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RETIREMENT PLAN SPECIALISTS 401(K) PLAN 401k Plan overview

Plan NameRETIREMENT PLAN SPECIALISTS 401(K) PLAN
Plan identification number 001

RETIREMENT PLAN SPECIALISTS 401(K) 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

RETIREMENT PLAN SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:RETIREMENT PLAN SPECIALISTS, INC.
Employer identification number (EIN):421612198
NAIC Classification:524290

Additional information about RETIREMENT PLAN SPECIALISTS, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2004-01-07
Company Identification Number: 602354958
Legal Registered Office Address: 1305 S WILBUR RD

SPOKANE VLY
United States of America (USA)
992067073

More information about RETIREMENT PLAN SPECIALISTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN SPECIALISTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERIC CARLSON2024-07-10 ERIC CARLSON2024-07-10
0012022-01-01ERIC CARLSON2023-07-14 ERIC CARLSON2023-07-14
0012021-01-01ERIC CARLSON2022-04-26 ERIC CARLSON2022-04-26
0012020-01-01ERIC CARLSON2021-05-06 ERIC CARLSON2021-05-06
0012019-01-01ERIC CARLSON2020-07-02 ERIC CARLSON2020-07-02
0012018-01-01ERIC CARLSON2019-07-01 ERIC CARLSON2019-07-01
0012017-01-01ERIC CARLSON2018-07-10 ERIC CARLSON2018-07-10
0012016-01-01ERIC CARLSON2017-06-20 ERIC CARLSON2017-06-20
0012015-01-01ERIC CARLSON2016-07-25 ERIC CARLSON2016-07-25
0012014-01-01ERIC CARLSON2015-06-23 ERIC CARLSON2015-06-23
0012013-01-01ERIC CARLSON2014-06-17 ERIC CARLSON2014-06-17
0012012-01-01ERIC CARLSON2013-05-20 ERIC CARLSON2013-05-20
0012011-01-01ERIC CARLSON2012-06-12 ERIC CARLSON2012-06-12
0012010-01-01ERIC CARLSON2011-07-12 ERIC CARLSON2011-07-12

Financial Data on RETIREMENT PLAN SPECIALISTS 401(K) PLAN

Measure Date Value
2025 : RETIREMENT PLAN SPECIALISTS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-18994
Net assets as of the end of the plan year2025-06-181028370
Total assets as of the beginning of the plan year2025-06-18835689
Value of plan covered by a fidelity bond2025-06-18110000
Participant contributions to plan in this plan year2025-06-1823250
Other expenses paid from plan in this plan year2025-06-18994
Other income to plan in this plan year2025-06-18150425
Plan net income in this plan year2025-06-18192681
Net assets as of the end of the plan year2025-06-181028370
Net assets as of the beginning of the plan year2025-06-18835689
Employer contributions to plan in this plan year2025-06-1820000
2024 : RETIREMENT PLAN SPECIALISTS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-100
Net assets as of the end of the plan year2024-07-10835689
Total assets as of the beginning of the plan year2024-07-10648562
Value of plan covered by a fidelity bond2024-07-10110000
Participant contributions to plan in this plan year2024-07-1027000
Other income to plan in this plan year2024-07-10133679
Plan net income in this plan year2024-07-10187127
Net assets as of the end of the plan year2024-07-10835689
Net assets as of the beginning of the plan year2024-07-10648562
Employer contributions to plan in this plan year2024-07-1026448
2022 : RETIREMENT PLAN SPECIALISTS 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-260
Net assets as of the end of the plan year2022-04-261098960
Total assets as of the beginning of the plan year2022-04-26939890
Value of plan covered by a fidelity bond2022-04-26110000
Participant contributions to plan in this plan year2022-04-2626000
Other expenses paid from plan in this plan year2022-04-260
Other income to plan in this plan year2022-04-2684070
Plan net income in this plan year2022-04-26159070
Net assets as of the end of the plan year2022-04-261098960
Net assets as of the beginning of the plan year2022-04-26939890
Employer contributions to plan in this plan year2022-04-2649000
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-260

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