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TBS II PROFIT SHARING PLAN 401k Plan overview

Plan NameTBS II PROFIT SHARING PLAN
Plan identification number 003

TBS II PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

ROBERT W. WILSON 2002 REVOCABLE TRUST has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W. WILSON 2002 REVOCABLE TRUST
Employer identification number (EIN):467228512
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TBS II PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01ANGELINA RICCARDI
0032015-01-01ANGELINA RICCARDI
0032014-01-01ANGELINA RICCARDI

Financial Data on TBS II PROFIT SHARING PLAN

Measure Date Value
2016 : TBS II PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$162,726
Expenses. Total of all expenses incurred2016-12-31$580
Total plan assets at end of year2016-12-31$2,585,040
Total plan assets at beginning of year2016-12-31$2,422,894
Value of fidelity bond covering the plan2016-12-31$700,000
Other income received2016-12-31$124,402
Net income (gross income less expenses)2016-12-31$162,146
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,585,040
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,422,894
Assets. Value of assets in partnership/joint-venture interests2016-12-31$588,664
Total contributions received or receivable from employer(s)2016-12-31$38,324
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$580
2015 : TBS II PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$31,643
Expenses. Total of all expenses incurred2015-12-31$580
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,422,894
Total plan assets at beginning of year2015-12-31$2,391,831
Value of fidelity bond covering the plan2015-12-31$700,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-16,262
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$31,063
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,422,894
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,391,831
Assets. Value of assets in partnership/joint-venture interests2015-12-31$516,494
Total contributions received or receivable from employer(s)2015-12-31$47,905
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$580
2014 : TBS II PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$8,630
Expenses. Total of all expenses incurred2014-12-31$579
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,391,831
Total plan assets at beginning of year2014-12-31$2,383,780
Value of fidelity bond covering the plan2014-12-31$700,000
Other income received2014-12-31$-39,275
Net income (gross income less expenses)2014-12-31$8,051
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,391,831
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,383,780
Assets. Value of participant loans2014-12-31$0
Assets. Value of assets in partnership/joint-venture interests2014-12-31$551,822
Total contributions received or receivable from employer(s)2014-12-31$47,905
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$579

Form 5500 Responses for TBS II PROFIT SHARING PLAN

2016: TBS II 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TBS II 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TBS II 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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