THOELE, INC. BENEFITS PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOELE, INC. EMPLOYEES SAVINGS PLAN
401k plan membership statisitcs for THOELE, INC. EMPLOYEES SAVINGS PLAN
Measure | Date | Value |
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2019: THOELE, INC. EMPLOYEES SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-09-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 0 |
Total of all active and inactive participants | 2019-09-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-09-01 | 0 |
Total participants | 2019-09-01 | 0 |
Number of participants with account balances | 2019-09-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-09-01 | 0 |
2018: THOELE, INC. EMPLOYEES SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-09-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
Total of all active and inactive participants | 2018-09-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-09-01 | 1 |
Total participants | 2018-09-01 | 1 |
Number of participants with account balances | 2018-09-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-09-01 | 0 |
2017: THOELE, INC. EMPLOYEES SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-09-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 3 |
Total of all active and inactive participants | 2017-09-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-09-01 | 1 |
Total participants | 2017-09-01 | 4 |
Number of participants with account balances | 2017-09-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-09-01 | 0 |
2016: THOELE, INC. EMPLOYEES SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-09-01 | 9 |
Number of retired or separated participants receiving benefits | 2016-09-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 0 |
Total of all active and inactive participants | 2016-09-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-09-01 | 1 |
Total participants | 2016-09-01 | 5 |
Number of participants with account balances | 2016-09-01 | 9 |
2015: THOELE, INC. EMPLOYEES SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-09-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 4 |
Total of all active and inactive participants | 2015-09-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-09-01 | 1 |
Total participants | 2015-09-01 | 9 |
Number of participants with account balances | 2015-09-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-09-01 | 0 |
2014: THOELE, INC. EMPLOYEES SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-09-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 4 |
Total of all active and inactive participants | 2014-09-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-09-01 | 2 |
Total participants | 2014-09-01 | 10 |
Number of participants with account balances | 2014-09-01 | 10 |
2013: THOELE, INC. EMPLOYEES SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-09-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-09-01 | 4 |
Total of all active and inactive participants | 2013-09-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-09-01 | 2 |
Total participants | 2013-09-01 | 10 |
Number of participants with account balances | 2013-09-01 | 10 |
2012: THOELE, INC. EMPLOYEES SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-09-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 4 |
Total of all active and inactive participants | 2012-09-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-09-01 | 1 |
Total participants | 2012-09-01 | 11 |
Number of participants with account balances | 2012-09-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-09-01 | 0 |
2011: THOELE, INC. EMPLOYEES SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-09-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 6 |
Total of all active and inactive participants | 2011-09-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 1 |
Total participants | 2011-09-01 | 14 |
Number of participants with account balances | 2011-09-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 0 |
2009: THOELE, INC. EMPLOYEES SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-09-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 16 |
Total of all active and inactive participants | 2009-09-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 1 |
Total participants | 2009-09-01 | 34 |
Number of participants with account balances | 2009-09-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 1 |
Measure | Date | Value |
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2020 : THOELE, INC. EMPLOYEES SAVINGS PLAN 2020 401k financial data |
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Total income from all sources | 2020-08-31 | $-158,192 |
Expenses. Total of all expenses incurred | 2020-08-31 | $2,097,234 |
Benefits paid (including direct rollovers) | 2020-08-31 | $2,085,554 |
Total plan assets at end of year | 2020-08-31 | $0 |
Total plan assets at beginning of year | 2020-08-31 | $2,255,426 |
Value of fidelity bond covering the plan | 2020-08-31 | $275,000 |
Other income received | 2020-08-31 | $-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 |
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Total income from all sources | 2019-08-31 | $43,831 |
Expenses. Total of all expenses incurred | 2019-08-31 | $356,881 |
Benefits paid (including direct rollovers) | 2019-08-31 | $335,586 |
Total plan assets at end of year | 2019-08-31 | $2,255,426 |
Total plan assets at beginning of year | 2019-08-31 | $2,568,476 |
Value of fidelity bond covering the plan | 2019-08-31 | $275,000 |
Other income received | 2019-08-31 | $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 |
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Total income from all sources | 2018-08-31 | $36,552 |
Expenses. Total of all expenses incurred | 2018-08-31 | $61,001 |
Benefits paid (including direct rollovers) | 2018-08-31 | $37,880 |
Total plan assets at end of year | 2018-08-31 | $2,568,476 |
Total plan assets at beginning of year | 2018-08-31 | $2,592,925 |
Value of fidelity bond covering the plan | 2018-08-31 | $275,000 |
Other income received | 2018-08-31 | $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 |
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Total income from all sources | 2017-08-31 | $377,559 |
Expenses. Total of all expenses incurred | 2017-08-31 | $410,296 |
Benefits paid (including direct rollovers) | 2017-08-31 | $400,000 |
Total plan assets at end of year | 2017-08-31 | $2,592,925 |
Total plan assets at beginning of year | 2017-08-31 | $2,625,662 |
Value of fidelity bond covering the plan | 2017-08-31 | $275,000 |
Other income received | 2017-08-31 | $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 |
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Total income from all sources | 2016-08-31 | $-549,379 |
Expenses. Total of all expenses incurred | 2016-08-31 | $704,805 |
Benefits paid (including direct rollovers) | 2016-08-31 | $701,132 |
Total plan assets at end of year | 2016-08-31 | $2,625,662 |
Total plan assets at beginning of year | 2016-08-31 | $3,879,846 |
Value of fidelity bond covering the plan | 2016-08-31 | $275,000 |
Other income received | 2016-08-31 | $-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 |
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Total income from all sources | 2015-08-31 | $-311,538 |
Expenses. Total of all expenses incurred | 2015-08-31 | $262,293 |
Benefits paid (including direct rollovers) | 2015-08-31 | $261,000 |
Total plan assets at end of year | 2015-08-31 | $3,879,846 |
Total plan assets at beginning of year | 2015-08-31 | $4,453,677 |
Value of fidelity bond covering the plan | 2015-08-31 | $275,000 |
Other income received | 2015-08-31 | $-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 |
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Total income from all sources | 2014-08-31 | $889,260 |
Expenses. Total of all expenses incurred | 2014-08-31 | $533,773 |
Benefits paid (including direct rollovers) | 2014-08-31 | $523,824 |
Total plan assets at end of year | 2014-08-31 | $4,453,677 |
Total plan assets at beginning of year | 2014-08-31 | $4,098,190 |
Value of fidelity bond covering the plan | 2014-08-31 | $275,000 |
Other income received | 2014-08-31 | $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 |
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Total income from all sources | 2013-08-31 | $829,918 |
Expenses. Total of all expenses incurred | 2013-08-31 | $375,372 |
Benefits paid (including direct rollovers) | 2013-08-31 | $373,133 |
Total plan assets at end of year | 2013-08-31 | $4,098,190 |
Total plan assets at beginning of year | 2013-08-31 | $3,643,644 |
Value of fidelity bond covering the plan | 2013-08-31 | $275,000 |
Other income received | 2013-08-31 | $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 |
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Total income from all sources | 2012-08-31 | $657,426 |
Expenses. Total of all expenses incurred | 2012-08-31 | $223,478 |
Benefits paid (including direct rollovers) | 2012-08-31 | $215,106 |
Total plan assets at end of year | 2012-08-31 | $3,643,644 |
Total plan assets at beginning of year | 2012-08-31 | $3,209,696 |
Value of fidelity bond covering the plan | 2012-08-31 | $275,000 |
Total contributions received or receivable from participants | 2012-08-31 | $13,552 |
Other income received | 2012-08-31 | $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 |
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Total income from all sources | 2011-08-31 | $727,077 |
Expenses. Total of all expenses incurred | 2011-08-31 | $159,421 |
Benefits paid (including direct rollovers) | 2011-08-31 | $144,163 |
Total plan assets at end of year | 2011-08-31 | $3,209,696 |
Total plan assets at beginning of year | 2011-08-31 | $2,642,040 |
Value of fidelity bond covering the plan | 2011-08-31 | $275,000 |
Total contributions received or receivable from participants | 2011-08-31 | $18,853 |
Other income received | 2011-08-31 | $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 |
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | E75 2991 |
Policy instance | 1 |
Insurance contract or identification number | E75 2991 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
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UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | E75 2991 |
Policy instance | 1 |
Insurance contract or identification number | E75 2991 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
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UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | E75 2991 |
Policy instance | 1 |
Insurance contract or identification number | E75 2991 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | BENEFITS DESIGN AND CONSULTANT |
|
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | E75 2991 |
Policy instance | 1 |
Insurance contract or identification number | E75 2991 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | BENEFITS DESIGN AND CONSULTANT |
|
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | E75 2991 |
Policy instance | 1 |
Insurance contract or identification number | E75 2991 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | BENEFITS DESIGN AND CONSULTANT |
|
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | E75 2991 |
Policy instance | 1 |
Insurance contract or identification number | E75 2991 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | BENEFITS DESIGN AND CONSULTANT |
|
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | E75 2991 |
Policy instance | 1 |
Insurance contract or identification number | E75 2991 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | BENEFITS DESIGN AND CONSULTANT |
|
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | E75 2991 |
Policy instance | 1 |
Insurance contract or identification number | E75 2991 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 ) |
Policy contract number | E75 2991 |
Policy instance | 1 |
Insurance contract or identification number | E75 2991 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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