NICK G TARLSON CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TARLSON & ASSOCIATES PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
| Total of all active and inactive participants | 2022-01-01 | 6 |
| Total participants | 2022-01-01 | 6 |
| Number of participants with account balances | 2022-01-01 | 6 |
| 2021: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 6 |
| Total participants | 2021-01-01 | 6 |
| Number of participants with account balances | 2021-01-01 | 5 |
| 2020: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 6 |
| Total participants | 2020-01-01 | 6 |
| Number of participants with account balances | 2020-01-01 | 6 |
| 2019: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
| Total of all active and inactive participants | 2019-01-01 | 6 |
| Total participants | 2019-01-01 | 6 |
| Number of participants with account balances | 2019-01-01 | 6 |
| 2018: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 6 |
| Total participants | 2018-01-01 | 6 |
| Number of participants with account balances | 2018-01-01 | 6 |
| 2017: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| 2016: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 5 |
| Total participants | 2016-01-01 | 5 |
| Number of participants with account balances | 2016-01-01 | 5 |
| 2015: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| 2014: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 5 |
| 2013: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Total participants | 2013-01-01 | 5 |
| 2012: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-160,537 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $3,578 |
| Total plan assets at end of year | 2022-12-31 | $1,776,478 |
| Total plan assets at beginning of year | 2022-12-31 | $1,940,593 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $3,578 |
| Other income received | 2022-12-31 | $-246,169 |
| Net income (gross income less expenses) | 2022-12-31 | $-164,115 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,776,478 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,940,593 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $85,632 |
| 2021 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $332,153 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $22,356 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $22,356 |
| Total plan assets at end of year | 2021-12-31 | $1,940,593 |
| Total plan assets at beginning of year | 2021-12-31 | $1,630,796 |
| Other income received | 2021-12-31 | $260,413 |
| Net income (gross income less expenses) | 2021-12-31 | $309,797 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,940,593 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,630,796 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $71,740 |
| 2020 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $243,019 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $8,563 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,500 |
| Total plan assets at end of year | 2020-12-31 | $1,630,796 |
| Total plan assets at beginning of year | 2020-12-31 | $1,396,340 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $6,063 |
| Other income received | 2020-12-31 | $176,869 |
| Net income (gross income less expenses) | 2020-12-31 | $234,456 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,630,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,396,340 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $66,150 |
| 2019 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $252,845 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $10,181 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $5,000 |
| Total plan assets at end of year | 2019-12-31 | $1,396,340 |
| Total plan assets at beginning of year | 2019-12-31 | $1,153,676 |
| Other income received | 2019-12-31 | $188,784 |
| Net income (gross income less expenses) | 2019-12-31 | $242,664 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,396,340 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,153,676 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $64,061 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,181 |
| 2018 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $66,906 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $33,518 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $15,000 |
| Total plan assets at end of year | 2018-12-31 | $1,153,676 |
| Total plan assets at beginning of year | 2018-12-31 | $1,120,288 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $13,736 |
| Net income (gross income less expenses) | 2018-12-31 | $33,388 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,153,676 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,120,288 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $66,906 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,782 |
| 2017 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $153,955 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $5,000 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,000 |
| Total plan assets at end of year | 2017-12-31 | $1,120,288 |
| Total plan assets at beginning of year | 2017-12-31 | $971,333 |
| Other income received | 2017-12-31 | $118,750 |
| Net income (gross income less expenses) | 2017-12-31 | $148,955 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,120,288 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $971,333 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $35,205 |
| 2016 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $102,856 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,593 |
| Total plan assets at end of year | 2016-12-31 | $971,333 |
| Total plan assets at beginning of year | 2016-12-31 | $872,070 |
| Other income received | 2016-12-31 | $49,169 |
| Net income (gross income less expenses) | 2016-12-31 | $99,263 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $971,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $872,070 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $53,687 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,593 |
| 2015 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $39,829 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $19,769 |
| Total plan assets at end of year | 2015-12-31 | $872,070 |
| Total plan assets at beginning of year | 2015-12-31 | $852,010 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $16,465 |
| Net income (gross income less expenses) | 2015-12-31 | $20,060 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $872,070 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $852,010 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $39,829 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,304 |
| 2014 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $109,954 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,085 |
| Total plan assets at end of year | 2014-12-31 | $852,010 |
| Total plan assets at beginning of year | 2014-12-31 | $745,141 |
| Other income received | 2014-12-31 | $75,142 |
| Net income (gross income less expenses) | 2014-12-31 | $106,869 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $852,010 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $745,141 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $34,812 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,085 |
| 2013 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $104,295 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,582 |
| Total plan assets at end of year | 2013-12-31 | $745,141 |
| Total plan assets at beginning of year | 2013-12-31 | $643,428 |
| Other income received | 2013-12-31 | $77,823 |
| Net income (gross income less expenses) | 2013-12-31 | $101,713 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $745,141 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $643,428 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $26,472 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,582 |
| 2012 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $79,986 |
| Total plan assets at end of year | 2012-12-31 | $643,428 |
| Total plan assets at beginning of year | 2012-12-31 | $563,442 |
| Other income received | 2012-12-31 | $46,140 |
| Net income (gross income less expenses) | 2012-12-31 | $79,986 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $643,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $563,442 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $33,846 |
| 2011 : TARLSON & ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $21,879 |
| Total plan assets at end of year | 2011-12-31 | $563,442 |
| Total plan assets at beginning of year | 2011-12-31 | $541,563 |
| Other income received | 2011-12-31 | $-3,732 |
| Net income (gross income less expenses) | 2011-12-31 | $21,879 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $563,442 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $541,563 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,611 |
| 2022: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: TARLSON & ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
