RKJ AND SONS, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-05-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-05-01 | 8 |
| Number of retired or separated participants receiving benefits | 2023-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-05-01 | 0 |
| Total of all active and inactive participants | 2023-05-01 | 8 |
| 2022: 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 25 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 25 |
| 2021: 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 31 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 31 |
| 2020: 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 36 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 36 |
| Measure | Date | Value |
|---|
| 2024 : 2024 401k financial data |
|---|
| Total income from all sources | 2024-04-30 | $174,490 |
| Expenses. Total of all expenses incurred | 2024-04-30 | $174,490 |
| Benefits paid (including direct rollovers) | 2024-04-30 | $75,587 |
| Value of fidelity bond covering the plan | 2024-04-30 | $16,000 |
| Expenses. Other expenses not covered elsewhere | 2024-04-30 | $98,903 |
| Net income (gross income less expenses) | 2024-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2024-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2024-04-30 | $174,490 |
| 2023 : 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $212,896 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $212,896 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $102,540 |
| Value of fidelity bond covering the plan | 2023-04-30 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $110,356 |
| Net income (gross income less expenses) | 2023-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $212,896 |
| 2022 : 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $200,431 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $200,431 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $97,052 |
| Value of fidelity bond covering the plan | 2022-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $103,379 |
| Net income (gross income less expenses) | 2022-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $200,431 |
| 2021 : 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $214,455 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $214,455 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $103,300 |
| Total plan assets at beginning of year | 2021-04-30 | $0 |
| Value of fidelity bond covering the plan | 2021-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $111,155 |
| Net income (gross income less expenses) | 2021-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $214,455 |
| 2020 : 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-04-30 | $0 |
| Total plan liabilities at beginning of year | 2020-04-30 | $0 |
| Total income from all sources | 2020-04-30 | $201,393 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $201,393 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $95,988 |
| Total plan assets at end of year | 2020-04-30 | $0 |
| Total plan assets at beginning of year | 2020-04-30 | $0 |
| Value of fidelity bond covering the plan | 2020-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $105,405 |
| Net income (gross income less expenses) | 2020-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $201,393 |
| 2019 : 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-04-30 | $0 |
| Total plan liabilities at beginning of year | 2019-04-30 | $0 |
| Total income from all sources | 2019-04-30 | $223,298 |
| Expenses. Total of all expenses incurred | 2019-04-30 | $223,298 |
| Benefits paid (including direct rollovers) | 2019-04-30 | $100,255 |
| Total plan assets at end of year | 2019-04-30 | $0 |
| Total plan assets at beginning of year | 2019-04-30 | $0 |
| Value of fidelity bond covering the plan | 2019-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2019-04-30 | $123,043 |
| Net income (gross income less expenses) | 2019-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-04-30 | $223,298 |
| 2023: 2023 form 5500 responses |
|---|
| 2023-05-01 | Type of plan entity | Single employer plan |
| 2023-05-01 | Submission has been amended | No |
| 2023-05-01 | This submission is the final filing | No |
| 2023-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-05-01 | Plan is a collectively bargained plan | No |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – Trust | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement - Trust | Yes |
| 2022: 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
