?>
Logo

JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameJAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN
Plan identification number 001

JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

JAMES AND REBECCA PROUTY ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES AND REBECCA PROUTY ENTERPRISES, INC.
Employer identification number (EIN):463731529
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01REBECCA A. PROUTY
0012016-07-01REBECCA A. PROUTY
0012015-07-01REBECCA A. PROUTY
0012014-07-01REBECCA A. PROUTY
0012013-10-31REBECCA A. PROUTY

Plan Statistics for JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN

401k plan membership statisitcs for JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN

Measure Date Value
2022: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-0118
Total number of active participants reported on line 7a of the Form 55002022-07-0112
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-0112
Number of participants with account balances2022-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0115
Total number of active participants reported on line 7a of the Form 55002021-07-0112
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0112
Number of participants with account balances2021-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0112
Total number of active participants reported on line 7a of the Form 55002020-07-0112
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0112
Number of participants with account balances2020-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0113
Total number of active participants reported on line 7a of the Form 55002019-07-0113
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0113
Number of participants with account balances2019-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0113
Total number of active participants reported on line 7a of the Form 55002018-07-019
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-019
Number of participants with account balances2018-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0110
Total number of active participants reported on line 7a of the Form 55002017-07-0113
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0113
Number of participants with account balances2017-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-014
Total number of active participants reported on line 7a of the Form 55002016-07-015
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-015
Number of participants with account balances2016-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0110
Total number of active participants reported on line 7a of the Form 55002015-07-013
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-013
Number of participants with account balances2015-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-012
Number of participants with account balances2014-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-311
Total number of active participants reported on line 7a of the Form 55002013-10-311
Number of retired or separated participants receiving benefits2013-10-310
Number of other retired or separated participants entitled to future benefits2013-10-310
Total of all active and inactive participants2013-10-311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-310
Total participants2013-10-311
Number of participants with account balances2013-10-311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-310

Financial Data on JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN

Measure Date Value
2023 : JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-06-30$403,596
Expenses. Total of all expenses incurred2023-06-30$0
Total plan assets at end of year2023-06-30$481,045
Total plan assets at beginning of year2023-06-30$77,449
Value of fidelity bond covering the plan2023-06-30$10,000
Other income received2023-06-30$403,596
Net income (gross income less expenses)2023-06-30$403,596
Net plan assets at end of year (total assets less liabilities)2023-06-30$481,045
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$77,449
Assets. Value of employer securities2023-06-30$481,045
2022 : JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-06-30$-49,517
Expenses. Total of all expenses incurred2022-06-30$0
Total plan assets at end of year2022-06-30$77,449
Total plan assets at beginning of year2022-06-30$126,966
Value of fidelity bond covering the plan2022-06-30$100,000
Other income received2022-06-30$-49,517
Net income (gross income less expenses)2022-06-30$-49,517
Net plan assets at end of year (total assets less liabilities)2022-06-30$77,449
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$126,966
Assets. Value of employer securities2022-06-30$77,449
2021 : JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-06-30$-14,777
Expenses. Total of all expenses incurred2021-06-30$0
Total plan assets at end of year2021-06-30$126,966
Total plan assets at beginning of year2021-06-30$141,743
Value of fidelity bond covering the plan2021-06-30$100,000
Other income received2021-06-30$-14,777
Net income (gross income less expenses)2021-06-30$-14,777
Net plan assets at end of year (total assets less liabilities)2021-06-30$126,966
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$141,743
Assets. Value of employer securities2021-06-30$126,966
2020 : JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-06-30$89,826
Expenses. Total of all expenses incurred2020-06-30$0
Total plan assets at end of year2020-06-30$141,743
Total plan assets at beginning of year2020-06-30$51,917
Value of fidelity bond covering the plan2020-06-30$50,000
Other income received2020-06-30$89,826
Net income (gross income less expenses)2020-06-30$89,826
Net plan assets at end of year (total assets less liabilities)2020-06-30$141,743
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$51,917
Assets. Value of employer securities2020-06-30$141,743
2019 : JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-06-30$10,446
Expenses. Total of all expenses incurred2019-06-30$0
Total plan assets at end of year2019-06-30$51,917
Total plan assets at beginning of year2019-06-30$41,471
Value of fidelity bond covering the plan2019-06-30$50,000
Other income received2019-06-30$10,446
Net income (gross income less expenses)2019-06-30$10,446
Net plan assets at end of year (total assets less liabilities)2019-06-30$51,917
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$41,471
Assets. Value of employer securities2019-06-30$51,917
2018 : JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-06-30$-14,525
Expenses. Total of all expenses incurred2018-06-30$0
Benefits paid (including direct rollovers)2018-06-30$0
Total plan assets at end of year2018-06-30$41,471
Total plan assets at beginning of year2018-06-30$55,996
Value of fidelity bond covering the plan2018-06-30$50,000
Total contributions received or receivable from participants2018-06-30$0
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$-14,525
Net income (gross income less expenses)2018-06-30$-14,525
Net plan assets at end of year (total assets less liabilities)2018-06-30$41,471
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$55,996
Assets. Value of employer securities2018-06-30$41,471
Total contributions received or receivable from employer(s)2018-06-30$0
Value of certain deemed distributions of participant loans2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$0
2017 : JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-06-30$12,974
Expenses. Total of all expenses incurred2017-06-30$0
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$55,996
Total plan assets at beginning of year2017-06-30$43,022
Value of fidelity bond covering the plan2017-06-30$50,000
Total contributions received or receivable from participants2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$12,974
Net income (gross income less expenses)2017-06-30$12,974
Net plan assets at end of year (total assets less liabilities)2017-06-30$55,996
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$43,022
Assets. Value of employer securities2017-06-30$55,996
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
2016 : JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-06-30$2,747
Expenses. Total of all expenses incurred2016-06-30$0
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$43,022
Total plan assets at beginning of year2016-06-30$40,275
Value of fidelity bond covering the plan2016-06-30$20,000
Total contributions received or receivable from participants2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$2,747
Net income (gross income less expenses)2016-06-30$2,747
Net plan assets at end of year (total assets less liabilities)2016-06-30$43,022
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$40,275
Assets. Value of employer securities2016-06-30$43,022
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
2015 : JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$-4,625
Expenses. Total of all expenses incurred2015-06-30$0
Benefits paid (including direct rollovers)2015-06-30$0
Total plan assets at end of year2015-06-30$40,275
Total plan assets at beginning of year2015-06-30$44,900
Value of fidelity bond covering the plan2015-06-30$20,000
Total contributions received or receivable from participants2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$-4,625
Net income (gross income less expenses)2015-06-30$-4,625
Net plan assets at end of year (total assets less liabilities)2015-06-30$40,275
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$44,900
Assets. Value of employer securities2015-06-30$40,275
Total contributions received or receivable from employer(s)2015-06-30$0
Value of certain deemed distributions of participant loans2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$0
2014 : JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-06-30$44,915
Expenses. Total of all expenses incurred2014-06-30$15
Benefits paid (including direct rollovers)2014-06-30$0
Total plan assets at end of year2014-06-30$44,900
Value of fidelity bond covering the plan2014-06-30$20,000
Total contributions received or receivable from participants2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$70,742
Other income received2014-06-30$-25,827
Net income (gross income less expenses)2014-06-30$44,900
Net plan assets at end of year (total assets less liabilities)2014-06-30$44,900
Assets. Value of employer securities2014-06-30$44,900
Total contributions received or receivable from employer(s)2014-06-30$0
Value of certain deemed distributions of participant loans2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$15

Form 5500 Responses for JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN

2022: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JAMES AND REBECCA PROUTY ENTERPRISES, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-10-31Type of plan entitySingle employer plan
2013-10-31First time form 5500 has been submittedYes
2013-10-31This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-31Plan funding arrangement – TrustYes
2013-10-31Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3