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NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameNEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEILL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:NEILL CORPORATION
Employer identification number (EIN):720649784
NAIC Classification:424210
NAIC Description:Drugs and Druggists' Sundries Merchant Wholesalers

Additional information about NEILL CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1984-05-21
Company Identification Number: 0006222406
Legal Registered Office Address: 303 S PINE ST

HAMMOND
United States of America (USA)
70403

More information about NEILL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01VERONICA FRANKS
0012015-07-01DAVID HEAD
0012014-07-01DAVID HEAD
0012014-05-01DAVID HEAD
0012013-05-01DAVID HEAD
0012012-05-01DAVID T. HEAD
0012011-05-01KAREN MCLAUGHLIN KAREN MCLAUGHLIN2013-02-14
0012009-05-01TODD GAUTHREAUX TODD GAUTHREAUX2011-02-11

Plan Statistics for NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-011,201
Total number of active participants reported on line 7a of the Form 55002021-07-01635
Number of retired or separated participants receiving benefits2021-07-014
Number of other retired or separated participants entitled to future benefits2021-07-01504
Total of all active and inactive participants2021-07-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011,143
Number of participants with account balances2021-07-011,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-011,216
Total number of active participants reported on line 7a of the Form 55002020-07-01615
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01506
Total of all active and inactive participants2020-07-011,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011,121
Number of participants with account balances2020-07-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-011,193
Total number of active participants reported on line 7a of the Form 55002019-07-01673
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01465
Total of all active and inactive participants2019-07-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-011,138
Number of participants with account balances2019-07-011,073
2018: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-011,066
Total number of active participants reported on line 7a of the Form 55002018-07-01656
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01405
Total of all active and inactive participants2018-07-011,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-011,061
Number of participants with account balances2018-07-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-011,335
Total number of active participants reported on line 7a of the Form 55002017-07-01593
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01376
Total of all active and inactive participants2017-07-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01969
Number of participants with account balances2017-07-01906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-011,195
Total number of active participants reported on line 7a of the Form 55002016-07-01569
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01656
Total of all active and inactive participants2016-07-011,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011,225
Number of participants with account balances2016-07-011,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-011,115
Total number of active participants reported on line 7a of the Form 55002015-07-01590
Number of other retired or separated participants entitled to future benefits2015-07-01527
Total of all active and inactive participants2015-07-011,117
Total participants2015-07-011,117
Number of participants with account balances2015-07-011,064
2014: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-011,255
Total number of active participants reported on line 7a of the Form 55002014-07-01863
Number of other retired or separated participants entitled to future benefits2014-07-01436
Total of all active and inactive participants2014-07-011,299
Total participants2014-07-011,299
Number of participants with account balances2014-07-011,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Total participants, beginning-of-year2014-05-011,263
Total number of active participants reported on line 7a of the Form 55002014-05-01905
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-01347
Total of all active and inactive participants2014-05-011,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-011,252
Number of participants with account balances2014-05-011,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
2013: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-05-01871
Total number of active participants reported on line 7a of the Form 55002013-05-01878
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-01314
Total of all active and inactive participants2013-05-011,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-011,192
Number of participants with account balances2013-05-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
2012: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-05-01860
Total number of active participants reported on line 7a of the Form 55002012-05-01642
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-01133
Total of all active and inactive participants2012-05-01775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-01775
Number of participants with account balances2012-05-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
2011: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-05-01972
Total number of active participants reported on line 7a of the Form 55002011-05-01977
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-0150
Total of all active and inactive participants2011-05-011,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-011,027
Number of participants with account balances2011-05-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-0167
2009: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-05-01874
Total number of active participants reported on line 7a of the Form 55002009-05-01903
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-0150
Total of all active and inactive participants2009-05-01953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-011
Total participants2009-05-01954
Number of participants with account balances2009-05-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-0121

Financial Data on NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$6,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$3,973
Total income from all sources (including contributions)2022-06-30$-1,310,203
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,565,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,303,785
Expenses. Certain deemed distributions of participant loans2022-06-30$59,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,578,840
Value of total assets at end of year2022-06-30$20,581,631
Value of total assets at beginning of year2022-06-30$23,454,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$201,653
Total interest from all sources2022-06-30$34,860
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$201,653
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,789,234
Participant contributions at end of year2022-06-30$674,195
Participant contributions at beginning of year2022-06-30$707,934
Participant contributions at end of year2022-06-30$46,304
Participant contributions at beginning of year2022-06-30$40,288
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$119,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$6,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$3,973
Other income not declared elsewhere2022-06-30$1,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,875,624
Value of net assets at end of year (total assets less liabilities)2022-06-30$20,574,856
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$23,450,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$18,122,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$21,197,192
Interest on participant loans2022-06-30$34,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,720,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,491,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,925,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$670,205
Employer contributions (assets) at end of year2022-06-30$17,966
Employer contributions (assets) at beginning of year2022-06-30$17,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,303,785
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WEGMANN DAZET & CO.
Accountancy firm EIN2022-06-30720870824
2021 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$3,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$35,546
Total income from all sources (including contributions)2021-06-30$7,637,436
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,461,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,237,613
Expenses. Certain deemed distributions of participant loans2021-06-30$42,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,300,905
Value of total assets at end of year2021-06-30$23,454,453
Value of total assets at beginning of year2021-06-30$18,310,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$181,693
Total interest from all sources2021-06-30$34,924
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$181,693
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,417,925
Participant contributions at end of year2021-06-30$707,934
Participant contributions at beginning of year2021-06-30$681,276
Participant contributions at end of year2021-06-30$40,288
Participant contributions at beginning of year2021-06-30$39,666
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$485,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$3,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$35,546
Other income not declared elsewhere2021-06-30$31,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$5,175,888
Value of net assets at end of year (total assets less liabilities)2021-06-30$23,450,480
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$18,274,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$21,197,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$15,911,092
Interest on participant loans2021-06-30$34,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,491,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,668,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,270,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$397,334
Employer contributions (assets) at end of year2021-06-30$17,233
Employer contributions (assets) at beginning of year2021-06-30$9,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,237,613
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30WEGMANN DAZET & CO.
Accountancy firm EIN2021-06-30720870824
2020 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$35,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$895
Total income from all sources (including contributions)2020-06-30$2,779,426
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$3,234,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,912,998
Expenses. Certain deemed distributions of participant loans2020-06-30$158,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,977,111
Value of total assets at end of year2020-06-30$18,310,138
Value of total assets at beginning of year2020-06-30$18,730,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$163,280
Total interest from all sources2020-06-30$23,048
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$163,280
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,388,677
Participant contributions at end of year2020-06-30$681,276
Participant contributions at beginning of year2020-06-30$553,985
Participant contributions at end of year2020-06-30$39,666
Participant contributions at beginning of year2020-06-30$40,854
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$226,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$35,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$895
Other income not declared elsewhere2020-06-30$1,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-454,890
Value of net assets at end of year (total assets less liabilities)2020-06-30$18,274,592
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$18,729,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$15,911,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$16,409,876
Interest on participant loans2020-06-30$23,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,668,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,716,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$777,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$361,764
Employer contributions (assets) at end of year2020-06-30$9,645
Employer contributions (assets) at beginning of year2020-06-30$9,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,912,998
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WEGMANN DAZET & CO.
Accountancy firm EIN2020-06-30720870824
2019 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$7,766
Total income from all sources (including contributions)2019-06-30$3,033,157
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,654,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,362,087
Expenses. Certain deemed distributions of participant loans2019-06-30$128,547
Value of total corrective distributions2019-06-30$10,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,912,991
Value of total assets at end of year2019-06-30$18,730,377
Value of total assets at beginning of year2019-06-30$18,358,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$153,894
Total interest from all sources2019-06-30$29,171
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$153,894
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,286,968
Participant contributions at end of year2019-06-30$553,985
Participant contributions at beginning of year2019-06-30$660,101
Participant contributions at end of year2019-06-30$40,854
Participant contributions at beginning of year2019-06-30$34,698
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$281,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$7,766
Other income not declared elsewhere2019-06-30$7,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$378,616
Value of net assets at end of year (total assets less liabilities)2019-06-30$18,729,482
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$18,350,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$16,409,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$15,877,178
Interest on participant loans2019-06-30$29,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,716,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,776,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,083,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$344,468
Employer contributions (assets) at end of year2019-06-30$9,587
Employer contributions (assets) at beginning of year2019-06-30$10,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,362,087
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WEGMANN DAZET & CO.
Accountancy firm EIN2019-06-30720870824
2018 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$7,766
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$111
Total income from all sources (including contributions)2018-06-30$3,370,264
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,174,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$991,918
Expenses. Certain deemed distributions of participant loans2018-06-30$13,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,588,849
Value of total assets at end of year2018-06-30$18,358,632
Value of total assets at beginning of year2018-06-30$16,155,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$169,125
Total interest from all sources2018-06-30$24,978
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,228,469
Participant contributions at end of year2018-06-30$660,101
Participant contributions at beginning of year2018-06-30$494,728
Participant contributions at end of year2018-06-30$34,698
Participant contributions at beginning of year2018-06-30$36,639
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$18,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$7,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$111
Other income not declared elsewhere2018-06-30$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,195,896
Value of net assets at end of year (total assets less liabilities)2018-06-30$18,350,866
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$16,154,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$169,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$15,877,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$14,602,312
Income. Interest from loans (other than to participants)2018-06-30$24,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,776,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,010,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,756,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$341,681
Employer contributions (assets) at end of year2018-06-30$10,226
Employer contributions (assets) at beginning of year2018-06-30$10,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$991,918
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WEGMANN DAZET & CO.
Accountancy firm EIN2018-06-30720870824
2017 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$1,576
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,676,347
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,272,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,097,088
Expenses. Certain deemed distributions of participant loans2017-06-30$28,190
Value of total corrective distributions2017-06-30$7,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,554,945
Value of total assets at end of year2017-06-30$16,155,081
Value of total assets at beginning of year2017-06-30$13,749,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$139,029
Total interest from all sources2017-06-30$18,993
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,209,552
Participant contributions at end of year2017-06-30$494,728
Participant contributions at beginning of year2017-06-30$391,795
Participant contributions at end of year2017-06-30$36,639
Participant contributions at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,404,090
Value of net assets at end of year (total assets less liabilities)2017-06-30$16,154,970
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$13,749,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$139,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$14,602,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$12,416,195
Interest on participant loans2017-06-30$18,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,010,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$941,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,102,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$345,393
Employer contributions (assets) at end of year2017-06-30$10,560
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,097,088
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WEGMANN DAZET & CO.
Accountancy firm EIN2017-06-30720870824
2016 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total transfer of assets from this plan2016-06-30$2,687,931
Total income from all sources (including contributions)2016-06-30$1,374,495
Total of all expenses incurred2016-06-30$1,232,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,095,803
Value of total corrective distributions2016-06-30$9,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,535,573
Value of total assets at end of year2016-06-30$13,749,304
Value of total assets at beginning of year2016-06-30$16,295,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$127,014
Total interest from all sources2016-06-30$16,896
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$32,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$32,110
Administrative expenses professional fees incurred2016-06-30$60,958
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,164,260
Participant contributions at end of year2016-06-30$391,795
Participant contributions at beginning of year2016-06-30$507,961
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$46,454
Other income not declared elsewhere2016-06-30$30,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$141,920
Value of net assets at end of year (total assets less liabilities)2016-06-30$13,749,304
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$16,295,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$66,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$12,416,195
Value of interest in pooled separate accounts at beginning of year2016-06-30$15,094,227
Interest on participant loans2016-06-30$16,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$941,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$693,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$1,179,829
Net investment gain/loss from pooled separate accounts2016-06-30$-1,420,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$324,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,095,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WEGMANN DAZET & CO.
Accountancy firm EIN2016-06-30720870824
2015 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$2,674,416
Total of all expenses incurred2015-06-30$1,629,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,500,570
Expenses. Certain deemed distributions of participant loans2015-06-30$42,140
Value of total corrective distributions2015-06-30$12,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,018,103
Value of total assets at end of year2015-06-30$16,295,315
Value of total assets at beginning of year2015-06-30$15,250,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$74,921
Total interest from all sources2015-06-30$20,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$52,394
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,512,620
Participant contributions at end of year2015-06-30$507,961
Participant contributions at beginning of year2015-06-30$408,045
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$90,767
Other income not declared elsewhere2015-06-30$20,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,044,595
Value of net assets at end of year (total assets less liabilities)2015-06-30$16,295,315
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$15,250,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$22,527
Value of interest in pooled separate accounts at end of year2015-06-30$15,094,227
Value of interest in pooled separate accounts at beginning of year2015-06-30$14,002,896
Interest on participant loans2015-06-30$20,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$693,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$839,779
Net investment gain/loss from pooled separate accounts2015-06-30$615,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$414,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,500,570
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WEGMANN DAZET & CO.
Accountancy firm EIN2015-06-30720870824
2014 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$927,371
Total of all expenses incurred2014-06-30$110,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$104,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$314,388
Value of total assets at end of year2014-06-30$15,250,720
Value of total assets at beginning of year2014-06-30$14,433,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,848
Total interest from all sources2014-06-30$2,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$2,270
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$245,271
Participant contributions at end of year2014-06-30$408,045
Participant contributions at beginning of year2014-06-30$439,310
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$3,587
Other income not declared elsewhere2014-06-30$3,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$817,020
Value of net assets at end of year (total assets less liabilities)2014-06-30$15,250,720
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$14,433,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$3,578
Value of interest in pooled separate accounts at end of year2014-06-30$14,002,896
Value of interest in pooled separate accounts at beginning of year2014-06-30$13,168,160
Interest on participant loans2014-06-30$2,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$839,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$826,230
Net investment gain/loss from pooled separate accounts2014-06-30$606,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$65,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$104,503
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Total transfer of assets to this plan2014-04-30$2,988,284
Total income from all sources (including contributions)2014-04-30$2,860,653
Total of all expenses incurred2014-04-30$1,121,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$1,052,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$1,534,121
Value of total assets at end of year2014-04-30$14,433,700
Value of total assets at beginning of year2014-04-30$9,706,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$69,081
Total interest from all sources2014-04-30$12,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$15,226
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$1,182,019
Participant contributions at end of year2014-04-30$439,310
Participant contributions at beginning of year2014-04-30$231,124
Income. Received or receivable in cash from other sources (including rollovers)2014-04-30$18,677
Other income not declared elsewhere2014-04-30$21,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$1,738,927
Value of net assets at end of year (total assets less liabilities)2014-04-30$14,433,700
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$9,706,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$53,855
Value of interest in pooled separate accounts at end of year2014-04-30$13,168,160
Value of interest in pooled separate accounts at beginning of year2014-04-30$8,626,929
Interest on participant loans2014-04-30$12,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$826,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$848,436
Net investment gain/loss from pooled separate accounts2014-04-30$1,293,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$333,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$1,052,645
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30WEGMANN DAZET & CO
Accountancy firm EIN2014-04-30720870824
2013 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$2,029,728
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$939,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$916,441
Value of total corrective distributions2013-04-30$2,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$1,197,984
Value of total assets at end of year2013-04-30$9,706,489
Value of total assets at beginning of year2013-04-30$8,616,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$21,093
Total interest from all sources2013-04-30$10,591
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$8,612
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
If this is an individual account plan, was there a blackout period2013-04-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$923,916
Participant contributions at end of year2013-04-30$231,124
Participant contributions at beginning of year2013-04-30$259,226
Participant contributions at beginning of year2013-04-30$33,997
Other income not declared elsewhere2013-04-30$18,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$1,090,189
Value of net assets at end of year (total assets less liabilities)2013-04-30$9,706,489
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$8,616,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$12,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$8,016,433
Value of interest in pooled separate accounts at end of year2013-04-30$8,626,929
Interest on participant loans2013-04-30$10,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$848,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$298,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$-442,569
Net investment gain/loss from pooled separate accounts2013-04-30$1,245,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30Yes
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$274,068
Employer contributions (assets) at beginning of year2013-04-30$8,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$916,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-04-30Yes
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30WEGMANN DAZET & COMPANY
Accountancy firm EIN2013-04-30720870824
2012 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$0
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total transfer of assets to this plan2012-04-30$0
Total transfer of assets from this plan2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Expenses. Interest paid2012-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-04-30$0
Total income from all sources (including contributions)2012-04-30$1,190,860
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$608,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$593,736
Expenses. Certain deemed distributions of participant loans2012-04-30$0
Value of total corrective distributions2012-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$1,146,633
Value of total assets at end of year2012-04-30$8,616,300
Value of total assets at beginning of year2012-04-30$8,034,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$14,842
Total income from rents2012-04-30$0
Total interest from all sources2012-04-30$20,793
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$0
Assets. Real estate other than employer real property at end of year2012-04-30$0
Assets. Real estate other than employer real property at beginning of year2012-04-30$0
Administrative expenses professional fees incurred2012-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-04-30$0
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$875,119
Participant contributions at end of year2012-04-30$259,226
Participant contributions at beginning of year2012-04-30$266,882
Participant contributions at end of year2012-04-30$33,997
Participant contributions at beginning of year2012-04-30$23,559
Assets. Other investments not covered elsewhere at end of year2012-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$52,058
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$0
Assets. Loans (other than to participants) at end of year2012-04-30$0
Assets. Loans (other than to participants) at beginning of year2012-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$0
Other income not declared elsewhere2012-04-30$0
Administrative expenses (other) incurred2012-04-30$14,842
Liabilities. Value of operating payables at end of year2012-04-30$0
Liabilities. Value of operating payables at beginning of year2012-04-30$0
Total non interest bearing cash at end of year2012-04-30$0
Total non interest bearing cash at beginning of year2012-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Income. Non cash contributions2012-04-30$0
Value of net income/loss2012-04-30$582,282
Value of net assets at end of year (total assets less liabilities)2012-04-30$8,616,300
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$8,034,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Assets. partnership/joint venture interests at end of year2012-04-30$0
Assets. partnership/joint venture interests at beginning of year2012-04-30$0
Investment advisory and management fees2012-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$8,016,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$7,509,945
Value of interest in pooled separate accounts at end of year2012-04-30$0
Value of interest in pooled separate accounts at beginning of year2012-04-30$0
Interest on participant loans2012-04-30$12,588
Income. Interest from loans (other than to participants)2012-04-30$0
Interest earned on other investments2012-04-30$0
Income. Interest from US Government securities2012-04-30$0
Income. Interest from corporate debt instruments2012-04-30$0
Value of interest in master investment trust accounts at end of year2012-04-30$0
Value of interest in master investment trust accounts at beginning of year2012-04-30$0
Value of interest in common/collective trusts at end of year2012-04-30$0
Value of interest in common/collective trusts at beginning of year2012-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$8,205
Assets. Value of investments in 103.12 investment entities at end of year2012-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$298,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$228,229
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$0
Asset value of US Government securities at end of year2012-04-30$0
Asset value of US Government securities at beginning of year2012-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$23,434
Net investment gain/loss from pooled separate accounts2012-04-30$0
Net investment gain or loss from common/collective trusts2012-04-30$0
Net gain/loss from 103.12 investment entities2012-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30Yes
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Assets. Invements in employer securities at end of year2012-04-30$0
Assets. Invements in employer securities at beginning of year2012-04-30$0
Assets. Value of employer real property at end of year2012-04-30$0
Assets. Value of employer real property at beginning of year2012-04-30$0
Contributions received in cash from employer2012-04-30$219,456
Employer contributions (assets) at end of year2012-04-30$8,500
Employer contributions (assets) at beginning of year2012-04-30$5,403
Income. Dividends from preferred stock2012-04-30$0
Income. Dividends from common stock2012-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$593,736
Asset. Corporate debt instrument preferred debt at end of year2012-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-04-30$0
Contract administrator fees2012-04-30$0
Assets. Corporate common stocks other than exployer securities at end of year2012-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-04-30$0
Liabilities. Value of benefit claims payable at end of year2012-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$0
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$0
Aggregate carrying amount (costs) on sale of assets2012-04-30$0
Liabilities. Value of acquisition indebtedness at end of year2012-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30WEGMANN DAZET & COMPANY
Accountancy firm EIN2012-04-30720870824
2011 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$1,989,745
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$401,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$394,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$899,051
Value of total assets at end of year2011-04-30$8,034,018
Value of total assets at beginning of year2011-04-30$6,446,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$7,240
Total interest from all sources2011-04-30$23,298
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$727,515
Participant contributions at end of year2011-04-30$266,882
Participant contributions at beginning of year2011-04-30$223,195
Participant contributions at end of year2011-04-30$23,559
Participant contributions at beginning of year2011-04-30$55,608
Administrative expenses (other) incurred2011-04-30$7,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$1,588,000
Value of net assets at end of year (total assets less liabilities)2011-04-30$8,034,018
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$6,446,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$7,509,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$5,924,205
Interest on participant loans2011-04-30$15,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$8,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$228,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$239,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$1,067,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30Yes
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$171,536
Employer contributions (assets) at end of year2011-04-30$5,403
Employer contributions (assets) at beginning of year2011-04-30$3,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$394,505
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30WEGMANN DAZET & COMPANY
Accountancy firm EIN2011-04-30720870824
2010 : NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST

2021: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2014-05-01Type of plan entitySingle employer plan
2014-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: NEILL-TSP 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512580-000
Policy instance 1
Insurance contract or identification number512580-000
Number of Individuals Covered1143
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $3,603
Total amount of fees paid to insurance companyUSD $0
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 $3,603
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512580-000
Policy instance 1
Insurance contract or identification number512580-000
Number of Individuals Covered1121
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $3,848
Total amount of fees paid to insurance companyUSD $0
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 $3,848
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512580-000
Policy instance 1
Insurance contract or identification number512580-000
Number of Individuals Covered1138
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $4,325
Total amount of fees paid to insurance companyUSD $0
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 $4,325
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512580-000
Policy instance 1
Insurance contract or identification number512580-000
Number of Individuals Covered1061
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $4,405
Total amount of fees paid to insurance companyUSD $0
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 $4,405
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512580-000
Policy instance 1
Insurance contract or identification number512580-000
Number of Individuals Covered969
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $3,183
Total amount of fees paid to insurance companyUSD $0
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512580-000
Policy instance 2
Insurance contract or identification number512580-000
Number of Individuals Covered1064
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803206-000
Policy instance 1
Insurance contract or identification number803206-000
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803206-000
Policy instance 1
Insurance contract or identification number803206-000
Number of Individuals Covered1138
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $27,903
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,903
Insurance broker organization code?3
Insurance broker nameRAYMOND GIBSON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803206-000
Policy instance 1
Insurance contract or identification number803206-000
Number of Individuals Covered1032
Insurance policy start date2014-05-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,981
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,981
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803206-000
Policy instance 1
Insurance contract or identification number803206-000
Number of Individuals Covered981
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $26,871
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,871
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803206-000
Policy instance 1
Insurance contract or identification number803206-000
Number of Individuals Covered498
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $45,289
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $45,289
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG32957
Policy instance 2
Insurance contract or identification numberG32957
Number of Individuals Covered0
Insurance policy start date2012-05-01
Insurance policy end date2012-05-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG32957
Policy instance 1
Insurance contract or identification numberG32957
Number of Individuals Covered481
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $18,974
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG32957
Policy instance 1
Insurance contract or identification numberG32957
Number of Individuals Covered340
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $18,147
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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

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