?>
Logo

TATE ORNAMENTAL 401k Plan overview

Plan NameTATE ORNAMENTAL
Plan identification number 001

TATE ORNAMENTAL 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

TATE ORNAMENTAL INC has sponsored the creation of one or more 401k plans.

Company Name:TATE ORNAMENTAL INC
Employer identification number (EIN):621578663
NAIC Classification:332300

Additional information about TATE ORNAMENTAL INC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2017-11-15
Company Identification Number: 5235729
Legal Registered Office Address: 28 LIBERTY ST.
New York
NEW YORK
United States of America (USA)
10005

More information about TATE ORNAMENTAL INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TATE ORNAMENTAL

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
0012019-01-01RONALD J. TATE2020-10-12
0012018-01-01
0012017-01-01ROB APPLE
0012016-01-01ROB APPLE
0012015-01-01ROB APPLE
0012014-01-01ROB APPLE
0012013-01-01ROB APPLE
0012012-01-01ROB APPLE ROB APPLE2013-06-18
0012011-01-01ROB APPLE
0012010-01-01ROB APPLE
0012007-01-01ROB APPLE

Plan Statistics for TATE ORNAMENTAL

401k plan membership statisitcs for TATE ORNAMENTAL

Measure Date Value
2022: TATE ORNAMENTAL 2022 401k membership
Total participants, beginning-of-year2022-01-01190
Total number of active participants reported on line 7a of the Form 55002022-01-01149
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01175
Number of participants with account balances2022-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TATE ORNAMENTAL 2021 401k membership
Total participants, beginning-of-year2021-01-01203
Total number of active participants reported on line 7a of the Form 55002021-01-01164
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01188
Number of participants with account balances2021-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TATE ORNAMENTAL 2020 401k membership
Total participants, beginning-of-year2020-01-01193
Total number of active participants reported on line 7a of the Form 55002020-01-01179
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01202
Number of participants with account balances2020-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2018: TATE ORNAMENTAL 2018 401k membership
Total participants, beginning-of-year2018-01-01111
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Total of all active and inactive participants2018-01-01119
Total participants2018-01-01119
2017: TATE ORNAMENTAL 2017 401k membership
Total participants, beginning-of-year2017-01-01104
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Total of all active and inactive participants2017-01-01111
Total participants2017-01-01111
2016: TATE ORNAMENTAL 2016 401k membership
Total participants, beginning-of-year2016-01-01103
Total number of active participants reported on line 7a of the Form 55002016-01-01104
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01104
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TATE ORNAMENTAL 2015 401k membership
Total participants, beginning-of-year2015-01-0170
Total number of active participants reported on line 7a of the Form 55002015-01-01100
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01103
Number of participants with account balances2015-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TATE ORNAMENTAL 2014 401k membership
Total participants, beginning-of-year2014-01-0170
Total number of active participants reported on line 7a of the Form 55002014-01-0167
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0170
Number of participants with account balances2014-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TATE ORNAMENTAL 2013 401k membership
Total participants, beginning-of-year2013-01-0156
Total number of active participants reported on line 7a of the Form 55002013-01-0144
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0156
Total participants2013-01-0156
Number of participants with account balances2013-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TATE ORNAMENTAL 2012 401k membership
Total participants, beginning-of-year2012-01-0153
Total number of active participants reported on line 7a of the Form 55002012-01-0150
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0153
2011: TATE ORNAMENTAL 2011 401k membership
Total participants, beginning-of-year2011-01-0142
Total number of active participants reported on line 7a of the Form 55002011-01-0141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0141
Number of participants with account balances2011-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: TATE ORNAMENTAL 2010 401k membership
Total participants, beginning-of-year2010-01-0156
Total number of active participants reported on line 7a of the Form 55002010-01-0157
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0157
Number of participants with account balances2010-01-0157
2007: TATE ORNAMENTAL 2007 401k membership
Total participants, beginning-of-year2007-01-0147
Total number of active participants reported on line 7a of the Form 55002007-01-0144
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-019
Total of all active and inactive participants2007-01-0153
Total participants2007-01-0153
Number of participants with account balances2007-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on TATE ORNAMENTAL

Measure Date Value
2022 : TATE ORNAMENTAL 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-263,815
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$336,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$280,965
Value of total corrective distributions2022-12-31$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 year2022-12-31$5,309,641
Value of total assets at beginning of year2022-12-31$5,910,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$47,348
Total interest from all sources2022-12-31$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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,585
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$395,320
Participant contributions at end of year2022-12-31$201,343
Participant contributions at beginning of year2022-12-31$185,537
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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
Investment advisory and management fees2022-12-31$18,960
Value of interest in pooled separate accounts at end of year2022-12-31$4,726,076
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,743,435
Interest on participant loans2022-12-31$10,656
Value of interest in common/collective trusts at end of year2022-12-31$382,030
Value of interest in common/collective trusts at beginning of year2022-12-31$979,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,437
Net investment gain/loss from pooled separate accounts2022-12-31$-946,758
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$244,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$280,965
Contract administrator fees2022-12-31$25,803
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 name2022-12-31BLUE & CO., LLC
Accountancy firm EIN2022-12-31351178661
2021 : TATE ORNAMENTAL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,271,183
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$350,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$279,842
Expenses. Certain deemed distributions of participant loans2021-12-31$2,309
Value of total corrective distributions2021-12-31$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 year2021-12-31$5,910,047
Value of total assets at beginning of year2021-12-31$4,989,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,135
Total interest from all sources2021-12-31$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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$2,475
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$498,980
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$416,749
Participant contributions at end of year2021-12-31$185,537
Participant contributions at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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
Investment advisory and management fees2021-12-31$22,133
Value of interest in pooled separate accounts at end of year2021-12-31$4,743,435
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,441,084
Interest on participant loans2021-12-31$10,129
Value of interest in common/collective trusts at end of year2021-12-31$979,638
Value of interest in common/collective trusts at beginning of year2021-12-31$374,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$587,713
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$256,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$279,842
Contract administrator fees2021-12-31$26,527
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 name2021-12-31BLUE & CO., LLC
Accountancy firm EIN2021-12-31351178661
2020 : TATE ORNAMENTAL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,445,859
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$253,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$184,114
Expenses. Certain deemed distributions of participant loans2020-12-31$11,163
Value of total corrective distributions2020-12-31$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 year2020-12-31$4,989,797
Value of total assets at beginning of year2020-12-31$3,797,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,726
Total interest from all sources2020-12-31$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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$100
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$379,721
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$445,727
Participant contributions at end of year2020-12-31$174,643
Participant contributions at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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
Investment advisory and management fees2020-12-31$16,449
Value of interest in pooled separate accounts at end of year2020-12-31$4,441,084
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,633,196
Interest on participant loans2020-12-31$10,581
Value of interest in common/collective trusts at end of year2020-12-31$374,070
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$726,210
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$263,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$184,114
Contract administrator fees2020-12-31$21,177
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLUE & CO., LLC
Accountancy firm EIN2020-12-31351178661
2018 : TATE ORNAMENTAL 2018 401k financial data
Total income from all sources2018-12-31$566,774
Expenses. Total of all expenses incurred2018-12-31$520,556
Benefits paid (including direct rollovers)2018-12-31$261,783
Total plan assets at end of year2018-12-31$3,098,880
Total plan assets at beginning of year2018-12-31$3,052,662
Total contributions received or receivable from participants2018-12-31$346,454
Contributions received from other sources (not participants or employers)2018-12-31$9,242
Other income received2018-12-31$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 distributions2018-12-31$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 sources2017-12-31$879,668
Expenses. Total of all expenses incurred2017-12-31$104,006
Benefits paid (including direct rollovers)2017-12-31$76,314
Total plan assets at end of year2017-12-31$3,052,661
Total plan assets at beginning of year2017-12-31$2,276,999
Total contributions received or receivable from participants2017-12-31$291,728
Other income received2017-12-31$2,837
Noncash contributions received2017-12-31$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 sources2016-12-31$588,654
Expenses. Total of all expenses incurred2016-12-31$124,058
Benefits paid (including direct rollovers)2016-12-31$103,455
Total plan assets at end of year2016-12-31$2,276,999
Total plan assets at beginning of year2016-12-31$1,812,403
Total contributions received or receivable from participants2016-12-31$264,063
Contributions received from other sources (not participants or employers)2016-12-31$660
Other income received2016-12-31$2,391
Noncash contributions received2016-12-31$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 sources2015-12-31$345,243
Expenses. Total of all expenses incurred2015-12-31$243,447
Benefits paid (including direct rollovers)2015-12-31$186,309
Total plan assets at end of year2015-12-31$1,812,403
Total plan assets at beginning of year2015-12-31$1,710,607
Total contributions received or receivable from participants2015-12-31$211,084
Expenses. Other expenses not covered elsewhere2015-12-31$38,641
Contributions received from other sources (not participants or employers)2015-12-31$1,970
Other income received2015-12-31$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 securities2015-12-31$0
2014 : TATE ORNAMENTAL 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$311,722
Expenses. Total of all expenses incurred2014-12-31$69,422
Benefits paid (including direct rollovers)2014-12-31$52,916
Total plan assets at end of year2014-12-31$1,710,607
Total plan assets at beginning of year2014-12-31$1,468,307
Total contributions received or receivable from participants2014-12-31$163,414
Contributions received from other sources (not participants or employers)2014-12-31$50,542
Other income received2014-12-31$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 securities2014-12-31$0
2013 : TATE ORNAMENTAL 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$392,881
Expenses. Total of all expenses incurred2013-12-31$96,967
Benefits paid (including direct rollovers)2013-12-31$83,407
Total plan assets at end of year2013-12-31$1,468,306
Total plan assets at beginning of year2013-12-31$1,172,392
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$137,551
Other income received2013-12-31$174,238
Noncash contributions received2013-12-31$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 securities2013-12-31$0
2012 : TATE ORNAMENTAL 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$329,793
Expenses. Total of all expenses incurred2012-12-31$73,191
Benefits paid (including direct rollovers)2012-12-31$57,603
Total plan assets at end of year2012-12-31$1,172,393
Total plan assets at beginning of year2012-12-31$915,791
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$126,534
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$125,869
Noncash contributions received2012-12-31$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 loans2012-12-31$3,662
Value of corrective distributions2012-12-31$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 securities2012-12-31$0
2011 : TATE ORNAMENTAL 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$223,137
Expenses. Total of all expenses incurred2011-12-31$115,771
Total plan assets at end of year2011-12-31$915,791
Total plan assets at beginning of year2011-12-31$808,424
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$137,262
Noncash contributions received2011-12-31$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 loans2011-12-31$71,007
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : TATE ORNAMENTAL 2010 401k financial data
Transfers to/from the plan2010-12-31$450,912
Total income from all sources2010-12-31$332,638
Expenses. Total of all expenses incurred2010-12-31$25,114
Total plan assets at end of year2010-12-31$808,424
Total plan assets at beginning of year2010-12-31$49,989
Total contributions received or receivable from participants2010-12-31$140,061
Other income received2010-12-31$106,659
Noncash contributions received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$0

Form 5500 Responses for TATE ORNAMENTAL

2022: TATE ORNAMENTAL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TATE ORNAMENTAL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TATE ORNAMENTAL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2018: TATE ORNAMENTAL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TATE ORNAMENTAL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TATE ORNAMENTAL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TATE ORNAMENTAL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TATE ORNAMENTAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TATE ORNAMENTAL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TATE ORNAMENTAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TATE ORNAMENTAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TATE ORNAMENTAL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2007: TATE ORNAMENTAL 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan 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 number94654
Policy instance 1
Insurance contract or identification number94654
Number of Individuals Covered114
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,684
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2684
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94654
Policy instance 1
Insurance contract or identification number94654
Number of Individuals Covered118
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,756
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2756
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94654
Policy instance 1
Insurance contract or identification number94654
Number of Individuals Covered125
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,095
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2095
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94654
Policy instance 1
Insurance contract or identification number94654
Number of Individuals Covered119
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $33,585
Are there contracts with allocated funds for individual policies?1
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 Administration1
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 $32,198
Additional information about fees paid to insurance brokerBROKER COMMISSION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94654
Policy instance 1
Insurance contract or identification number94654
Number of Individuals Covered111
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $27,692
Are there contracts with allocated funds for individual policies?1
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 Administration1
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
Amount paid for insurance broker fees26060
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC

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