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THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NameTHE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN
Plan identification number 002

THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE NEIL JONES FOOD COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE NEIL JONES FOOD COMPANY
Employer identification number (EIN):930238209
NAIC Classification:311400
NAIC Description: Fruit and Vegetable Preserving and Specialty Food Manufacturing

Additional information about THE NEIL JONES FOOD COMPANY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1984-05-25
Company Identification Number: 600539083
Legal Registered Office Address: 1701 W 16TH ST

VANCOUVER
United States of America (USA)
986600000

More information about THE NEIL JONES FOOD COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KARLA N. BRAND2023-10-11
0022021-01-01F. GALE BAIRD2022-10-12
0022020-01-01GALE BAIRD2021-10-14
0022019-01-01MICHELE HEATON2020-10-06
0022018-01-01MICHELE HEATON2019-08-21 MICHELE HEATON2019-08-21
0022017-01-01
0022016-01-01
0022015-01-01SCOTT GUIMONT
0022014-01-01PETER J. MCGOVERN
0022013-01-01PETER J. MCGOVERN
0022012-01-01PATRICE M. LIVINGSTON
0022011-01-01PATRICE M. LIVINGSTON
0022009-01-01PATRICE M. LIVINGSTON

Plan Statistics for THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN

Measure Date Value
2022: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01708
Total number of active participants reported on line 7a of the Form 55002022-01-01637
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01676
Number of participants with account balances2022-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01701
Total number of active participants reported on line 7a of the Form 55002021-01-01621
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01664
Number of participants with account balances2021-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01707
Total number of active participants reported on line 7a of the Form 55002020-01-01614
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01653
Number of participants with account balances2020-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01726
Total number of active participants reported on line 7a of the Form 55002019-01-01634
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01676
Number of participants with account balances2019-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01772
Total number of active participants reported on line 7a of the Form 55002018-01-01678
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01710
Number of participants with account balances2018-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01441
Total number of active participants reported on line 7a of the Form 55002017-01-01737
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01748
Number of participants with account balances2017-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01449
Total number of active participants reported on line 7a of the Form 55002016-01-01395
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01419
Number of participants with account balances2016-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01452
Total number of active participants reported on line 7a of the Form 55002015-01-01403
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01424
Number of participants with account balances2015-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01475
Total number of active participants reported on line 7a of the Form 55002014-01-01415
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01434
Number of participants with account balances2014-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01512
Total number of active participants reported on line 7a of the Form 55002013-01-01439
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01455
Number of participants with account balances2013-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01445
Total number of active participants reported on line 7a of the Form 55002012-01-01427
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01437
Number of participants with account balances2012-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01395
Total number of active participants reported on line 7a of the Form 55002011-01-01390
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01400
Number of participants with account balances2011-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01335
Total number of active participants reported on line 7a of the Form 55002009-01-01264
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01307
Number of participants with account balances2009-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN

Measure Date Value
2022 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$137,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,407,518
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,254,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,253,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,134,895
Value of total assets at end of year2022-12-31$12,201,680
Value of total assets at beginning of year2022-12-31$14,726,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$510
Total interest from all sources2022-12-31$53,901
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$666,996
Participant contributions at end of year2022-12-31$5,636
Participant contributions at beginning of year2022-12-31$5,915
Total non interest bearing cash at end of year2022-12-31$8
Total non interest bearing cash at beginning of year2022-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,661,774
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,201,680
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,726,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,109,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,822,787
Interest earned on other investments2022-12-31$53,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,868,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,680,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,596,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$467,899
Employer contributions (assets) at end of year2022-12-31$217,657
Employer contributions (assets) at beginning of year2022-12-31$217,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,253,746
Contract administrator fees2022-12-31$510
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2022-12-31208092242
2021 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$15,946
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
Total income from all sources (including contributions)2021-12-31$2,916,739
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$580,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$580,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,088,596
Value of total assets at end of year2021-12-31$14,726,396
Value of total assets at beginning of year2021-12-31$12,374,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$450
Total interest from all sources2021-12-31$37,376
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$630,006
Participant contributions at end of year2021-12-31$5,915
Participant contributions at beginning of year2021-12-31$4,715
Total non interest bearing cash at end of year2021-12-31$8
Total non interest bearing cash at beginning of year2021-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,336,250
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,726,396
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,374,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,822,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,086,698
Interest earned on other investments2021-12-31$37,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,680,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,066,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,790,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$458,590
Employer contributions (assets) at end of year2021-12-31$217,428
Employer contributions (assets) at beginning of year2021-12-31$216,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$580,039
Contract administrator fees2021-12-31$450
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2021-12-31208092242
2020 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$10,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,896,117
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,257,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,256,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,109,432
Value of total assets at end of year2020-12-31$12,374,200
Value of total assets at beginning of year2020-12-31$10,746,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$720
Total interest from all sources2020-12-31$39,271
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$644,280
Participant contributions at end of year2020-12-31$4,715
Participant contributions at beginning of year2020-12-31$6,672
Total non interest bearing cash at end of year2020-12-31$10
Total non interest bearing cash at beginning of year2020-12-31$16,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,638,894
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,374,200
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,746,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,086,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,920,824
Interest earned on other investments2020-12-31$39,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,066,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,583,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,747,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$465,152
Employer contributions (assets) at end of year2020-12-31$216,135
Employer contributions (assets) at beginning of year2020-12-31$218,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,256,503
Contract administrator fees2020-12-31$720
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2020-12-31208092242
2019 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$27,277
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$2,874,951
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$895,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$894,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,050,482
Value of total assets at end of year2019-12-31$10,746,126
Value of total assets at beginning of year2019-12-31$8,793,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$660
Total interest from all sources2019-12-31$39,589
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$603,607
Participant contributions at end of year2019-12-31$6,672
Participant contributions at beginning of year2019-12-31$18,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$16,764
Total non interest bearing cash at beginning of year2019-12-31$7,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,979,575
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,746,126
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,793,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,920,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,117,944
Interest earned on other investments2019-12-31$39,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,583,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,434,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,784,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$446,875
Employer contributions (assets) at end of year2019-12-31$218,311
Employer contributions (assets) at beginning of year2019-12-31$215,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$894,716
Contract administrator fees2019-12-31$660
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2019-12-31208092242
2018 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$33,305
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$0
Total income from all sources (including contributions)2018-12-31$717,525
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$651,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$650,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,069,022
Value of total assets at end of year2018-12-31$8,793,828
Value of total assets at beginning of year2018-12-31$8,760,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$600
Total interest from all sources2018-12-31$33,593
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$636,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$636,876
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$626,903
Participant contributions at end of year2018-12-31$18,103
Participant contributions at beginning of year2018-12-31$4,181
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,772,447
Total non interest bearing cash at end of year2018-12-31$7,960
Total non interest bearing cash at beginning of year2018-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$66,482
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,793,828
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,760,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,117,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,264,978
Interest earned on other investments2018-12-31$33,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,434,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$507,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,021,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$442,119
Employer contributions (assets) at end of year2018-12-31$215,173
Employer contributions (assets) at beginning of year2018-12-31$211,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$650,443
Contract administrator fees2018-12-31$600
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2018-12-31208092242
2017 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$3,772,447
Total transfer of assets from this plan2017-12-31$3,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,465,043
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$217,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$217,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$728,268
Value of total assets at end of year2017-12-31$8,760,651
Value of total assets at beginning of year2017-12-31$3,744,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$390
Total interest from all sources2017-12-31$11,288
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$369,624
Participant contributions at end of year2017-12-31$4,181
Participant contributions at beginning of year2017-12-31$1,801
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,772,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$3
Total non interest bearing cash at beginning of year2017-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,247,506
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,760,651
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,744,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,264,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,270,452
Interest earned on other investments2017-12-31$11,288
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$507,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$471,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$725,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$358,644
Employer contributions (assets) at end of year2017-12-31$211,937
Employer contributions (assets) at beginning of year2017-12-31$787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$217,147
Contract administrator fees2017-12-31$390
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2017-12-31208092242
2016 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$30,017
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$591,590
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$286,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$285,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$444,823
Value of total assets at end of year2016-12-31$3,744,357
Value of total assets at beginning of year2016-12-31$3,468,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$300
Total interest from all sources2016-12-31$15,976
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$310,504
Participant contributions at end of year2016-12-31$1,801
Participant contributions at beginning of year2016-12-31$1,765
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,992
Total non interest bearing cash at end of year2016-12-31$2
Total non interest bearing cash at beginning of year2016-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$305,418
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,744,357
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,468,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,270,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,041,631
Interest earned on other investments2016-12-31$15,976
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$471,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$424,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$130,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$126,327
Employer contributions (assets) at end of year2016-12-31$787
Employer contributions (assets) at beginning of year2016-12-31$756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$285,872
Contract administrator fees2016-12-31$300
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2016-12-31208092242
2015 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$18,818
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$365,801
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$199,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$199,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$303,281
Value of total assets at end of year2015-12-31$3,468,956
Value of total assets at beginning of year2015-12-31$3,321,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$390
Total interest from all sources2015-12-31$6,490
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$216,901
Participant contributions at end of year2015-12-31$1,765
Total non interest bearing cash at end of year2015-12-31$2
Total non interest bearing cash at beginning of year2015-12-31$2,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$166,343
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,468,956
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,321,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,041,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,925,327
Interest earned on other investments2015-12-31$78
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$392,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$424,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$56,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$86,380
Employer contributions (assets) at end of year2015-12-31$756
Employer contributions (assets) at beginning of year2015-12-31$719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$199,068
Contract administrator fees2015-12-31$390
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2015-12-31208092242
2014 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$535,207
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$148,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$148,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$290,670
Value of total assets at end of year2014-12-31$3,321,431
Value of total assets at beginning of year2014-12-31$2,934,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$330
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$205,649
Total non interest bearing cash at end of year2014-12-31$2,518
Total non interest bearing cash at beginning of year2014-12-31$2,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$386,617
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,321,431
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,934,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,925,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,567,042
Value of interest in common/collective trusts at end of year2014-12-31$392,867
Value of interest in common/collective trusts at beginning of year2014-12-31$365,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$238,580
Net investment gain or loss from common/collective trusts2014-12-31$5,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$85,021
Employer contributions (assets) at end of year2014-12-31$719
Employer contributions (assets) at beginning of year2014-12-31$175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$148,260
Contract administrator fees2014-12-31$330
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2014-12-31208092242
2013 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$13,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$805,178
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$269,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$268,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$304,419
Value of total assets at end of year2013-12-31$2,934,814
Value of total assets at beginning of year2013-12-31$2,412,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$583
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$214,455
Participant contributions at beginning of year2013-12-31$2,033
Total non interest bearing cash at end of year2013-12-31$2,319
Total non interest bearing cash at beginning of year2013-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$535,985
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,934,814
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,412,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,567,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,077,261
Value of interest in common/collective trusts at end of year2013-12-31$365,278
Value of interest in common/collective trusts at beginning of year2013-12-31$331,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$494,055
Net investment gain or loss from common/collective trusts2013-12-31$6,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$89,964
Employer contributions (assets) at end of year2013-12-31$175
Employer contributions (assets) at beginning of year2013-12-31$1,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$268,610
Contract administrator fees2013-12-31$583
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2013-12-31208092242
2012 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$30,152
Total transfer of assets from this plan2012-12-31$9,769
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$529,763
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$49,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$49,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$305,149
Value of total assets at end of year2012-12-31$2,412,375
Value of total assets at beginning of year2012-12-31$1,912,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$167
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$213,522
Participant contributions at end of year2012-12-31$2,033
Participant contributions at beginning of year2012-12-31$1,755
Total non interest bearing cash at end of year2012-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$479,954
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,412,375
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,912,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,077,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,623,827
Value of interest in common/collective trusts at end of year2012-12-31$331,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$284,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$284,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$223,142
Net investment gain or loss from common/collective trusts2012-12-31$1,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$91,627
Employer contributions (assets) at end of year2012-12-31$1,580
Employer contributions (assets) at beginning of year2012-12-31$1,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$49,642
Contract administrator fees2012-12-31$167
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2012-12-31208092242
2011 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$6,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$229,953
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$265,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$264,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$223,190
Value of total assets at end of year2011-12-31$1,912,038
Value of total assets at beginning of year2011-12-31$1,940,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$415
Total interest from all sources2011-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$156,487
Participant contributions at end of year2011-12-31$1,755
Participant contributions at beginning of year2011-12-31$1,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-35,271
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,912,038
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,940,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,623,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,672,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$284,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$267,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$267,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$6,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$66,703
Employer contributions (assets) at end of year2011-12-31$1,533
Employer contributions (assets) at beginning of year2011-12-31$145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$264,809
Contract administrator fees2011-12-31$415
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2011-12-31208092242
2010 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$19,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$408,399
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$161,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$161,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$178,772
Value of total assets at end of year2010-12-31$1,940,405
Value of total assets at beginning of year2010-12-31$1,673,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$270
Total interest from all sources2010-12-31$391
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$124,483
Participant contributions at end of year2010-12-31$1,148
Participant contributions at beginning of year2010-12-31$2,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$246,756
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,940,405
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,673,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,672,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,360,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$267,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$295,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$295,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$229,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$54,289
Employer contributions (assets) at end of year2010-12-31$145
Employer contributions (assets) at beginning of year2010-12-31$14,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$161,373
Contract administrator fees2010-12-31$270
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2010-12-31208092242
2009 : THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN

2022: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE TOMA-TEK, INC. UNION EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807310
Policy instance 1
Insurance contract or identification number807310
Number of Individuals Covered676
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807310
Policy instance 1
Insurance contract or identification number807310
Number of Individuals Covered664
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807310
Policy instance 1
Insurance contract or identification number807310
Number of Individuals Covered653
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807310
Policy instance 1
Insurance contract or identification number807310
Number of Individuals Covered663
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807310
Policy instance 1
Insurance contract or identification number807310
Number of Individuals Covered748
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807310
Policy instance 1
Insurance contract or identification number807310
Number of Individuals Covered424
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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