TATE ORNAMENTAL INC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : TATE ORNAMENTAL 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,573,377 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $795,752 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $740,252 |
| Value of total corrective distributions | 2023-12-31 | $6,380 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $761,057 |
| Value of total assets at end of year | 2023-12-31 | $6,087,266 |
| Value of total assets at beginning of year | 2023-12-31 | $5,309,641 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $49,120 |
| Total interest from all sources | 2023-12-31 | $18,449 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $411,410 |
| Participant contributions at end of year | 2023-12-31 | $310,413 |
| Participant contributions at beginning of year | 2023-12-31 | $201,343 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $88,943 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $777,625 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $6,087,266 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,309,641 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $19,517 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $5,086,774 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $4,726,076 |
| Interest on participant loans | 2023-12-31 | $18,449 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $689,528 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $382,030 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $551 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $192 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $192 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $793,871 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $260,704 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $740,252 |
| Contract administrator fees | 2023-12-31 | $29,603 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2023-12-31 | 351178661 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,573,377 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $795,752 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $740,252 |
| Value of total corrective distributions | 2023-01-01 | $6,380 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $761,057 |
| Value of total assets at end of year | 2023-01-01 | $6,087,266 |
| Value of total assets at beginning of year | 2023-01-01 | $5,309,641 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $49,120 |
| Total interest from all sources | 2023-01-01 | $18,449 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $411,410 |
| Participant contributions at end of year | 2023-01-01 | $310,413 |
| Participant contributions at beginning of year | 2023-01-01 | $201,343 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $88,943 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $777,625 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $6,087,266 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $5,309,641 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $19,517 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $5,086,774 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $4,726,076 |
| Interest on participant loans | 2023-01-01 | $18,449 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $689,528 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $382,030 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $551 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $793,871 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $260,704 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $740,252 |
| Contract administrator fees | 2023-01-01 | $29,603 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BLUE & CO., LLC |
| Accountancy firm EIN | 2023-01-01 | 351178661 |
| 2022 : TATE ORNAMENTAL 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-263,815 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $336,591 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $280,965 |
| Value of total corrective distributions | 2022-12-31 | $8,278 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $672,287 |
| Value of total assets at end of year | 2022-12-31 | $5,309,641 |
| Value of total assets at beginning of year | 2022-12-31 | $5,910,047 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $47,348 |
| Total interest from all sources | 2022-12-31 | $10,656 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $2,585 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $395,320 |
| Participant contributions at end of year | 2022-12-31 | $201,343 |
| Participant contributions at beginning of year | 2022-12-31 | $185,537 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $32,155 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-600,406 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,309,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,910,047 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $18,960 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,726,076 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $4,743,435 |
| Interest on participant loans | 2022-12-31 | $10,656 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $382,030 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $979,638 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $192 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,437 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,437 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-946,758 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $244,812 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $280,965 |
| Contract administrator fees | 2022-12-31 | $25,803 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2022-12-31 | 351178661 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-263,815 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $336,591 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $280,965 |
| Value of total corrective distributions | 2022-01-01 | $8,278 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $672,287 |
| Value of total assets at end of year | 2022-01-01 | $5,309,641 |
| Value of total assets at beginning of year | 2022-01-01 | $5,910,047 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $47,348 |
| Total interest from all sources | 2022-01-01 | $10,656 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $2,585 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $395,320 |
| Participant contributions at end of year | 2022-01-01 | $201,343 |
| Participant contributions at beginning of year | 2022-01-01 | $185,537 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $32,155 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-600,406 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,309,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,910,047 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $18,960 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $4,726,076 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $4,743,435 |
| Interest on participant loans | 2022-01-01 | $10,656 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $382,030 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $979,638 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $192 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-946,758 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $244,812 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $280,965 |
| Contract administrator fees | 2022-01-01 | $25,803 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BLUE & CO., LLC |
| Accountancy firm EIN | 2022-01-01 | 351178661 |
| 2021 : TATE ORNAMENTAL 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,271,183 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $350,933 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $279,842 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,309 |
| Value of total corrective distributions | 2021-12-31 | $17,647 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $673,341 |
| Value of total assets at end of year | 2021-12-31 | $5,910,047 |
| Value of total assets at beginning of year | 2021-12-31 | $4,989,797 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $51,135 |
| Total interest from all sources | 2021-12-31 | $10,129 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $2,475 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $498,980 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $416,749 |
| Participant contributions at end of year | 2021-12-31 | $185,537 |
| Participant contributions at beginning of year | 2021-12-31 | $174,643 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $920,250 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,910,047 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,989,797 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $22,133 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $4,743,435 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $4,441,084 |
| Interest on participant loans | 2021-12-31 | $10,129 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $979,638 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $374,070 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,437 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $587,713 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $256,592 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $279,842 |
| Contract administrator fees | 2021-12-31 | $26,527 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2021-12-31 | 351178661 |
| 2020 : TATE ORNAMENTAL 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 | $1,445,859 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $253,272 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $184,114 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $11,163 |
| Value of total corrective distributions | 2020-12-31 | $20,269 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $709,068 |
| Value of total assets at end of year | 2020-12-31 | $4,989,797 |
| Value of total assets at beginning of year | 2020-12-31 | $3,797,210 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $37,726 |
| Total interest from all sources | 2020-12-31 | $10,581 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $100 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $379,721 |
| 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 |
| Contributions received from participants | 2020-12-31 | $445,727 |
| Participant contributions at end of year | 2020-12-31 | $174,643 |
| Participant contributions at beginning of year | 2020-12-31 | $164,014 |
| 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 | $1,192,587 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,989,797 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,797,210 |
| 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 |
| Investment advisory and management fees | 2020-12-31 | $16,449 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $4,441,084 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,633,196 |
| Interest on participant loans | 2020-12-31 | $10,581 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $374,070 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $726,210 |
| 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 |
| Contributions received in cash from employer | 2020-12-31 | $263,341 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $184,114 |
| Contract administrator fees | 2020-12-31 | $21,177 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 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 | BLUE & CO., LLC |
| Accountancy firm EIN | 2020-12-31 | 351178661 |
| 2018 : TATE ORNAMENTAL 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $566,774 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $520,556 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $261,783 |
| Total plan assets at end of year | 2018-12-31 | $3,098,880 |
| Total plan assets at beginning of year | 2018-12-31 | $3,052,662 |
| Total contributions received or receivable from participants | 2018-12-31 | $346,454 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $9,242 |
| Other income received | 2018-12-31 | $4,326 |
| Net income (gross income less expenses) | 2018-12-31 | $46,218 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,098,880 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,052,662 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $206,752 |
| Value of corrective distributions | 2018-12-31 | $225,188 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $33,585 |
| 2017 : TATE ORNAMENTAL 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $879,668 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $104,006 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $76,314 |
| Total plan assets at end of year | 2017-12-31 | $3,052,661 |
| Total plan assets at beginning of year | 2017-12-31 | $2,276,999 |
| Total contributions received or receivable from participants | 2017-12-31 | $291,728 |
| Other income received | 2017-12-31 | $2,837 |
| Noncash contributions received | 2017-12-31 | $402,100 |
| Net income (gross income less expenses) | 2017-12-31 | $775,662 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,052,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,276,999 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $183,003 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $27,692 |
| 2016 : TATE ORNAMENTAL 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $588,654 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $124,058 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $103,455 |
| Total plan assets at end of year | 2016-12-31 | $2,276,999 |
| Total plan assets at beginning of year | 2016-12-31 | $1,812,403 |
| Total contributions received or receivable from participants | 2016-12-31 | $264,063 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $660 |
| Other income received | 2016-12-31 | $2,391 |
| Noncash contributions received | 2016-12-31 | $154,002 |
| Net income (gross income less expenses) | 2016-12-31 | $464,596 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,276,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,812,403 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $167,538 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $20,603 |
| 2015 : TATE ORNAMENTAL 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $345,243 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $243,447 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $186,309 |
| Total plan assets at end of year | 2015-12-31 | $1,812,403 |
| Total plan assets at beginning of year | 2015-12-31 | $1,710,607 |
| Total contributions received or receivable from participants | 2015-12-31 | $211,084 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $38,641 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,970 |
| Other income received | 2015-12-31 | $2,822 |
| Net income (gross income less expenses) | 2015-12-31 | $101,796 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,812,403 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,710,607 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $129,367 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $18,497 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : TATE ORNAMENTAL 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $311,722 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $69,422 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $52,916 |
| Total plan assets at end of year | 2014-12-31 | $1,710,607 |
| Total plan assets at beginning of year | 2014-12-31 | $1,468,307 |
| Total contributions received or receivable from participants | 2014-12-31 | $163,414 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $50,542 |
| Other income received | 2014-12-31 | $3,212 |
| Net income (gross income less expenses) | 2014-12-31 | $242,300 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,710,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,468,307 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $94,554 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $16,506 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : TATE ORNAMENTAL 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $392,881 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $96,967 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $83,407 |
| Total plan assets at end of year | 2013-12-31 | $1,468,306 |
| Total plan assets at beginning of year | 2013-12-31 | $1,172,392 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $137,551 |
| Other income received | 2013-12-31 | $174,238 |
| Noncash contributions received | 2013-12-31 | $2,923 |
| Net income (gross income less expenses) | 2013-12-31 | $295,914 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,468,306 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,172,392 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $78,169 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $13,560 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : TATE ORNAMENTAL 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $329,793 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $73,191 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $57,603 |
| Total plan assets at end of year | 2012-12-31 | $1,172,393 |
| Total plan assets at beginning of year | 2012-12-31 | $915,791 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $126,534 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $125,869 |
| Noncash contributions received | 2012-12-31 | $2,757 |
| Net income (gross income less expenses) | 2012-12-31 | $256,602 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,172,393 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $915,791 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $74,633 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $3,662 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $11,926 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : TATE ORNAMENTAL 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $223,137 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $115,771 |
| Total plan assets at end of year | 2011-12-31 | $915,791 |
| Total plan assets at beginning of year | 2011-12-31 | $808,424 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $137,262 |
| Noncash contributions received | 2011-12-31 | $1,418 |
| Net income (gross income less expenses) | 2011-12-31 | $107,366 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $915,791 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $808,424 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $84,457 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $71,007 |
| Value of corrective distributions | 2011-12-31 | $32,471 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $12,293 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : TATE ORNAMENTAL 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $450,912 |
| Total income from all sources | 2010-12-31 | $332,638 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $25,114 |
| Total plan assets at end of year | 2010-12-31 | $808,424 |
| Total plan assets at beginning of year | 2010-12-31 | $49,989 |
| Total contributions received or receivable from participants | 2010-12-31 | $140,061 |
| Other income received | 2010-12-31 | $106,659 |
| Noncash contributions received | 2010-12-31 | $935 |
| Net income (gross income less expenses) | 2010-12-31 | $307,524 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $808,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $49,989 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $84,983 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $15,911 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,203 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
