?>
Logo

T-BONZ 401(K) RETIREMENT PLAN (001) 401k Plan overview

Plan NameT-BONZ 401(K) RETIREMENT PLAN (001)
Plan identification number 001

T-BONZ 401(K) RETIREMENT PLAN (001) 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

T-BONZ MANAGEMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:T-BONZ MANAGEMENT COMPANY, INC.
Employer identification number (EIN):571019520
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T-BONZ 401(K) RETIREMENT PLAN (001)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JOHN A. STARR2019-09-29
0012017-01-01JOHN A. STARR2018-09-26
0012016-01-01JOHN A. STARR2017-09-19
0012015-01-01JOHN A. STARR2016-10-10
0012014-01-01JOHN A. STARR2015-05-06 JERALD SCHEER2015-06-02
0012013-01-01JOHN A. STARR2014-07-08 JESSICA DEZINNA2014-07-09
0012012-01-01JOHN A. STARR2013-10-14 JESSICA DEZINNA2013-10-14
0012011-01-01JOHN A. STARR2012-10-03 JERALD SCHEER2012-10-05
0012010-01-01JERALD SCHEER2011-03-10

Plan Statistics for T-BONZ 401(K) RETIREMENT PLAN (001)

401k plan membership statisitcs for T-BONZ 401(K) RETIREMENT PLAN (001)

Measure Date Value
2022: T-BONZ 401(K) RETIREMENT PLAN (001) 2022 401k membership
Total participants, beginning-of-year2022-01-01356
Total number of active participants reported on line 7a of the Form 55002022-01-01156
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01201
Number of participants with account balances2022-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: T-BONZ 401(K) RETIREMENT PLAN (001) 2021 401k membership
Total participants, beginning-of-year2021-01-01550
Total number of active participants reported on line 7a of the Form 55002021-01-01378
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01409
Number of participants with account balances2021-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: T-BONZ 401(K) RETIREMENT PLAN (001) 2020 401k membership
Total participants, beginning-of-year2020-01-01458
Total number of active participants reported on line 7a of the Form 55002020-01-01346
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01376
Number of participants with account balances2020-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: T-BONZ 401(K) RETIREMENT PLAN (001) 2019 401k membership
Total participants, beginning-of-year2019-01-01443
Total number of active participants reported on line 7a of the Form 55002019-01-01370
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01394
Number of participants with account balances2019-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018

Financial Data on T-BONZ 401(K) RETIREMENT PLAN (001)

Measure Date Value
2022 : T-BONZ 401(K) RETIREMENT PLAN (001) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-265,723
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$347,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$317,428
Expenses. Certain deemed distributions of participant loans2022-12-31$979
Value of total corrective distributions2022-12-31$4,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$265,843
Value of total assets at end of year2022-12-31$2,668,021
Value of total assets at beginning of year2022-12-31$3,281,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,923
Total interest from all sources2022-12-31$3,075
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$192,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$192,804
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$329,000
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$181,417
Participant contributions at end of year2022-12-31$38,272
Participant contributions at beginning of year2022-12-31$47,098
Administrative expenses (other) incurred2022-12-31$23,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-613,013
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,668,021
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,281,034
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$2,593,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,227,249
Interest on participant loans2022-12-31$3,075
Value of interest in common/collective trusts at end of year2022-12-31$35,750
Value of interest in common/collective trusts at beginning of year2022-12-31$6,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-731,948
Net investment gain or loss from common/collective trusts2022-12-31$4,503
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$84,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$317,428
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS & YANTIS CPA PA
Accountancy firm EIN2022-12-31471356737
2021 : T-BONZ 401(K) RETIREMENT PLAN (001) 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$674,320
Total of all expenses incurred2021-12-31$158,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$106,812
Expenses. Certain deemed distributions of participant loans2021-12-31$3,127
Value of total corrective distributions2021-12-31$15,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$306,896
Value of total assets at end of year2021-12-31$3,281,033
Value of total assets at beginning of year2021-12-31$2,765,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,541
Total interest from all sources2021-12-31$3,313
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$388,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
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$211,438
Participant contributions at end of year2021-12-31$47,098
Participant contributions at beginning of year2021-12-31$50,302
Participant contributions at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Other income not declared elsewhere2021-12-31$395
Administrative expenses (other) incurred2021-12-31$32,541
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$515,906
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,281,033
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,765,127
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$3,227,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,361,470
Interest on participant loans2021-12-31$3,313
Value of interest in common/collective trusts at end of year2021-12-31$6,687
Value of interest in common/collective trusts at beginning of year2021-12-31$353,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-27,452
Net investment gain or loss from common/collective trusts2021-12-31$2,232
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$90,287
Employer contributions (assets) at end of year2021-12-31$0
Income. Dividends from common stock2021-12-31$388,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$106,812
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS & YANTIS
Accountancy firm EIN2021-12-31471356737
2020 : T-BONZ 401(K) RETIREMENT PLAN (001) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$427,649
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$635,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$585,218
Expenses. Certain deemed distributions of participant loans2020-12-31$3,417
Value of total corrective distributions2020-12-31$20,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$183,626
Value of total assets at end of year2020-12-31$2,765,127
Value of total assets at beginning of year2020-12-31$2,973,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,617
Total interest from all sources2020-12-31$3,276
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$111,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$111,749
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$298,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$125,564
Participant contributions at end of year2020-12-31$50,302
Participant contributions at beginning of year2020-12-31$97,148
Administrative expenses (other) incurred2020-12-31$26,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-208,052
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,765,127
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,973,179
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$2,361,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,876,031
Interest on participant loans2020-12-31$1,924
Value of interest in common/collective trusts at end of year2020-12-31$353,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$121,273
Net investment gain or loss from common/collective trusts2020-12-31$7,725
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$58,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$585,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31MOSS & YANTIS CPA PA
Accountancy firm EIN2020-12-31471356737
2019 : T-BONZ 401(K) RETIREMENT PLAN (001) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$38
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38
Total income from all sources (including contributions)2019-12-31$722,371
Total income from all sources (including contributions)2019-12-31$722,371
Total loss/gain on sale of assets2019-12-31$214,061
Total loss/gain on sale of assets2019-12-31$214,061
Total of all expenses incurred2019-12-31$63,797
Total of all expenses incurred2019-12-31$63,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$58,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$58,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$219,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$219,836
Value of total assets at end of year2019-12-31$2,973,217
Value of total assets at end of year2019-12-31$2,973,217
Value of total assets at beginning of year2019-12-31$2,314,643
Value of total assets at beginning of year2019-12-31$2,314,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,334
Total interest from all sources2019-12-31$4,806
Total interest from all sources2019-12-31$4,806
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$283,668
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$283,668
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$283,668
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$283,668
Administrative expenses professional fees incurred2019-12-31$5,334
Administrative expenses professional fees incurred2019-12-31$5,334
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$270,000
Value of fidelity bond cover2019-12-31$270,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$148,042
Contributions received from participants2019-12-31$148,042
Participant contributions at end of year2019-12-31$97,148
Participant contributions at end of year2019-12-31$97,148
Participant contributions at beginning of year2019-12-31$89,733
Participant contributions at beginning of year2019-12-31$89,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$38
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$38
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$38
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$38
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
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$658,574
Value of net income/loss2019-12-31$658,574
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,973,179
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,973,179
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,314,605
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,314,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$2,875,084
Value of interest in pooled separate accounts at end of year2019-12-31$2,875,084
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,220,437
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,220,437
Interest on participant loans2019-12-31$4,806
Interest on participant loans2019-12-31$4,806
Value of interest in common/collective trusts at end of year2019-12-31$985
Value of interest in common/collective trusts at end of year2019-12-31$985
Value of interest in common/collective trusts at beginning of year2019-12-31$661
Value of interest in common/collective trusts at beginning of year2019-12-31$661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$71,794
Contributions received in cash from employer2019-12-31$71,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$58,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$58,463
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$214,061
Aggregate proceeds on sale of assets2019-12-31$214,061
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS & YANTIS CPA PA
Accountancy firm name2019-12-31MOSS & YANTIS CPA PA
Accountancy firm EIN2019-12-31471356737
Accountancy firm EIN2019-12-31471356737

Form 5500 Responses for T-BONZ 401(K) RETIREMENT PLAN (001)

2022: T-BONZ 401(K) RETIREMENT PLAN (001) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: T-BONZ 401(K) RETIREMENT PLAN (001) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: T-BONZ 401(K) RETIREMENT PLAN (001) 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: T-BONZ 401(K) RETIREMENT PLAN (001) 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-832288
Policy instance 1
Insurance contract or identification numberGA-832288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-832288
Policy instance 1
Insurance contract or identification numberGA-832288
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,942
Total amount of fees paid to insurance companyUSD $366
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?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 $2,942
Insurance broker organization code?3
Amount paid for insurance broker fees366
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-832288
Policy instance 1
Insurance contract or identification numberGA-832288
Number of Individuals Covered94
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,627
Total amount of fees paid to insurance companyUSD $1,245
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?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 $7,627
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3