R & J SENIOR ADVISORS INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R & J SENIOR ADVISORS INC. RETIREMENT PLAN
401k plan membership statisitcs for R & J SENIOR ADVISORS INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 1 |
| Number of participants with account balances | 2023-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 1 |
| Number of participants with account balances | 2022-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-07 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-07 | 1 |
| Number of retired or separated participants receiving benefits | 2021-05-07 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-07 | 0 |
| Total of all active and inactive participants | 2021-05-07 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-05-07 | 0 |
| Total participants | 2021-05-07 | 1 |
| Number of participants with account balances | 2021-05-07 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-05-07 | 0 |
| Measure | Date | Value |
|---|
| 2023 : R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $83,866 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $146,705 |
| Total plan assets at beginning of year | 2023-12-31 | $62,839 |
| Value of fidelity bond covering the plan | 2023-12-31 | $15,000 |
| Other income received | 2023-12-31 | $76,226 |
| Net income (gross income less expenses) | 2023-12-31 | $83,866 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $146,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $62,839 |
| Assets. Value of employer securities | 2023-12-31 | $138,704 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $7,640 |
| 2022 : R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-40,165 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $62,839 |
| Total plan assets at beginning of year | 2022-12-31 | $103,004 |
| Value of fidelity bond covering the plan | 2022-12-31 | $15,000 |
| Other income received | 2022-12-31 | $-40,525 |
| Net income (gross income less expenses) | 2022-12-31 | $-40,165 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $62,839 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $103,004 |
| Assets. Value of employer securities | 2022-12-31 | $62,476 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $360 |
| 2021 : R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $103,806 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $802 |
| Total plan assets at end of year | 2021-12-31 | $103,004 |
| Value of fidelity bond covering the plan | 2021-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $802 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $148,001 |
| Other income received | 2021-12-31 | $-44,195 |
| Net income (gross income less expenses) | 2021-12-31 | $103,004 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $103,004 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $103,000 |
| 2023: R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: R & J SENIOR ADVISORS INC. RETIREMENT 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: R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-05-07 | Type of plan entity | Single employer plan |
| 2021-05-07 | First time form 5500 has been submitted | Yes |
| 2021-05-07 | Submission has been amended | No |
| 2021-05-07 | This submission is the final filing | No |
| 2021-05-07 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-05-07 | Plan is a collectively bargained plan | No |
| 2021-05-07 | Plan funding arrangement – Trust | Yes |
| 2021-05-07 | Plan benefit arrangement - Trust | Yes |
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