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RETIREMENT SECURITY PLAN AND TRUST 401k Plan overview

Plan NameRETIREMENT SECURITY PLAN AND TRUST
Plan identification number 001

RETIREMENT SECURITY PLAN AND TRUST 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

WIND REEF INC has sponsored the creation of one or more 401k plans.

Company Name:WIND REEF INC
Employer identification number (EIN):200098096
NAIC Classification:721191
NAIC Description:Bed-and-Breakfast Inns

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SECURITY PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012012-01-01JEANNE B BRYANT

Financial Data on RETIREMENT SECURITY PLAN AND TRUST

Measure Date Value
2020 : RETIREMENT SECURITY PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$-19,002
Expenses. Total of all expenses incurred2020-12-31$731,530
Benefits paid (including direct rollovers)2020-12-31$730,892
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$750,532
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$240
Other income received2020-12-31$-19,402
Net income (gross income less expenses)2020-12-31$-750,532
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$750,532
Assets. Value of employer securities2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$160
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RETIREMENT SECURITY PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$440,130
Total income from all sources2019-12-31$310,402
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$750,532
Total plan assets at beginning of year2019-12-31$0
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$900
Other income received2019-12-31$308,902
Net income (gross income less expenses)2019-12-31$310,402
Net plan assets at end of year (total assets less liabilities)2019-12-31$750,532
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$120
Assets. Value of employer securities2019-12-31$646,440
Total contributions received or receivable from employer(s)2019-12-31$600
2012 : RETIREMENT SECURITY PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$6,778
Expenses. Total of all expenses incurred2012-12-31$2,996
Total plan assets at end of year2012-12-31$865,582
Total plan assets at beginning of year2012-12-31$861,800
Total contributions received or receivable from participants2012-12-31$270
Assets. Value of loans (other than to participants)2012-12-31$95,040
Other income received2012-12-31$6,238
Net income (gross income less expenses)2012-12-31$3,782
Net plan assets at end of year (total assets less liabilities)2012-12-31$865,582
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$861,800
Assets. Value of participant loans2012-12-31$12,332
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$95,040
Assets. Value of employer securities2012-12-31$713,800
Total contributions received or receivable from employer(s)2012-12-31$270
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,996

Form 5500 Responses for RETIREMENT SECURITY PLAN AND TRUST

2020: RETIREMENT SECURITY PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT SECURITY PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01First time form 5500 has been submittedYes
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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT SECURITY PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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