R & J FINANCIAL ASSOCIATES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN
401k plan membership statisitcs for R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2013: R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 3 |
| Total of all active and inactive participants | 2013-11-01 | 3 |
| Total participants | 2013-11-01 | 3 |
| 2012: R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 3 |
| Total of all active and inactive participants | 2012-11-01 | 3 |
| Total participants | 2012-11-01 | 3 |
| 2011: R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 3 |
| Total of all active and inactive participants | 2011-11-01 | 3 |
| Total participants | 2011-11-01 | 3 |
| 2009: R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 3 |
| Total of all active and inactive participants | 2009-11-01 | 3 |
| Total participants | 2009-11-01 | 3 |
| Measure | Date | Value |
|---|
| 2014 : R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2014-10-31 | $466,102 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $466,102 |
| Total plan assets at end of year | 2014-10-31 | $0 |
| Total plan assets at beginning of year | 2014-10-31 | $466,102 |
| Net income (gross income less expenses) | 2014-10-31 | $-466,102 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $466,102 |
| Funding deficiency by the employer to the plan for this plan year | 2014-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-10-31 | $0 |
| 2013 : R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $77,806 |
| Total plan assets at end of year | 2013-10-31 | $466,102 |
| Total plan assets at beginning of year | 2013-10-31 | $388,296 |
| Other income received | 2013-10-31 | $77,806 |
| Net income (gross income less expenses) | 2013-10-31 | $77,806 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $466,102 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $388,296 |
| 2012 : R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $49,962 |
| Total plan assets at end of year | 2012-10-31 | $388,296 |
| Total plan assets at beginning of year | 2012-10-31 | $338,334 |
| Other income received | 2012-10-31 | $49,962 |
| Net income (gross income less expenses) | 2012-10-31 | $49,962 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $388,296 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $338,334 |
| 2011 : R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $2,499 |
| Total plan assets at end of year | 2011-10-31 | $338,334 |
| Total plan assets at beginning of year | 2011-10-31 | $335,835 |
| Other income received | 2011-10-31 | $2,499 |
| Net income (gross income less expenses) | 2011-10-31 | $2,499 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $338,334 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $335,835 |
| 2013: R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | This submission is the final filing | Yes |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: R & J FINANCIAL ASSOCIATES INC PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
