FORTE & TABLADA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FORTE & TABLADA, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : FORTE & TABLADA, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-12 | 429399 |
| Net assets as of the end of the plan year | 2025-06-12 | 7590552 |
| Total assets as of the beginning of the plan year | 2025-06-12 | 6519604 |
| Value of plan covered by a fidelity bond | 2025-06-12 | 300000 |
| Participant contributions to plan in this plan year | 2025-06-12 | 463421 |
| Value of participant loans at end of plan year | 2025-06-12 | 58040 |
| Other income to plan in this plan year | 2025-06-12 | 998374 |
| Plan net income in this plan year | 2025-06-12 | 1070948 |
| Net assets as of the end of the plan year | 2025-06-12 | 7590552 |
| Net assets as of the beginning of the plan year | 2025-06-12 | 6519604 |
| Employer contributions to plan in this plan year | 2025-06-12 | 38552 |
| Fees paid to broker by Benefit Provider | 2025-06-12 | 17371 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-12 | 750 |
| 2024 : FORTE & TABLADA, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-29 | 275931 |
| Net assets as of the end of the plan year | 2024-07-29 | 6519604 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 5192767 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 300000 |
| Participant contributions to plan in this plan year | 2024-07-29 | 455812 |
| Value of participant loans at end of plan year | 2024-07-29 | 80686 |
| Other contributions to plan in this plan year | 2024-07-29 | 156741 |
| Other income to plan in this plan year | 2024-07-29 | 927521 |
| Plan net income in this plan year | 2024-07-29 | 1326837 |
| Net assets as of the end of the plan year | 2024-07-29 | 6519604 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 5192767 |
| Employer contributions to plan in this plan year | 2024-07-29 | 62694 |
| Fees paid to broker by Benefit Provider | 2024-07-29 | 14088 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 6589 |
| 2014 : FORTE & TABLADA, INC. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $238,250 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $14,306 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $7,454 |
| Total plan assets at end of year | 2014-12-31 | $2,090,510 |
| Total plan assets at beginning of year | 2014-12-31 | $1,866,566 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $122,859 |
| Other income received | 2014-12-31 | $115,391 |
| Net income (gross income less expenses) | 2014-12-31 | $223,944 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,090,510 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,866,566 |
| Assets. Value of participant loans | 2014-12-31 | $1,985 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $1,576 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,276 |
| 2013 : FORTE & TABLADA, INC. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $440,838 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $106,494 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $101,322 |
| Total plan assets at end of year | 2013-12-31 | $1,866,566 |
| Total plan assets at beginning of year | 2013-12-31 | $1,532,222 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $111,738 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $33,590 |
| Other income received | 2013-12-31 | $295,510 |
| Net income (gross income less expenses) | 2013-12-31 | $334,344 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,866,566 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,532,222 |
| Assets. Value of participant loans | 2013-12-31 | $2,591 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $36,493 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,172 |
| 2012 : FORTE & TABLADA, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $277,352 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $12,332 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $7,563 |
| Total plan assets at end of year | 2012-12-31 | $1,532,222 |
| Total plan assets at beginning of year | 2012-12-31 | $1,267,202 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $66,684 |
| 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 | $150,668 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $265,020 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,532,222 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,267,202 |
| Assets. Value of participant loans | 2012-12-31 | $4,838 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $60,000 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,769 |
| 2011 : FORTE & TABLADA, INC. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $143,370 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $22,162 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $16,750 |
| Total plan assets at end of year | 2011-12-31 | $1,267,202 |
| Total plan assets at beginning of year | 2011-12-31 | $1,145,994 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $80,537 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $69,062 |
| Other income received | 2011-12-31 | $-6,229 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $121,208 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,267,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,145,994 |
| Assets. Value of participant loans | 2011-12-31 | $700 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,412 |
| 2010 : FORTE & TABLADA, INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $229,115 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $42,567 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $37,523 |
| Total plan assets at end of year | 2010-12-31 | $1,145,994 |
| Total plan assets at beginning of year | 2010-12-31 | $959,446 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $74,116 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $12,822 |
| Other income received | 2010-12-31 | $142,177 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $186,548 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,145,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $959,446 |
| Assets. Value of participant loans | 2010-12-31 | $1,478 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,044 |
| 2009 : FORTE & TABLADA, INC. 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: FORTE & TABLADA, INC. 401(K) 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FORTE & TABLADA, INC. 401(K) 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 – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FORTE & TABLADA, INC. 401(K) 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FORTE & TABLADA, INC. 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FORTE & TABLADA, INC. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
