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TAX DEFERRED ANNUITY PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

RESIDENTIAL MANAGEMENT SERVICES, IN C. has sponsored the creation of one or more 401k plans.

Company Name:RESIDENTIAL MANAGEMENT SERVICES, IN C.
Employer identification number (EIN):061031971
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DIANA SERRA2024-08-28
0022022-01-01DIANA SERRA2023-10-17
0022021-01-01DIANA SERRA2022-04-14
0022020-01-01DONNA MARLOW2021-04-12
0022019-01-01DONNA MARLOW2020-07-23
0022018-01-01DONNA MARLOW2019-04-11
0022018-01-01DONNA MARLOW2019-04-11
0022017-01-01DONNA MARLOW2018-04-13 DONNA MARLOW2018-04-13
0022016-01-01DONNA MARLOW2017-04-12 DONNA MARLOW2017-04-12
0022015-01-01DONNA MARLOW2016-07-26 DONNA MARLOW2016-07-26
0022014-01-01DONNA MARLOW2015-07-21 DONNA MARLOW2015-07-21
0022013-01-01DONNA MARLOW2014-07-18 DONNA MARLOW2014-07-18
0022012-01-01DONNA MARLOW2013-07-10 DONNA MARLOW2013-07-10
0022011-01-01DONNA MARLOW2012-07-27 DONNA MARLOW2012-07-27
0022010-01-01DONNA A MARLOW2011-07-27 DONNA A MARLOW2011-07-27

Financial Data on TAX DEFERRED ANNUITY PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-110
Total liabilities as of the end of the plan year2025-04-110
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-1125312
Net assets as of the end of the plan year2025-04-11896501
Total assets as of the beginning of the plan year2025-04-11806701
Value of plan covered by a fidelity bond2025-04-11500000
Participant contributions to plan in this plan year2025-04-1127125
Value of participant loans at end of plan year2025-04-1118031
Other expenses paid from plan in this plan year2025-04-110
Other contributions to plan in this plan year2025-04-110
Other income to plan in this plan year2025-04-1187987
Plan net income in this plan year2025-04-1189800
Net assets as of the end of the plan year2025-04-11896501
Net assets as of the beginning of the plan year2025-04-11806701
Employer contributions to plan in this plan year2025-04-110
Fees paid to broker by Benefit Provider2025-04-1135
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-11184
2024 : TAX DEFERRED ANNUITY PLAN OF RESIDENTIAL MANAGEMENT SERVICES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-280
Total liabilities as of the end of the plan year2024-08-280
Total liabilities as of the beginning of the plan year2024-08-280
Total expenses incurred by plan in this plan year2024-08-283049
Net assets as of the end of the plan year2024-08-28806701
Total assets as of the beginning of the plan year2024-08-28696825
Value of plan covered by a fidelity bond2024-08-28500000
Participant contributions to plan in this plan year2024-08-2819150
Other expenses paid from plan in this plan year2024-08-280
Other contributions to plan in this plan year2024-08-280
Other income to plan in this plan year2024-08-2893775
Plan net income in this plan year2024-08-28109876
Net assets as of the end of the plan year2024-08-28806701
Net assets as of the beginning of the plan year2024-08-28696825
Employer contributions to plan in this plan year2024-08-280
Fees paid to broker by Benefit Provider2024-08-2896
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2896

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