RSR PARTNERS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $1,423,775 |
| Total income from all sources | 2023-12-31 | $1,399,447 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $872,039 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $872,039 |
| Total plan assets at end of year | 2023-12-31 | $0 |
| Total plan assets at beginning of year | 2023-12-31 | $896,367 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Other income received | 2023-12-31 | $1,399,447 |
| Net income (gross income less expenses) | 2023-12-31 | $527,408 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-527,408 |
| 2022 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $1,423,775 |
| Total plan liabilities at beginning of year | 2022-12-31 | $1,553,791 |
| Total income from all sources | 2022-12-31 | $-207,871 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $780 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $780 |
| Total plan assets at end of year | 2022-12-31 | $896,367 |
| Total plan assets at beginning of year | 2022-12-31 | $1,235,034 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-207,871 |
| Net income (gross income less expenses) | 2022-12-31 | $-208,651 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-527,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-318,757 |
| Assets. Value of employer securities | 2022-12-31 | $895,539 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| 2021 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $1,553,791 |
| Total plan liabilities at beginning of year | 2021-12-31 | $1,617,148 |
| Total income from all sources | 2021-12-31 | $1,181,880 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $93,409 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $9,786 |
| Total plan assets at end of year | 2021-12-31 | $1,235,034 |
| Total plan assets at beginning of year | 2021-12-31 | $209,920 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $83,623 |
| Other income received | 2021-12-31 | $1,007,005 |
| Net income (gross income less expenses) | 2021-12-31 | $1,088,471 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-318,757 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-1,407,228 |
| Assets. Value of employer securities | 2021-12-31 | $1,103,433 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $174,875 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $1,617,148 |
| Total plan liabilities at beginning of year | 2020-12-31 | $1,704,711 |
| Total income from all sources | 2020-12-31 | $-852,663 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $85,564 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $21,623 |
| Total plan assets at end of year | 2020-12-31 | $209,920 |
| Total plan assets at beginning of year | 2020-12-31 | $1,235,710 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $63,941 |
| Other income received | 2020-12-31 | $-1,015,954 |
| Net income (gross income less expenses) | 2020-12-31 | $-938,227 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-1,407,228 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-469,001 |
| Assets. Value of employer securities | 2020-12-31 | $103,947 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $163,291 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $1,704,711 |
| Total plan liabilities at beginning of year | 2019-12-31 | $1,803,229 |
| Total income from all sources | 2019-12-31 | $289,289 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $84,528 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $17,822 |
| Total plan assets at end of year | 2019-12-31 | $1,235,710 |
| Total plan assets at beginning of year | 2019-12-31 | $1,129,467 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $66,706 |
| Other income received | 2019-12-31 | $123,265 |
| Net income (gross income less expenses) | 2019-12-31 | $204,761 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-469,001 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-673,762 |
| Assets. Value of employer securities | 2019-12-31 | $1,127,420 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $166,024 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $1,803,229 |
| Total plan liabilities at beginning of year | 2018-12-31 | $1,893,846 |
| Total income from all sources | 2018-12-31 | $-1,546,372 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $74,297 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $310 |
| Total plan assets at end of year | 2018-12-31 | $1,129,467 |
| Total plan assets at beginning of year | 2018-12-31 | $2,840,753 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $73,987 |
| Other income received | 2018-12-31 | $-1,695,463 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,620,669 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-673,762 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $946,907 |
| Assets. Value of employer securities | 2018-12-31 | $1,015,478 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $149,091 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $1,893,846 |
| Total plan liabilities at beginning of year | 2017-12-31 | $1,968,659 |
| Total income from all sources | 2017-12-31 | $1,581,495 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $99,485 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $23,138 |
| Total plan assets at end of year | 2017-12-31 | $2,840,753 |
| Total plan assets at beginning of year | 2017-12-31 | $1,433,556 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $76,347 |
| Other income received | 2017-12-31 | $1,406,316 |
| Net income (gross income less expenses) | 2017-12-31 | $1,482,010 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $946,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-535,103 |
| Assets. Value of employer securities | 2017-12-31 | $2,726,598 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $175,179 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $1,959,502 |
| Total plan liabilities at beginning of year | 2016-12-31 | $2,226,707 |
| Total income from all sources | 2016-12-31 | $316,954 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $79,871 |
| Total plan assets at end of year | 2016-12-31 | $1,335,331 |
| Total plan assets at beginning of year | 2016-12-31 | $1,365,453 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $79,871 |
| Other income received | 2016-12-31 | $148,015 |
| Net income (gross income less expenses) | 2016-12-31 | $237,083 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $-624,171 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-861,254 |
| Assets. Value of employer securities | 2016-12-31 | $1,335,314 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $168,939 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $2,137,638 |
| Total plan liabilities at beginning of year | 2015-12-31 | $2,137,638 |
| Total income from all sources | 2015-12-31 | $271,018 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $67,193 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,426,461 |
| Total plan assets at beginning of year | 2015-12-31 | $1,222,636 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $67,193 |
| Other income received | 2015-12-31 | $114,757 |
| Net income (gross income less expenses) | 2015-12-31 | $203,825 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $-711,177 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-915,002 |
| Assets. Value of employer securities | 2015-12-31 | $1,111,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $156,261 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $2,137,638 |
| Total plan liabilities at beginning of year | 2014-12-31 | $2,226,707 |
| Total income from all sources | 2014-12-31 | $207,488 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $70,115 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,222,636 |
| Total plan assets at beginning of year | 2014-12-31 | $1,174,332 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $70,115 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $48,305 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $137,373 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $-915,002 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-1,052,375 |
| Assets. Value of employer securities | 2014-12-31 | $1,063,453 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $159,183 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $1,136,372 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $-511,241 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $22,654 |
| Total plan assets at end of year | 2013-12-31 | $1,174,332 |
| Total plan assets at beginning of year | 2013-12-31 | $571,855 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $22,654 |
| Other income received | 2013-12-31 | $-622,963 |
| Net income (gross income less expenses) | 2013-12-31 | $-533,895 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $37,960 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $571,855 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $111,722 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $571,855 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $571,855 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $0 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $571,855 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $571,855 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $571,855 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2023: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | Yes |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RSR PARTNERS INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
