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RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameRETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

RETIREMENT PLANNING SERVICES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01NATHAN CARLSON
0022016-01-01NATHAN CARLSON

Plan Statistics for RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0160
Total number of active participants reported on line 7a of the Form 55002022-01-0143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0160
Number of participants with account balances2022-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0160
Total number of active participants reported on line 7a of the Form 55002021-01-0143
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0160
Number of participants with account balances2021-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0161
Total number of active participants reported on line 7a of the Form 55002020-01-0150
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0164
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0157
Total number of active participants reported on line 7a of the Form 55002019-01-0147
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0161
Number of participants with account balances2019-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-0141
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0154
Number of participants with account balances2018-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0139
Total number of active participants reported on line 7a of the Form 55002017-01-0140
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0144
Number of participants with account balances2017-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0139
Total number of active participants reported on line 7a of the Form 55002016-01-0139
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0139
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources2022-12-31$-166,609
Expenses. Total of all expenses incurred2022-12-31$15,807
Total plan assets at end of year2022-12-31$630,425
Total plan assets at beginning of year2022-12-31$812,841
Value of fidelity bond covering the plan2022-12-31$80,000
Other income received2022-12-31$-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 sources2021-12-31$68,031
Expenses. Total of all expenses incurred2021-12-31$12,405
Total plan assets at end of year2021-12-31$812,841
Total plan assets at beginning of year2021-12-31$757,215
Value of fidelity bond covering the plan2021-12-31$80,000
Other income received2021-12-31$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 securities2021-12-31$0
2020 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources2020-12-31$459,917
Expenses. Total of all expenses incurred2020-12-31$1,972
Total plan assets at end of year2020-12-31$757,215
Total plan assets at beginning of year2020-12-31$299,270
Value of fidelity bond covering the plan2020-12-31$30,000
Other income received2020-12-31$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 securities2020-12-31$0
2019 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$60,170
Expenses. Total of all expenses incurred2019-12-31$856
Total plan assets at end of year2019-12-31$299,270
Total plan assets at beginning of year2019-12-31$239,956
Value of fidelity bond covering the plan2019-12-31$30,000
Other income received2019-12-31$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 securities2019-12-31$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 securities2019-12-31$0
2018 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$78,334
Expenses. Total of all expenses incurred2018-12-31$799
Total plan assets at end of year2018-12-31$239,956
Total plan assets at beginning of year2018-12-31$162,421
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$799
Other income received2018-12-31$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 securities2018-12-31$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 securities2018-12-31$0
2017 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$62,742
Expenses. Total of all expenses incurred2017-12-31$321
Total plan assets at end of year2017-12-31$162,421
Total plan assets at beginning of year2017-12-31$100,000
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$321
Other income received2017-12-31$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 securities2017-12-31$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 securities2017-12-31$0
2016 : RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$100,000
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$100,000
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$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 securities2016-12-31$0

Form 5500 Responses for RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLANNING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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