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RITE OF PASSAGE, INC. 401K PLAN 401k Plan overview

Plan NameRITE OF PASSAGE, INC. 401K PLAN
Plan identification number 002

RITE OF PASSAGE, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RITE OF PASSAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:RITE OF PASSAGE, INC.
Employer identification number (EIN):880235002
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about RITE OF PASSAGE, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1986-10-13
Company Identification Number: 19861019226
Legal Registered Office Address: 402 NORTH DIVISION STREET

CARSON CITY
United States of America (USA)
89703

More information about RITE OF PASSAGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RITE OF PASSAGE, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CAROLYN JENKINS-BOWER2023-08-18
0022021-01-01CAROLYN JENKINS-BOWER2022-08-31
0022020-01-01CAROLYN JENKINS-BOWER2021-08-17
0022019-01-01CAROLYN JENKINS-BOWER2020-08-13
0022018-01-01CAROLYN JENKINS-BOWER2019-07-17
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01CAROLYN JENKINS-BOWER
0022013-01-01CAROLYN JENKINS-BOWER
0022012-01-01CAROLYN JENKINS-BOWER
0022011-01-01CAROLYN JENKINS-BOWER
0022010-01-01CAROLYN JENKINS-BOWER
0022009-01-01CAROLYN JENKINS-BOWER

Plan Statistics for RITE OF PASSAGE, INC. 401K PLAN

401k plan membership statisitcs for RITE OF PASSAGE, INC. 401K PLAN

Measure Date Value
2022: RITE OF PASSAGE, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,262
Total number of active participants reported on line 7a of the Form 55002022-01-01950
Number of retired or separated participants receiving benefits2022-01-0127
Number of other retired or separated participants entitled to future benefits2022-01-01163
Total of all active and inactive participants2022-01-011,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,140
Number of participants with account balances2022-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RITE OF PASSAGE, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,154
Total number of active participants reported on line 7a of the Form 55002021-01-011,003
Number of retired or separated participants receiving benefits2021-01-0127
Number of other retired or separated participants entitled to future benefits2021-01-01173
Total of all active and inactive participants2021-01-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,203
Number of participants with account balances2021-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RITE OF PASSAGE, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,031
Total number of active participants reported on line 7a of the Form 55002020-01-01914
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01170
Total of all active and inactive participants2020-01-011,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,084
Number of participants with account balances2020-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RITE OF PASSAGE, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01993
Total number of active participants reported on line 7a of the Form 55002019-01-01821
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01120
Total of all active and inactive participants2019-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01964
Number of participants with account balances2019-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RITE OF PASSAGE, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01963
Total number of active participants reported on line 7a of the Form 55002018-01-01844
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01149
Total of all active and inactive participants2018-01-01993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01993
Number of participants with account balances2018-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RITE OF PASSAGE, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,126
Total number of active participants reported on line 7a of the Form 55002017-01-01783
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01123
Total of all active and inactive participants2017-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01906
Number of participants with account balances2017-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RITE OF PASSAGE, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01984
Total number of active participants reported on line 7a of the Form 55002016-01-01973
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0191
Total of all active and inactive participants2016-01-011,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,064
Number of participants with account balances2016-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RITE OF PASSAGE, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01927
Total number of active participants reported on line 7a of the Form 55002015-01-01836
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0180
Total of all active and inactive participants2015-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01916
Number of participants with account balances2015-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RITE OF PASSAGE, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01878
Total number of active participants reported on line 7a of the Form 55002014-01-01773
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0196
Total of all active and inactive participants2014-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01869
Number of participants with account balances2014-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RITE OF PASSAGE, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01705
Total number of active participants reported on line 7a of the Form 55002013-01-01744
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0195
Total of all active and inactive participants2013-01-01839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01839
Number of participants with account balances2013-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RITE OF PASSAGE, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01640
Total number of active participants reported on line 7a of the Form 55002012-01-01556
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01124
Total of all active and inactive participants2012-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01680
Number of participants with account balances2012-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RITE OF PASSAGE, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01634
Total number of active participants reported on line 7a of the Form 55002011-01-01494
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01123
Total of all active and inactive participants2011-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01617
Number of participants with account balances2011-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RITE OF PASSAGE, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01598
Total number of active participants reported on line 7a of the Form 55002010-01-01503
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01112
Total of all active and inactive participants2010-01-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01615
Number of participants with account balances2010-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RITE OF PASSAGE, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01554
Total number of active participants reported on line 7a of the Form 55002009-01-01496
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01102
Total of all active and inactive participants2009-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01598
Number of participants with account balances2009-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RITE OF PASSAGE, INC. 401K PLAN

Measure Date Value
2022 : RITE OF PASSAGE, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-878,863
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,665,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,610,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,518,054
Value of total assets at end of year2022-12-31$27,255,676
Value of total assets at beginning of year2022-12-31$30,799,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,077
Total interest from all sources2022-12-31$79,530
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,879,484
Participant contributions at end of year2022-12-31$498,907
Participant contributions at beginning of year2022-12-31$498,929
Participant contributions at end of year2022-12-31$1,122
Participant contributions at beginning of year2022-12-31$10,136
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$99,180
Other income not declared elsewhere2022-12-31$233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,543,969
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,255,676
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,799,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$55,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,905,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,834,560
Interest on participant loans2022-12-31$24,186
Interest earned on other investments2022-12-31$55,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,807,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,433,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,476,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,539,390
Employer contributions (assets) at end of year2022-12-31$42,187
Employer contributions (assets) at beginning of year2022-12-31$22,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,610,029
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2022-12-31204207759
2021 : RITE OF PASSAGE, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,171,515
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,076,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,030,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,375,531
Value of total assets at end of year2021-12-31$30,799,645
Value of total assets at beginning of year2021-12-31$27,705,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,987
Total interest from all sources2021-12-31$62,115
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,735,708
Participant contributions at end of year2021-12-31$498,929
Participant contributions at beginning of year2021-12-31$509,001
Participant contributions at end of year2021-12-31$10,136
Participant contributions at beginning of year2021-12-31$68,474
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$258,666
Other income not declared elsewhere2021-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,094,522
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,799,645
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,705,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$46,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,834,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,066,220
Interest on participant loans2021-12-31$27,667
Interest earned on other investments2021-12-31$34,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,433,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,002,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,733,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,381,157
Employer contributions (assets) at end of year2021-12-31$22,469
Employer contributions (assets) at beginning of year2021-12-31$59,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,030,006
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2021-12-31204207759
2020 : RITE OF PASSAGE, INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,157,952
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,670,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,638,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,904,385
Value of total assets at end of year2020-12-31$27,705,123
Value of total assets at beginning of year2020-12-31$23,217,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,036
Total interest from all sources2020-12-31$66,546
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,526,240
Participant contributions at end of year2020-12-31$509,001
Participant contributions at beginning of year2020-12-31$594,259
Participant contributions at end of year2020-12-31$68,474
Participant contributions at beginning of year2020-12-31$49,054
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$136,317
Other income not declared elsewhere2020-12-31$37
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,487,665
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,705,123
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,217,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$32,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,066,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,018,605
Interest on participant loans2020-12-31$30,925
Interest earned on other investments2020-12-31$35,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,002,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,500,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,186,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,241,828
Employer contributions (assets) at end of year2020-12-31$59,008
Employer contributions (assets) at beginning of year2020-12-31$55,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,638,251
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2020-12-31204207759
2019 : RITE OF PASSAGE, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,927,824
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,536,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,500,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,818,880
Value of total assets at end of year2019-12-31$23,217,458
Value of total assets at beginning of year2019-12-31$18,825,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,175
Total interest from all sources2019-12-31$67,089
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,425,355
Participant contributions at end of year2019-12-31$594,259
Participant contributions at beginning of year2019-12-31$627,524
Participant contributions at end of year2019-12-31$49,054
Participant contributions at beginning of year2019-12-31$48,287
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$252,201
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$297,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,391,618
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,217,458
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,825,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$36,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,018,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,507,427
Interest on participant loans2019-12-31$36,277
Interest earned on other investments2019-12-31$30,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,500,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,288,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,041,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,141,324
Employer contributions (assets) at end of year2019-12-31$55,345
Employer contributions (assets) at beginning of year2019-12-31$57,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,500,031
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2019-12-31204207759
2018 : RITE OF PASSAGE, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,264,530
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,892,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,776,878
Expenses. Certain deemed distributions of participant loans2018-12-31$82,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,524,085
Value of total assets at end of year2018-12-31$18,825,840
Value of total assets at beginning of year2018-12-31$19,453,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,693
Total interest from all sources2018-12-31$61,215
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,342,934
Participant contributions at end of year2018-12-31$627,524
Participant contributions at beginning of year2018-12-31$710,920
Participant contributions at end of year2018-12-31$48,287
Participant contributions at beginning of year2018-12-31$38,451
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$81,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$297,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-627,791
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,825,840
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,453,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$32,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,507,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,024,217
Interest on participant loans2018-12-31$32,775
Interest earned on other investments2018-12-31$28,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,288,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,635,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,320,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,099,934
Employer contributions (assets) at end of year2018-12-31$57,379
Employer contributions (assets) at beginning of year2018-12-31$44,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,776,878
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2018-12-31204207759
2017 : RITE OF PASSAGE, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,856,476
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,003,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$911,621
Expenses. Certain deemed distributions of participant loans2017-12-31$64,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,315,278
Value of total assets at end of year2017-12-31$19,453,631
Value of total assets at beginning of year2017-12-31$15,600,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,781
Total interest from all sources2017-12-31$59,280
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,257,840
Participant contributions at end of year2017-12-31$710,920
Participant contributions at beginning of year2017-12-31$648,386
Participant contributions at end of year2017-12-31$38,451
Participant contributions at beginning of year2017-12-31$41,872
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,852,658
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,453,631
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,600,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$27,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,024,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,456,633
Interest on participant loans2017-12-31$29,894
Interest earned on other investments2017-12-31$29,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,635,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,411,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,481,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,027,568
Employer contributions (assets) at end of year2017-12-31$44,948
Employer contributions (assets) at beginning of year2017-12-31$42,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$911,621
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2017-12-31204207759
2016 : RITE OF PASSAGE, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,165,361
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,395,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,312,926
Expenses. Certain deemed distributions of participant loans2016-12-31$71,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,182,185
Value of total assets at end of year2016-12-31$15,600,973
Value of total assets at beginning of year2016-12-31$13,830,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,174
Total interest from all sources2016-12-31$54,473
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$988,641
Participant contributions at end of year2016-12-31$648,386
Participant contributions at beginning of year2016-12-31$632,441
Participant contributions at end of year2016-12-31$41,872
Participant contributions at beginning of year2016-12-31$161,709
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$386,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,770,098
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,600,973
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,830,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,456,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,639,220
Interest on participant loans2016-12-31$26,257
Interest earned on other investments2016-12-31$28,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,411,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,304,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$928,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$807,236
Employer contributions (assets) at end of year2016-12-31$42,853
Employer contributions (assets) at beginning of year2016-12-31$92,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,312,926
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2016-12-31204207759
2015 : RITE OF PASSAGE, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,846,067
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,291,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,220,789
Expenses. Certain deemed distributions of participant loans2015-12-31$57,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,905,452
Value of total assets at end of year2015-12-31$13,830,875
Value of total assets at beginning of year2015-12-31$13,276,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,963
Total interest from all sources2015-12-31$55,192
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,059,618
Participant contributions at end of year2015-12-31$632,441
Participant contributions at beginning of year2015-12-31$598,689
Participant contributions at end of year2015-12-31$161,709
Participant contributions at beginning of year2015-12-31$1,913
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$554,604
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,830,875
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,276,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,639,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,336,026
Interest on participant loans2015-12-31$25,743
Interest earned on other investments2015-12-31$29,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,304,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,290,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-114,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$811,442
Employer contributions (assets) at end of year2015-12-31$92,612
Employer contributions (assets) at beginning of year2015-12-31$49,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,220,789
Contract administrator fees2015-12-31$12,963
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2015-12-31204207759
2014 : RITE OF PASSAGE, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,415,985
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,970,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,891,372
Expenses. Certain deemed distributions of participant loans2014-12-31$65,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,824,266
Value of total assets at end of year2014-12-31$13,276,271
Value of total assets at beginning of year2014-12-31$12,830,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,341
Total interest from all sources2014-12-31$46,160
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$967,018
Participant contributions at end of year2014-12-31$598,689
Participant contributions at beginning of year2014-12-31$498,709
Participant contributions at end of year2014-12-31$1,913
Participant contributions at beginning of year2014-12-31$93,294
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,500
Other income not declared elsewhere2014-12-31$2,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$445,966
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,276,271
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,830,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,336,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,957,540
Interest on participant loans2014-12-31$23,993
Interest earned on other investments2014-12-31$22,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,290,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,236,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$542,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$759,748
Employer contributions (assets) at end of year2014-12-31$49,291
Employer contributions (assets) at beginning of year2014-12-31$43,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,891,372
Contract administrator fees2014-12-31$13,341
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2014-12-31204207759
2013 : RITE OF PASSAGE, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,527,278
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,448,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,383,734
Expenses. Certain deemed distributions of participant loans2013-12-31$49,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,788,353
Value of total assets at end of year2013-12-31$12,830,305
Value of total assets at beginning of year2013-12-31$10,751,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,371
Total interest from all sources2013-12-31$34,826
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$983,185
Participant contributions at end of year2013-12-31$498,709
Participant contributions at beginning of year2013-12-31$557,567
Participant contributions at end of year2013-12-31$93,294
Participant contributions at beginning of year2013-12-31$100,079
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$55,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,078,699
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,830,305
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,751,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,957,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,087,646
Interest on participant loans2013-12-31$21,699
Interest earned on other investments2013-12-31$13,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$958,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$958,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,236,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,704,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$749,171
Employer contributions (assets) at end of year2013-12-31$43,328
Employer contributions (assets) at beginning of year2013-12-31$47,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,383,734
Contract administrator fees2013-12-31$15,371
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2013-12-31204207759
2012 : RITE OF PASSAGE, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,969,694
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,054,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,041,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,832,593
Value of total assets at end of year2012-12-31$10,751,606
Value of total assets at beginning of year2012-12-31$8,836,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,670
Total interest from all sources2012-12-31$21,744
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$959,718
Participant contributions at end of year2012-12-31$557,567
Participant contributions at beginning of year2012-12-31$501,550
Participant contributions at end of year2012-12-31$100,079
Participant contributions at beginning of year2012-12-31$100,978
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$151,147
Other income not declared elsewhere2012-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,914,984
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,751,606
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,836,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,087,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,174,834
Interest on participant loans2012-12-31$21,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$958,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,008,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,008,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,115,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$721,728
Employer contributions (assets) at end of year2012-12-31$47,499
Employer contributions (assets) at beginning of year2012-12-31$50,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,041,040
Contract administrator fees2012-12-31$13,670
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2012-12-31204207759
2011 : RITE OF PASSAGE, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,063,459
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$634,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$621,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,607,626
Value of total assets at end of year2011-12-31$8,836,622
Value of total assets at beginning of year2011-12-31$8,407,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,143
Total interest from all sources2011-12-31$19,045
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$923,734
Participant contributions at end of year2011-12-31$501,550
Participant contributions at beginning of year2011-12-31$369,807
Participant contributions at end of year2011-12-31$100,978
Participant contributions at beginning of year2011-12-31$87,316
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$428,943
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,836,622
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,407,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,174,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,002,859
Interest on participant loans2011-12-31$19,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,008,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$892,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$892,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-563,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$683,077
Employer contributions (assets) at end of year2011-12-31$50,776
Employer contributions (assets) at beginning of year2011-12-31$55,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$621,373
Contract administrator fees2011-12-31$13,143
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2011-12-31204207759
2010 : RITE OF PASSAGE, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,550,587
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$622,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$610,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,524,372
Value of total assets at end of year2010-12-31$8,407,679
Value of total assets at beginning of year2010-12-31$6,479,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,481
Total interest from all sources2010-12-31$17,064
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$851,961
Participant contributions at end of year2010-12-31$369,807
Participant contributions at beginning of year2010-12-31$300,327
Participant contributions at end of year2010-12-31$87,316
Participant contributions at beginning of year2010-12-31$38,790
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,928,569
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,407,679
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,479,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,002,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,135,697
Interest on participant loans2010-12-31$17,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$892,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$973,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$973,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,009,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$650,179
Employer contributions (assets) at end of year2010-12-31$55,000
Employer contributions (assets) at beginning of year2010-12-31$30,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$610,537
Contract administrator fees2010-12-31$11,481
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2010-12-31204207759
2009 : RITE OF PASSAGE, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RITE OF PASSAGE, INC. 401K PLAN

2022: RITE OF PASSAGE, INC. 401K 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RITE OF PASSAGE, INC. 401K 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RITE OF PASSAGE, INC. 401K 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RITE OF PASSAGE, INC. 401K 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RITE OF PASSAGE, INC. 401K 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RITE OF PASSAGE, INC. 401K 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RITE OF PASSAGE, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RITE OF PASSAGE, INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RITE OF PASSAGE, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RITE OF PASSAGE, INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RITE OF PASSAGE, INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RITE OF PASSAGE, INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RITE OF PASSAGE, INC. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RITE OF PASSAGE, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GB1P
Policy instance 1
Insurance contract or identification numberGAP-CP-GB1P
Number of Individuals Covered642
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,322
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,322
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GB1P
Policy instance 1
Insurance contract or identification numberGAP-CP-GB1P
Number of Individuals Covered629
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,697
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,697
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GB1P
Policy instance 1
Insurance contract or identification numberGAP-CP-GB1P
Number of Individuals Covered600
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,337
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,337
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GB1P
Policy instance 1
Insurance contract or identification numberGAP-CP-GB1P
Number of Individuals Covered519
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,925
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,925
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GB1P
Policy instance 1
Insurance contract or identification numberGAP-CP-GB1P
Number of Individuals Covered492
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,175
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,175
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GB1P
Policy instance 1
Insurance contract or identification numberGAP-CP-GB1P
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,782
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,782
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GFD3G
Policy instance 1
Insurance contract or identification numberGAP-CP-GFD3G
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $842
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $842
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GB1P
Policy instance 2
Insurance contract or identification numberGAP-CP-GB1P
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,281
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,281
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FD3G
Policy instance 1
Insurance contract or identification numberGAP-CP-FD3G
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,610
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,610
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING

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