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G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 401k Plan overview

Plan NameG. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P
Plan identification number 001

G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P Benefits

401k Plan TypeDefined 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.
  • 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

G. R. RUSH & COMPANY, PLLC has sponsored the creation of one or more 401k plans.

Company Name:G. R. RUSH & COMPANY, PLLC
Employer identification number (EIN):274282217
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID J. DISTEFANO2024-07-01
0012022-01-01DAVID J. DISTEFANO2023-06-09
0012021-01-01DAVID J. DISTEFANO2022-07-19
0012020-01-01DAVID J. DISTEFANO2021-07-26
0012019-01-01DAVID J. DISTEFANO2020-07-28
0012018-01-01
0012017-01-01ROBERT L. WHITE
0012016-01-01ROBERT L. WHITE
0012015-01-01ROBERT L. WHITE
0012014-01-01ROBERT L. WHITE
0012013-01-01ROBERT L. WHITE
0012012-01-01ROBERT L. WHITE
0012011-01-01ROBERT L. WHITE

Financial Data on G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P

Measure Date Value
2025 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-17222183
Net assets as of the end of the plan year2025-07-171628382
Total assets as of the beginning of the plan year2025-07-171623235
Value of plan covered by a fidelity bond2025-07-17250000
Participant contributions to plan in this plan year2025-07-1757158
Other income to plan in this plan year2025-07-17159175
Plan net income in this plan year2025-07-175147
Net assets as of the end of the plan year2025-07-171628382
Net assets as of the beginning of the plan year2025-07-171623235
Employer contributions to plan in this plan year2025-07-1710997
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1711796
2024 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-05101620
Total expenses incurred by plan in this plan year2024-07-05372923
Net assets as of the end of the plan year2024-07-051623235
Total assets as of the beginning of the plan year2024-07-051611960
Value of plan covered by a fidelity bond2024-07-05250000
Participant contributions to plan in this plan year2024-07-0552611
Other income to plan in this plan year2024-07-05221313
Plan net income in this plan year2024-07-05-90345
Net assets as of the end of the plan year2024-07-051623235
Net assets as of the beginning of the plan year2024-07-051611960
Employer contributions to plan in this plan year2024-07-058654
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0511426
2018 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2018 401k financial data
Total income from all sources2018-12-31$-24,647
Expenses. Total of all expenses incurred2018-12-31$143,609
Benefits paid (including direct rollovers)2018-12-31$129,050
Total plan assets at end of year2018-12-31$1,387,838
Total plan assets at beginning of year2018-12-31$1,556,094
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$86,987
Other income received2018-12-31$-126,198
Net income (gross income less expenses)2018-12-31$-168,256
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,387,838
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,556,094
Total contributions received or receivable from employer(s)2018-12-31$14,564
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$14,559
2017 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2017 401k financial data
Total income from all sources2017-12-31$337,919
Expenses. Total of all expenses incurred2017-12-31$22,328
Benefits paid (including direct rollovers)2017-12-31$10,072
Total plan assets at end of year2017-12-31$1,556,094
Total plan assets at beginning of year2017-12-31$1,240,503
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$109,056
Other income received2017-12-31$214,201
Net income (gross income less expenses)2017-12-31$315,591
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,556,094
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,240,503
Total contributions received or receivable from employer(s)2017-12-31$14,662
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12,256
2016 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2016 401k financial data
Total income from all sources2016-12-31$205,123
Expenses. Total of all expenses incurred2016-12-31$152,453
Benefits paid (including direct rollovers)2016-12-31$141,850
Total plan assets at end of year2016-12-31$1,240,503
Total plan assets at beginning of year2016-12-31$1,187,833
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$95,789
Other income received2016-12-31$98,791
Net income (gross income less expenses)2016-12-31$52,670
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,240,503
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,187,833
Total contributions received or receivable from employer(s)2016-12-31$10,543
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,603
2015 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2015 401k financial data
Total income from all sources2015-12-31$108,584
Expenses. Total of all expenses incurred2015-12-31$189,539
Benefits paid (including direct rollovers)2015-12-31$189,539
Total plan assets at end of year2015-12-31$1,187,833
Total plan assets at beginning of year2015-12-31$1,268,788
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$126,147
Other income received2015-12-31$-18,765
Net income (gross income less expenses)2015-12-31$-80,955
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,187,833
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,268,788
Total contributions received or receivable from employer(s)2015-12-31$1,202
2014 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2014 401k financial data
Total income from all sources2014-12-31$189,982
Expenses. Total of all expenses incurred2014-12-31$987,052
Benefits paid (including direct rollovers)2014-12-31$987,052
Total plan assets at end of year2014-12-31$1,268,788
Total plan assets at beginning of year2014-12-31$2,065,858
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$98,672
Other income received2014-12-31$77,698
Net income (gross income less expenses)2014-12-31$-797,070
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,268,788
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,065,858
Total contributions received or receivable from employer(s)2014-12-31$13,612
2013 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2013 401k financial data
Total income from all sources2013-12-31$456,036
Expenses. Total of all expenses incurred2013-12-31$274,086
Benefits paid (including direct rollovers)2013-12-31$273,961
Total plan assets at end of year2013-12-31$2,065,858
Total plan assets at beginning of year2013-12-31$1,883,908
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$95,834
Other income received2013-12-31$346,742
Net income (gross income less expenses)2013-12-31$181,950
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,065,858
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,883,908
Total contributions received or receivable from employer(s)2013-12-31$13,460
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$125
2012 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2012 401k financial data
Total income from all sources2012-12-31$290,595
Expenses. Total of all expenses incurred2012-12-31$238,449
Benefits paid (including direct rollovers)2012-12-31$238,149
Total plan assets at end of year2012-12-31$1,883,908
Total plan assets at beginning of year2012-12-31$1,831,762
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$94,390
Other income received2012-12-31$177,266
Net income (gross income less expenses)2012-12-31$52,146
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,883,908
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,831,762
Total contributions received or receivable from employer(s)2012-12-31$18,939
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$300
2011 : G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2011 401k financial data
Transfers to/from the plan2011-12-31$2,013,710
Total income from all sources2011-12-31$47,713
Expenses. Total of all expenses incurred2011-12-31$229,661
Benefits paid (including direct rollovers)2011-12-31$229,536
Total plan assets at end of year2011-12-31$1,831,762
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$105,402
Other income received2011-12-31$-77,973
Net income (gross income less expenses)2011-12-31$-181,948
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,831,762
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$20,284
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$125

Form 5500 Responses for G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P

2018: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: G. R. RUSH & COMPANY, PLLC 401(K) PROFIT SHARING P 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916131-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916131-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916131-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916131-01
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878654
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308613197
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916131-01
Policy instance 4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number309024494
Policy instance 3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878654
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number309024494
Policy instance 3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308613197
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308613197
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number309024494
Policy instance 3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878654
Policy instance 1

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