| Plan Name | THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE RICHTER & PHILLIPS COMPANY |
| Employer identification number (EIN): | 310422090 |
| NAIC Classification: | 448310 |
| NAIC Description: | Jewelry Stores |
Additional information about THE RICHTER & PHILLIPS COMPANY
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1930-02-11 |
| Company Identification Number: | 140285 |
| Legal Registered Office Address: |
4903 VINE ST - CINCINNATI United States of America (USA) 452171252 |
More information about THE RICHTER & PHILLIPS COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-04-01 | ||||
| 001 | 2022-04-01 | ||||
| 001 | 2021-04-01 | ||||
| 001 | 2020-04-01 | ||||
| 001 | 2019-04-01 | ||||
| 001 | 2018-04-01 | ||||
| 001 | 2017-04-01 | ||||
| 001 | 2016-04-01 | ||||
| 001 | 2015-04-01 | ||||
| 001 | 2014-04-01 | ||||
| 001 | 2013-04-01 | ||||
| 001 | 2012-04-01 | FRED W. FEHR, JR. | |||
| 001 | 2011-04-01 | FRED W. FEHR, JR. | |||
| 001 | 2009-04-01 | FRED W. FEHR, JR. | |||
| 001 | 2009-04-01 | FRED W. FEHR, JR. |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-11-10 | 165809 |
| Net assets as of the end of the plan year | 2025-11-10 | 6667984 |
| Total assets as of the beginning of the plan year | 2025-11-10 | 5987709 |
| Value of plan covered by a fidelity bond | 2025-11-10 | 500000 |
| Participant contributions to plan in this plan year | 2025-11-10 | 49882 |
| Other income to plan in this plan year | 2025-11-10 | 222062 |
| Plan net income in this plan year | 2025-11-10 | 680275 |
| Net assets as of the end of the plan year | 2025-11-10 | 6667984 |
| Net assets as of the beginning of the plan year | 2025-11-10 | 5987709 |
| Employer contributions to plan in this plan year | 2025-11-10 | 574140 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-11-10 | 26539 |
| Total expenses incurred by plan in this plan year | 2025-03-19 | 101245 |
| Net assets as of the end of the plan year | 2025-03-19 | 5987709 |
| Total assets as of the beginning of the plan year | 2025-03-19 | 4631931 |
| Value of plan covered by a fidelity bond | 2025-03-19 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-19 | 136604 |
| Value of participant loans at end of plan year | 2025-03-19 | 454 |
| Other income to plan in this plan year | 2025-03-19 | 764995 |
| Plan net income in this plan year | 2025-03-19 | 1355778 |
| Net assets as of the end of the plan year | 2025-03-19 | 5987709 |
| Net assets as of the beginning of the plan year | 2025-03-19 | 4631931 |
| Employer contributions to plan in this plan year | 2025-03-19 | 555424 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-19 | 22095 |
| 2020 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-03-31 | $-10,494 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $563,037 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $543,357 |
| Total plan assets at end of year | 2020-03-31 | $3,940,856 |
| Total plan assets at beginning of year | 2020-03-31 | $4,514,387 |
| Value of fidelity bond covering the plan | 2020-03-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2020-03-31 | $20,000 |
| Other income received | 2020-03-31 | $-160,494 |
| Net income (gross income less expenses) | 2020-03-31 | $-573,531 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $3,940,856 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $4,514,387 |
| Assets. Value of participant loans | 2020-03-31 | $41,777 |
| Total contributions received or receivable from employer(s) | 2020-03-31 | $150,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-03-31 | $19,680 |
| 2019 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-03-31 | $412,979 |
| Expenses. Total of all expenses incurred | 2019-03-31 | $423,220 |
| Benefits paid (including direct rollovers) | 2019-03-31 | $419,453 |
| Total plan assets at end of year | 2019-03-31 | $4,514,387 |
| Total plan assets at beginning of year | 2019-03-31 | $4,524,628 |
| Value of fidelity bond covering the plan | 2019-03-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-03-31 | $3,767 |
| Other income received | 2019-03-31 | $262,979 |
| Net income (gross income less expenses) | 2019-03-31 | $-10,241 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $4,514,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $4,524,628 |
| Total contributions received or receivable from employer(s) | 2019-03-31 | $150,000 |
| 2018 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-03-31 | $557,549 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $105,148 |
| Benefits paid (including direct rollovers) | 2018-03-31 | $85,910 |
| Total plan assets at end of year | 2018-03-31 | $4,524,628 |
| Total plan assets at beginning of year | 2018-03-31 | $4,072,227 |
| Value of fidelity bond covering the plan | 2018-03-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-03-31 | $19,238 |
| Other income received | 2018-03-31 | $357,549 |
| Net income (gross income less expenses) | 2018-03-31 | $452,401 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $4,524,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $4,072,227 |
| Total contributions received or receivable from employer(s) | 2018-03-31 | $200,000 |
| 2017 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-03-31 | $467,549 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $75,131 |
| Benefits paid (including direct rollovers) | 2017-03-31 | $52,500 |
| Total plan assets at end of year | 2017-03-31 | $4,072,227 |
| Total plan assets at beginning of year | 2017-03-31 | $3,679,809 |
| Value of fidelity bond covering the plan | 2017-03-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2017-03-31 | $22,631 |
| Other income received | 2017-03-31 | $417,549 |
| Net income (gross income less expenses) | 2017-03-31 | $392,418 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $4,072,227 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $3,679,809 |
| Total contributions received or receivable from employer(s) | 2017-03-31 | $50,000 |
| 2016 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-03-31 | $40,107 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $73,412 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $56,265 |
| Total plan assets at end of year | 2016-03-31 | $3,679,809 |
| Total plan assets at beginning of year | 2016-03-31 | $3,713,114 |
| Value of fidelity bond covering the plan | 2016-03-31 | $330,000 |
| Expenses. Other expenses not covered elsewhere | 2016-03-31 | $17,147 |
| Other income received | 2016-03-31 | $-9,893 |
| Net income (gross income less expenses) | 2016-03-31 | $-33,305 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $3,679,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $3,713,114 |
| Total contributions received or receivable from employer(s) | 2016-03-31 | $50,000 |
| 2015 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-03-31 | $459,610 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $68,441 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $48,414 |
| Total plan assets at end of year | 2015-03-31 | $3,713,114 |
| Total plan assets at beginning of year | 2015-03-31 | $3,321,945 |
| Value of fidelity bond covering the plan | 2015-03-31 | $330,000 |
| Expenses. Other expenses not covered elsewhere | 2015-03-31 | $20,027 |
| Other income received | 2015-03-31 | $359,610 |
| Net income (gross income less expenses) | 2015-03-31 | $391,169 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $3,713,114 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $3,321,945 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $100,000 |
| 2014 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-03-31 | $214,283 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $146,581 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $126,797 |
| Total plan assets at end of year | 2014-03-31 | $3,321,945 |
| Total plan assets at beginning of year | 2014-03-31 | $3,254,243 |
| Value of fidelity bond covering the plan | 2014-03-31 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2014-03-31 | $19,784 |
| Other income received | 2014-03-31 | $89,283 |
| Net income (gross income less expenses) | 2014-03-31 | $67,702 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $3,321,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $3,254,243 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $125,000 |
| 2013 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-03-31 | $289,332 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $56,875 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $42,000 |
| Total plan assets at end of year | 2013-03-31 | $3,254,243 |
| Total plan assets at beginning of year | 2013-03-31 | $3,021,786 |
| Value of fidelity bond covering the plan | 2013-03-31 | $305,000 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $14,875 |
| Other income received | 2013-03-31 | $164,332 |
| Net income (gross income less expenses) | 2013-03-31 | $232,457 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $3,254,243 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $3,021,786 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $125,000 |
| 2012 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-03-31 | $151,559 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $46,630 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $40,000 |
| Total plan assets at end of year | 2012-03-31 | $3,021,786 |
| Total plan assets at beginning of year | 2012-03-31 | $2,916,857 |
| Value of fidelity bond covering the plan | 2012-03-31 | $300,000 |
| Other income received | 2012-03-31 | $26,559 |
| Net income (gross income less expenses) | 2012-03-31 | $104,929 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $3,021,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $2,916,857 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $125,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $6,630 |
| 2011 : THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-03-31 | $213,902 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $41,356 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $40,000 |
| Total plan assets at end of year | 2011-03-31 | $2,916,857 |
| Total plan assets at beginning of year | 2011-03-31 | $2,744,311 |
| Value of fidelity bond covering the plan | 2011-03-31 | $275,000 |
| Other income received | 2011-03-31 | $88,902 |
| Net income (gross income less expenses) | 2011-03-31 | $172,546 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $2,916,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $2,744,311 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $125,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-03-31 | $1,356 |
| 2019: THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2019 form 5500 responses | ||
|---|---|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Plan funding arrangement – Trust | Yes |
| 2019-04-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2018 form 5500 responses | ||
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Plan funding arrangement – Trust | Yes |
| 2018-04-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2017 form 5500 responses | ||
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Plan funding arrangement – Trust | Yes |
| 2017-04-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Plan funding arrangement – Trust | Yes |
| 2016-04-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE RICHTER & PHILLIPS COMPANY PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |