401k Plan data: TDE 401(K) PLAN plan

TDE 401(K) PLAN 401k Plan overview

Plan Name	TDE 401(K) PLAN
Plan identification number	001

TDE 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

TEXAS DIABETES AND ENDOCRINOLOGY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: TEXAS DIABETES AND ENDOCRINOLOGY, P.A.

Employer identification number (EIN): 742999300

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TDE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 THOMAS BLEVINS
001 2017-01-01 THOMAS BLEVINS
001 2016-01-01 THOMAS BLEVINS
001 2015-01-01 THOMAS BLEVINS 2016-11-02
001 2014-01-01 THOMAS BLEVINS 2015-10-13

Plan Statistics for TDE 401(K) PLAN

401k plan membership statisitcs for TDE 401(K) PLAN

Measure Date Value
2022: TDE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 95
Number of other retired or separated participants entitled to future benefits 2022-01-01 45
Total of all active and inactive participants 2022-01-01 140
Total participants 2022-01-01 140
Number of participants with account balances 2022-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: TDE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 97
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 137
Number of participants with account balances 2021-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: TDE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 117
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 142
Total participants 2020-01-01 142
Number of participants with account balances 2020-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: TDE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 114
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 143
Number of participants with account balances 2019-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: TDE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 109
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 128
Total participants 2018-01-01 128
Number of participants with account balances 2018-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: TDE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 100
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 122
Number of participants with account balances 2017-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: TDE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 90
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 121
Number of participants with account balances 2016-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: TDE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	95
Number of other retired or separated participants entitled to future benefits	2022-01-01	45
Total of all active and inactive participants	2022-01-01	140
Total participants	2022-01-01	140
Number of participants with account balances	2022-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: TDE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	97
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	137
Number of participants with account balances	2021-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: TDE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	117
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	142
Total participants	2020-01-01	142
Number of participants with account balances	2020-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: TDE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	114
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	143
Number of participants with account balances	2019-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: TDE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	109
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	128
Total participants	2018-01-01	128
Number of participants with account balances	2018-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: TDE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	100
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	122
Number of participants with account balances	2017-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: TDE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	90
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	121
Number of participants with account balances	2016-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on TDE 401(K) PLAN

Measure	Date	Value
2022 : TDE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,502,791
Total of all expenses incurred	2022-12-31	$898,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$857,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,120,971
Value of total assets at end of year	2022-12-31	$12,121,486
Value of total assets at beginning of year	2022-12-31	$14,522,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$41,017
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$6,346
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,054,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,054,049
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$496,453
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,986
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$4,770
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,401,109
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,121,486
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,522,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$154,468
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$366,703
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,456,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,612,116
Interest on participant loans	2022-12-31	$6,346
Value of interest in common/collective trusts at end of year	2022-12-31	$89,494
Value of interest in common/collective trusts at beginning of year	2022-12-31	$149,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$69,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,619
Net investment gain/loss from pooled separate accounts	2022-12-31	$-3,684,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$618,532
Employer contributions (assets) at end of year	2022-12-31	$346,600
Employer contributions (assets) at beginning of year	2022-12-31	$390,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$857,301
Contract administrator fees	2022-12-31	$41,017
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ARMANINO LLP
Accountancy firm EIN	2022-12-31	946214841
2021 : TDE 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$20,030
Total unrealized appreciation/depreciation of assets	2021-12-31	$20,030
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,951,217
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$825,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$819,345
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,259,336
Value of total assets at end of year	2021-12-31	$14,522,595
Value of total assets at beginning of year	2021-12-31	$12,396,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,729
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$8,895
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$846,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$846,343
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$485,291
Participant contributions at end of year	2021-12-31	$149,715
Participant contributions at beginning of year	2021-12-31	$139,603
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$99,615
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$-23,521
Administrative expenses (other) incurred	2021-12-31	$5,729
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$23,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$2,126,143
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,522,595
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,396,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,612,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,981,627
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$8,023
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$872
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-604,722
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,444,856
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$674,430
Employer contributions (assets) at end of year	2021-12-31	$390,442
Employer contributions (assets) at beginning of year	2021-12-31	$251,696
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$819,345
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$366,703
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ARMANINO LLP
Accountancy firm EIN	2021-12-31	946214841
2020 : TDE 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,051,665
Total of all expenses incurred	2020-12-31	$254,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$229,966
Expenses. Certain deemed distributions of participant loans	2020-12-31	$677
Value of total corrective distributions	2020-12-31	$2,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$989,977
Value of total assets at end of year	2020-12-31	$12,396,452
Value of total assets at beginning of year	2020-12-31	$9,599,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,110
Total interest from all sources	2020-12-31	$9,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$453,606
Participant contributions at end of year	2020-12-31	$139,603
Participant contributions at beginning of year	2020-12-31	$157,799
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$36,349
Other income not declared elsewhere	2020-12-31	$975
Administrative expenses (other) incurred	2020-12-31	$19,864
Total non interest bearing cash at end of year	2020-12-31	$23,526
Total non interest bearing cash at beginning of year	2020-12-31	$37,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$2,796,940
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,396,452
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,599,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,981,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,198,873
Interest on participant loans	2020-12-31	$9,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,051,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$500,022
Employer contributions (assets) at end of year	2020-12-31	$251,696
Employer contributions (assets) at beginning of year	2020-12-31	$204,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$229,966
Contract administrator fees	2020-12-31	$1,246
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HOLTZMAN PARTNERS, LLP
Accountancy firm EIN	2020-12-31	743121060
2019 : TDE 401(K) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,537,335
Total of all expenses incurred	2019-12-31	$414,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$397,744
Expenses. Certain deemed distributions of participant loans	2019-12-31	$13,176
Value of total corrective distributions	2019-12-31	$1,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$948,576
Value of total assets at end of year	2019-12-31	$9,599,512
Value of total assets at beginning of year	2019-12-31	$7,476,981
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,004
Total interest from all sources	2019-12-31	$8,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$428,554
Participant contributions at end of year	2019-12-31	$157,799
Participant contributions at beginning of year	2019-12-31	$104,180
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$177
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$51,854
Other income not declared elsewhere	2019-12-31	$833
Administrative expenses (other) incurred	2019-12-31	$756
Total non interest bearing cash at end of year	2019-12-31	$37,936
Total non interest bearing cash at beginning of year	2019-12-31	$23,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,122,531
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,599,512
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,476,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,198,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,141,700
Interest on participant loans	2019-12-31	$8,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,579,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$468,168
Employer contributions (assets) at end of year	2019-12-31	$204,904
Employer contributions (assets) at beginning of year	2019-12-31	$207,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$397,744
Contract administrator fees	2019-12-31	$1,248
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOLTZMAN PARTNERS
Accountancy firm EIN	2019-12-31	743121060
2018 : TDE 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$15,720
Total income from all sources (including contributions)	2018-12-31	$475,257
Total of all expenses incurred	2018-12-31	$533,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$505,057
Expenses. Certain deemed distributions of participant loans	2018-12-31	$8,185
Value of total corrective distributions	2018-12-31	$19,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,014,494
Value of total assets at end of year	2018-12-31	$7,476,981
Value of total assets at beginning of year	2018-12-31	$7,550,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$880
Total interest from all sources	2018-12-31	$6,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$436,476
Participant contributions at end of year	2018-12-31	$104,180
Participant contributions at beginning of year	2018-12-31	$139,212
Participant contributions at end of year	2018-12-31	$177
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$124,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$15,720
Other income not declared elsewhere	2018-12-31	$731
Total non interest bearing cash at end of year	2018-12-31	$23,231
Total non interest bearing cash at beginning of year	2018-12-31	$9,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-58,143
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,476,981
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,535,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,141,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,207,249
Interest on participant loans	2018-12-31	$6,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-546,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$453,663
Employer contributions (assets) at end of year	2018-12-31	$207,693
Employer contributions (assets) at beginning of year	2018-12-31	$195,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$505,057
Contract administrator fees	2018-12-31	$880
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOLTZMAN PARTNERS
Accountancy firm EIN	2018-12-31	743121060
2017 : TDE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$15,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,123
Total income from all sources (including contributions)	2017-12-31	$1,807,537
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$373,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$362,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$810,705
Value of total assets at end of year	2017-12-31	$7,550,844
Value of total assets at beginning of year	2017-12-31	$6,102,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,786
Total interest from all sources	2017-12-31	$5,884
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$365,774
Participant contributions at end of year	2017-12-31	$139,212
Participant contributions at beginning of year	2017-12-31	$98,987
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$27,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$15,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,123
Other income not declared elsewhere	2017-12-31	$2,456
Administrative expenses (other) incurred	2017-12-31	$9,952
Total non interest bearing cash at end of year	2017-12-31	$9,037
Total non interest bearing cash at beginning of year	2017-12-31	$14,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,434,154
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,535,124
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,100,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,207,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,842,832
Interest on participant loans	2017-12-31	$5,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$988,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$417,401
Employer contributions (assets) at end of year	2017-12-31	$195,346
Employer contributions (assets) at beginning of year	2017-12-31	$145,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$362,597
Contract administrator fees	2017-12-31	$834
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	UBERNOSKY & MAJERES, PC
Accountancy firm EIN	2017-12-31	271140832
2016 : TDE 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,123
Total income from all sources (including contributions)	2016-12-31	$1,264,833
Total of all expenses incurred	2016-12-31	$317,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$305,684
Expenses. Certain deemed distributions of participant loans	2016-12-31	$5,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$879,171
Value of total assets at end of year	2016-12-31	$6,102,093
Value of total assets at beginning of year	2016-12-31	$5,154,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,744
Total interest from all sources	2016-12-31	$4,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$389,028
Participant contributions at end of year	2016-12-31	$98,987
Participant contributions at beginning of year	2016-12-31	$106,747
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$157,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$1,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$1,123
Other income not declared elsewhere	2016-12-31	$4,734
Administrative expenses (other) incurred	2016-12-31	$6,368
Total non interest bearing cash at end of year	2016-12-31	$14,323
Total non interest bearing cash at beginning of year	2016-12-31	$6,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$947,214
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,100,970
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,153,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,842,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,878,585
Interest on participant loans	2016-12-31	$4,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$376,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$333,051
Employer contributions (assets) at end of year	2016-12-31	$145,951
Employer contributions (assets) at beginning of year	2016-12-31	$163,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$305,684
Contract administrator fees	2016-12-31	$376
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No

Form 5500 Responses for TDE 401(K) PLAN

2022: TDE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TDE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TDE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TDE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TDE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TDE 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TDE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65778

Policy instance

Insurance contract or identification number	65778
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-09-13
Total amount of fees paid to insurance company	USD $4,336
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65778

Policy instance

Insurance contract or identification number	65778
Number of Individuals Covered	142
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,852
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $4,852
Insurance broker organization code?	5
Amount paid for insurance broker fees	0

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65778

Policy instance

Insurance contract or identification number	65778
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,163
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Amount paid for insurance broker fees	4163
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $0

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65778

Policy instance

Insurance contract or identification number	65778
Number of Individuals Covered	122
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,736
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Insurance broker organization code?	3
Commission paid to Insurance Broker	USD $3,736
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65778

Policy instance

Insurance contract or identification number	65778
Number of Individuals Covered	122
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $14,426
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $9,867
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	ACTUARIES & ASSOCIATES

Potentially related plans

TDE 401(K) PLAN [EIN = 741185725]

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Company Name:	TEXAS DIABETES AND ENDOCRINOLOGY, P.A.
Employer identification number (EIN):	742999300
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations