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TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameTRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN
Plan identification number 001

TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING 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.
  • 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

TRADE ACCEPTANCE GROUP LTD has sponsored the creation of one or more 401k plans.

Company Name:TRADE ACCEPTANCE GROUP LTD
Employer identification number (EIN):411840154
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRUCE GLAUB2024-06-18
0012022-01-01LESLIE BERGLAND2023-05-24
0012021-01-01LESLIE BERGLAND2022-05-24
0012020-01-01LESLIE BERGLAND2021-06-04
0012019-01-01LESLIE BERGLAND2020-06-30
0012018-01-01LESLIE BERGLAND2019-06-03
0012017-01-01CURTIS HANSON2018-05-17
0012016-01-01CURTIS HANSON2017-05-16
0012015-01-01CURTIS HANSON2016-06-02
0012013-01-01CURTIS HANSON2014-05-12
0012012-01-01TRADE ACCEPTANCE GROUP LTD2013-05-16
0012011-01-01TRADE ACCEPTANCE GROUP LTD2012-06-29
0012010-01-01TRADE ACCEPTANCE GROUP LTD2012-09-05

Plan Statistics for TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN

401k plan membership statisitcs for TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN

Measure Date Value
2025: TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-266
Total number of particpants at end of year2025-06-266
Number of Participants With Account Balances2025-06-266
2024: TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-185
Total number of particpants at end of year2024-06-186
Number of Participants With Account Balances2024-06-186
2022: TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-246
Total number of particpants at end of year2022-05-247
Number of Participants With Account Balances2022-05-247

Financial Data on TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN

Measure Date Value
2025 : TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-262117
Net assets as of the end of the plan year2025-06-26986793
Total assets as of the beginning of the plan year2025-06-26796465
Value of plan covered by a fidelity bond2025-06-2680000
Participant contributions to plan in this plan year2025-06-2662646
Other income to plan in this plan year2025-06-26112032
Plan net income in this plan year2025-06-26190328
Net assets as of the end of the plan year2025-06-26986793
Net assets as of the beginning of the plan year2025-06-26796465
Employer contributions to plan in this plan year2025-06-2617767
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-262117
2024 : TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-181763
Net assets as of the end of the plan year2024-06-18796465
Total assets as of the beginning of the plan year2024-06-18598563
Value of plan covered by a fidelity bond2024-06-1860000
Participant contributions to plan in this plan year2024-06-1864040
Other income to plan in this plan year2024-06-18117409
Plan net income in this plan year2024-06-18197902
Net assets as of the end of the plan year2024-06-18796465
Net assets as of the beginning of the plan year2024-06-18598563
Employer contributions to plan in this plan year2024-06-1818216
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-181763
2022 : TRADE ACCEPTANCE GROUP, LTD 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-242757
Net assets as of the end of the plan year2022-05-241306969
Total assets as of the beginning of the plan year2022-05-241025625
Value of plan covered by a fidelity bond2022-05-24103000
Participant contributions to plan in this plan year2022-05-2489141
Other income to plan in this plan year2022-05-24170699
Plan net income in this plan year2022-05-24281344
Net assets as of the end of the plan year2022-05-241306969
Net assets as of the beginning of the plan year2022-05-241025625
Employer contributions to plan in this plan year2022-05-2424261
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-242757

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