EUGENE L. ROWE & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2021 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-01 | $0 |
| Total plan liabilities at end of year | 2021-12-01 | $0 |
| Total plan liabilities at beginning of year | 2021-12-01 | $0 |
| Total income from all sources | 2021-12-01 | $45,022 |
| Expenses. Total of all expenses incurred | 2021-12-01 | $1,873,769 |
| Benefits paid (including direct rollovers) | 2021-12-01 | $1,873,769 |
| Total plan assets at end of year | 2021-12-01 | $0 |
| Total plan assets at beginning of year | 2021-12-01 | $1,828,747 |
| Value of fidelity bond covering the plan | 2021-12-01 | $200,000 |
| Total contributions received or receivable from participants | 2021-12-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-01 | $0 |
| Other income received | 2021-12-01 | $45,022 |
| Noncash contributions received | 2021-12-01 | $0 |
| Net income (gross income less expenses) | 2021-12-01 | $-1,828,747 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-01 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-01 | $1,828,747 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-01 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-01 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-01 | $0 |
| Value of corrective distributions | 2021-12-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-01 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-01 | $0 |
| 2020 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $145,180 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,828,747 |
| Total plan assets at beginning of year | 2020-12-31 | $1,683,567 |
| Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $117,480 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $145,180 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,828,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,683,567 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $212,573 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $12,700 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $237,654 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $57,486 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $57,486 |
| Total plan assets at end of year | 2019-12-31 | $1,683,567 |
| Total plan assets at beginning of year | 2019-12-31 | $1,503,399 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $182,654 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $180,168 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,683,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,503,399 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $278,667 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $30,000 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $22,729 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,503,399 |
| Total plan assets at beginning of year | 2018-12-31 | $1,480,670 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $24,500 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-37,771 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $22,729 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,503,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,480,670 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $278,667 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $36,000 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Transfers to/from the plan | 2018-10-31 | $0 |
| Total plan liabilities at end of year | 2018-10-31 | $0 |
| Total plan liabilities at beginning of year | 2018-10-31 | $0 |
| Total income from all sources | 2018-10-31 | $58,908 |
| Expenses. Total of all expenses incurred | 2018-10-31 | $377,956 |
| Benefits paid (including direct rollovers) | 2018-10-31 | $377,205 |
| Total plan assets at end of year | 2018-10-31 | $1,480,670 |
| Total plan assets at beginning of year | 2018-10-31 | $1,799,718 |
| Value of fidelity bond covering the plan | 2018-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-10-31 | $400 |
| Expenses. Other expenses not covered elsewhere | 2018-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-10-31 | $0 |
| Other income received | 2018-10-31 | $58,072 |
| Noncash contributions received | 2018-10-31 | $0 |
| Net income (gross income less expenses) | 2018-10-31 | $-319,048 |
| Net plan assets at end of year (total assets less liabilities) | 2018-10-31 | $1,480,670 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-10-31 | $1,799,718 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-10-31 | $277,842 |
| Total contributions received or receivable from employer(s) | 2018-10-31 | $436 |
| Value of certain deemed distributions of participant loans | 2018-10-31 | $0 |
| Value of corrective distributions | 2018-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-10-31 | $751 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-10-31 | $0 |
| 2017 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-10-31 | $0 |
| Total plan liabilities at end of year | 2017-10-31 | $0 |
| Total plan liabilities at beginning of year | 2017-10-31 | $0 |
| Total income from all sources | 2017-10-31 | $188,644 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $50,836 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $49,300 |
| Total plan assets at end of year | 2017-10-31 | $1,799,718 |
| Total plan assets at beginning of year | 2017-10-31 | $1,661,910 |
| Value of fidelity bond covering the plan | 2017-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2017-10-31 | $40,800 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-10-31 | $0 |
| Other income received | 2017-10-31 | $139,196 |
| Noncash contributions received | 2017-10-31 | $0 |
| Net income (gross income less expenses) | 2017-10-31 | $137,808 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $1,799,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $1,661,910 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-10-31 | $277,233 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $8,648 |
| Value of certain deemed distributions of participant loans | 2017-10-31 | $0 |
| Value of corrective distributions | 2017-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $1,536 |
| 2016 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-10-31 | $0 |
| Total plan liabilities at end of year | 2016-10-31 | $0 |
| Total plan liabilities at beginning of year | 2016-10-31 | $0 |
| Total income from all sources | 2016-10-31 | $153,788 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $1,363 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $0 |
| Total plan assets at end of year | 2016-10-31 | $1,661,910 |
| Total plan assets at beginning of year | 2016-10-31 | $1,509,485 |
| Value of fidelity bond covering the plan | 2016-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-10-31 | $56,400 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-10-31 | $0 |
| Other income received | 2016-10-31 | $86,277 |
| Noncash contributions received | 2016-10-31 | $0 |
| Net income (gross income less expenses) | 2016-10-31 | $152,425 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $1,661,910 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $1,509,485 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-10-31 | $174,997 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $11,111 |
| Value of certain deemed distributions of participant loans | 2016-10-31 | $0 |
| Value of corrective distributions | 2016-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $1,363 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
| 2015 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-10-31 | $0 |
| Total plan liabilities at end of year | 2015-10-31 | $0 |
| Total plan liabilities at beginning of year | 2015-10-31 | $0 |
| Total income from all sources | 2015-10-31 | $99,806 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $49,397 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $48,047 |
| Total plan assets at end of year | 2015-10-31 | $1,509,485 |
| Total plan assets at beginning of year | 2015-10-31 | $1,459,076 |
| Value of fidelity bond covering the plan | 2015-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $57,732 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-10-31 | $0 |
| Other income received | 2015-10-31 | $30,055 |
| Noncash contributions received | 2015-10-31 | $0 |
| Net income (gross income less expenses) | 2015-10-31 | $50,409 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $1,509,485 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $1,459,076 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-10-31 | $175,000 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $12,019 |
| Value of certain deemed distributions of participant loans | 2015-10-31 | $0 |
| Value of corrective distributions | 2015-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $1,350 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
| 2014 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-10-31 | $0 |
| Total plan liabilities at end of year | 2014-10-31 | $0 |
| Total plan liabilities at beginning of year | 2014-10-31 | $0 |
| Total income from all sources | 2014-10-31 | $213,644 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $38,119 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $36,897 |
| Total plan assets at end of year | 2014-10-31 | $1,459,076 |
| Total plan assets at beginning of year | 2014-10-31 | $1,283,551 |
| Value of fidelity bond covering the plan | 2014-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $55,223 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-10-31 | $0 |
| Other income received | 2014-10-31 | $104,844 |
| Noncash contributions received | 2014-10-31 | $0 |
| Net income (gross income less expenses) | 2014-10-31 | $175,525 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $1,459,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,283,551 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-10-31 | $125,000 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $53,577 |
| Value of certain deemed distributions of participant loans | 2014-10-31 | $0 |
| Value of corrective distributions | 2014-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $1,222 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
| 2013 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-10-31 | $0 |
| Total plan liabilities at end of year | 2013-10-31 | $0 |
| Total plan liabilities at beginning of year | 2013-10-31 | $0 |
| Total income from all sources | 2013-10-31 | $250,635 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $30,491 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $29,500 |
| Total plan assets at end of year | 2013-10-31 | $1,283,551 |
| Total plan assets at beginning of year | 2013-10-31 | $1,063,407 |
| Value of fidelity bond covering the plan | 2013-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $52,400 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-10-31 | $0 |
| Other income received | 2013-10-31 | $146,991 |
| Noncash contributions received | 2013-10-31 | $0 |
| Net income (gross income less expenses) | 2013-10-31 | $220,144 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $1,283,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,063,407 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-10-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $51,244 |
| Value of certain deemed distributions of participant loans | 2013-10-31 | $0 |
| Value of corrective distributions | 2013-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $991 |
| 2012 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-10-31 | $0 |
| Total plan liabilities at end of year | 2012-10-31 | $0 |
| Total plan liabilities at beginning of year | 2012-10-31 | $0 |
| Total income from all sources | 2012-10-31 | $169,804 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $25,234 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $24,388 |
| Total plan assets at end of year | 2012-10-31 | $1,063,407 |
| Total plan assets at beginning of year | 2012-10-31 | $918,837 |
| Value of fidelity bond covering the plan | 2012-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-10-31 | $52,400 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-10-31 | $0 |
| Other income received | 2012-10-31 | $67,440 |
| Noncash contributions received | 2012-10-31 | $0 |
| Net income (gross income less expenses) | 2012-10-31 | $144,570 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,063,407 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $918,837 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-10-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $49,964 |
| Value of certain deemed distributions of participant loans | 2012-10-31 | $0 |
| Value of corrective distributions | 2012-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $846 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
| 2011 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-10-31 | $0 |
| Total plan liabilities at end of year | 2011-10-31 | $0 |
| Total plan liabilities at beginning of year | 2011-10-31 | $0 |
| Total income from all sources | 2011-10-31 | $117,496 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $43,024 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $41,760 |
| Total plan assets at end of year | 2011-10-31 | $918,837 |
| Total plan assets at beginning of year | 2011-10-31 | $844,365 |
| Value of fidelity bond covering the plan | 2011-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-10-31 | $50,480 |
| Expenses. Other expenses not covered elsewhere | 2011-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-10-31 | $0 |
| Other income received | 2011-10-31 | $18,670 |
| Noncash contributions received | 2011-10-31 | $0 |
| Net income (gross income less expenses) | 2011-10-31 | $74,472 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $918,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $844,365 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-10-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $48,346 |
| Value of certain deemed distributions of participant loans | 2011-10-31 | $0 |
| Value of corrective distributions | 2011-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $1,264 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $0 |
