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RWSP REALTY 401(K) PLAN 401k Plan overview

Plan NameRWSP REALTY 401(K) PLAN
Plan identification number 001

RWSP REALTY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RWSP REALTY, LLC has sponsored the creation of one or more 401k plans.

Company Name:RWSP REALTY, LLC
Employer identification number (EIN):133972591
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about RWSP REALTY, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1997-10-15
Company Identification Number: 2189449
Legal Registered Office Address: 95 SOUTH MIDDLETOWN ROAD
Rockland
NANUET
United States of America (USA)
10954

More information about RWSP REALTY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RWSP REALTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROSEMARIE GLASEL2018-09-28
0012016-01-01ROSEMARIE GLASEL2017-09-13
0012015-01-01ROSEMARIE GLASEL2016-09-30
0012014-02-01ROSEMARIE GLASEL2015-09-10
0012009-01-01ROSEMARIE GLASEL
0012009-01-01ROSEMARIE GLASEL ROSEMARIE GLASEL2010-10-08

Plan Statistics for RWSP REALTY 401(K) PLAN

401k plan membership statisitcs for RWSP REALTY 401(K) PLAN

Measure Date Value
2021: RWSP REALTY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01116
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01103
Number of participants with account balances2021-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RWSP REALTY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01116
Number of participants with account balances2020-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RWSP REALTY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-01123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01130
Number of participants with account balances2019-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RWSP REALTY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-01124
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01125
Number of participants with account balances2018-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2009: RWSP REALTY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RWSP REALTY 401(K) PLAN

Measure Date Value
2022 : RWSP REALTY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets from this plan2022-06-30$1,077,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-88,747
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$127,095
Value of total assets at end of year2022-06-30$0
Value of total assets at beginning of year2022-06-30$1,167,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$211
Total interest from all sources2022-06-30$540
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$120,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$127,095
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$982
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$6,979
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-90,107
Value of net assets at end of year (total assets less liabilities)2022-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,167,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$324,880
Income. Interest from loans (other than to participants)2022-06-30$356
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$793,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$41,745
Net investment gain/loss from pooled separate accounts2022-06-30$-72,396
Net investment gain or loss from common/collective trusts2022-06-30$-143,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,149
Contract administrator fees2022-06-30$211
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30Yes
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CITRIN COOPERMAN & COMPANY
Accountancy firm EIN2022-06-30222428965
2021 : RWSP REALTY 401(K) 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$464,469
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$330,119
Value of total assets at end of year2021-12-31$1,167,587
Value of total assets at beginning of year2021-12-31$713,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$478
Total interest from all sources2021-12-31$304
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$120,000
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$222,601
Participant contributions at end of year2021-12-31$982
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$6,979
Participant contributions at beginning of year2021-12-31$6,437
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$107,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$453,699
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,167,587
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$713,888
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
Value of interest in pooled separate accounts at end of year2021-12-31$324,880
Value of interest in pooled separate accounts at beginning of year2021-12-31$213,771
Value of interest in common/collective trusts at end of year2021-12-31$793,001
Value of interest in common/collective trusts at beginning of year2021-12-31$465,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$41,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$27,923
Net investment gain/loss from pooled separate accounts2021-12-31$51,863
Net investment gain or loss from common/collective trusts2021-12-31$82,183
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,292
Contract administrator fees2021-12-31$478
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 name2021-12-31CITRIN COOPERMAN & COMPANY
Accountancy firm EIN2021-12-31222428965
2020 : RWSP REALTY 401(K) 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$235,253
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$149,269
Value of total assets at end of year2020-12-31$713,888
Value of total assets at beginning of year2020-12-31$480,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$167
Total interest from all sources2020-12-31$259
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$167
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$72,000
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$149,269
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$6,437
Participant contributions at beginning of year2020-12-31$923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$233,333
Value of net assets at end of year (total assets less liabilities)2020-12-31$713,888
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$480,555
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
Value of interest in pooled separate accounts at end of year2020-12-31$213,771
Value of interest in pooled separate accounts at beginning of year2020-12-31$136,217
Value of interest in common/collective trusts at end of year2020-12-31$465,757
Value of interest in common/collective trusts at beginning of year2020-12-31$327,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$27,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,763
Net investment gain/loss from pooled separate accounts2020-12-31$27,821
Net investment gain or loss from common/collective trusts2020-12-31$57,904
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,753
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CITRIN COOPERMAN & COMPANY
Accountancy firm EIN2020-12-31222428965
2019 : RWSP REALTY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$313,238
Total income from all sources (including contributions)2019-12-31$313,238
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,355
Total of all expenses incurred2019-12-31$2,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$260,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$260,327
Value of total assets at end of year2019-12-31$480,555
Value of total assets at end of year2019-12-31$480,555
Value of total assets at beginning of year2019-12-31$169,672
Value of total assets at beginning of year2019-12-31$169,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$687
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$687
Total interest from all sources2019-12-31$217
Total interest from all sources2019-12-31$217
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$49,000
Value of fidelity bond cover2019-12-31$49,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$96,323
Contributions received from participants2019-12-31$96,323
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$923
Participant contributions at end of year2019-12-31$923
Participant contributions at beginning of year2019-12-31$2,985
Participant contributions at beginning of year2019-12-31$2,985
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$164,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$310,883
Value of net income/loss2019-12-31$310,883
Value of net assets at end of year (total assets less liabilities)2019-12-31$480,555
Value of net assets at end of year (total assets less liabilities)2019-12-31$480,555
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$169,672
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$169,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$136,217
Value of interest in pooled separate accounts at end of year2019-12-31$136,217
Value of interest in pooled separate accounts at beginning of year2019-12-31$77,247
Value of interest in pooled separate accounts at beginning of year2019-12-31$77,247
Value of interest in common/collective trusts at end of year2019-12-31$327,652
Value of interest in common/collective trusts at end of year2019-12-31$327,652
Value of interest in common/collective trusts at beginning of year2019-12-31$78,596
Value of interest in common/collective trusts at beginning of year2019-12-31$78,596
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,844
Net investment gain/loss from pooled separate accounts2019-12-31$23,540
Net investment gain/loss from pooled separate accounts2019-12-31$23,540
Net investment gain or loss from common/collective trusts2019-12-31$29,154
Net investment gain or loss from common/collective trusts2019-12-31$29,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,668
Contract administrator fees2019-12-31$687
Contract administrator fees2019-12-31$687
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CITRIN COOPERMAN & COMPANY
Accountancy firm name2019-12-31CITRIN COOPERMAN & COMPANY
Accountancy firm EIN2019-12-31222428965
Accountancy firm EIN2019-12-31222428965
2018 : RWSP REALTY 401(K) 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$58,756
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$72,265
Value of total assets at end of year2018-12-31$169,672
Value of total assets at beginning of year2018-12-31$121,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$80
Total interest from all sources2018-12-31$125
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$17,000
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$72,265
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$2,985
Participant contributions at beginning of year2018-12-31$163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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$47,895
Value of net assets at end of year (total assets less liabilities)2018-12-31$169,672
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$121,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
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
Value of interest in pooled separate accounts at end of year2018-12-31$77,247
Value of interest in pooled separate accounts at beginning of year2018-12-31$58,274
Interest on participant loans2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$78,596
Value of interest in common/collective trusts at beginning of year2018-12-31$56,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,267
Net investment gain/loss from pooled separate accounts2018-12-31$-6,778
Net investment gain or loss from common/collective trusts2018-12-31$-6,856
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,781
Contract administrator fees2018-12-31$80
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CITRIN COOPERMAN & COMPANY
Accountancy firm EIN2018-12-31222428965
2010 : RWSP REALTY 401(K) PLAN 2010 401k financial data
Total income from all sources2010-04-30$-1,854
Expenses. Total of all expenses incurred2010-04-30$721,221
Benefits paid (including direct rollovers)2010-04-30$721,210
Total plan assets at end of year2010-04-30$0
Total plan assets at beginning of year2010-04-30$723,075
Value of fidelity bond covering the plan2010-04-30$100,000
Total contributions received or receivable from participants2010-04-30$2,207
Other income received2010-04-30$-4,061
Net income (gross income less expenses)2010-04-30$-723,075
Net plan assets at end of year (total assets less liabilities)2010-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2010-04-30$723,075
Assets. Value of participant loans2010-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-04-30$11
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0
2009 : RWSP REALTY 401(K) 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 RWSP REALTY 401(K) PLAN

2021: RWSP REALTY 401(K) 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RWSP REALTY 401(K) 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RWSP REALTY 401(K) 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RWSP REALTY 401(K) 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
2009: RWSP REALTY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810192
Policy instance 1
Insurance contract or identification number810192
Number of Individuals Covered103
Insurance policy start date2022-01-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $639
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?No
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 $639
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810192
Policy instance 1
Insurance contract or identification number810192
Number of Individuals Covered104
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,278
Total amount of fees paid to insurance companyUSD $128
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?No
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 $1,278
Insurance broker organization code?3
Amount paid for insurance broker fees128
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810192
Policy instance 1
Insurance contract or identification number810192
Number of Individuals Covered136
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $732
Total amount of fees paid to insurance companyUSD $73
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?No
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 $732
Insurance broker organization code?3
Amount paid for insurance broker fees73
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810192
Policy instance 1
Insurance contract or identification number810192
Number of Individuals Covered149
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $500
Total amount of fees paid to insurance companyUSD $50
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?No
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 $500
Insurance broker organization code?3
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810192
Policy instance 1
Insurance contract or identification number810192
Number of Individuals Covered141
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $344
Total amount of fees paid to insurance companyUSD $34
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?No
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 $344
Insurance broker organization code?3
Amount paid for insurance broker fees34
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300173
Policy instance 1
Insurance contract or identification number300173
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28
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
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWS INSURANCE SERVICES, LLC.

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