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R & O DESIGN, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameR & O DESIGN, INC. PROFIT SHARING PLAN
Plan identification number 001

R & O DESIGN, INC. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 & O DESIGN, INC. has sponsored the creation of one or more 401k plans.

Company Name:R & O DESIGN, INC.
Employer identification number (EIN):455534329
NAIC Classification:424300

Additional information about R & O DESIGN, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2012-06-14
Company Identification Number: 4258590
Legal Registered Office Address: Foster Garvey, P.C.
100 Wall Street, 20th Floor
New York
United States of America (USA)
10005

More information about R & O DESIGN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & O DESIGN, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RAYMOND TOM2024-02-22 RAYMOND TOM2024-02-22
0012022-01-01RAYMOND TOM2023-04-12 RAYMOND TOM2023-04-12
0012021-01-01RAYMOND TOM2022-07-18 RAYMOND TOM2022-07-18
0012020-01-01RAYMOND TOM2021-06-22 RAYMOND TOM2021-06-22
0012019-01-01RAYMOND TOM2020-03-13 RAYMOND TOM2020-03-13
0012018-01-01RAYMOND TOM2019-07-15 RAYMOND TOM2019-07-15
0012017-01-01RAYMOND TOM2018-04-04 RAYMOND TOM2018-04-04
0012016-01-01RAYMOND TOM2017-07-31
0012015-01-01ROBERT ROSEN2016-04-22
0012014-01-01ROBERT ROSEN2015-07-27

Plan Statistics for R & O DESIGN, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for R & O DESIGN, INC. PROFIT SHARING PLAN

Measure Date Value
2025: R & O DESIGN, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-0914
Total number of particpants at end of year2025-05-0920
Number of Participants With Account Balances2025-05-0919
2024: R & O DESIGN, INC. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-02-2216
Total number of particpants at end of year2024-02-2213
Number of Participants With Account Balances2024-02-2213

Financial Data on R & O DESIGN, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : R & O DESIGN, INC. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-09126668
Net assets as of the end of the plan year2025-05-092522252
Total assets as of the beginning of the plan year2025-05-091967653
Value of plan covered by a fidelity bond2025-05-09200000
Participant contributions to plan in this plan year2025-05-09201868
Other income to plan in this plan year2025-05-09319780
Plan net income in this plan year2025-05-09554599
Net assets as of the end of the plan year2025-05-092522252
Net assets as of the beginning of the plan year2025-05-091967653
Employer contributions to plan in this plan year2025-05-09159619
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0911994
2024 : R & O DESIGN, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-220
Net assets as of the end of the plan year2024-02-221967653
Total assets as of the beginning of the plan year2024-02-221481004
Value of plan covered by a fidelity bond2024-02-22200000
Participant contributions to plan in this plan year2024-02-22167368
Other income to plan in this plan year2024-02-22199372
Plan net income in this plan year2024-02-22486649
Net assets as of the end of the plan year2024-02-221967653
Net assets as of the beginning of the plan year2024-02-221481004
Employer contributions to plan in this plan year2024-02-22119909

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