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THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 401k Plan overview

Plan NameTHE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC.
Plan identification number 004

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 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.
  • 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

ROGER STORER & SON, INC has sponsored the creation of one or more 401k plans.

Company Name:ROGER STORER & SON, INC
Employer identification number (EIN):311152362
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01TERRANCE P. POWER2021-10-13
0042019-01-01LEE D. VOGT2020-10-09
0042018-01-01LEE D. VOGT2019-10-14
0042017-05-10

Financial Data on THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC.

Measure Date Value
2020 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2020 401k financial data
Total income from all sources2020-12-31$170,682
Expenses. Total of all expenses incurred2020-12-31$17,865
Benefits paid (including direct rollovers)2020-12-31$7,746
Total plan assets at end of year2020-12-31$1,030,244
Total plan assets at beginning of year2020-12-31$877,427
Total contributions received or receivable from participants2020-12-31$40,107
Other income received2020-12-31$124,719
Net income (gross income less expenses)2020-12-31$152,817
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,030,244
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$877,427
Assets. Value of participant loans2020-12-31$3,462
Total contributions received or receivable from employer(s)2020-12-31$5,856
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2019 401k financial data
Total income from all sources2019-12-31$210,270
Expenses. Total of all expenses incurred2019-12-31$291,968
Benefits paid (including direct rollovers)2019-12-31$277,594
Total plan assets at end of year2019-12-31$877,427
Total plan assets at beginning of year2019-12-31$959,125
Total contributions received or receivable from participants2019-12-31$58,965
Other income received2019-12-31$144,698
Net income (gross income less expenses)2019-12-31$-81,698
Net plan assets at end of year (total assets less liabilities)2019-12-31$877,427
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$959,125
Assets. Value of participant loans2019-12-31$4,615
Total contributions received or receivable from employer(s)2019-12-31$6,607
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,374
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2018 401k financial data
Total income from all sources2018-12-31$28,282
Expenses. Total of all expenses incurred2018-12-31$20,279
Benefits paid (including direct rollovers)2018-12-31$6,600
Total plan assets at end of year2018-12-31$959,125
Total plan assets at beginning of year2018-12-31$951,122
Total contributions received or receivable from participants2018-12-31$62,112
Other income received2018-12-31$-40,163
Net income (gross income less expenses)2018-12-31$8,003
Net plan assets at end of year (total assets less liabilities)2018-12-31$959,125
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$951,122
Assets. Value of participant loans2018-12-31$5,703
Total contributions received or receivable from employer(s)2018-12-31$6,333
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$13,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2017 401k financial data
Total income from all sources2017-12-31$963,508
Expenses. Total of all expenses incurred2017-12-31$12,386
Benefits paid (including direct rollovers)2017-12-31$5,813
Total plan assets at end of year2017-12-31$951,122
Total plan assets at beginning of year2017-12-31$0
Total contributions received or receivable from participants2017-12-31$53,217
Contributions received from other sources (not participants or employers)2017-12-31$868,269
Other income received2017-12-31$36,934
Net income (gross income less expenses)2017-12-31$951,122
Net plan assets at end of year (total assets less liabilities)2017-12-31$951,122
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$5,088
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC.

2020: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 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 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2017 form 5500 responses
2017-05-10Type of plan entityMulitple employer plan
2017-05-10First time form 5500 has been submittedYes
2017-05-10Submission has been amendedNo
2017-05-10This submission is the final filingNo
2017-05-10This return/report is a short plan year return/report (less than 12 months)Yes
2017-05-10Plan is a collectively bargained planNo
2017-05-10Plan funding arrangement – TrustYes
2017-05-10Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127691
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127691
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127691
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127691
Policy instance 1

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