401k Plan data: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN plan

JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

JEROME H. RHOADS, INC. has sponsored the creation of one or more 401k plans.

Company Name: JEROME H. RHOADS, INC.

Employer identification number (EIN): 231521282

NAIC Classification: 424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DEBRA HARTMAN
002 2016-01-01 WYATT F. MORRISON 2017-07-20
002 2015-07-01 WYATT F. MORRISON 2016-07-22
002 2014-07-01 MICHAEL F DEBERDINE III 2016-01-28
002 2013-07-01 MICHAEL F DEBERDINE III 2015-01-26 MICHAEL F DEBERDINE, III 2015-01-26
002 2012-07-01 MICHAEL F DEBERDINE III 2013-11-21 MICHAEL DEBERDINE III 2013-11-21
002 2011-07-01 MICHAEL F DEBERDINE III 2013-01-04
002 2010-07-01 MICHAEL F DEBERDINE III 2012-01-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DEBRA HARTMAN
002	2016-01-01	WYATT F. MORRISON	2017-07-20
002	2015-07-01	WYATT F. MORRISON	2016-07-22
002	2014-07-01	MICHAEL F DEBERDINE III	2016-01-28
002	2013-07-01	MICHAEL F DEBERDINE III	2015-01-26	MICHAEL F DEBERDINE, III	2015-01-26
002	2012-07-01	MICHAEL F DEBERDINE III	2013-11-21	MICHAEL DEBERDINE III	2013-11-21
002	2011-07-01	MICHAEL F DEBERDINE III	2013-01-04
002	2010-07-01	MICHAEL F DEBERDINE III	2012-01-24

Plan Statistics for JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 164
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 21
Total of all active and inactive participants 2022-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 185
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 0
2021: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 154
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 178
Number of participants with account balances 2021-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 146
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 179
Number of participants with account balances 2020-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 131
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 146
Number of participants with account balances 2019-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 120
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 143
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 111
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 128
Number of participants with account balances 2017-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6

Measure	Date	Value
2022: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	164
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	21
Total of all active and inactive participants	2022-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	185
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	0
2021: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	154
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	178
Number of participants with account balances	2021-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	146
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	179
Number of participants with account balances	2020-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	131
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	146
Number of participants with account balances	2019-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	120
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	143
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	111
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	128
Number of participants with account balances	2017-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6

Financial Data on JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	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	$-342,937
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$347,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$347,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$700,444
Value of total assets at end of year	2022-12-31	$5,854,182
Value of total assets at beginning of year	2022-12-31	$6,544,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$192,407
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	$192,407
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$580,341
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$3,894
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$9,490
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	$-690,448
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,854,182
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,544,630
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	$5,844,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$6,513,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$6,513,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$9,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,235,788
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	$110,613
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$26,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$347,511
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	SIMON LEVER, LLC
Accountancy firm EIN	2022-12-31	231692578
2021 : JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	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	$1,774,174
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,181,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,147,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$827,709
Value of total assets at end of year	2021-12-31	$6,544,630
Value of total assets at beginning of year	2021-12-31	$5,952,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$34,234
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$240,697
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	$240,697
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$260,000
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	$559,348
Participant contributions at end of year	2021-12-31	$3,894
Participant contributions at beginning of year	2021-12-31	$19,560
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$169,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$410
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	$592,238
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,544,630
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,952,392
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
Investment advisory and management fees	2021-12-31	$34,234
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,809,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$6,513,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$39,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$39,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$705,768
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	$98,526
Employer contributions (assets) at end of year	2021-12-31	$26,908
Employer contributions (assets) at beginning of year	2021-12-31	$83,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,147,702
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	SIMON LEVER LLC
Accountancy firm EIN	2021-12-31	231692578
2020 : JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	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	$2,205,565
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$279,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$261,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,323,565
Value of total assets at end of year	2020-12-31	$5,952,392
Value of total assets at beginning of year	2020-12-31	$4,026,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$18,710
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$164,799
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	$164,799
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$503,148
Participant contributions at end of year	2020-12-31	$19,560
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$647,197
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$419
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	$1,925,618
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,952,392
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,026,774
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
Investment advisory and management fees	2020-12-31	$18,710
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,809,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,906,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$39,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$49,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$49,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$717,201
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	No
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	$173,220
Employer contributions (assets) at end of year	2020-12-31	$83,628
Employer contributions (assets) at beginning of year	2020-12-31	$70,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$261,237
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	Disclaimer
Accountancy firm name	2020-12-31	SIMON LEVER, LLC
Accountancy firm EIN	2020-12-31	231692578
2019 : JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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	$1,303,316
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$192,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$180,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$554,569
Value of total assets at end of year	2019-12-31	$4,026,774
Value of total assets at beginning of year	2019-12-31	$2,916,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,684
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$134,064
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	$134,064
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$396,000
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	$406,000
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,599
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$384
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	$1,110,547
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,026,774
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,916,227
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
Investment advisory and management fees	2019-12-31	$12,684
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,906,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,807,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$49,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$45,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$45,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$614,683
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	No
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	$146,970
Employer contributions (assets) at end of year	2019-12-31	$70,149
Employer contributions (assets) at beginning of year	2019-12-31	$63,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$180,085
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	SIMON LEVER, LLC
Accountancy firm EIN	2019-12-31	231692578
2018 : JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	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	$411,237
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$183,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$170,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$615,687
Value of total assets at end of year	2018-12-31	$2,916,227
Value of total assets at beginning of year	2018-12-31	$2,688,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,286
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$184,805
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	$184,805
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$286,000
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	$378,028
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$102,000
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$259
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	$227,303
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,916,227
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,688,924
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
Investment advisory and management fees	2018-12-31	$13,286
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,807,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,656,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$45,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$31,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$31,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-389,255
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	No
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	$135,659
Employer contributions (assets) at end of year	2018-12-31	$63,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$170,648
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	SIMON LEVER, LLC
Accountancy firm EIN	2018-12-31	231692578
2017 : JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	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	$956,755
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$513,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$501,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$535,837
Value of total assets at end of year	2017-12-31	$2,688,924
Value of total assets at beginning of year	2017-12-31	$2,245,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,481
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$80,698
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	$80,698
Administrative expenses professional fees incurred	2017-12-31	$11,481
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$270,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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	$363,120
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$107,099
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$447
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	$443,420
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,688,924
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,245,504
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	$2,656,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,211,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$31,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$33,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$33,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$340,220
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	$65,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$501,854
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	SIMON LEVER, LLC
Accountancy firm EIN	2017-12-31	231692578

Form 5500 Responses for JEROME H. RHOADS, INC. 401(K) PROFIT SHARING PLAN

2022: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING 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: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING 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: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING 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: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING 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: JEROME H. RHOADS, INC. 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

515632-01

Policy instance

Insurance contract or identification number	515632-01
Number of Individuals Covered	139
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

JEROME H. SIEGEL MD PC PROFIT SHARING PLAN [EIN = 133006635]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JEROME H. RHOADS, INC.
Employer identification number (EIN):	231521282
NAIC Classification:	424700