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TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

TECHNICAL RESOURCES INTERNATIONAL, INC. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

TECHNICAL RESOURCES INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:TECHNICAL RESOURCES INTERNATIONAL, INC.
Employer identification number (EIN):521122901
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARGARITE F. LIN MARGARITE F. LIN2018-07-24
0022016-01-01MARGARITE F. LIN MARGARITE F. LIN2017-07-31
0022015-01-01MARGARITE F. LIN MARGARITE F. LIN2016-08-18
0022014-01-01MARGARITE F. LIN MARGARITE F. LIN2015-08-11
0022013-01-01SUSAN CORCORAN MARGARITE F. LIN2014-07-29
0022012-01-01MARGARITE F. LIN MARGARITE F. LIN2013-07-31
0022011-01-01MARGARITE F. LIN MARGARITE F. LIN2012-07-27
0022010-01-01MARGARITE F. LIN MARGARITE F. LIN2011-07-18
0022009-01-01MARGARITE LIN
0022009-01-01SUSAN CORCORAN
0022009-01-01MARGARITE LIN MARGARITE LIN2010-07-22

Plan Statistics for TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01486
Total number of active participants reported on line 7a of the Form 55002022-01-01329
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01188
Total of all active and inactive participants2022-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01517
Number of participants with account balances2022-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01424
Total number of active participants reported on line 7a of the Form 55002021-01-01291
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01177
Total of all active and inactive participants2021-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01468
Number of participants with account balances2021-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0138
2020: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01369
Total number of active participants reported on line 7a of the Form 55002020-01-01262
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01158
Total of all active and inactive participants2020-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01420
Number of participants with account balances2020-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01345
Total number of active participants reported on line 7a of the Form 55002019-01-01226
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01141
Total of all active and inactive participants2019-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01367
Number of participants with account balances2019-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01323
Total number of active participants reported on line 7a of the Form 55002018-01-01226
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01341
Number of participants with account balances2018-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01349
Total number of active participants reported on line 7a of the Form 55002017-01-01229
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01323
Number of participants with account balances2017-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01343
Total number of active participants reported on line 7a of the Form 55002016-01-01198
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01141
Total of all active and inactive participants2016-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01339
Number of participants with account balances2016-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0141
2015: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01282
Total number of active participants reported on line 7a of the Form 55002015-01-01223
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01112
Total of all active and inactive participants2015-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01335
Number of participants with account balances2015-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01247
Total number of active participants reported on line 7a of the Form 55002014-01-01181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0190
Total of all active and inactive participants2014-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01271
Number of participants with account balances2014-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01235
Total number of active participants reported on line 7a of the Form 55002013-01-01171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01243
Number of participants with account balances2013-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-01170
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01229
Number of participants with account balances2012-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01219
Total number of active participants reported on line 7a of the Form 55002011-01-01166
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01212
Number of participants with account balances2011-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2010: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01161
Total number of active participants reported on line 7a of the Form 55002010-01-01168
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01208
Number of participants with account balances2010-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01161
Number of participants with account balances2009-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-3,268,794
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,343,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,331,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,374,606
Value of total assets at end of year2022-12-31$39,437,944
Value of total assets at beginning of year2022-12-31$44,050,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,632
Total interest from all sources2022-12-31$86,554
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,296,948
Participant contributions at end of year2022-12-31$224,640
Participant contributions at beginning of year2022-12-31$224,210
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$68,788
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,612,073
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,437,944
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,050,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$31,852,895
Value of interest in pooled separate accounts at beginning of year2022-12-31$38,495,016
Interest on participant loans2022-12-31$10,637
Interest earned on other investments2022-12-31$75,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,360,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,330,791
Net investment gain/loss from pooled separate accounts2022-12-31$-7,729,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,008,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,331,647
Contract administrator fees2022-12-31$11,157
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RUBINO & COMPANY , CHARTERED
Accountancy firm EIN2022-12-31521186096
2021 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$8,701,134
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,272,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,262,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,609,940
Value of total assets at end of year2021-12-31$44,050,017
Value of total assets at beginning of year2021-12-31$37,621,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,651
Total interest from all sources2021-12-31$71,010
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$1,000,000
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$1,895,610
Participant contributions at end of year2021-12-31$224,210
Participant contributions at beginning of year2021-12-31$247,331
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$154,533
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$10,651
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$6,428,241
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,050,017
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,621,776
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
Value of interest in pooled separate accounts at end of year2021-12-31$38,495,016
Value of interest in pooled separate accounts at beginning of year2021-12-31$32,374,782
Interest on participant loans2021-12-31$11,135
Interest earned on other investments2021-12-31$59,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,330,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,999,663
Net investment gain/loss from pooled separate accounts2021-12-31$5,020,184
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$1,559,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,262,242
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RUBINO & COMPANY , CHARTERED
Accountancy firm EIN2021-12-31521186096
2020 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$7,873,921
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,150,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,142,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,246,980
Value of total assets at end of year2020-12-31$37,621,776
Value of total assets at beginning of year2020-12-31$30,898,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,592
Total interest from all sources2020-12-31$84,630
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$1,000,000
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$1,634,380
Participant contributions at end of year2020-12-31$247,331
Participant contributions at beginning of year2020-12-31$244,948
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$167,021
Other income not declared elsewhere2020-12-31$-1,687
Administrative expenses (other) incurred2020-12-31$8,592
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$6,723,136
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,621,776
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,898,640
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 pooled separate accounts at end of year2020-12-31$32,374,782
Value of interest in pooled separate accounts at beginning of year2020-12-31$25,872,499
Interest on participant loans2020-12-31$11,999
Interest earned on other investments2020-12-31$72,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,999,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,781,193
Net investment gain/loss from pooled separate accounts2020-12-31$4,543,998
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$1,445,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,142,193
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 name2020-12-31RUBINO & COMPANY , CHARTERED
Accountancy firm EIN2020-12-31521186096
2019 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$8,257,861
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$702,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$693,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,398,307
Value of total assets at end of year2019-12-31$30,898,640
Value of total assets at beginning of year2019-12-31$23,342,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,426
Total interest from all sources2019-12-31$82,510
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,471,787
Participant contributions at end of year2019-12-31$244,948
Participant contributions at beginning of year2019-12-31$178,207
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$533,731
Other income not declared elsewhere2019-12-31$958
Administrative expenses (other) incurred2019-12-31$8,426
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$7,555,715
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,898,640
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,342,925
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$25,872,499
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,336,508
Interest on participant loans2019-12-31$8,480
Interest earned on other investments2019-12-31$74,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,781,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,828,210
Net investment gain/loss from pooled separate accounts2019-12-31$4,776,086
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,392,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$693,720
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RUBINO & COMPANY , CHARTERED
Accountancy firm EIN2019-12-31521186096
2018 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,017,869
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$625,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$618,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,900,215
Value of total assets at end of year2018-12-31$23,342,925
Value of total assets at beginning of year2018-12-31$22,950,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,424
Total interest from all sources2018-12-31$65,448
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$1,000,000
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$1,402,344
Participant contributions at end of year2018-12-31$178,207
Participant contributions at beginning of year2018-12-31$173,361
Other income not declared elsewhere2018-12-31$-127,156
Administrative expenses (other) incurred2018-12-31$6,424
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$392,726
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,342,925
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,950,199
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 pooled separate accounts at end of year2018-12-31$19,336,508
Value of interest in pooled separate accounts at beginning of year2018-12-31$19,194,996
Interest on participant loans2018-12-31$8,605
Interest earned on other investments2018-12-31$56,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,828,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,581,842
Net investment gain/loss from pooled separate accounts2018-12-31$-1,820,638
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$1,497,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$618,719
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 name2018-12-31RUBINO & COMPANY , CHARTERED
Accountancy firm EIN2018-12-31521186096
2017 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,676,545
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,914,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,907,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,696,300
Value of total assets at end of year2017-12-31$22,950,199
Value of total assets at beginning of year2017-12-31$19,188,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,667
Total interest from all sources2017-12-31$54,878
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,273,555
Participant contributions at end of year2017-12-31$173,361
Participant contributions at beginning of year2017-12-31$213,174
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$51,929
Other income not declared elsewhere2017-12-31$1
Administrative expenses (other) incurred2017-12-31$6,667
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
Value of net income/loss2017-12-31$3,762,144
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,950,199
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,188,055
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 pooled separate accounts at end of year2017-12-31$19,194,996
Value of interest in pooled separate accounts at beginning of year2017-12-31$15,894,202
Interest on participant loans2017-12-31$8,294
Interest earned on other investments2017-12-31$46,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,581,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,080,679
Net investment gain/loss from pooled separate accounts2017-12-31$2,925,366
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$1,370,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,907,734
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 name2017-12-31RUBINO & COMPANY , CHARTERED
Accountancy firm EIN2017-12-31521186096
2016 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,539,931
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$963,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$949,720
Value of total corrective distributions2016-12-31$8,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,465,020
Value of total assets at end of year2016-12-31$19,188,055
Value of total assets at beginning of year2016-12-31$16,611,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,446
Total interest from all sources2016-12-31$47,846
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,173,010
Participant contributions at end of year2016-12-31$213,174
Participant contributions at beginning of year2016-12-31$163,683
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$71,200
Other income not declared elsewhere2016-12-31$1
Administrative expenses (other) incurred2016-12-31$5,446
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$2,576,227
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,188,055
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,611,828
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 pooled separate accounts at end of year2016-12-31$15,894,202
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,203,958
Interest on participant loans2016-12-31$6,559
Interest earned on other investments2016-12-31$41,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,080,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,244,187
Net investment gain/loss from pooled separate accounts2016-12-31$1,027,064
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$1,220,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$949,720
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 name2016-12-31RUBINO & COMPANY , CHARTERED
Accountancy firm EIN2016-12-31521186096
2015 : TECHNICAL RESOURCES INTERNATIONAL, INC. 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$0
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$1,977,066
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,576,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,549,004
Value of total corrective distributions2015-12-31$22,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,895,013
Value of total assets at end of year2015-12-31$16,611,828
Value of total assets at beginning of year2015-12-31$16,210,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,915
Total interest from all sources2015-12-31$33,917
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$1,000,000
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$1,089,567
Participant contributions at end of year2015-12-31$163,683
Participant contributions at beginning of year2015-12-31$79,231
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$172,200
Other income not declared elsewhere2015-12-31$809
Administrative expenses (other) incurred2015-12-31$4,915
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$400,925
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,611,828
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,210,903
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 pooled separate accounts at end of year2015-12-31$13,203,958
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,016,448
Interest on participant loans2015-12-31$3,846
Interest earned on other investments2015-12-31$30,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,244,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,115,224
Net investment gain/loss from pooled separate accounts2015-12-31$47,327
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$633,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,549,004
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 name2015-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2015-12-31521186096
2014 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,651,057
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,343,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,320,886
Value of total corrective distributions2014-12-31$18,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,935,106
Value of total assets at end of year2014-12-31$16,210,903
Value of total assets at beginning of year2014-12-31$14,903,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,724
Total interest from all sources2014-12-31$34,225
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$957,274
Participant contributions at end of year2014-12-31$79,231
Participant contributions at beginning of year2014-12-31$86,672
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,856
Other income not declared elsewhere2014-12-31$-501
Administrative expenses (other) incurred2014-12-31$3,724
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$1,307,603
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,210,903
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,903,300
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 pooled separate accounts at end of year2014-12-31$13,016,448
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,913,658
Interest on participant loans2014-12-31$3,990
Interest earned on other investments2014-12-31$30,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,115,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,902,970
Net investment gain/loss from pooled separate accounts2014-12-31$682,227
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$974,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,320,886
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 name2014-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2014-12-31521186096
2013 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,486,830
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$748,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$719,857
Value of total corrective distributions2013-12-31$25,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,107,057
Value of total assets at end of year2013-12-31$14,903,300
Value of total assets at beginning of year2013-12-31$11,165,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,256
Total interest from all sources2013-12-31$36,520
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$905,578
Participant contributions at end of year2013-12-31$86,672
Participant contributions at beginning of year2013-12-31$92,945
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,459
Other income not declared elsewhere2013-12-31$-11
Administrative expenses (other) incurred2013-12-31$3,256
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$3,738,030
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,903,300
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,165,270
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 pooled separate accounts at end of year2013-12-31$11,913,658
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,917,491
Interest on participant loans2013-12-31$4,030
Interest earned on other investments2013-12-31$32,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,902,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,154,834
Net investment gain/loss from pooled separate accounts2013-12-31$2,343,264
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$1,187,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$719,857
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 name2013-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2013-12-31521186096
2012 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,581,270
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$312,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$301,205
Value of total corrective distributions2012-12-31$8,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,473,207
Value of total assets at end of year2012-12-31$11,165,270
Value of total assets at beginning of year2012-12-31$8,896,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,229
Total interest from all sources2012-12-31$36,755
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$907,260
Participant contributions at end of year2012-12-31$92,945
Participant contributions at beginning of year2012-12-31$67,762
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$72,202
Other income not declared elsewhere2012-12-31$42
Administrative expenses (other) incurred2012-12-31$3,229
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$2,268,678
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,165,270
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,896,592
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 pooled separate accounts at end of year2012-12-31$8,917,491
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,652,715
Interest on participant loans2012-12-31$1,943
Interest earned on other investments2012-12-31$34,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,154,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,176,115
Net investment gain/loss from pooled separate accounts2012-12-31$1,071,266
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$493,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$301,205
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 name2012-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2012-12-31521186096
2011 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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$1,544,446
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$623,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$604,977
Value of total corrective distributions2011-12-31$14,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,787,132
Value of total assets at end of year2011-12-31$8,896,592
Value of total assets at beginning of year2011-12-31$7,975,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,445
Total interest from all sources2011-12-31$37,894
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$774,444
Participant contributions at end of year2011-12-31$67,762
Participant contributions at beginning of year2011-12-31$33,989
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$56,610
Other income not declared elsewhere2011-12-31$1,143
Administrative expenses (other) incurred2011-12-31$3,445
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$921,393
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,896,592
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,975,199
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 pooled separate accounts at end of year2011-12-31$6,652,715
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,200,236
Interest on participant loans2011-12-31$2,828
Interest earned on other investments2011-12-31$35,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,176,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,740,974
Net investment gain/loss from pooled separate accounts2011-12-31$-281,723
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$956,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$604,977
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 name2011-12-31RUBINO & MCGEEHIN, CHARTERED
Accountancy firm EIN2011-12-31521186096
2010 : TECHNICAL RESOURCES INTERNATIONAL, INC. 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$1,774,360
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$241,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$211,962
Value of total corrective distributions2010-12-31$11,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$969,923
Value of total assets at end of year2010-12-31$7,975,199
Value of total assets at beginning of year2010-12-31$6,441,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,420
Total interest from all sources2010-12-31$35,816
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$577,326
Participant contributions at end of year2010-12-31$33,989
Participant contributions at beginning of year2010-12-31$23,390
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$95,927
Other income not declared elsewhere2010-12-31$4,353
Administrative expenses (other) incurred2010-12-31$17,420
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$1,533,327
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,975,199
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,441,872
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 pooled separate accounts at end of year2010-12-31$6,200,236
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,961,632
Interest on participant loans2010-12-31$1,247
Interest earned on other investments2010-12-31$34,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,740,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,456,850
Net investment gain/loss from pooled separate accounts2010-12-31$764,268
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$296,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$211,962
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 name2010-12-31RUBINO & MCGEEHIN, CHARTERED
Accountancy firm EIN2010-12-31521186096
2009 : TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

2022: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: TECHNICAL RESOURCES INTERNATIONAL, INC. 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 benefit arrangement – InsuranceYes
2020: TECHNICAL RESOURCES INTERNATIONAL, INC. 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 benefit arrangement – InsuranceYes
2019: TECHNICAL RESOURCES INTERNATIONAL, INC. 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 benefit arrangement – InsuranceYes
2018: TECHNICAL RESOURCES INTERNATIONAL, INC. 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 benefit arrangement – InsuranceYes
2017: TECHNICAL RESOURCES INTERNATIONAL, INC. 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: TECHNICAL RESOURCES INTERNATIONAL, INC. 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: TECHNICAL RESOURCES INTERNATIONAL, INC. 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: TECHNICAL RESOURCES INTERNATIONAL, INC. 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: TECHNICAL RESOURCES INTERNATIONAL, INC. 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: TECHNICAL RESOURCES INTERNATIONAL, INC. 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: TECHNICAL RESOURCES INTERNATIONAL, INC. 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
2010: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037280
Policy instance 1
Insurance contract or identification number037280
Number of Individuals Covered517
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 $144,986
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees144986
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037280
Policy instance 1
Insurance contract or identification number037280
Number of Individuals Covered468
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 $166,787
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees166787
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037280
Policy instance 1
Insurance contract or identification number037280
Number of Individuals Covered420
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 $126,730
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees126730
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037280
Policy instance 1
Insurance contract or identification number037280
Number of Individuals Covered367
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $109,090
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees109090
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037280
Policy instance 1
Insurance contract or identification number037280
Number of Individuals Covered323
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 $84,846
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees84846
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37280-001
Policy instance 1
Insurance contract or identification number37280-001
Number of Individuals Covered335
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $66,378
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees66378
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37280-001
Policy instance 1
Insurance contract or identification number37280-001
Number of Individuals Covered271
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60,352
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60352
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37280-001
Policy instance 1
Insurance contract or identification number37280-001
Number of Individuals Covered243
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $51,391
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees51391
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37280-001
Policy instance 1
Insurance contract or identification number37280-001
Number of Individuals Covered229
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $40,251
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25967
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37280-001
Policy instance 1
Insurance contract or identification number37280-001
Number of Individuals Covered212
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33,522
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37280-001
Policy instance 1
Insurance contract or identification number37280-001
Number of Individuals Covered208
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $27,709
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees27709
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSBHU LIFE AGENCY INC

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