RL LIVINGSTON INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023 : RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-11-30 | $10,491 |
| Total plan liabilities at beginning of year | 2023-11-30 | $22,786 |
| Total income from all sources | 2023-11-30 | $503,029 |
| Expenses. Total of all expenses incurred | 2023-11-30 | $690,536 |
| Benefits paid (including direct rollovers) | 2023-11-30 | $322,809 |
| Total plan assets at end of year | 2023-11-30 | $109,057 |
| Total plan assets at beginning of year | 2023-11-30 | $308,859 |
| Value of fidelity bond covering the plan | 2023-11-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-11-30 | $163,699 |
| Contributions received from other sources (not participants or employers) | 2023-11-30 | $1,131 |
| Other income received | 2023-11-30 | $3,502 |
| Net income (gross income less expenses) | 2023-11-30 | $-187,507 |
| Net plan assets at end of year (total assets less liabilities) | 2023-11-30 | $98,566 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-11-30 | $286,073 |
| Total contributions received or receivable from employer(s) | 2023-11-30 | $498,396 |
| Value of corrective distributions | 2023-11-30 | $200,347 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-11-30 | $3,681 |
| 2022 : RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-11-30 | $22,786 |
| Total plan liabilities at beginning of year | 2022-11-30 | $39,555 |
| Total income from all sources | 2022-11-30 | $471,046 |
| Expenses. Total of all expenses incurred | 2022-11-30 | $381,022 |
| Benefits paid (including direct rollovers) | 2022-11-30 | $135,341 |
| Total plan assets at end of year | 2022-11-30 | $308,859 |
| Total plan assets at beginning of year | 2022-11-30 | $235,604 |
| Value of fidelity bond covering the plan | 2022-11-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-11-30 | $128,256 |
| Contributions received from other sources (not participants or employers) | 2022-11-30 | $0 |
| Other income received | 2022-11-30 | $491 |
| Net income (gross income less expenses) | 2022-11-30 | $90,024 |
| Net plan assets at end of year (total assets less liabilities) | 2022-11-30 | $286,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-11-30 | $196,049 |
| Total contributions received or receivable from employer(s) | 2022-11-30 | $470,555 |
| Value of corrective distributions | 2022-11-30 | $101,692 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-11-30 | $15,733 |
| 2021 : RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-11-30 | $39,555 |
| Total plan liabilities at beginning of year | 2021-11-30 | $38,130 |
| Total income from all sources | 2021-11-30 | $564,483 |
| Expenses. Total of all expenses incurred | 2021-11-30 | $371,164 |
| Benefits paid (including direct rollovers) | 2021-11-30 | $196,549 |
| Total plan assets at end of year | 2021-11-30 | $235,604 |
| Total plan assets at beginning of year | 2021-11-30 | $40,860 |
| Value of fidelity bond covering the plan | 2021-11-30 | $100,000 |
| Total contributions received or receivable from participants | 2021-11-30 | $2,503 |
| Expenses. Other expenses not covered elsewhere | 2021-11-30 | $114,737 |
| Other income received | 2021-11-30 | $94 |
| Net income (gross income less expenses) | 2021-11-30 | $193,319 |
| Net plan assets at end of year (total assets less liabilities) | 2021-11-30 | $196,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-11-30 | $2,730 |
| Total contributions received or receivable from employer(s) | 2021-11-30 | $561,886 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-11-30 | $59,878 |
| 2020 : RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-11-30 | $38,130 |
| Total plan liabilities at beginning of year | 2020-11-30 | $80,291 |
| Total income from all sources | 2020-11-30 | $451,686 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $448,956 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $285,884 |
| Total plan assets at end of year | 2020-11-30 | $40,860 |
| Total plan assets at beginning of year | 2020-11-30 | $80,291 |
| Value of fidelity bond covering the plan | 2020-11-30 | $100,000 |
| Total contributions received or receivable from participants | 2020-11-30 | $70,875 |
| Expenses. Other expenses not covered elsewhere | 2020-11-30 | $103,944 |
| Other income received | 2020-11-30 | $92 |
| Net income (gross income less expenses) | 2020-11-30 | $2,730 |
| Net plan assets at end of year (total assets less liabilities) | 2020-11-30 | $2,730 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-11-30 | $380,719 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-11-30 | $59,128 |
| 2019 : RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-11-30 | $80,291 |
| Total income from all sources | 2019-11-30 | $480,210 |
| Expenses. Total of all expenses incurred | 2019-11-30 | $480,210 |
| Benefits paid (including direct rollovers) | 2019-11-30 | $317,425 |
| Total plan assets at end of year | 2019-11-30 | $80,291 |
| Value of fidelity bond covering the plan | 2019-11-30 | $100,000 |
| Total contributions received or receivable from participants | 2019-11-30 | $67,174 |
| Expenses. Other expenses not covered elsewhere | 2019-11-30 | $100,531 |
| Other income received | 2019-11-30 | $26 |
| Net income (gross income less expenses) | 2019-11-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-11-30 | $413,010 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-11-30 | $62,254 |
| 2022: RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-12-01 | Type of plan entity | Single employer plan |
| 2022-12-01 | Submission has been amended | No |
| 2022-12-01 | This submission is the final filing | No |
| 2022-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-12-01 | Plan is a collectively bargained plan | No |
| 2022-12-01 | Plan funding arrangement – Insurance | Yes |
| 2022-12-01 | Plan funding arrangement – Trust | Yes |
| 2022-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-12-01 | Plan benefit arrangement - Trust | Yes |
| 2022-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-12-01 | Type of plan entity | Single employer plan |
| 2021-12-01 | Submission has been amended | No |
| 2021-12-01 | This submission is the final filing | No |
| 2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-12-01 | Plan is a collectively bargained plan | No |
| 2021-12-01 | Plan funding arrangement – Insurance | Yes |
| 2021-12-01 | Plan funding arrangement – Trust | Yes |
| 2021-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-12-01 | Plan benefit arrangement - Trust | Yes |
| 2020: RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan funding arrangement – Trust | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan funding arrangement – Trust | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement - Trust | Yes |
| 2018: RL LIVINGSTON INC. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | First time form 5500 has been submitted | Yes |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan funding arrangement – Trust | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement - Trust | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000C7L2 |
| Policy instance | 5 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000C7L2 |
| Policy instance | 4 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000C7L2 |
| Policy instance | 3 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00526656 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL3080030 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 242514 |
| Policy instance | 3 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00526656 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL3080030 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 242514 |
| Policy instance | 3 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00526656 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL3080030 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 242514 |
| Policy instance | 3 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00526656 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL3080030 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 242514 |
| Policy instance | 3 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00526656 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | GENESIS |
| Policy instance | 1 |
