REITER AFFILIATED COMPANIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan REITER AFFILIATED COMPANIES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2012 : REITER AFFILIATED COMPANIES 401(K) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $2,433,569 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $253,748 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $250,960 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,704,746 |
| Value of total assets at end of year | 2012-12-31 | $9,272,424 |
| Value of total assets at beginning of year | 2012-12-31 | $7,092,603 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,788 |
| Total interest from all sources | 2012-12-31 | $21,506 |
| 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 year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $2,788 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $1,087,743 |
| Participant contributions at end of year | 2012-12-31 | $345,414 |
| Participant contributions at beginning of year | 2012-12-31 | $274,551 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,526 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,179,821 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,272,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,092,603 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,484,311 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,432,090 |
| Interest on participant loans | 2012-12-31 | $9,166 |
| Interest earned on other investments | 2012-12-31 | $12,340 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $442,699 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $385,962 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $707,317 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $614,477 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $250,960 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | HOLTHOUSE CARLIN & VAN TRIGT, LLP |
| Accountancy firm EIN | 2012-12-31 | 954345526 |
| 2011 : REITER AFFILIATED COMPANIES 401(K) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $1,469,771 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $302,572 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $300,484 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,606,839 |
| Value of total assets at end of year | 2011-12-31 | $7,092,603 |
| Value of total assets at beginning of year | 2011-12-31 | $5,925,404 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,088 |
| Total interest from all sources | 2011-12-31 | $18,699 |
| 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 year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $2,088 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,050,361 |
| Participant contributions at end of year | 2011-12-31 | $274,551 |
| Participant contributions at beginning of year | 2011-12-31 | $247,343 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $1,167,199 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,092,603 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,925,404 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,432,090 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,345,579 |
| Interest on participant loans | 2011-12-31 | $8,084 |
| Interest earned on other investments | 2011-12-31 | $10,615 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $385,962 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $332,482 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-155,767 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $556,478 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $300,484 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | HOLTHOUSE CARLIN & VAN TRIGT, LLP |
| Accountancy firm EIN | 2011-12-31 | 954345526 |
| 2010 : REITER AFFILIATED COMPANIES 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $1,880,866 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $186,087 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $184,200 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,334,943 |
| Value of total assets at end of year | 2010-12-31 | $5,925,404 |
| Value of total assets at beginning of year | 2010-12-31 | $4,230,625 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,887 |
| Total interest from all sources | 2010-12-31 | $16,246 |
| 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 year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $1,887 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $871,932 |
| Participant contributions at end of year | 2010-12-31 | $247,343 |
| Participant contributions at beginning of year | 2010-12-31 | $132,732 |
| Participant contributions at beginning of year | 2010-12-31 | $5,950 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $12,210 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $32,783 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,694,779 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,925,404 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,230,625 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,345,579 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,946,963 |
| Interest on participant loans | 2010-12-31 | $6,462 |
| Interest earned on other investments | 2010-12-31 | $9,784 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $332,482 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $108,332 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $529,677 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $450,801 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $3,865 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $184,200 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | HOLTHOUSE CARLIN & VAN TRIGT, LLP |
| Accountancy firm EIN | 2010-12-31 | 954345526 |
| 2009 : REITER AFFILIATED COMPANIES 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
