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Plan Name | ROBISON & SMITH, INC. 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CENTURY LINEN & UNIFORM, INC. |
Employer identification number (EIN): | 141009105 |
NAIC Classification: | 812320 |
NAIC Description: | Drycleaning and Laundry Services (except Coin-Operated) |
Additional information about CENTURY LINEN & UNIFORM, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1936-12-29 |
Company Identification Number: | 49786 |
Legal Registered Office Address: |
335 N MAIN ST FULTON GLOVERSVILLE United States of America (USA) 12078 |
More information about CENTURY LINEN & UNIFORM, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DARCI LUCI | DARCI LUCI | 2018-10-12 | |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | DARCI L LUCI | 2017-07-24 | DARCI L LUCI | 2017-07-24 |
001 | 2015-01-01 | RICHARD C. SMITH | 2016-06-28 | RICHARD C. SMITH | 2016-06-28 |
001 | 2014-01-01 | RICHARD C. SMITH | 2015-07-16 | RICHARD C. SMITH | 2015-07-16 |
001 | 2013-01-01 | RICHARD C. SMITH | 2014-06-11 | RICHARD C. SMITH | 2014-06-11 |
001 | 2012-01-01 | JAMES SEMIONE | 2013-07-19 | JAMES SEMIONE | 2013-07-19 |
001 | 2011-01-01 | RICHARD SMITH | 2012-07-24 | ||
001 | 2010-01-01 | RICHARD SMITH | 2011-10-13 | RICHARD SMITH | 2011-10-13 |
Measure | Date | Value |
---|---|---|
2022: ROBISON & SMITH, INC. 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 352 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 33 |
Total of all active and inactive participants | 2022-01-01 | 385 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 385 |
Number of participants with account balances | 2022-01-01 | 171 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
2021: ROBISON & SMITH, INC. 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 254 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 28 |
Total of all active and inactive participants | 2021-01-01 | 218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 218 |
Number of participants with account balances | 2021-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 9 |
2020: ROBISON & SMITH, INC. 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 229 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 212 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 35 |
Total of all active and inactive participants | 2020-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 247 |
Number of participants with account balances | 2020-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 9 |
2019: ROBISON & SMITH, INC. 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 223 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 216 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 20 |
Total of all active and inactive participants | 2019-01-01 | 236 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 236 |
Number of participants with account balances | 2019-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
2018: ROBISON & SMITH, INC. 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 221 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 209 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 18 |
Total of all active and inactive participants | 2018-01-01 | 227 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 227 |
Number of participants with account balances | 2018-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: ROBISON & SMITH, INC. 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 218 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 201 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 214 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 214 |
Number of participants with account balances | 2017-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : ROBISON & SMITH, INC. 401K PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $925,663 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,270,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,251,997 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $306 |
Value of total corrective distributions | 2022-12-31 | $5,086 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,359,720 |
Value of total assets at end of year | 2022-12-31 | $2,799,635 |
Value of total assets at beginning of year | 2022-12-31 | $3,144,815 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,454 |
Total interest from all sources | 2022-12-31 | $4,806 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $254,280 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $254,280 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $315,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $276,490 |
Participant contributions at end of year | 2022-12-31 | $121,776 |
Participant contributions at beginning of year | 2022-12-31 | $82,866 |
Participant contributions at end of year | 2022-12-31 | $7,320 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $951,640 |
Administrative expenses (other) incurred | 2022-12-31 | $13,454 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-345,180 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,799,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,144,815 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,666,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,061,949 |
Interest on participant loans | 2022-12-31 | $4,806 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-693,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $131,590 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,558 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,251,997 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BONADIO & COMPANY LLP |
Accountancy firm EIN | 2022-12-31 | 161131146 |
2021 : ROBISON & SMITH, INC. 401K PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 | $719,418 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $641,264 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $613,763 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $580 |
Value of total corrective distributions | 2021-12-31 | $12,239 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $350,026 |
Value of total assets at end of year | 2021-12-31 | $3,144,815 |
Value of total assets at beginning of year | 2021-12-31 | $3,066,661 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $14,682 |
Total interest from all sources | 2021-12-31 | $4,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $225,079 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $225,079 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $307,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $235,880 |
Participant contributions at end of year | 2021-12-31 | $82,866 |
Participant contributions at beginning of year | 2021-12-31 | $83,486 |
Administrative expenses (other) incurred | 2021-12-31 | $14,682 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $78,154 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,144,815 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,066,661 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,061,949 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,983,175 |
Interest on participant loans | 2021-12-31 | $4,602 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $139,711 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $114,146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $613,763 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | TEAL BECKER & CHIARAMONTE CPAS |
Accountancy firm EIN | 2021-12-31 | 141624930 |
2020 : ROBISON & SMITH, INC. 401K PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 | $715,856 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $374,764 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $345,049 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $9,621 |
Value of total corrective distributions | 2020-12-31 | $10,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $322,847 |
Value of total assets at end of year | 2020-12-31 | $3,066,661 |
Value of total assets at beginning of year | 2020-12-31 | $2,725,569 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $9,366 |
Total interest from all sources | 2020-12-31 | $4,437 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $134,737 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $134,737 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $273,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $204,576 |
Participant contributions at end of year | 2020-12-31 | $83,486 |
Participant contributions at beginning of year | 2020-12-31 | $75,668 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $28,520 |
Administrative expenses (other) incurred | 2020-12-31 | $9,366 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $341,092 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,066,661 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,725,569 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,983,175 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,649,901 |
Interest on participant loans | 2020-12-31 | $4,437 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $253,835 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $89,751 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $345,049 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | TEAL, BECKER & CHIARAMONTE, CPAS |
Accountancy firm EIN | 2020-12-31 | 141624930 |
2019 : ROBISON & SMITH, INC. 401K PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 income from all sources (including contributions) | 2019-12-31 | $660,578 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $104,102 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $92,417 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $188 |
Value of total corrective distributions | 2019-12-31 | $9,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $286,730 |
Value of total assets at end of year | 2019-12-31 | $2,725,569 |
Value of total assets at beginning of year | 2019-12-31 | $2,169,093 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,375 |
Total interest from all sources | 2019-12-31 | $3,681 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $82,195 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $82,195 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $217,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $193,582 |
Participant contributions at end of year | 2019-12-31 | $75,668 |
Participant contributions at beginning of year | 2019-12-31 | $67,338 |
Administrative expenses (other) incurred | 2019-12-31 | $2,375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $556,476 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,725,569 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,169,093 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,649,901 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,101,755 |
Interest on participant loans | 2019-12-31 | $3,681 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $287,972 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $93,148 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $92,417 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | TEAL, BECKER & CHIARAMONTE, CPAS |
Accountancy firm EIN | 2019-12-31 | 141624930 |
2018 : ROBISON & SMITH, INC. 401K PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 | $163,066 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $137,840 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $125,660 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $3,579 |
Value of total corrective distributions | 2018-12-31 | $6,926 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $272,153 |
Value of total assets at end of year | 2018-12-31 | $2,169,093 |
Value of total assets at beginning of year | 2018-12-31 | $2,143,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,675 |
Total interest from all sources | 2018-12-31 | $2,360 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $70,837 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $70,837 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $215,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $183,426 |
Participant contributions at end of year | 2018-12-31 | $67,338 |
Participant contributions at beginning of year | 2018-12-31 | $43,324 |
Administrative expenses (other) incurred | 2018-12-31 | $1,675 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $25,226 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,169,093 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,143,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,101,755 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,100,543 |
Interest on participant loans | 2018-12-31 | $2,360 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-182,284 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $88,727 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $125,660 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | TEAL, BECKER & CHIARAMONTE, CPAS |
Accountancy firm EIN | 2018-12-31 | 141624930 |
2017 : ROBISON & SMITH, INC. 401K PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $432,469 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $504,109 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $383,535 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $372,051 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $77 |
Value of total corrective distributions | 2017-12-31 | $102 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $172,822 |
Value of total assets at end of year | 2017-12-31 | $2,143,867 |
Value of total assets at beginning of year | 2017-12-31 | $1,590,824 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $11,305 |
Total interest from all sources | 2017-12-31 | $1,084 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $37,429 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $37,429 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $160,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $120,023 |
Participant contributions at end of year | 2017-12-31 | $43,324 |
Participant contributions at beginning of year | 2017-12-31 | $37,243 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $32 |
Administrative expenses (other) incurred | 2017-12-31 | $11,305 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $120,574 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,143,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,590,824 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,100,543 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,553,581 |
Interest on participant loans | 2017-12-31 | $1,084 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $292,774 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $52,767 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $372,051 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WEST & COMPANY CPAS PC |
Accountancy firm EIN | 2017-12-31 | 141662664 |
2022: ROBISON & SMITH, INC. 401K 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: ROBISON & SMITH, INC. 401K 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: ROBISON & SMITH, INC. 401K 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: ROBISON & SMITH, INC. 401K 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: ROBISON & SMITH, INC. 401K 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: ROBISON & SMITH, INC. 401K 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 |