401k Plan data: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN plan

TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 401k Plan overview

Plan Name	TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN
Plan identification number	001

TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

TK ROBERTS MAGNOLIA ENTERPRISES INC. has sponsored the creation of one or more 401k plans.

Company Name: TK ROBERTS MAGNOLIA ENTERPRISES INC.

Employer identification number (EIN): 832233809

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about TK ROBERTS MAGNOLIA ENTERPRISES INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2018-10-16

Company Identification Number: 0803142613

Legal Registered Office Address: 12159 OAK HVN W

MAGNOLIA
United States of America (USA)
77354

More information about TK ROBERTS MAGNOLIA ENTERPRISES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT 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 2018-10-17

Plan Statistics for TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN

401k plan membership statisitcs for TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN

Measure Date Value
2022: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 1
2021: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 1
2020: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
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 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 1
2019: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
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 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 1
2018: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-17 2
Total number of active participants reported on line 7a of the Form 5500 2018-10-17 2
Number of retired or separated participants receiving benefits 2018-10-17 0
Number of other retired or separated participants entitled to future benefits 2018-10-17 0
Total of all active and inactive participants 2018-10-17 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-17 0
Total participants 2018-10-17 2
Number of participants with account balances 2018-10-17 1

Measure	Date	Value
2022: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	1
2021: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	1
2020: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
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	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	1
2019: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
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	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	1
2018: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-17	2
Total number of active participants reported on line 7a of the Form 5500	2018-10-17	2
Number of retired or separated participants receiving benefits	2018-10-17	0
Number of other retired or separated participants entitled to future benefits	2018-10-17	0
Total of all active and inactive participants	2018-10-17	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-17	0
Total participants	2018-10-17	2
Number of participants with account balances	2018-10-17	1

Financial Data on TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN

Measure	Date	Value
2022 : TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-87,865
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$109,472
Total plan assets at beginning of year	2022-12-31	$197,337
Value of fidelity bond covering the plan	2022-12-31	$60,000
Other income received	2022-12-31	$-87,865
Net income (gross income less expenses)	2022-12-31	$-87,865
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$109,472
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$197,337
Assets. Value of employer securities	2022-12-31	$90,607
2021 : TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$25,249
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$197,337
Total plan assets at beginning of year	2021-12-31	$172,088
Value of fidelity bond covering the plan	2021-12-31	$60,000
Other income received	2021-12-31	$25,249
Net income (gross income less expenses)	2021-12-31	$25,249
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$197,337
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$172,088
Assets. Value of employer securities	2021-12-31	$175,000
2020 : TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-19,940
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$172,088
Total plan assets at beginning of year	2020-12-31	$192,028
Value of fidelity bond covering the plan	2020-12-31	$60,000
Other income received	2020-12-31	$-19,940
Net income (gross income less expenses)	2020-12-31	$-19,940
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$172,088
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$192,028
Assets. Value of employer securities	2020-12-31	$150,000
2019 : TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-107,345
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$192,028
Total plan assets at beginning of year	2019-12-31	$299,373
Value of fidelity bond covering the plan	2019-12-31	$60,000
Other income received	2019-12-31	$-107,345
Net income (gross income less expenses)	2019-12-31	$-107,345
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$192,028
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$299,373
Assets. Value of employer securities	2019-12-31	$170,000
2018 : TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$299,388
Expenses. Total of all expenses incurred	2018-12-31	$15
Total plan assets at end of year	2018-12-31	$299,373
Total plan assets at beginning of year	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$324,164
Other income received	2018-12-31	$-24,776
Net income (gross income less expenses)	2018-12-31	$299,373
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$299,373
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$165,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$15

Form 5500 Responses for TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN

2022: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT 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: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TK ROBERTS MAGNOLIA ENTERPRISES INC. RETIREMENT PLAN 2018 form 5500 responses
2018-10-17	Type of plan entity	Single employer plan
2018-10-17	First time form 5500 has been submitted	Yes
2018-10-17	Submission has been amended	No
2018-10-17	This submission is the final filing	No
2018-10-17	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-10-17	Plan is a collectively bargained plan	No
2018-10-17	Plan funding arrangement – Trust	Yes
2018-10-17	Plan benefit arrangement - Trust	Yes

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Company Name:	TK ROBERTS MAGNOLIA ENTERPRISES INC.
Employer identification number (EIN):	832233809
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2018-10-16
Company Identification Number:	0803142613
Legal Registered Office Address:	12159 OAK HVN W MAGNOLIA United States of America (USA) 77354