| Plan Name | RETIREMENT BENEFITS CORPORATION 401(K) PSP |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | RETIREMENT BENEFITS CORPORATION |
| Employer identification number (EIN): | 463073799 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about RETIREMENT BENEFITS CORPORATION
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2013-06-26 |
| Company Identification Number: | 0801807733 |
| Legal Registered Office Address: |
1038 SHALLOW SPRINGS LN LEAGUE CITY United States of America (USA) 77573 |
More information about RETIREMENT BENEFITS CORPORATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | KATHRYN L TRUSSELL | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | KATHRYN TRUSSELL | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | KATHY TRUSSELL | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | KATHRYN TRUSSELL | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | KATHY TRUSSELL | |||
| 001 | 2017-01-01 | KATHY TRUSSELL | |||
| 001 | 2016-01-01 | KATHRYN TRUSSELL | |||
| 001 | 2015-01-01 | KATHRYN TRUSSELL | |||
| 001 | 2014-01-01 | KATHRYN TRUSSELL | |||
| 001 | 2013-07-12 | KATHRYN TRUSSELL |
| Measure | Date | Value |
|---|---|---|
| 2024 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2024 401k financial data | ||
| Total plan assets at end of year | 2024-01-01 | $109,530 |
| Total plan assets at beginning of year | 2024-01-01 | $109,530 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $109,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $109,530 |
| 2023 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2023 401k financial data | ||
| Total plan assets at end of year | 2023-12-31 | $109,530 |
| Total plan assets at beginning of year | 2023-12-31 | $109,530 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $109,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $109,530 |
| Assets. Value of employer securities | 2023-12-31 | $101,666 |
| 2022 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2022 401k financial data | ||
| Total plan assets at end of year | 2022-12-31 | $109,530 |
| Total plan assets at beginning of year | 2022-12-31 | $109,530 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $109,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $109,530 |
| Assets. Value of employer securities | 2022-12-31 | $101,666 |
| 2021 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2021 401k financial data | ||
| Total plan assets at end of year | 2021-12-31 | $109,530 |
| Total plan assets at beginning of year | 2021-12-31 | $109,530 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $109,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $109,530 |
| Assets. Value of employer securities | 2021-12-31 | $101,666 |
| 2020 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2020 401k financial data | ||
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $109,530 |
| Total plan assets at beginning of year | 2020-12-31 | $109,530 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $109,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $109,530 |
| Assets. Value of employer securities | 2020-12-31 | $101,666 |
| 2019 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2019 401k financial data | ||
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $2,500 |
| Total plan assets at end of year | 2019-12-31 | $109,530 |
| Total plan assets at beginning of year | 2019-12-31 | $107,030 |
| Net income (gross income less expenses) | 2019-12-31 | $2,500 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $109,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $107,030 |
| Assets. Value of employer securities | 2019-12-31 | $101,666 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $2,500 |
| 2018 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2018 401k financial data | ||
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $2,000 |
| Total plan assets at end of year | 2018-12-31 | $107,030 |
| Total plan assets at beginning of year | 2018-12-31 | $105,030 |
| Total contributions received or receivable from participants | 2018-12-31 | $1,000 |
| Net income (gross income less expenses) | 2018-12-31 | $2,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $107,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $105,030 |
| Assets. Value of employer securities | 2018-12-31 | $97,166 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,000 |
| 2017 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2017 401k financial data | ||
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,000 |
| Total plan assets at end of year | 2017-12-31 | $105,030 |
| Total plan assets at beginning of year | 2017-12-31 | $103,030 |
| Total contributions received or receivable from participants | 2017-12-31 | $1,000 |
| Net income (gross income less expenses) | 2017-12-31 | $2,000 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $105,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $103,030 |
| Assets. Value of employer securities | 2017-12-31 | $95,166 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,000 |
| 2016 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $-28,296 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1 |
| Total plan assets at end of year | 2016-12-31 | $103,030 |
| Total plan assets at beginning of year | 2016-12-31 | $131,327 |
| Total contributions received or receivable from participants | 2016-12-31 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1 |
| Other income received | 2016-12-31 | $-30,296 |
| Net income (gross income less expenses) | 2016-12-31 | $-28,297 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $103,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $131,327 |
| Assets. Value of employer securities | 2016-12-31 | $95,166 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,000 |
| 2015 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2015 401k financial data | ||
| Total plan liabilities at beginning of year | 2015-12-31 | $700 |
| Total income from all sources | 2015-12-31 | $-1,178 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $25 |
| Total plan assets at end of year | 2015-12-31 | $131,327 |
| Total plan assets at beginning of year | 2015-12-31 | $133,230 |
| Total contributions received or receivable from participants | 2015-12-31 | $711 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $25 |
| Other income received | 2015-12-31 | $-6,772 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,203 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $131,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $132,530 |
| Assets. Value of employer securities | 2015-12-31 | $125,463 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $4,883 |
| 2014 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2014 401k financial data | ||
| Total plan liabilities at end of year | 2014-12-31 | $700 |
| Total plan liabilities at beginning of year | 2014-12-31 | $500 |
| Total income from all sources | 2014-12-31 | $16,141 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $85 |
| Total plan assets at end of year | 2014-12-31 | $133,230 |
| Total plan assets at beginning of year | 2014-12-31 | $116,974 |
| Total contributions received or receivable from participants | 2014-12-31 | $228 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $85 |
| Other income received | 2014-12-31 | $15,685 |
| Net income (gross income less expenses) | 2014-12-31 | $16,056 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $132,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $116,474 |
| Assets. Value of employer securities | 2014-12-31 | $132,235 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $228 |
| 2013 : RETIREMENT BENEFITS CORPORATION 401(K) PSP 2013 401k financial data | ||
| Total plan liabilities at end of year | 2013-12-31 | $500 |
| Total income from all sources | 2013-12-31 | $116,554 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $80 |
| Total plan assets at end of year | 2013-12-31 | $116,974 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $80 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $178,214 |
| Other income received | 2013-12-31 | $-61,660 |
| Net income (gross income less expenses) | 2013-12-31 | $116,474 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $116,474 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Assets. Value of employer securities | 2013-12-31 | $116,552 |
| 2023: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RETIREMENT BENEFITS CORPORATION 401(K) PSP 2013 form 5500 responses | ||
| 2013-07-12 | Type of plan entity | Single employer plan |
| 2013-07-12 | First time form 5500 has been submitted | Yes |
| 2013-07-12 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-07-12 | Plan funding arrangement – Trust | Yes |
| 2013-07-12 | Plan benefit arrangement - Trust | Yes |