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Plan Name | RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | RETIREMENT PLANNING SERVICES, INC. |
Employer identification number (EIN): | 841096179 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about RETIREMENT PLANNING SERVICES, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1988-09-06 |
Company Identification Number: | 19881083652 |
Legal Registered Office Address: |
1675 Broadway Suite 2280 Denver United States of America (USA) 80202 |
More information about RETIREMENT PLANNING SERVICES, INC.
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 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | NATHAN CARLSON | |||
002 | 2016-01-01 | NATHAN CARLSON |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 43 |
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 | 17 |
Total of all active and inactive participants | 2022-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 60 |
Number of participants with account balances | 2022-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 43 |
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 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 60 |
Number of participants with account balances | 2021-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 50 |
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 | 14 |
Total of all active and inactive participants | 2020-01-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 64 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 47 |
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 | 14 |
Total of all active and inactive participants | 2019-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 61 |
Number of participants with account balances | 2019-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 41 |
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 | 13 |
Total of all active and inactive participants | 2018-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 54 |
Number of participants with account balances | 2018-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 7 |
2017: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 44 |
Number of participants with account balances | 2017-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 39 |
Number of participants with account balances | 2016-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-166,609 |
Expenses. Total of all expenses incurred | 2022-12-31 | $15,807 |
Total plan assets at end of year | 2022-12-31 | $630,425 |
Total plan assets at beginning of year | 2022-12-31 | $812,841 |
Value of fidelity bond covering the plan | 2022-12-31 | $80,000 |
Other income received | 2022-12-31 | $-166,609 |
Net income (gross income less expenses) | 2022-12-31 | $-182,416 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $630,425 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $812,841 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $15,807 |
2021 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $68,031 |
Expenses. Total of all expenses incurred | 2021-12-31 | $12,405 |
Total plan assets at end of year | 2021-12-31 | $812,841 |
Total plan assets at beginning of year | 2021-12-31 | $757,215 |
Value of fidelity bond covering the plan | 2021-12-31 | $80,000 |
Other income received | 2021-12-31 | $68,031 |
Net income (gross income less expenses) | 2021-12-31 | $55,626 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $812,841 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $757,215 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $12,405 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $459,917 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,972 |
Total plan assets at end of year | 2020-12-31 | $757,215 |
Total plan assets at beginning of year | 2020-12-31 | $299,270 |
Value of fidelity bond covering the plan | 2020-12-31 | $30,000 |
Other income received | 2020-12-31 | $459,917 |
Net income (gross income less expenses) | 2020-12-31 | $457,945 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $757,215 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $299,270 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,972 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $60,170 |
Expenses. Total of all expenses incurred | 2019-12-31 | $856 |
Total plan assets at end of year | 2019-12-31 | $299,270 |
Total plan assets at beginning of year | 2019-12-31 | $239,956 |
Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
Other income received | 2019-12-31 | $60,170 |
Net income (gross income less expenses) | 2019-12-31 | $59,314 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $299,270 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $239,956 |
Assets. Value of employer securities | 2019-12-31 | $174,642 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $856 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
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 | $78,334 |
Expenses. Total of all expenses incurred | 2018-12-31 | $799 |
Total plan assets at end of year | 2018-12-31 | $239,956 |
Total plan assets at beginning of year | 2018-12-31 | $162,421 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $799 |
Other income received | 2018-12-31 | $2,663 |
Net income (gross income less expenses) | 2018-12-31 | $77,535 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $239,956 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $162,421 |
Assets. Value of employer securities | 2018-12-31 | $142,953 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $75,671 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $62,742 |
Expenses. Total of all expenses incurred | 2017-12-31 | $321 |
Total plan assets at end of year | 2017-12-31 | $162,421 |
Total plan assets at beginning of year | 2017-12-31 | $100,000 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $321 |
Other income received | 2017-12-31 | $2,241 |
Net income (gross income less expenses) | 2017-12-31 | $62,421 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $162,421 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $100,000 |
Assets. Value of employer securities | 2017-12-31 | $60,501 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $60,501 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $100,000 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $100,000 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Net income (gross income less expenses) | 2016-12-31 | $100,000 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $100,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $100,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2022: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
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: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
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: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
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: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
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 |
2017: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |