RHODES & ASSOCIATES, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN
401k plan membership statisitcs for RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN
| Measure | Date | Value |
|---|
| 2018: RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| 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 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| 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 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 15 |
| Total of all active and inactive participants | 2016-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 17 |
| Number of participants with account balances | 2016-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
| 2015: RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 18 |
| Number of participants with account balances | 2015-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2012: RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 12 |
| Number of participants with account balances | 2012-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2018 : RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $554,277 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $10,871 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $6,646 |
| Total plan assets at end of year | 2018-12-31 | $1,529,475 |
| Total plan assets at beginning of year | 2018-12-31 | $986,069 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $620,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4,225 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $554,277 |
| Net income (gross income less expenses) | 2018-12-31 | $543,406 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,529,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $986,069 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $265,400 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $242,015 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $410,774 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $409,139 |
| Total plan assets at end of year | 2017-12-31 | $986,069 |
| Total plan assets at beginning of year | 2017-12-31 | $1,154,828 |
| Value of fidelity bond covering the plan | 2017-12-31 | $310,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $222,000 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $242,015 |
| Net income (gross income less expenses) | 2017-12-31 | $-168,759 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $986,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,154,828 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $265,400 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,635 |
| 2016 : RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $38,762 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $757 |
| Total plan assets at end of year | 2016-12-31 | $1,154,828 |
| Total plan assets at beginning of year | 2016-12-31 | $1,116,823 |
| Value of fidelity bond covering the plan | 2016-12-31 | $310,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $82,921 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $-133,718 |
| Net income (gross income less expenses) | 2016-12-31 | $38,005 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,154,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,116,823 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $365,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $89,559 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $757 |
| 2015 : RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $96,637 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $755 |
| Total plan assets at end of year | 2015-12-31 | $1,116,823 |
| Total plan assets at beginning of year | 2015-12-31 | $1,020,941 |
| Value of fidelity bond covering the plan | 2015-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $86,502 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $811 |
| Other income received | 2015-12-31 | $-77,858 |
| Net income (gross income less expenses) | 2015-12-31 | $95,882 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,116,823 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,020,941 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $494,122 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $87,182 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $755 |
| 2012 : RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $115,350 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $691 |
| Total plan assets at end of year | 2012-12-31 | $627,858 |
| Total plan assets at beginning of year | 2012-12-31 | $513,199 |
| Value of fidelity bond covering the plan | 2012-12-31 | $330,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $51,000 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $-4,191 |
| Net income (gross income less expenses) | 2012-12-31 | $114,659 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $627,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $513,199 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $321,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $68,541 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $691 |
| 2018: RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RHODES & ASSOCIATES, LP 401(K)SAFE HARBOR PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 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 |
