401k Plan data: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN plan

TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 401k Plan overview

Plan Name	TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN
Plan identification number	002

TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

TATE AND TRYON has sponsored the creation of one or more 401k plans.

Company Name: TATE AND TRYON

Employer identification number (EIN): 521855942

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01 CHARLES TATE 2021-06-21
002 2019-01-01 CHARLES TATE 2020-09-24
002 2018-01-01 CHARLES TATE 2019-10-10
002 2017-01-01
002 2016-01-01 CHARLES TATE
002 2015-01-01 CHARLES F. TATE CHARLES F. TATE 2016-10-17
002 2014-01-01 CHARLES F. TATE CHARLES F. TATE 2015-10-15
002 2013-01-01 CHARLES F. TATE 2014-10-15 CHARLES F. TATE 2014-10-15
002 2012-01-01 CHARLES F. TATE 2013-09-16 CHARLES F. TATE 2013-09-16
002 2011-01-01 CHARLES F. TATE 2012-07-24 CHARLES F. TATE 2012-07-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01	CHARLES TATE	2021-06-21
002	2019-01-01	CHARLES TATE	2020-09-24
002	2018-01-01	CHARLES TATE	2019-10-10
002	2017-01-01
002	2016-01-01	CHARLES TATE
002	2015-01-01	CHARLES F. TATE		CHARLES F. TATE	2016-10-17
002	2014-01-01	CHARLES F. TATE		CHARLES F. TATE	2015-10-15
002	2013-01-01	CHARLES F. TATE	2014-10-15	CHARLES F. TATE	2014-10-15
002	2012-01-01	CHARLES F. TATE	2013-09-16	CHARLES F. TATE	2013-09-16
002	2011-01-01	CHARLES F. TATE	2012-07-24	CHARLES F. TATE	2012-07-24

Plan Statistics for TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN

401k plan membership statisitcs for TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN

Measure Date Value
2020: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 206
Total of all active and inactive participants 2019-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 206
Number of participants with account balances 2019-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 135
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 59
Total of all active and inactive participants 2018-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 194
Number of participants with account balances 2018-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 127
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 47
Total of all active and inactive participants 2017-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 174
Number of participants with account balances 2017-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 126
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 41
Total of all active and inactive participants 2016-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 167
Number of participants with account balances 2016-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 14
2015: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 116
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 142
Number of participants with account balances 2015-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 107
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 127
Number of participants with account balances 2014-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12

Measure	Date	Value
2020: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	206
Total of all active and inactive participants	2019-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	206
Number of participants with account balances	2019-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	135
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	59
Total of all active and inactive participants	2018-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	194
Number of participants with account balances	2018-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	127
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	47
Total of all active and inactive participants	2017-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	174
Number of participants with account balances	2017-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	126
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	41
Total of all active and inactive participants	2016-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	167
Number of participants with account balances	2016-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	14
2015: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	116
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	142
Number of participants with account balances	2015-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	107
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	127
Number of participants with account balances	2014-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12

Financial Data on TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN

Measure	Date	Value
2020 : TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$633,926
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$25,431,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$25,431,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$0
Value of total assets at beginning of year	2020-12-31	$24,797,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$344
Total interest from all sources	2020-12-31	$665
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$53,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$53,462
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$50,207
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$94,783
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,048,901
Other income not declared elsewhere	2020-12-31	$8,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-24,797,477
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,797,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$22,361,634
Interest on participant loans	2020-12-31	$665
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$111,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,065,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,065,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$571,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$64,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$25,431,059
Contract administrator fees	2020-12-31	$344
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON BLETZER PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,930,362
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,737,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,736,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,937,252
Value of total assets at end of year	2019-12-31	$24,797,477
Value of total assets at beginning of year	2019-12-31	$19,604,418
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$921
Total interest from all sources	2019-12-31	$3,140
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$954,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$954,831
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,202,824
Participant contributions at end of year	2019-12-31	$50,207
Participant contributions at beginning of year	2019-12-31	$65,622
Participant contributions at end of year	2019-12-31	$94,783
Participant contributions at beginning of year	2019-12-31	$90,927
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,048,901
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$168,416
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$27,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,193,059
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,797,477
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,604,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,361,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,939,462
Interest on participant loans	2019-12-31	$3,140
Value of interest in common/collective trusts at end of year	2019-12-31	$111,914
Value of interest in common/collective trusts at beginning of year	2019-12-31	$128,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,065,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,146,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,146,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,021,551
Net investment gain or loss from common/collective trusts	2019-12-31	$13,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$706,873
Employer contributions (assets) at end of year	2019-12-31	$64,484
Employer contributions (assets) at beginning of year	2019-12-31	$65,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,736,382
Contract administrator fees	2019-12-31	$921
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARON BLETZER PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$415,847
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$843,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$839,757
Value of total corrective distributions	2018-12-31	$3,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,750,067
Value of total assets at end of year	2018-12-31	$19,604,418
Value of total assets at beginning of year	2018-12-31	$20,032,446
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$772
Total interest from all sources	2018-12-31	$2,318
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,224,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,224,303
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,054,986
Participant contributions at end of year	2018-12-31	$65,622
Participant contributions at beginning of year	2018-12-31	$47,322
Participant contributions at end of year	2018-12-31	$90,927
Participant contributions at beginning of year	2018-12-31	$51,205
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$168,416
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$144,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-428,028
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,604,418
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,032,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$17,939,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,091,792
Interest on participant loans	2018-12-31	$2,318
Value of interest in common/collective trusts at end of year	2018-12-31	$128,081
Value of interest in common/collective trusts at beginning of year	2018-12-31	$125,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,146,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$506,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$506,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,562,809
Net investment gain or loss from common/collective trusts	2018-12-31	$1,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$695,081
Employer contributions (assets) at end of year	2018-12-31	$65,248
Employer contributions (assets) at beginning of year	2018-12-31	$65,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$839,757
Contract administrator fees	2018-12-31	$772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARON BLETZER PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$5,298,182
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$706,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$666,913
Expenses. Certain deemed distributions of participant loans	2017-12-31	$39,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,093,557
Value of total assets at end of year	2017-12-31	$20,032,446
Value of total assets at beginning of year	2017-12-31	$15,441,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$605
Total interest from all sources	2017-12-31	$4,370
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 year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$605
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,043,279
Participant contributions at end of year	2017-12-31	$47,322
Participant contributions at beginning of year	2017-12-31	$102,467
Participant contributions at end of year	2017-12-31	$51,205
Participant contributions at beginning of year	2017-12-31	$55,115
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$144,310
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$135,223
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$419,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,591,279
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,032,446
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,441,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$19,091,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,303,282
Interest on participant loans	2017-12-31	$4,370
Value of interest in common/collective trusts at end of year	2017-12-31	$125,929
Value of interest in common/collective trusts at beginning of year	2017-12-31	$493,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$506,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$282,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$282,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,195,957
Net investment gain or loss from common/collective trusts	2017-12-31	$4,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$631,262
Employer contributions (assets) at end of year	2017-12-31	$65,154
Employer contributions (assets) at beginning of year	2017-12-31	$69,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$666,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARON BLETZER PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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
Expenses. Interest paid	2016-12-31	$952
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$952
Total income from all sources (including contributions)	2016-12-31	$2,621,746
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,168,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,166,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,527,465
Value of total assets at end of year	2016-12-31	$15,441,167
Value of total assets at beginning of year	2016-12-31	$13,987,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$555
Total interest from all sources	2016-12-31	$4,299
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$982,804
Participant contributions at end of year	2016-12-31	$102,467
Participant contributions at beginning of year	2016-12-31	$62,942
Participant contributions at end of year	2016-12-31	$55,115
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$135,223
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$32,118
Administrative expenses (other) incurred	2016-12-31	$555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,453,299
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,441,167
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,987,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,303,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,392,711
Income. Interest from loans (other than to participants)	2016-12-31	$4,299
Value of interest in common/collective trusts at end of year	2016-12-31	$493,318
Value of interest in common/collective trusts at beginning of year	2016-12-31	$108,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$282,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$423,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$423,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,087,171
Net investment gain or loss from common/collective trusts	2016-12-31	$2,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$512,543
Employer contributions (assets) at end of year	2016-12-31	$69,186
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,166,940
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARON BLETZER PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,478,948
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$421,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$421,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,392,323
Value of total assets at end of year	2015-12-31	$13,987,868
Value of total assets at beginning of year	2015-12-31	$12,930,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$370
Total interest from all sources	2015-12-31	$2,091
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$839,043
Participant contributions at end of year	2015-12-31	$62,942
Participant contributions at beginning of year	2015-12-31	$37,111
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$13,038
Administrative expenses (other) incurred	2015-12-31	$370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,057,479
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,987,868
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,930,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,392,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,428,993
Interest on participant loans	2015-12-31	$2,053
Value of interest in common/collective trusts at end of year	2015-12-31	$108,661
Value of interest in common/collective trusts at beginning of year	2015-12-31	$112,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$423,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$352,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$352,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$83,250
Net investment gain or loss from common/collective trusts	2015-12-31	$1,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$540,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$421,099
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON BLETZER PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$2,050,381
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,012,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,012,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,172,549
Value of total assets at end of year	2014-12-31	$12,930,389
Value of total assets at beginning of year	2014-12-31	$11,892,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$196
Total interest from all sources	2014-12-31	$443
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$719,289
Participant contributions at end of year	2014-12-31	$37,111
Participant contributions at beginning of year	2014-12-31	$63,511
Administrative expenses (other) incurred	2014-12-31	$196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,038,086
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,930,389
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,892,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,428,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,350,744
Interest on participant loans	2014-12-31	$409
Value of interest in common/collective trusts at end of year	2014-12-31	$112,265
Value of interest in common/collective trusts at beginning of year	2014-12-31	$101,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$352,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$376,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$376,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$876,330
Net investment gain or loss from common/collective trusts	2014-12-31	$1,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$453,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,012,099
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARON BLETZER PLLC
Accountancy firm EIN	2014-12-31	043499945

Form 5500 Responses for TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN

2020: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TATE AND TRYON NAEF 401(K) PROFIT SHAING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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TATE AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST [EIN = 203224801]

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Company Name:	TATE AND TRYON
Employer identification number (EIN):	521855942
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations