THE RICE PARTNERSHIP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST
Measure | Date | Value |
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2022: EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
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 | 5 |
Total of all active and inactive participants | 2022-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 13 |
Number of participants with account balances | 2022-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
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 | 5 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
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 | 5 |
Total of all active and inactive participants | 2020-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 10 |
Number of participants with account balances | 2020-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
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 | 5 |
Total of all active and inactive participants | 2019-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 9 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 9 |
Number of participants with account balances | 2018-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
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2022 : EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $1,386 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $189,705 |
Expenses. Total of all expenses incurred | 2022-12-31 | $14,326 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $752,455 |
Total plan assets at beginning of year | 2022-12-31 | $575,690 |
Value of fidelity bond covering the plan | 2022-12-31 | $480,000 |
Total contributions received or receivable from participants | 2022-12-31 | $72,344 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $11,319 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $75,623 |
Other income received | 2022-12-31 | $-23,413 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $175,379 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $751,069 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $575,690 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $192,000 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $65,151 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,007 |
2021 : EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $184,253 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,493 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $575,690 |
Total plan assets at beginning of year | 2021-12-31 | $392,930 |
Value of fidelity bond covering the plan | 2021-12-31 | $25,000 |
Total contributions received or receivable from participants | 2021-12-31 | $64,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $42,333 |
Other income received | 2021-12-31 | $23,231 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $182,760 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $575,690 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $392,930 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $176,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $54,689 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,493 |
2020 : EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $114,684 |
Expenses. Total of all expenses incurred | 2020-12-31 | $101,134 |
Benefits paid (including direct rollovers) | 2020-12-31 | $100,000 |
Total plan assets at end of year | 2020-12-31 | $392,930 |
Total plan assets at beginning of year | 2020-12-31 | $379,380 |
Value of fidelity bond covering the plan | 2020-12-31 | $25,000 |
Total contributions received or receivable from participants | 2020-12-31 | $35,500 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $34,310 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $13,550 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $392,930 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $379,380 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $170,000 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $44,874 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,134 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $82,474 |
Expenses. Total of all expenses incurred | 2019-12-31 | $48,760 |
Benefits paid (including direct rollovers) | 2019-12-31 | $48,760 |
Total plan assets at end of year | 2019-12-31 | $379,380 |
Total plan assets at beginning of year | 2019-12-31 | $345,666 |
Value of fidelity bond covering the plan | 2019-12-31 | $25,000 |
Total contributions received or receivable from participants | 2019-12-31 | $22,000 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $31,626 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $33,714 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $379,380 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $345,666 |
Assets. Value of participant loans | 2019-12-31 | $30,280 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $158,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $28,848 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $35,720 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $345,666 |
Total plan assets at beginning of year | 2018-12-31 | $309,946 |
Value of fidelity bond covering the plan | 2018-12-31 | $25,000 |
Total contributions received or receivable from participants | 2018-12-31 | $24,000 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-18,550 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $35,720 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $345,666 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $309,946 |
Assets. Value of participant loans | 2018-12-31 | $26,045 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $152,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $30,270 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
2022: EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EAST WEST WEALTH MANAGEMENT RETIREMENT TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |