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R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameR & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

R & S ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:R & S ASSOCIATES, LLC
Employer identification number (EIN):320350244
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BRUCE RAYNOR2024-09-23
0022022-01-01BRUCE RAYNOR2023-08-23
0022021-01-01BRUCE RAYNOR2022-10-03
0022021-01-01BRUCE RAYNOR2022-10-03
0022020-01-01BRUCE RAYNOR2021-09-20
0022019-01-01BRUCE RAYNOR2020-09-11
0022018-01-01BRUCE RAYNOR2019-10-07
0022017-01-01BRUCE RAYNOR2018-08-28
0022016-01-01BRUCE RAYNOR2017-10-05
0022015-01-01BRUCE RAYNOR2016-08-10
0022014-01-01BRUCE RAYNOR2015-10-07

Plan Statistics for R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-056
Total number of particpants at end of year2025-09-056
Number of Participants With Account Balances2025-09-056
2024: R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-236
Total number of particpants at end of year2024-09-236
Number of Participants With Account Balances2024-09-236
2022: R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-036
Total number of particpants at end of year2022-10-036
Number of Participants With Account Balances2022-10-036

Financial Data on R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-05119447
Net assets as of the end of the plan year2025-09-053837147
Total assets as of the beginning of the plan year2025-09-053628365
Value of plan covered by a fidelity bond2025-09-05500000
Participant contributions to plan in this plan year2025-09-05130000
Other income to plan in this plan year2025-09-0554222
Plan net income in this plan year2025-09-05208782
Net assets as of the end of the plan year2025-09-053837147
Net assets as of the beginning of the plan year2025-09-053628365
Employer contributions to plan in this plan year2025-09-05144007
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-054074
2024 : R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-23107038
Net assets as of the end of the plan year2024-09-233628365
Total assets as of the beginning of the plan year2024-09-232862589
Value of plan covered by a fidelity bond2024-09-23500000
Participant contributions to plan in this plan year2024-09-23127500
Other income to plan in this plan year2024-09-23614486
Plan net income in this plan year2024-09-23765776
Net assets as of the end of the plan year2024-09-233628365
Net assets as of the beginning of the plan year2024-09-232862589
Employer contributions to plan in this plan year2024-09-23130828
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-233271
2022 : R & S ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0329241
Net assets as of the end of the plan year2022-10-032875970
Total assets as of the beginning of the plan year2022-10-031967000
Value of plan covered by a fidelity bond2022-10-03500000
Participant contributions to plan in this plan year2022-10-0389104
Other income to plan in this plan year2022-10-03745341
Plan net income in this plan year2022-10-03908970
Net assets as of the end of the plan year2022-10-032875970
Net assets as of the beginning of the plan year2022-10-031967000
Employer contributions to plan in this plan year2022-10-03103766
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-031841

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