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TATE METALWORKS, INC. EMPLOYEES 401K PLAN 401k Plan overview

Plan NameTATE METALWORKS, INC. EMPLOYEES 401K PLAN
Plan identification number 001

TATE METALWORKS, INC. EMPLOYEES 401K 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.
  • 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 METALWORKS, INC has sponsored the creation of one or more 401k plans.

Company Name:TATE METALWORKS, INC
Employer identification number (EIN):570540163
NAIC Classification:332210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TATE METALWORKS, INC. EMPLOYEES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-07-01
0012014-07-01MR. DAVID E. TATE2015-10-30
0012013-07-01MR. DAVID E. TATE2014-10-02
0012012-07-01MS. JANE J. TATE2013-09-03
0012011-07-01MS. JANE J. TATE
0012010-07-01MS. JANE J. TATE
0012009-07-01MS. JANE J. TATE

Plan Statistics for TATE METALWORKS, INC. EMPLOYEES 401K PLAN

401k plan membership statisitcs for TATE METALWORKS, INC. EMPLOYEES 401K PLAN

Measure Date Value
2011: TATE METALWORKS, INC. EMPLOYEES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0153
Total number of active participants reported on line 7a of the Form 55002011-07-0142
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-015
Total of all active and inactive participants2011-07-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0148
Number of participants with account balances2011-07-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: TATE METALWORKS, INC. EMPLOYEES 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0156
Total number of active participants reported on line 7a of the Form 55002010-07-0148
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-014
Total of all active and inactive participants2010-07-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0153
Number of participants with account balances2010-07-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-013
2009: TATE METALWORKS, INC. EMPLOYEES 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0160
Total number of active participants reported on line 7a of the Form 55002009-07-0152
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0156
Number of participants with account balances2009-07-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on TATE METALWORKS, INC. EMPLOYEES 401K PLAN

Measure Date Value
2012 : TATE METALWORKS, INC. EMPLOYEES 401K PLAN 2012 401k financial data
Total income from all sources2012-06-30$84,555
Expenses. Total of all expenses incurred2012-06-30$288,568
Benefits paid (including direct rollovers)2012-06-30$279,297
Total plan assets at end of year2012-06-30$2,046,123
Total plan assets at beginning of year2012-06-30$2,250,136
Value of fidelity bond covering the plan2012-06-30$250,000
Total contributions received or receivable from participants2012-06-30$100,829
Other income received2012-06-30$-30,091
Net income (gross income less expenses)2012-06-30$-204,013
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,046,123
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,250,136
Total contributions received or receivable from employer(s)2012-06-30$13,817
Value of corrective distributions2012-06-30$9,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : TATE METALWORKS, INC. EMPLOYEES 401K PLAN 2011 401k financial data
Total income from all sources2011-06-30$479,035
Expenses. Total of all expenses incurred2011-06-30$37,262
Benefits paid (including direct rollovers)2011-06-30$34,373
Total plan assets at end of year2011-06-30$2,250,136
Total plan assets at beginning of year2011-06-30$1,808,363
Value of fidelity bond covering the plan2011-06-30$250,000
Total contributions received or receivable from participants2011-06-30$129,531
Contributions received from other sources (not participants or employers)2011-06-30$6,919
Other income received2011-06-30$323,375
Net income (gross income less expenses)2011-06-30$441,773
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,250,136
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,808,363
Total contributions received or receivable from employer(s)2011-06-30$19,210
Value of corrective distributions2011-06-30$2,889
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : TATE METALWORKS, INC. EMPLOYEES 401K PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for TATE METALWORKS, INC. EMPLOYEES 401K PLAN

2011: TATE METALWORKS, INC. EMPLOYEES 401K PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: TATE METALWORKS, INC. EMPLOYEES 401K PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: TATE METALWORKS, INC. EMPLOYEES 401K PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55929
Policy instance 1
Insurance contract or identification number55929
Number of Individuals Covered34
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $22,625
Total amount of fees paid to insurance companyUSD $2,545
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?No
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55929
Policy instance 1
Insurance contract or identification number55929
Number of Individuals Covered35
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $20,571
Total amount of fees paid to insurance companyUSD $850
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?No
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
Commission paid to Insurance BrokerUSD $20,571
Insurance broker organization code?3
Amount paid for insurance broker fees850
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker nameFORTUNE BENEFITS, INC

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