Logo

JOHN ROTH AND SON, INC. 401(K) PLAN 401k Plan overview

Plan NameJOHN ROTH AND SON, INC. 401(K) PLAN
Plan identification number 001

JOHN ROTH AND SON, INC. 401(K) PLAN Benefits

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

JOHN ROTH AND SON, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN ROTH AND SON, INC.
Employer identification number (EIN):470364038
NAIC Classification:112900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ROTH AND SON, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT BUSCHER2024-07-16 ROBERT BUSCHER2024-06-04
0012022-01-01ROBERT BUSCHER2023-07-18 ROBERT BUSCHER2023-06-02
0012021-01-01ROBERT BUSCHER2022-05-11 ROBERT BUSCHER2022-05-03
0012020-01-01ROBERT BUSCHER2021-06-15
0012019-01-01ROBERT BUSCHER2020-06-30
0012018-01-01ROBERT BUSCHER2019-06-18
0012017-01-01ROBERT BUSCHER2018-07-26
0012016-01-01ROBERT BUSCHER2017-04-10
0012015-01-01ROBERT BUSCHER2016-06-14
0012014-01-01ROBERT BUSCHER2015-07-28
0012013-01-01ROBERT BUSCHER2014-07-31
0012012-01-01ROBERT BUSCHER2013-07-08 ROBERT BUSCHER2013-07-08
0012011-01-01BOB BUSCHER2012-06-27
0012010-01-01ROBERT BUSCHER JR.2011-07-26 HEATHER MAHONEY2011-07-26
0012007-01-01BOB BUSCHER

Financial Data on JOHN ROTH AND SON, INC. 401(K) PLAN

Measure Date Value
2025 : JOHN ROTH AND SON, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-08961477
Net assets as of the end of the plan year2025-07-083155020
Total assets as of the beginning of the plan year2025-07-083367459
Value of plan covered by a fidelity bond2025-07-08310000
Participant contributions to plan in this plan year2025-07-0855545
Other income to plan in this plan year2025-07-08656793
Plan net income in this plan year2025-07-08-212439
Net assets as of the end of the plan year2025-07-083155020
Net assets as of the beginning of the plan year2025-07-083367459
Employer contributions to plan in this plan year2025-07-0836700
Fees paid to broker by Benefit Provider2025-07-0814090
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0818454
2024 : JOHN ROTH AND SON, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-1664225
Net assets as of the end of the plan year2024-07-163367459
Total assets as of the beginning of the plan year2024-07-162644597
Value of plan covered by a fidelity bond2024-07-16310000
Participant contributions to plan in this plan year2024-07-1652916
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-16701632
Plan net income in this plan year2024-07-16722862
Net assets as of the end of the plan year2024-07-163367459
Net assets as of the beginning of the plan year2024-07-162644597
Employer contributions to plan in this plan year2024-07-1632539
Fees paid to broker by Benefit Provider2024-07-1611527
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1615814
2022 : JOHN ROTH AND SON, INC. 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-110
Total expenses incurred by plan in this plan year2022-05-11139052
Net assets as of the end of the plan year2022-05-113545136
Total assets as of the beginning of the plan year2022-05-113076054
Value of plan covered by a fidelity bond2022-05-11310000
Participant contributions to plan in this plan year2022-05-1164627
Other contributions to plan in this plan year2022-05-110
Other income to plan in this plan year2022-05-11508895
Plan net income in this plan year2022-05-11469082
Net assets as of the end of the plan year2022-05-113545136
Net assets as of the beginning of the plan year2022-05-113076054
Employer contributions to plan in this plan year2022-05-1134612
Fees paid to broker by Benefit Provider2022-05-1113640
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1117704
2007 : JOHN ROTH AND SON, INC. 401(K) PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for JOHN ROTH AND SON, INC. 401(K) PLAN

2007: JOHN ROTH AND SON, INC. 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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 S1