TFG ADVISERS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024 : TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $448,113 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $60 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $0 |
| Total plan assets at end of year | 2024-01-01 | $1,707,363 |
| Total plan assets at beginning of year | 2024-01-01 | $1,259,310 |
| Value of fidelity bond covering the plan | 2024-01-01 | $125,931 |
| Total contributions received or receivable from participants | 2024-01-01 | $92,430 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $294,141 |
| Net income (gross income less expenses) | 2024-01-01 | $448,053 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $1,707,363 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,259,310 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $61,542 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $60 |
| 2023 : TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $419,003 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $60 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $1,259,310 |
| Total plan assets at beginning of year | 2023-12-31 | $840,367 |
| Value of fidelity bond covering the plan | 2023-12-31 | $84,037 |
| Total contributions received or receivable from participants | 2023-12-31 | $82,979 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $277,004 |
| Net income (gross income less expenses) | 2023-12-31 | $418,943 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,259,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $840,367 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $59,020 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $60 |
| 2022 : TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-18,616 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $60 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $840,367 |
| Total plan assets at beginning of year | 2022-12-31 | $859,043 |
| Value of fidelity bond covering the plan | 2022-12-31 | $85,904 |
| Total contributions received or receivable from participants | 2022-12-31 | $77,398 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-195,319 |
| Net income (gross income less expenses) | 2022-12-31 | $-18,676 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $840,367 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $859,043 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $99,305 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $60 |
| 2021 : TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $318,883 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $19,400 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $19,190 |
| Total plan assets at end of year | 2021-12-31 | $859,043 |
| Total plan assets at beginning of year | 2021-12-31 | $559,560 |
| Value of fidelity bond covering the plan | 2021-12-31 | $55,956 |
| Total contributions received or receivable from participants | 2021-12-31 | $80,670 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $141,022 |
| Net income (gross income less expenses) | 2021-12-31 | $299,483 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $859,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $559,560 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $97,191 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $210 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| 2020 : TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $259,237 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5,377 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $5,347 |
| Total plan assets at end of year | 2020-12-31 | $559,560 |
| Total plan assets at beginning of year | 2020-12-31 | $305,700 |
| Value of fidelity bond covering the plan | 2020-12-31 | $30,570 |
| Total contributions received or receivable from participants | 2020-12-31 | $72,287 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $91,256 |
| Net income (gross income less expenses) | 2020-12-31 | $253,860 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $559,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $305,700 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $95,694 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $30 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| 2019 : TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $189,998 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $68,767 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $68,617 |
| Total plan assets at end of year | 2019-12-31 | $305,700 |
| Total plan assets at beginning of year | 2019-12-31 | $184,469 |
| Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $64,601 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $45,201 |
| Net income (gross income less expenses) | 2019-12-31 | $121,231 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $305,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $184,469 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $80,196 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| 2018 : TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $65,182 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,932 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,782 |
| Total plan assets at end of year | 2018-12-31 | $184,469 |
| Total plan assets at beginning of year | 2018-12-31 | $121,219 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $52,446 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-5,201 |
| Net income (gross income less expenses) | 2018-12-31 | $63,250 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $184,469 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $121,219 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $17,937 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| 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 securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $121,219 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $121,219 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $96,650 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $3,545 |
| Net income (gross income less expenses) | 2017-12-31 | $121,219 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $121,219 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $21,024 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2023: TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 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: TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 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 – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 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 – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: TFG ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
