401k Plan data: ROSE & WOMBLE 401(K) PLAN plan

ROSE & WOMBLE 401(K) PLAN 401k Plan overview

Plan Name	ROSE & WOMBLE 401(K) PLAN
Plan identification number	002

ROSE & WOMBLE 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROSE & WOMBLE REALTY CO., L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: ROSE & WOMBLE REALTY CO., L.L.C.

Employer identification number (EIN): 541897051

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSE & WOMBLE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01 ART ZACHARY 2021-05-07
002 2019-01-01 ART ZACHARY 2020-10-12
002 2018-01-01 ARTHUR ZACHARY 2019-07-09
002 2017-01-01 ARTHUR ZACHARY 2018-10-11
002 2016-01-01 ARTHUR ZACHARY 2017-05-09
002 2015-01-01 ARTHUR ZACHARY 2016-07-01
002 2014-01-01 ARTHUR ZACHARY 2015-07-07
002 2013-01-01 ARTHUR ZACHARY 2014-07-14
002 2012-01-01 ARTHUR ZACHARY
002 2011-01-01 ARTHUR ZACHARY
002 2009-01-01 ART ZACHARY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01	ART ZACHARY	2021-05-07
002	2019-01-01	ART ZACHARY	2020-10-12
002	2018-01-01	ARTHUR ZACHARY	2019-07-09
002	2017-01-01	ARTHUR ZACHARY	2018-10-11
002	2016-01-01	ARTHUR ZACHARY	2017-05-09
002	2015-01-01	ARTHUR ZACHARY	2016-07-01
002	2014-01-01	ARTHUR ZACHARY	2015-07-07
002	2013-01-01	ARTHUR ZACHARY	2014-07-14
002	2012-01-01	ARTHUR ZACHARY
002	2011-01-01	ARTHUR ZACHARY
002	2009-01-01	ART ZACHARY

Plan Statistics for ROSE & WOMBLE 401(K) PLAN

401k plan membership statisitcs for ROSE & WOMBLE 401(K) PLAN

Measure Date Value
2022: ROSE & WOMBLE 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-08-28 90
Total number of particpants at end of year 2022-08-28 89
Number of Participants With Account Balances 2022-08-28 66
2012: ROSE & WOMBLE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 83
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 94
Number of participants with account balances 2012-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: ROSE & WOMBLE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 85
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 95
Number of participants with account balances 2011-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: ROSE & WOMBLE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 77
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 87
Number of participants with account balances 2009-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: ROSE & WOMBLE 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-08-28	90
Total number of particpants at end of year	2022-08-28	89
Number of Participants With Account Balances	2022-08-28	66
2012: ROSE & WOMBLE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	83
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	94
Number of participants with account balances	2012-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: ROSE & WOMBLE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	85
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	95
Number of participants with account balances	2011-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: ROSE & WOMBLE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	77
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	87
Number of participants with account balances	2009-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on ROSE & WOMBLE 401(K) PLAN

Measure	Date	Value
2022 : ROSE & WOMBLE 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-08-28	0
Total liabilities as of the end of the plan year	2022-08-28	0
Total liabilities as of the beginning of the plan year	2022-08-28	0
Total expenses incurred by plan in this plan year	2022-08-28	369818
Net assets as of the end of the plan year	2022-08-28	7701095
Total assets as of the beginning of the plan year	2022-08-28	6616289
Value of plan covered by a fidelity bond	2022-08-28	500000
Participant contributions to plan in this plan year	2022-08-28	446498
Value of participant loans at end of plan year	2022-08-28	86235
Other expenses paid from plan in this plan year	2022-08-28	0
Other contributions to plan in this plan year	2022-08-28	0
Other income to plan in this plan year	2022-08-28	874983
Plan net income in this plan year	2022-08-28	1084806
Net assets as of the end of the plan year	2022-08-28	7701095
Net assets as of the beginning of the plan year	2022-08-28	6616289
Employer contributions to plan in this plan year	2022-08-28	133143
Fees paid to broker by Benefit Provider	2022-08-28	28605
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-28	63837
2012 : ROSE & WOMBLE 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$2,164
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$482,251
Expenses. Total of all expenses incurred	2012-12-31	$274,046
Benefits paid (including direct rollovers)	2012-12-31	$272,739
Total plan assets at end of year	2012-12-31	$2,901,224
Total plan assets at beginning of year	2012-12-31	$2,690,855
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$125,769
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$302,319
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$208,205
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,899,060
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,690,855
Assets. Value of participant loans	2012-12-31	$25,244
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$54,163
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,307
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROSE & WOMBLE 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$248,605
Expenses. Total of all expenses incurred	2011-12-31	$790,978
Benefits paid (including direct rollovers)	2011-12-31	$780,798
Total plan assets at end of year	2011-12-31	$2,690,855
Total plan assets at beginning of year	2011-12-31	$3,233,228
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$200,589
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-65,366
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-542,373
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,690,855
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,233,228
Assets. Value of participant loans	2011-12-31	$7,893
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$128,409
Total contributions received or receivable from employer(s)	2011-12-31	$113,382
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$506
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$9,674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROSE & WOMBLE 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$578,145
Expenses. Total of all expenses incurred	2010-12-31	$99,907
Benefits paid (including direct rollovers)	2010-12-31	$90,704
Total plan assets at end of year	2010-12-31	$3,233,228
Total plan assets at beginning of year	2010-12-31	$2,754,990
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$213,459
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$11,572
Other income received	2010-12-31	$299,478
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$478,238
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,233,228
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,754,990
Assets. Value of participant loans	2010-12-31	$21,976
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$53,636
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,203
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ROSE & WOMBLE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROSE & WOMBLE 401(K) PLAN

2012: ROSE & WOMBLE 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROSE & WOMBLE 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROSE & WOMBLE 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92554
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92554
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92554
Policy instance	1

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Company Name:	ROSE & WOMBLE REALTY CO., L.L.C.
Employer identification number (EIN):	541897051
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings