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PALMER TODD, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NamePALMER TODD, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

PALMER TODD, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

PALMER TODD, INC. has sponsored the creation of one or more 401k plans.

Company Name:PALMER TODD, INC.
Employer identification number (EIN):742736513
NAIC Classification:238300

Additional information about PALMER TODD, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1995-02-16
Company Identification Number: 0134601500
Legal Registered Office Address: 203 W RHAPSODY DR

SAN ANTONIO
United States of America (USA)
78216

More information about PALMER TODD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALMER TODD, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TOM CARTER2023-05-26
0012021-01-01TOM CARTER2022-04-25
0012020-01-01TOM CARTER2021-07-21
0012019-01-01TOM CARTER2020-07-20
0012018-01-01
0012017-01-01
0012016-01-01TOM CARTER2017-06-29
0012015-01-01TOM CARTER2016-07-20
0012014-01-01TOM CARTER2015-07-21
0012012-01-01JEAN MCLEAN JEAN MCLEAN2013-04-09
0012011-01-01CHRISTI PALMER CHRISTI PALMER2012-05-22
0012010-03-15CHRISTI PALMER CHRISTI PALMER2011-08-02

Plan Statistics for PALMER TODD, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PALMER TODD, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2012: PALMER TODD, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PALMER TODD, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PALMER TODD, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-1510
Total number of active participants reported on line 7a of the Form 55002010-03-159
Number of retired or separated participants receiving benefits2010-03-150
Number of other retired or separated participants entitled to future benefits2010-03-151
Total of all active and inactive participants2010-03-1510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-150
Total participants2010-03-1510
Number of participants with account balances2010-03-1510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-150

Financial Data on PALMER TODD, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2012 : PALMER TODD, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$51,185
Expenses. Total of all expenses incurred2012-12-31$102
Total plan assets at end of year2012-12-31$328,890
Total plan assets at beginning of year2012-12-31$277,807
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$9,426
Other income received2012-12-31$34,394
Net income (gross income less expenses)2012-12-31$51,083
Net plan assets at end of year (total assets less liabilities)2012-12-31$328,890
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$277,807
Assets. Value of participant loans2012-12-31$34,552
Total contributions received or receivable from employer(s)2012-12-31$7,365
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$102
2011 : PALMER TODD, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$9,382
Expenses. Total of all expenses incurred2011-12-31$84
Total plan assets at end of year2011-12-31$277,807
Total plan assets at beginning of year2011-12-31$268,509
Total contributions received or receivable from participants2011-12-31$11,236
Other income received2011-12-31$-9,916
Net income (gross income less expenses)2011-12-31$9,298
Net plan assets at end of year (total assets less liabilities)2011-12-31$277,807
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$268,509
Assets. Value of participant loans2011-12-31$43,627
Total contributions received or receivable from employer(s)2011-12-31$8,062
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$84
2010 : PALMER TODD, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$268,539
Expenses. Total of all expenses incurred2010-12-31$30
Total plan assets at end of year2010-12-31$268,509
Total contributions received or receivable from participants2010-12-31$14,435
Contributions received from other sources (not participants or employers)2010-12-31$223,935
Other income received2010-12-31$18,859
Net income (gross income less expenses)2010-12-31$268,509
Net plan assets at end of year (total assets less liabilities)2010-12-31$268,509
Assets. Value of participant loans2010-12-31$24,676
Total contributions received or receivable from employer(s)2010-12-31$11,310
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$30

Form 5500 Responses for PALMER TODD, INC. 401(K) RETIREMENT PLAN

2012: PALMER TODD, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PALMER TODD, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PALMER TODD, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-03-15Type of plan entitySingle employer plan
2010-03-15First time form 5500 has been submittedYes
2010-03-15Submission has been amendedNo
2010-03-15This submission is the final filingNo
2010-03-15This return/report is a short plan year return/report (less than 12 months)Yes
2010-03-15Plan is a collectively bargained planNo
2010-03-15Plan funding arrangement – InsuranceYes
2010-03-15Plan funding arrangement – TrustYes
2010-03-15Plan benefit arrangement – InsuranceYes
2010-03-15Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821300
Policy instance 1
Insurance contract or identification numberGA-821300
Number of Individuals Covered11
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $756
Total amount of fees paid to insurance companyUSD $29
Commission paid to Insurance BrokerUSD $8
Insurance broker organization code?3
Amount paid for insurance broker fees29
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDAVID K. YOUNG CONSULTING, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821300
Policy instance 1
Insurance contract or identification numberGA-821300
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $595
Total amount of fees paid to insurance companyUSD $123
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821300
Policy instance 1
Insurance contract or identification numberGA-821300
Number of Individuals Covered10
Insurance policy start date2010-03-15
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,493
Total amount of fees paid to insurance companyUSD $22
Commission paid to Insurance BrokerUSD $25
Insurance broker organization code?3
Amount paid for insurance broker fees22
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE.
Insurance broker nameDAVID K. YOUNG CONSULTING, LLC

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