| Plan Name | JAMES R. RODERICK & ASSOCIATES, INC. SAFE HARBOR 401(K) NEW COMP PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES R. RODERICK & ASSOCIATES, INC. |
| Employer identification number (EIN): | 731389706 |
| NAIC Classification: | 561110 |
| NAIC Description: | Office Administrative Services |
Additional information about JAMES R. RODERICK & ASSOCIATES, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2000-09-13 |
| Company Identification Number: | 0013455106 |
| Legal Registered Office Address: |
14250 N 145TH EAST AVE COLLINSVILLE United States of America (USA) 74021 |
More information about JAMES R. RODERICK & ASSOCIATES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | JAMES RODERICK | 2021-08-31 | ||
| 001 | 2020-01-01 | JAMES RODERICK | 2021-07-23 | ||
| 001 | 2019-01-01 | JAMES RODERICK | 2020-07-21 | ||
| 001 | 2018-01-01 | JAMES RODERICK | 2019-06-20 | ||
| 001 | 2017-01-01 | JAMES RODERICK | 2018-06-07 | ||
| 001 | 2016-01-01 | JAMES RODERICK | 2017-07-19 | ||
| 001 | 2015-01-01 | JAMES RODERICK | 2016-08-25 | ||
| 001 | 2014-01-01 | JAMES RODERICK | 2015-09-09 | ||
| 001 | 2013-01-01 | JAMES RODERICK | 2014-08-19 | ||
| 001 | 2012-01-01 | JAMES RODERICK | 2013-07-26 | ||
| 001 | 2011-01-01 | JAMES RODERICK | 2012-06-07 | ||
| 001 | 2009-01-01 | JAMES R. RODERICK |
| Measure | Date | Value |
|---|---|---|
| 2010 : JAMES R. RODERICK & ASSOCIATES, INC. SAFE HARBOR 401(K) NEW COMP PROFIT SHARING 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 | $269,742 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $148 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $148 |
| Total plan assets at end of year | 2010-12-31 | $1,090,710 |
| Total plan assets at beginning of year | 2010-12-31 | $821,116 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $81,479 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $100,419 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $269,594 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,090,710 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $821,116 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $87,844 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009: JAMES R. RODERICK & ASSOCIATES, INC. SAFE HARBOR 401(K) NEW COMP PROFIT SHARING 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |