?>
Logo

TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 006

TOBIN LUCKS, LLP 401(K) 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.
  • 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

TOBIN LUCKS, LLP has sponsored the creation of one or more 401k plans.

Company Name:TOBIN LUCKS, LLP
Employer identification number (EIN):431983451
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062021-01-01IRVIN LUCKS2022-08-24
0062020-01-01IRVIN LUCKS2021-10-12
0062019-01-01WAYNE MYERS2020-10-07 IRVIN LUCKS2020-10-07
0062018-01-01IRVIN LUCKS2019-10-07
0062017-01-01
0062016-01-01
0062015-01-01WAYNE MYERS
0062014-01-01WAYNE MYERS
0062013-01-01WAYNE MYERS
0062012-01-01WAYNE MYERS
0062011-01-01WAYNE MYERS
0062009-01-01WAYNE MYERS

Plan Statistics for TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01233
Total number of active participants reported on line 7a of the Form 55002021-01-01154
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01235
Number of participants with account balances2021-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01241
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01233
Number of participants with account balances2020-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01247
Total number of active participants reported on line 7a of the Form 55002019-01-01162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01232
Number of participants with account balances2019-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01265
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01240
Number of participants with account balances2018-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01230
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01237
Number of participants with account balances2017-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01228
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01225
Number of participants with account balances2016-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01201
Total number of active participants reported on line 7a of the Form 55002015-01-01166
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01213
Number of participants with account balances2015-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01193
Total number of active participants reported on line 7a of the Form 55002014-01-01145
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01190
Number of participants with account balances2014-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01179
Total number of active participants reported on line 7a of the Form 55002013-01-01135
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01174
Total participants2013-01-01174
Number of participants with account balances2013-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01175
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01164
Number of participants with account balances2012-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01174
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01170
Total participants2011-01-01170
Number of participants with account balances2011-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01190
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01179
Number of participants with account balances2009-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,204,037
Total of all expenses incurred2021-12-31$2,655,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,472,010
Expenses. Certain deemed distributions of participant loans2021-12-31$80,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,145,514
Value of total assets at end of year2021-12-31$22,972,004
Value of total assets at beginning of year2021-12-31$21,422,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$102,197
Total interest from all sources2021-12-31$16,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$938,777
Participant contributions at end of year2021-12-31$267,234
Participant contributions at beginning of year2021-12-31$340,673
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$22,704,770
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$21,082,312
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$134,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,549,019
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,972,004
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,422,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$16,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,042,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$72,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,472,010
Contract administrator fees2021-12-31$102,197
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2021-12-31204207795
2020 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,276,098
Total of all expenses incurred2020-12-31$625,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$541,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,065,554
Value of total assets at end of year2020-12-31$21,422,985
Value of total assets at beginning of year2020-12-31$17,772,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,671
Total interest from all sources2020-12-31$25,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$931,107
Participant contributions at end of year2020-12-31$340,673
Participant contributions at beginning of year2020-12-31$417,785
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,650,294
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,422,985
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,772,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,915,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,152,534
Interest on participant loans2020-12-31$25,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$166,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$202,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,185,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$75,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$541,133
Contract administrator fees2020-12-31$84,671
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2020-12-31204207795
2019 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,482,552
Total income from all sources (including contributions)2019-12-31$5,482,552
Total of all expenses incurred2019-12-31$2,089,114
Total of all expenses incurred2019-12-31$2,089,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,020,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,020,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,227,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,227,109
Value of total assets at end of year2019-12-31$17,772,691
Value of total assets at end of year2019-12-31$17,772,691
Value of total assets at beginning of year2019-12-31$14,379,253
Value of total assets at beginning of year2019-12-31$14,379,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,397
Total interest from all sources2019-12-31$24,252
Total interest from all sources2019-12-31$24,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$68,397
Administrative expenses professional fees incurred2019-12-31$68,397
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$961,300
Contributions received from participants2019-12-31$961,300
Participant contributions at end of year2019-12-31$417,785
Participant contributions at end of year2019-12-31$417,785
Participant contributions at beginning of year2019-12-31$354,948
Participant contributions at beginning of year2019-12-31$354,948
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,180,537
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,180,537
Total non interest bearing cash at beginning of year2019-12-31$740
Total non interest bearing cash at beginning of year2019-12-31$740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,393,438
Value of net income/loss2019-12-31$3,393,438
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,772,691
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,772,691
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,379,253
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,379,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,152,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,152,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,787,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,787,640
Interest on participant loans2019-12-31$24,252
Interest on participant loans2019-12-31$24,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$202,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$202,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$235,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$235,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,231,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,231,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$85,272
Contributions received in cash from employer2019-12-31$85,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,020,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,020,717
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FARBER HASS HURLEY LLP
Accountancy firm name2019-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2019-12-31204207795
Accountancy firm EIN2019-12-31204207795
2018 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$229,639
Total of all expenses incurred2018-12-31$1,731,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,729,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,146,046
Value of total assets at end of year2018-12-31$14,379,253
Value of total assets at beginning of year2018-12-31$15,881,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,550
Total interest from all sources2018-12-31$53,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$999,442
Participant contributions at end of year2018-12-31$354,948
Participant contributions at beginning of year2018-12-31$505,472
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$40,143
Total non interest bearing cash at end of year2018-12-31$740
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,502,049
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,379,253
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,881,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,787,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,849,716
Interest on participant loans2018-12-31$24,342
Interest earned on other investments2018-12-31$26,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$235,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$526,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-970,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$106,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,729,138
Contract administrator fees2018-12-31$2,550
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2018-12-31204207795
2017 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,442,181
Total of all expenses incurred2017-12-31$708,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$698,438
Expenses. Certain deemed distributions of participant loans2017-12-31$7,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,110,480
Value of total assets at end of year2017-12-31$15,881,302
Value of total assets at beginning of year2017-12-31$13,147,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,925
Total interest from all sources2017-12-31$55,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,004,546
Participant contributions at end of year2017-12-31$505,472
Participant contributions at beginning of year2017-12-31$541,710
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$2,733,695
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,881,302
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,147,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,849,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,862,341
Interest on participant loans2017-12-31$26,820
Interest earned on other investments2017-12-31$24,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$526,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$743,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,276,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$101,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$698,438
Contract administrator fees2017-12-31$2,925
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2017-12-31204207795
2016 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$277,574
Total income from all sources (including contributions)2016-12-31$1,930,069
Total of all expenses incurred2016-12-31$596,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$588,838
Expenses. Certain deemed distributions of participant loans2016-12-31$4,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,138,904
Value of total assets at end of year2016-12-31$13,147,607
Value of total assets at beginning of year2016-12-31$12,092,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,640
Total interest from all sources2016-12-31$51,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$958,558
Participant contributions at end of year2016-12-31$541,710
Participant contributions at beginning of year2016-12-31$419,716
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$88,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,333,087
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,147,607
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,814,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,862,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,817,535
Income. Interest from loans (other than to participants)2016-12-31$26,790
Interest earned on other investments2016-12-31$20,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$743,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$854,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$739,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$92,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$588,838
Contract administrator fees2016-12-31$3,640
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$277,574
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2016-12-31204207795
2015 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$277,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,162,828
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,276,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,260,662
Expenses. Certain deemed distributions of participant loans2015-12-31$13,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,035,361
Value of total assets at end of year2015-12-31$12,092,094
Value of total assets at beginning of year2015-12-31$12,928,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,300
Total interest from all sources2015-12-31$46,826
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$949,772
Participant contributions at end of year2015-12-31$419,716
Participant contributions at beginning of year2015-12-31$475,674
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,147
Administrative expenses (other) incurred2015-12-31$2,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,113,877
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,814,520
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,928,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,817,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,524,929
Interest on participant loans2015-12-31$24,234
Interest earned on other investments2015-12-31$20,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$854,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$927,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$80,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$80,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,260,662
Liabilities. Value of benefit claims payable at end of year2015-12-31$277,574
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2015-12-31204207795
2014 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,702,065
Total of all expenses incurred2014-12-31$157,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$155,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,047,721
Value of total assets at end of year2014-12-31$12,928,397
Value of total assets at beginning of year2014-12-31$11,383,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,825
Total interest from all sources2014-12-31$28,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$897,980
Participant contributions at end of year2014-12-31$475,674
Participant contributions at beginning of year2014-12-31$555,432
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$69,823
Administrative expenses (other) incurred2014-12-31$1,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,544,957
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,928,397
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,383,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,524,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,947,105
Interest on participant loans2014-12-31$26,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$927,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$880,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$625,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$79,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$155,283
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2014-12-31204207795
2013 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,504,367
Total of all expenses incurred2013-12-31$399,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$395,775
Expenses. Certain deemed distributions of participant loans2013-12-31$578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$889,723
Value of total assets at end of year2013-12-31$11,383,440
Value of total assets at beginning of year2013-12-31$9,278,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,400
Total interest from all sources2013-12-31$29,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$799,989
Participant contributions at end of year2013-12-31$555,432
Participant contributions at beginning of year2013-12-31$480,472
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,996
Administrative expenses (other) incurred2013-12-31$3,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,104,614
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,383,440
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,278,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,947,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,128,430
Interest on participant loans2013-12-31$27,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$880,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$669,924
Net investment gain/loss from pooled separate accounts2013-12-31$1,584,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$70,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$395,775
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2013-12-31204207795
2012 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,711,611
Total of all expenses incurred2012-12-31$896,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$892,243
Expenses. Certain deemed distributions of participant loans2012-12-31$1,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$797,042
Value of total assets at end of year2012-12-31$9,278,826
Value of total assets at beginning of year2012-12-31$8,464,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,601
Total interest from all sources2012-12-31$30,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$729,350
Participant contributions at end of year2012-12-31$480,472
Participant contributions at beginning of year2012-12-31$413,113
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,350
Administrative expenses (other) incurred2012-12-31$3,601
Total non interest bearing cash at beginning of year2012-12-31$952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$814,713
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,278,826
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,464,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,128,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,151,473
Interest on participant loans2012-12-31$25,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$669,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$898,575
Net investment gain/loss from pooled separate accounts2012-12-31$884,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$66,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$892,243
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2012-12-31204207795
2011 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$708,115
Total of all expenses incurred2011-12-31$228,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$224,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$850,520
Value of total assets at end of year2011-12-31$8,464,113
Value of total assets at beginning of year2011-12-31$7,984,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,347
Total interest from all sources2011-12-31$31,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$675,658
Participant contributions at end of year2011-12-31$413,113
Participant contributions at beginning of year2011-12-31$430,191
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$111,921
Administrative expenses (other) incurred2011-12-31$4,347
Total non interest bearing cash at end of year2011-12-31$952
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$479,673
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,464,113
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,984,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,151,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,655,278
Interest on participant loans2011-12-31$22,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$898,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$898,971
Net investment gain/loss from pooled separate accounts2011-12-31$-173,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$62,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$224,095
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLANKSTEIN & COMPANY
Accountancy firm EIN2011-12-31953992058
2010 : TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,658,423
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$442,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$439,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$862,496
Value of total assets at end of year2010-12-31$7,984,440
Value of total assets at beginning of year2010-12-31$6,768,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,103
Total interest from all sources2010-12-31$37,151
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$743,812
Participant contributions at end of year2010-12-31$430,191
Participant contributions at beginning of year2010-12-31$359,088
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$64,315
Administrative expenses (other) incurred2010-12-31$3,103
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,216,196
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,984,440
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,768,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,655,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,589,668
Interest on participant loans2010-12-31$22,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$14,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$898,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$818,999
Net investment gain/loss from pooled separate accounts2010-12-31$758,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$54,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$439,124
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLANKSTEIN & COMPANY
Accountancy firm EIN2010-12-31953992058

Form 5500 Responses for TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN

2021: TOBIN LUCKS, LLP 401(K) PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TOBIN LUCKS, LLP 401(K) PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TOBIN LUCKS, LLP 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TOBIN LUCKS, LLP 401(K) PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TOBIN LUCKS, LLP 401(K) PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TOBIN LUCKS, LLP 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85458
Policy instance 1
Insurance contract or identification number85458
Number of Individuals Covered193
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,728
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18353
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85458
Policy instance 1
Insurance contract or identification number85458
Number of Individuals Covered195
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,000
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees17050
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85458
Policy instance 1
Insurance contract or identification number85458
Number of Individuals Covered206
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,536
Amount paid for insurance broker fees17086
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85458
Policy instance 1
Insurance contract or identification number85458
Number of Individuals Covered210
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,505
Total amount of fees paid to insurance companyUSD $17,527
Amount paid for insurance broker fees12125
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?0
Commission paid to Insurance BrokerUSD $2,505
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85458
Policy instance 1
Insurance contract or identification number85458
Number of Individuals Covered211
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,925
Amount paid for insurance broker fees15425
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?0
Commission paid to Insurance BrokerUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85458
Policy instance 1
Insurance contract or identification number85458
Number of Individuals Covered212
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,824
Amount paid for insurance broker fees2925
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $0
Insurance broker nameQBI LLC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3