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Plan Name | THERAPYTRAVELERS 401(K) SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | 3 CHORDS, INC. DBA THERAPYTRAVELERS |
Employer identification number (EIN): | 455633628 |
NAIC Classification: | 561300 |
Additional information about 3 CHORDS, INC. DBA THERAPYTRAVELERS
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2012-07-09 |
Company Identification Number: | C3493650 |
Legal Registered Office Address: |
9781 Cloverdale Ave. Westminster United States of America (USA) 92683 |
More information about 3 CHORDS, INC. DBA THERAPYTRAVELERS
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | BECKY MEAD | 2019-10-02 | ||
001 | 2017-01-01 | CHELSEA GILLON | 2018-10-02 | ||
001 | 2016-01-01 |
Measure | Date | Value |
---|---|---|
2022: THERAPYTRAVELERS 401(K) SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 785 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 952 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 84 |
Total of all active and inactive participants | 2022-01-01 | 1,036 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,036 |
Number of participants with account balances | 2022-01-01 | 434 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THERAPYTRAVELERS 401(K) SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 467 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 613 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 144 |
Total of all active and inactive participants | 2021-01-01 | 757 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 757 |
Number of participants with account balances | 2021-01-01 | 361 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THERAPYTRAVELERS 401(K) SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 362 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 83 |
Total of all active and inactive participants | 2020-01-01 | 445 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 445 |
Number of participants with account balances | 2020-01-01 | 223 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THERAPYTRAVELERS 401(K) SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 199 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 254 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 43 |
Total of all active and inactive participants | 2019-01-01 | 297 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 297 |
Number of participants with account balances | 2019-01-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : THERAPYTRAVELERS 401(K) SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,413,983 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $520,287 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $505,682 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,069 |
Value of total corrective distributions | 2022-12-31 | $543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,097,793 |
Value of total assets at end of year | 2022-12-31 | $4,212,662 |
Value of total assets at beginning of year | 2022-12-31 | $3,318,966 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $12,993 |
Total interest from all sources | 2022-12-31 | $2,180 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $218,821 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $218,821 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $332,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,312,247 |
Participant contributions at end of year | 2022-12-31 | $85,490 |
Participant contributions at beginning of year | 2022-12-31 | $26,336 |
Participant contributions at end of year | 2022-12-31 | $24,843 |
Participant contributions at beginning of year | 2022-12-31 | $15,634 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $219,109 |
Other income not declared elsewhere | 2022-12-31 | $9 |
Administrative expenses (other) incurred | 2022-12-31 | $12,993 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $893,696 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,212,662 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,318,966 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,062,724 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,030,406 |
Interest on participant loans | 2022-12-31 | $2,180 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $28,083 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $238,408 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-893,500 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-11,320 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $566,437 |
Employer contributions (assets) at end of year | 2022-12-31 | $11,522 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $8,182 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $505,682 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BLANKENSHIP CPA GROUP |
Accountancy firm EIN | 2022-12-31 | 450491842 |
2021 : THERAPYTRAVELERS 401(K) SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning 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 | $1,658,132 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $259,162 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $252,903 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,280,785 |
Value of total assets at end of year | 2021-12-31 | $3,318,966 |
Value of total assets at beginning of year | 2021-12-31 | $1,919,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,650 |
Total interest from all sources | 2021-12-31 | $1,118 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $222,990 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $222,990 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $192,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $839,701 |
Participant contributions at end of year | 2021-12-31 | $26,336 |
Participant contributions at beginning of year | 2021-12-31 | $17,051 |
Participant contributions at end of year | 2021-12-31 | $15,634 |
Participant contributions at beginning of year | 2021-12-31 | $7,056 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $88,118 |
Other income not declared elsewhere | 2021-12-31 | $5,382 |
Administrative expenses (other) incurred | 2021-12-31 | $2,650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,398,970 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,318,966 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,919,996 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,030,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,742,002 |
Interest on participant loans | 2021-12-31 | $1,118 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $238,408 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $151,135 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $105,883 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $41,974 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $352,966 |
Employer contributions (assets) at end of year | 2021-12-31 | $8,182 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $252,903 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BLANKENSHIP CPA GROUP |
Accountancy firm EIN | 2021-12-31 | 450491842 |
2020 : THERAPYTRAVELERS 401(K) SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,181,734 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $104,078 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $102,181 |
Value of total corrective distributions | 2020-12-31 | $197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $891,449 |
Value of total assets at end of year | 2020-12-31 | $1,919,996 |
Value of total assets at beginning of year | 2020-12-31 | $842,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,700 |
Total interest from all sources | 2020-12-31 | $670 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $73,976 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $73,976 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $85,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $612,498 |
Participant contributions at end of year | 2020-12-31 | $17,051 |
Participant contributions at beginning of year | 2020-12-31 | $8,739 |
Participant contributions at end of year | 2020-12-31 | $7,056 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $48,717 |
Administrative expenses (other) incurred | 2020-12-31 | $1,700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,077,656 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,919,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $842,340 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,742,002 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $747,514 |
Interest on participant loans | 2020-12-31 | $670 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $151,135 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $86,087 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $194,685 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $20,954 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $230,234 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $102,181 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2020-12-31 | 222428965 |
2019 : THERAPYTRAVELERS 401(K) SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $566,993 |
Total income from all sources (including contributions) | 2019-12-31 | $566,993 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $45,351 |
Total of all expenses incurred | 2019-12-31 | $45,351 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $43,926 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $43,926 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $455,460 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $455,460 |
Value of total assets at end of year | 2019-12-31 | $842,340 |
Value of total assets at end of year | 2019-12-31 | $842,340 |
Value of total assets at beginning of year | 2019-12-31 | $320,698 |
Value of total assets at beginning of year | 2019-12-31 | $320,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,425 |
Total interest from all sources | 2019-12-31 | $431 |
Total interest from all sources | 2019-12-31 | $431 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $34,296 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $34,296 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $34,296 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $34,296 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $33,000 |
Value of fidelity bond cover | 2019-12-31 | $33,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $312,277 |
Contributions received from participants | 2019-12-31 | $312,277 |
Participant contributions at end of year | 2019-12-31 | $8,739 |
Participant contributions at end of year | 2019-12-31 | $8,739 |
Participant contributions at beginning of year | 2019-12-31 | $2,125 |
Participant contributions at beginning of year | 2019-12-31 | $2,125 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,138 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,138 |
Administrative expenses (other) incurred | 2019-12-31 | $1,425 |
Administrative expenses (other) incurred | 2019-12-31 | $1,425 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $521,642 |
Value of net income/loss | 2019-12-31 | $521,642 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $842,340 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $842,340 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $320,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $320,698 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $747,514 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $747,514 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $265,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $265,380 |
Interest on participant loans | 2019-12-31 | $431 |
Interest on participant loans | 2019-12-31 | $431 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $86,087 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $86,087 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $53,193 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $53,193 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $60,952 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $60,952 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $15,854 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $15,854 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $139,045 |
Contributions received in cash from employer | 2019-12-31 | $139,045 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $43,926 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $43,926 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm name | 2019-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2019-12-31 | 222428965 |
Accountancy firm EIN | 2019-12-31 | 222428965 |
2022: THERAPYTRAVELERS 401(K) SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THERAPYTRAVELERS 401(K) SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THERAPYTRAVELERS 401(K) SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THERAPYTRAVELERS 401(K) SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |