THE RETAIL GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE RETAIL GROUP RETIREMENT PLAN
Measure | Date | Value |
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2022: THE RETAIL GROUP RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 519 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 588 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 598 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 598 |
Number of participants with account balances | 2022-01-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 12 |
2021: THE RETAIL GROUP RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 572 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 502 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 17 |
Total of all active and inactive participants | 2021-01-01 | 519 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 519 |
Number of participants with account balances | 2021-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
2020: THE RETAIL GROUP RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 732 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 572 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 572 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 572 |
Number of participants with account balances | 2020-01-01 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 12 |
2019: THE RETAIL GROUP RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 550 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 730 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 732 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 732 |
Number of participants with account balances | 2019-01-01 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE RETAIL GROUP RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-03-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 550 |
Number of retired or separated participants receiving benefits | 2018-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 0 |
Total of all active and inactive participants | 2018-03-01 | 550 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-03-01 | 0 |
Total participants | 2018-03-01 | 550 |
Number of participants with account balances | 2018-03-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-03-01 | 0 |
Measure | Date | Value |
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2022 : THE RETAIL GROUP RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $62,142 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $150,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $150,626 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $166,525 |
Value of total assets at end of year | 2022-12-31 | $537,898 |
Value of total assets at beginning of year | 2022-12-31 | $626,382 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | No |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $129,893 |
Participant contributions at end of year | 2022-12-31 | $13,684 |
Participant contributions at beginning of year | 2022-12-31 | $13,112 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $9,013 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-88,484 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $537,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $626,382 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $502,806 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $600,875 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $21,408 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $12,395 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-104,383 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $27,619 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $150,626 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | VICTOR MELENDEZ LOPEZ CPA |
Accountancy firm EIN | 2022-12-31 | 660667466 |
2021 : THE RETAIL GROUP RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $217,504 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $66,790 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $66,790 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $153,904 |
Value of total assets at end of year | 2021-12-31 | $626,382 |
Value of total assets at beginning of year | 2021-12-31 | $475,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | No |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $128,126 |
Participant contributions at end of year | 2021-12-31 | $13,112 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $150,714 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $626,382 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $475,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $600,875 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $475,668 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $12,395 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $63,600 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $25,778 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $66,790 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | VICTOR MELENDEZ LOPEZ CPA |
Accountancy firm EIN | 2021-12-31 | 660667466 |
2020 : THE RETAIL GROUP RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $246,026 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $32,240 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $32,240 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $185,153 |
Value of total assets at end of year | 2020-12-31 | $475,668 |
Value of total assets at beginning of year | 2020-12-31 | $261,882 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $139,744 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $213,786 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $475,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $261,882 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $475,668 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $261,882 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $60,873 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $45,409 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $32,240 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | VICTOR MELENDEZ LOPEZ CPA |
Accountancy firm EIN | 2020-12-31 | 660667466 |
2019 : THE RETAIL GROUP RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $213,013 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,714 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,714 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $186,511 |
Value of total assets at end of year | 2019-12-31 | $261,882 |
Value of total assets at beginning of year | 2019-12-31 | $55,583 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $144,928 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $206,299 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $261,882 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $55,583 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $261,882 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $55,583 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $26,502 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $41,583 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,714 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | VICTOR MELENDEZ LOPEZ CPA |
Accountancy firm EIN | 2019-12-31 | 660667466 |
2018 : THE RETAIL GROUP RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $55,583 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $55,583 |
Total plan assets at beginning of year | 2018-12-31 | $0 |
Total contributions received or receivable from participants | 2018-12-31 | $48,951 |
Other income received | 2018-12-31 | $-4,210 |
Net income (gross income less expenses) | 2018-12-31 | $55,583 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $55,583 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $10,842 |