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THOELE, INC. EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan NameTHOELE, INC. EMPLOYEES SAVINGS PLAN
Plan identification number 002

THOELE, INC. EMPLOYEES SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

THOELE, INC. BENEFITS PLAN has sponsored the creation of one or more 401k plans.

Company Name:THOELE, INC. BENEFITS PLAN
Employer identification number (EIN):430908057
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOELE, INC. EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-09-01
0022018-09-01
0022017-09-01LINDA BIANCHI LINDA BIANCHI2018-12-27
0022016-09-01A1728337 LINDA BIANCHI2017-12-27
0022015-09-01LINDA BIANCHI LINDA BIANCHI2017-01-09
0022014-09-01LINDA BIANCHI LINDA BIANCHI2016-06-15
0022013-09-01LINDA BIANCHI LINDA BIANCHI2014-11-12
0022012-09-01LINDA BIANCHI LINDA BIANCHI2014-06-16
0022011-09-01LINDA BIANCHI LINDA BIANCHI2013-01-21
0022009-09-01LINDA BIANCHI LINDA BIANCHI2010-12-31

Financial Data on THOELE, INC. EMPLOYEES SAVINGS PLAN

Measure Date Value
2020 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2020 401k financial data
Total income from all sources2020-08-31$-158,192
Expenses. Total of all expenses incurred2020-08-31$2,097,234
Benefits paid (including direct rollovers)2020-08-31$2,085,554
Total plan assets at end of year2020-08-31$0
Total plan assets at beginning of year2020-08-31$2,255,426
Value of fidelity bond covering the plan2020-08-31$275,000
Other income received2020-08-31$-158,192
Net income (gross income less expenses)2020-08-31$-2,255,426
Net plan assets at end of year (total assets less liabilities)2020-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$2,255,426
Expenses. Administrative service providers (salaries,fees and commissions)2020-08-31$11,680
2019 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-08-31$43,831
Expenses. Total of all expenses incurred2019-08-31$356,881
Benefits paid (including direct rollovers)2019-08-31$335,586
Total plan assets at end of year2019-08-31$2,255,426
Total plan assets at beginning of year2019-08-31$2,568,476
Value of fidelity bond covering the plan2019-08-31$275,000
Other income received2019-08-31$43,831
Net income (gross income less expenses)2019-08-31$-313,050
Net plan assets at end of year (total assets less liabilities)2019-08-31$2,255,426
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$2,568,476
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$21,295
2018 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-08-31$36,552
Expenses. Total of all expenses incurred2018-08-31$61,001
Benefits paid (including direct rollovers)2018-08-31$37,880
Total plan assets at end of year2018-08-31$2,568,476
Total plan assets at beginning of year2018-08-31$2,592,925
Value of fidelity bond covering the plan2018-08-31$275,000
Other income received2018-08-31$36,552
Net income (gross income less expenses)2018-08-31$-24,449
Net plan assets at end of year (total assets less liabilities)2018-08-31$2,568,476
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$2,592,925
Expenses. Administrative service providers (salaries,fees and commissions)2018-08-31$23,121
2017 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-08-31$377,559
Expenses. Total of all expenses incurred2017-08-31$410,296
Benefits paid (including direct rollovers)2017-08-31$400,000
Total plan assets at end of year2017-08-31$2,592,925
Total plan assets at beginning of year2017-08-31$2,625,662
Value of fidelity bond covering the plan2017-08-31$275,000
Other income received2017-08-31$377,559
Net income (gross income less expenses)2017-08-31$-32,737
Net plan assets at end of year (total assets less liabilities)2017-08-31$2,592,925
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$2,625,662
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$10,296
2016 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-08-31$-549,379
Expenses. Total of all expenses incurred2016-08-31$704,805
Benefits paid (including direct rollovers)2016-08-31$701,132
Total plan assets at end of year2016-08-31$2,625,662
Total plan assets at beginning of year2016-08-31$3,879,846
Value of fidelity bond covering the plan2016-08-31$275,000
Other income received2016-08-31$-549,379
Net income (gross income less expenses)2016-08-31$-1,254,184
Net plan assets at end of year (total assets less liabilities)2016-08-31$2,625,662
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$3,879,846
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$3,673
2015 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-08-31$-311,538
Expenses. Total of all expenses incurred2015-08-31$262,293
Benefits paid (including direct rollovers)2015-08-31$261,000
Total plan assets at end of year2015-08-31$3,879,846
Total plan assets at beginning of year2015-08-31$4,453,677
Value of fidelity bond covering the plan2015-08-31$275,000
Other income received2015-08-31$-311,538
Net income (gross income less expenses)2015-08-31$-573,831
Net plan assets at end of year (total assets less liabilities)2015-08-31$3,879,846
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$4,453,677
Expenses. Administrative service providers (salaries,fees and commissions)2015-08-31$1,293
2014 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-08-31$889,260
Expenses. Total of all expenses incurred2014-08-31$533,773
Benefits paid (including direct rollovers)2014-08-31$523,824
Total plan assets at end of year2014-08-31$4,453,677
Total plan assets at beginning of year2014-08-31$4,098,190
Value of fidelity bond covering the plan2014-08-31$275,000
Other income received2014-08-31$889,260
Net income (gross income less expenses)2014-08-31$355,487
Net plan assets at end of year (total assets less liabilities)2014-08-31$4,453,677
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$4,098,190
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$9,949
2013 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-08-31$829,918
Expenses. Total of all expenses incurred2013-08-31$375,372
Benefits paid (including direct rollovers)2013-08-31$373,133
Total plan assets at end of year2013-08-31$4,098,190
Total plan assets at beginning of year2013-08-31$3,643,644
Value of fidelity bond covering the plan2013-08-31$275,000
Other income received2013-08-31$829,918
Net income (gross income less expenses)2013-08-31$454,546
Net plan assets at end of year (total assets less liabilities)2013-08-31$4,098,190
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$3,643,644
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$2,239
2012 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-08-31$657,426
Expenses. Total of all expenses incurred2012-08-31$223,478
Benefits paid (including direct rollovers)2012-08-31$215,106
Total plan assets at end of year2012-08-31$3,643,644
Total plan assets at beginning of year2012-08-31$3,209,696
Value of fidelity bond covering the plan2012-08-31$275,000
Total contributions received or receivable from participants2012-08-31$13,552
Other income received2012-08-31$641,015
Net income (gross income less expenses)2012-08-31$433,948
Net plan assets at end of year (total assets less liabilities)2012-08-31$3,643,644
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$3,209,696
Total contributions received or receivable from employer(s)2012-08-31$2,859
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$8,372
2011 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-08-31$727,077
Expenses. Total of all expenses incurred2011-08-31$159,421
Benefits paid (including direct rollovers)2011-08-31$144,163
Total plan assets at end of year2011-08-31$3,209,696
Total plan assets at beginning of year2011-08-31$2,642,040
Value of fidelity bond covering the plan2011-08-31$275,000
Total contributions received or receivable from participants2011-08-31$18,853
Other income received2011-08-31$704,435
Net income (gross income less expenses)2011-08-31$567,656
Net plan assets at end of year (total assets less liabilities)2011-08-31$3,209,696
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$2,642,040
Total contributions received or receivable from employer(s)2011-08-31$3,789
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$15,258

Form 5500 Responses for THOELE, INC. EMPLOYEES SAVINGS PLAN

2019: THOELE, INC. EMPLOYEES SAVINGS PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01This submission is the final filingYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: THOELE, INC. EMPLOYEES SAVINGS PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: THOELE, INC. EMPLOYEES SAVINGS PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: THOELE, INC. EMPLOYEES SAVINGS PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: THOELE, INC. EMPLOYEES SAVINGS PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: THOELE, INC. EMPLOYEES SAVINGS PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: THOELE, INC. EMPLOYEES SAVINGS PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: THOELE, INC. EMPLOYEES SAVINGS PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: THOELE, INC. EMPLOYEES SAVINGS PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: THOELE, INC. EMPLOYEES SAVINGS PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01This submission is the final filingNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE75 2991
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE75 2991
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE75 2991
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE75 2991
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE75 2991
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE75 2991
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE75 2991
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE75 2991
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE75 2991
Policy instance 1

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