets at end of year2023-12-31$18,728,896
Total plan assets at beginning of year2023-12-31$18,990,341
Value of fidelity bond covering the plan2023-12-31$487,000
Expenses. Other expenses not covered elsewhere2023-12-31$48,598
Other income received2023-12-31$-261,445
Net income (gross income less expenses)2023-12-31$-170,023
Net plan assets at end of year (total assets less liabilities)2023-12-31$16,807,902
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$16,977,925
Assets. Value of employer securities2023-12-31$18,728,896
Total contributions received or receivable from employer(s)2023-12-31$140,020
2022 : TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$2,012,416
Total plan liabilities at beginning of year2022-12-31$2,103,097
Total income from all sources2022-12-31$-2,267,982
Expenses. Total of all expenses incurred2022-12-31$50,996
Total plan assets at end of year2022-12-31$18,990,341
Total plan assets at beginning of year2022-12-31$21,400,000
Value of fidelity bond covering the plan2022-12-31$487,000
Expenses. Other expenses not covered elsewhere2022-12-31$50,996
Other income received2022-12-31$-2,409,659
Net income (gross income less expenses)2022-12-31$-2,318,978
Net plan assets at end of year (total assets less liabilities)2022-12-31$16,977,925
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$19,296,903
Assets. Value of employer securities2022-12-31$18,990,341
Total contributions received or receivable from employer(s)2022-12-31$141,677
2021 : TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$2,103,097
Total plan liabilities at beginning of year2021-12-31$2,193,053
Total income from all sources2021-12-31$7,386,730
Expenses. Total of all expenses incurred2021-12-31$53,378
Total plan assets at end of year2021-12-31$21,400,000
Total plan assets at beginning of year2021-12-31$14,156,604
Value of fidelity bond covering the plan2021-12-31$487,000
Expenses. Other expenses not covered elsewhere2021-12-31$53,378
Other income received2021-12-31$7,243,396
Net income (gross income less expenses)2021-12-31$7,333,352
Net plan assets at end of year (total assets less liabilities)2021-12-31$19,296,903
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$11,963,551
Assets. Value of employer securities2021-12-31$21,400,000
Total contributions received or receivable from employer(s)2021-12-31$143,334
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$2,193,053
Total plan liabilities at beginning of year2020-12-31$2,282,299
Total income from all sources2020-12-31$10,130,557
Expenses. Total of all expenses incurred2020-12-31$32,707
Total plan assets at end of year2020-12-31$14,156,604
Total plan assets at beginning of year2020-12-31$4,148,000
Value of fidelity bond covering the plan2020-12-31$487,000
Expenses. Other expenses not covered elsewhere2020-12-31$32,707
Other income received2020-12-31$10,008,604
Net income (gross income less expenses)2020-12-31$10,097,850
Net plan assets at end of year (total assets less liabilities)2020-12-31$11,963,551
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,865,701
Assets. Value of employer securities2020-12-31$14,156,604
Total contributions received or receivable from employer(s)2020-12-31$121,953
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$2,282,299
Total plan liabilities at beginning of year2019-12-31$1,308,937
Total income from all sources2019-12-31$419,325
Expenses. Total of all expenses incurred2019-12-31$43,173
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$4,148,000
Total plan assets at beginning of year2019-12-31$2,798,486
Value of fidelity bond covering the plan2019-12-31$487,000
Expenses. Other expenses not covered elsewhere2019-12-31$43,173
Other income received2019-12-31$-5,313
Net income (gross income less expenses)2019-12-31$376,152
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,865,701
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,489,549
Assets. Value of employer securities2019-12-31$4,148,000
Total contributions received or receivable from employer(s)2019-12-31$424,638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,308,937
Total plan liabilities at beginning of year2018-12-31$2,177,730
Total income from all sources2018-12-31$772,754
Expenses. Total of all expenses incurred2018-12-31$57,738
Total plan assets at end of year2018-12-31$2,798,486
Total plan assets at beginning of year2018-12-31$2,952,263
Value of fidelity bond covering the plan2018-12-31$487,000
Expenses. Other expenses not covered elsewhere2018-12-31$57,738
Other income received2018-12-31$333,468
Net income (gross income less expenses)2018-12-31$715,016
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,489,549
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$774,533
Assets. Value of employer securities2018-12-31$2,798,486
Total contributions received or receivable from employer(s)2018-12-31$439,286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources2017-12-31$434,005
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,233,464
Total plan assets at beginning of year2017-12-31$799,459
Value of fidelity bond covering the plan2017-12-31$487,000
Other income received2017-12-31$55,547
Net income (gross income less expenses)2017-12-31$434,005
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,233,464
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$799,459
Assets. Value of employer securities2017-12-31$1,233,464
Total contributions received or receivable from employer(s)2017-12-31$378,458
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-12-31$475,936
Expenses. Total of all expenses incurred2016-12-31$29
Total plan assets at end of year2016-12-31$799,459
Total plan assets at beginning of year2016-12-31$323,552
Value of fidelity bond covering the plan2016-12-31$487,000
Expenses. Other expenses not covered elsewhere2016-12-31$29
Other income received2016-12-31$41,546
Net income (gross income less expenses)2016-12-31$475,907
Net plan assets at end of year (total assets less liabilities)2016-12-31$799,459
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$323,552
Assets. Value of employer securities2016-12-31$799,459
Total contributions received or receivable from employer(s)2016-12-31$434,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-12-31$323,552
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$323,552
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$487,000
Other income received2015-12-31$266,752
Net income (gross income less expenses)2015-12-31$323,552
Net plan assets at end of year (total assets less liabilities)2015-12-31$323,552
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of employer securities2015-12-31$323,552
Total contributions received or receivable from employer(s)2015-12-31$56,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN

2023: TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TF PUBLISHING EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TF PUBLISHING EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TF PUBLISHING EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TF PUBLISHING EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TF PUBLISHING EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TF PUBLISHING EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01First time form 5500 has been submittedYes
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes

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