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TUGWELL ROOFING CO 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameTUGWELL ROOFING CO 401K PROFIT SHARING PLAN
Plan identification number 001

TUGWELL ROOFING CO 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

TUGWELL ROOFING CO has sponsored the creation of one or more 401k plans.

Company Name:TUGWELL ROOFING CO
Employer identification number (EIN):813886237
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUGWELL ROOFING CO 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JEFF TUGWELL2019-09-17 JEFF TUGWELL2019-09-17
0012017-01-01
0012016-01-01

Plan Statistics for TUGWELL ROOFING CO 401K PROFIT SHARING PLAN

401k plan membership statisitcs for TUGWELL ROOFING CO 401K PROFIT SHARING PLAN

Measure Date Value
2018: TUGWELL ROOFING CO 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on TUGWELL ROOFING CO 401K PROFIT SHARING PLAN

Measure Date Value
2018 : TUGWELL ROOFING CO 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-73,782
Expenses. Total of all expenses incurred2018-12-31$98,862
Benefits paid (including direct rollovers)2018-12-31$98,712
Total plan assets at end of year2018-12-31$2,013,760
Total plan assets at beginning of year2018-12-31$2,186,404
Assets. Value of tangible personal property2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$29,505
Other income received2018-12-31$-156,307
Net income (gross income less expenses)2018-12-31$-172,644
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,013,760
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,186,404
Total contributions received or receivable from employer(s)2018-12-31$53,020
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0

Form 5500 Responses for TUGWELL ROOFING CO 401K PROFIT SHARING PLAN

2018: TUGWELL ROOFING CO 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

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
Policy instance 1
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,179
Total amount of fees paid to insurance companyUSD $819
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,179
Insurance broker organization code?3
Amount paid for insurance broker fees819
Additional information about fees paid to insurance brokerRECORDKEEPER

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