401k Plan data: TREESDALE PARTNERS, LLC 401(K) PLAN plan

TREESDALE PARTNERS, LLC 401(K) PLAN 401k Plan overview

Plan Name	TREESDALE PARTNERS, LLC 401(K) PLAN
Plan identification number	001

TREESDALE PARTNERS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: TREESDALE PARTNERS, LLC

Employer identification number (EIN): 383658159

NAIC Classification: 525990
NAIC Description: Other Financial Vehicles

Additional information about TREESDALE PARTNERS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2012-09-19

Company Identification Number: L12000119669

Legal Registered Office Address: 7901 4TH STREET N

ST. PETERSBURG

33702

More information about TREESDALE PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TREESDALE PARTNERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WESLEY HUBER 2018-08-20
001 2016-01-01 YUNG LIM 2017-10-12
001 2015-01-01 YUNG LIM 2016-09-12 WESLEY HUBER 2016-09-12
001 2014-01-01 YUNG LIM 2015-10-08 WESLEY HUBER 2015-10-08
001 2014-01-01 WESLEY HUBER 2015-10-01 WESLEY HUBER 2015-10-01
001 2013-01-01 YUNG LIM
001 2012-01-01 MICHELE ROMERO
001 2011-01-01 MICHELE ROMERO
001 2010-01-01 PETER ROSENBLATT
001 2009-01-01 YUNG LIM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	WESLEY HUBER	2018-08-20
001	2016-01-01	YUNG LIM	2017-10-12
001	2015-01-01	YUNG LIM	2016-09-12	WESLEY HUBER	2016-09-12
001	2014-01-01	YUNG LIM	2015-10-08	WESLEY HUBER	2015-10-08
001	2014-01-01	WESLEY HUBER	2015-10-01	WESLEY HUBER	2015-10-01
001	2013-01-01	YUNG LIM
001	2012-01-01	MICHELE ROMERO
001	2011-01-01	MICHELE ROMERO
001	2010-01-01	PETER ROSENBLATT
001	2009-01-01	YUNG LIM

Plan Statistics for TREESDALE PARTNERS, LLC 401(K) PLAN

401k plan membership statisitcs for TREESDALE PARTNERS, LLC 401(K) PLAN

Measure Date Value
2013: TREESDALE PARTNERS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TREESDALE PARTNERS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
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 9
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TREESDALE PARTNERS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: TREESDALE PARTNERS, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 23
Number of participants with account balances 2010-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: TREESDALE PARTNERS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
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 7
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: TREESDALE PARTNERS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TREESDALE PARTNERS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
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	9
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TREESDALE PARTNERS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: TREESDALE PARTNERS, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	23
Number of participants with account balances	2010-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: TREESDALE PARTNERS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
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	7
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on TREESDALE PARTNERS, LLC 401(K) PLAN

Measure	Date	Value
2013 : TREESDALE PARTNERS, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$57,980
Expenses. Total of all expenses incurred	2013-12-31	$20,746
Benefits paid (including direct rollovers)	2013-12-31	$16,356
Total plan assets at end of year	2013-12-31	$734,832
Total plan assets at beginning of year	2013-12-31	$697,598
Other income received	2013-12-31	$57,980
Net income (gross income less expenses)	2013-12-31	$37,234
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$734,832
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$697,598
Assets. Value of participant loans	2013-12-31	$28,475
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : TREESDALE PARTNERS, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$131,025
Expenses. Total of all expenses incurred	2012-12-31	$205,627
Benefits paid (including direct rollovers)	2012-12-31	$204,543
Total plan assets at end of year	2012-12-31	$697,598
Total plan assets at beginning of year	2012-12-31	$772,200
Total contributions received or receivable from participants	2012-12-31	$85,000
Other income received	2012-12-31	$46,025
Net income (gross income less expenses)	2012-12-31	$-74,602
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$697,598
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$772,200
Assets. Value of participant loans	2012-12-31	$28,475
Total contributions received or receivable from employer(s)	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,084
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TREESDALE PARTNERS, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$91,271
Expenses. Total of all expenses incurred	2011-12-31	$96,214
Benefits paid (including direct rollovers)	2011-12-31	$93,729
Total plan assets at end of year	2011-12-31	$772,200
Total plan assets at beginning of year	2011-12-31	$777,143
Total contributions received or receivable from participants	2011-12-31	$152,668
Other income received	2011-12-31	$-63,481
Net income (gross income less expenses)	2011-12-31	$-4,943
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$772,200
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$777,143
Assets. Value of participant loans	2011-12-31	$28,678
Total contributions received or receivable from employer(s)	2011-12-31	$2,084
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,485
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TREESDALE PARTNERS, LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$298,789
Expenses. Total of all expenses incurred	2010-12-31	$123,966
Benefits paid (including direct rollovers)	2010-12-31	$120,214
Total plan assets at end of year	2010-12-31	$777,143
Total plan assets at beginning of year	2010-12-31	$602,320
Total contributions received or receivable from participants	2010-12-31	$184,558
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	$21,952
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$174,823
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$777,143
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$602,320
Assets. Value of participant loans	2010-12-31	$29,290
Total contributions received or receivable from employer(s)	2010-12-31	$92,279
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	$3,752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for TREESDALE PARTNERS, LLC 401(K) PLAN

2013: TREESDALE PARTNERS, LLC 401(K) 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: TREESDALE PARTNERS, LLC 401(K) 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: TREESDALE PARTNERS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TREESDALE PARTNERS, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TREESDALE PARTNERS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TREESDALE PARTNERS, LLC
Employer identification number (EIN):	383658159
NAIC Classification:	525990
NAIC Description:	Other Financial Vehicles

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2012-09-19
Company Identification Number:	L12000119669
Legal Registered Office Address:	7901 4TH STREET N ST. PETERSBURG 33702