401k Plan data: RSM HOLDINGS, INC. RETIREMENT PLAN plan

RSM HOLDINGS, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	RSM HOLDINGS, INC. RETIREMENT PLAN
Plan identification number	001

RSM HOLDINGS, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RSM HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: RSM HOLDINGS, INC.

Employer identification number (EIN): 275206537

NAIC Classification: 812190

Additional information about RSM HOLDINGS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2011-02-24

Company Identification Number: 0733958

Legal Registered Office Address: 7302 BIRCH POINT DRIVE

HENRICO
United States of America (USA)
23228

More information about RSM HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RSM HOLDINGS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 ROBERT MCBRIDE
001 2023-01-01
001 2023-01-01 ROBERT MCBRIDE
001 2022-01-01
001 2022-01-01 ROBERT MCBRIDE
001 2021-01-01
001 2021-01-01 ROBERT MCBRIDE
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT MCBRIDE, III
001 2016-01-01 ROBERT MCBRIDE, III
001 2015-01-01 ROBERT MCBRIDE, III
001 2014-01-01 ROBERT P. MCBRIDE
001 2013-01-01 ROBERT P. MCBRIDE
001 2012-01-01 ROBERT P. MCBRIDE
001 2011-02-25 ROBERT P. MCBRIDE

Plan Statistics for RSM HOLDINGS, INC. RETIREMENT PLAN

401k plan membership statisitcs for RSM HOLDINGS, INC. RETIREMENT PLAN

Measure Date Value
2023: RSM HOLDINGS, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 59
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 8
Total of all active and inactive participants 2023-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 68
Number of participants with account balances 2023-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: RSM HOLDINGS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 32
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 0
Total of all active and inactive participants 2022-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 32
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RSM HOLDINGS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 40
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 5
Total of all active and inactive participants 2021-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 45
Number of participants with account balances 2021-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RSM HOLDINGS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 35
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 6
Total of all active and inactive participants 2020-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 41
Number of participants with account balances 2020-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RSM HOLDINGS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
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 8
Total of all active and inactive participants 2019-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 37
Number of participants with account balances 2019-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RSM HOLDINGS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 27
Number of retired or separated participants receiving benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 29
Total participants 2018-01-01 29
Number of participants with account balances 2018-01-01 29
2017: RSM HOLDINGS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 23
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 25
Total participants 2017-01-01 25
Number of participants with account balances 2017-01-01 24
2016: RSM HOLDINGS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 23
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 2
Total of all active and inactive participants 2016-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 25
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RSM HOLDINGS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Total of all active and inactive participants 2015-01-01 15
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 11
2014: RSM HOLDINGS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RSM HOLDINGS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RSM HOLDINGS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RSM HOLDINGS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-25 4
Total number of active participants reported on line 7a of the Form 5500 2011-02-25 4
Number of retired or separated participants receiving benefits 2011-02-25 0
Number of other retired or separated participants entitled to future benefits 2011-02-25 0
Total of all active and inactive participants 2011-02-25 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-25 0
Total participants 2011-02-25 4
Number of participants with account balances 2011-02-25 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-25 0

Measure	Date	Value
2023: RSM HOLDINGS, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	59
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	8
Total of all active and inactive participants	2023-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	68
Number of participants with account balances	2023-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: RSM HOLDINGS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	32
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	0
Total of all active and inactive participants	2022-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	32
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RSM HOLDINGS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	40
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	5
Total of all active and inactive participants	2021-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	45
Number of participants with account balances	2021-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RSM HOLDINGS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	35
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	6
Total of all active and inactive participants	2020-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	41
Number of participants with account balances	2020-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RSM HOLDINGS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
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	8
Total of all active and inactive participants	2019-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	37
Number of participants with account balances	2019-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RSM HOLDINGS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	27
Number of retired or separated participants receiving benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	29
Total participants	2018-01-01	29
Number of participants with account balances	2018-01-01	29
2017: RSM HOLDINGS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	23
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	25
Total participants	2017-01-01	25
Number of participants with account balances	2017-01-01	24
2016: RSM HOLDINGS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	23
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	2
Total of all active and inactive participants	2016-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	25
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RSM HOLDINGS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Total of all active and inactive participants	2015-01-01	15
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	11
2014: RSM HOLDINGS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RSM HOLDINGS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RSM HOLDINGS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RSM HOLDINGS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-25	4
Total number of active participants reported on line 7a of the Form 5500	2011-02-25	4
Number of retired or separated participants receiving benefits	2011-02-25	0
Number of other retired or separated participants entitled to future benefits	2011-02-25	0
Total of all active and inactive participants	2011-02-25	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-25	0
Total participants	2011-02-25	4
Number of participants with account balances	2011-02-25	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-25	0

Financial Data on RSM HOLDINGS, INC. RETIREMENT PLAN

Measure	Date	Value
2023 : RSM HOLDINGS, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$457,778
Expenses. Total of all expenses incurred	2023-12-31	$54,703
Benefits paid (including direct rollovers)	2023-12-31	$53,998
Total plan assets at end of year	2023-12-31	$3,219,218
Total plan assets at beginning of year	2023-12-31	$2,816,143
Value of fidelity bond covering the plan	2023-12-31	$385,000
Total contributions received or receivable from participants	2023-12-31	$207,759
Other income received	2023-12-31	$146,822
Net income (gross income less expenses)	2023-12-31	$403,075
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,219,218
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,816,143
Assets. Value of participant loans	2023-12-31	$10,982
Assets. Value of employer securities	2023-12-31	$2,066,384
Total contributions received or receivable from employer(s)	2023-12-31	$103,197
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$705
2022 : RSM HOLDINGS, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$1,058,992
Expenses. Total of all expenses incurred	2022-12-31	$14,366
Benefits paid (including direct rollovers)	2022-12-31	$14,021
Total plan assets at end of year	2022-12-31	$2,816,143
Total plan assets at beginning of year	2022-12-31	$1,771,517
Value of fidelity bond covering the plan	2022-12-31	$385,000
Total contributions received or receivable from participants	2022-12-31	$176,237
Other income received	2022-12-31	$791,088
Net income (gross income less expenses)	2022-12-31	$1,044,626
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,816,143
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,771,517
Assets. Value of participant loans	2022-12-31	$3,394
Assets. Value of employer securities	2022-12-31	$2,075,000
Total contributions received or receivable from employer(s)	2022-12-31	$91,667
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$345
2021 : RSM HOLDINGS, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$522,122
Expenses. Total of all expenses incurred	2021-12-31	$43,357
Benefits paid (including direct rollovers)	2021-12-31	$42,182
Total plan assets at end of year	2021-12-31	$1,771,517
Total plan assets at beginning of year	2021-12-31	$1,292,752
Value of fidelity bond covering the plan	2021-12-31	$385,000
Total contributions received or receivable from participants	2021-12-31	$112,489
Other income received	2021-12-31	$356,330
Net income (gross income less expenses)	2021-12-31	$478,765
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,771,517
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,292,752
Assets. Value of participant loans	2021-12-31	$5,577
Assets. Value of employer securities	2021-12-31	$1,161,460
Total contributions received or receivable from employer(s)	2021-12-31	$53,303
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : RSM HOLDINGS, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-393,666
Expenses. Total of all expenses incurred	2020-12-31	$22,779
Benefits paid (including direct rollovers)	2020-12-31	$21,829
Total plan assets at end of year	2020-12-31	$1,292,752
Total plan assets at beginning of year	2020-12-31	$1,709,197
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$53,419
Other income received	2020-12-31	$-478,833
Net income (gross income less expenses)	2020-12-31	$-416,445
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,292,752
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,709,197
Assets. Value of participant loans	2020-12-31	$419
Assets. Value of employer securities	2020-12-31	$873,857
Total contributions received or receivable from employer(s)	2020-12-31	$31,748
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : RSM HOLDINGS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$178,613
Expenses. Total of all expenses incurred	2019-12-31	$34,519
Benefits paid (including direct rollovers)	2019-12-31	$33,544
Total plan assets at end of year	2019-12-31	$1,709,197
Total plan assets at beginning of year	2019-12-31	$1,565,103
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$57,843
Other income received	2019-12-31	$77,678
Net income (gross income less expenses)	2019-12-31	$144,094
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,709,197
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,565,103
Assets. Value of participant loans	2019-12-31	$692
Assets. Value of employer securities	2019-12-31	$1,408,870
Total contributions received or receivable from employer(s)	2019-12-31	$43,092
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$975
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : RSM HOLDINGS, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$250,444
Expenses. Total of all expenses incurred	2018-12-31	$12,398
Benefits paid (including direct rollovers)	2018-12-31	$11,818
Total plan assets at end of year	2018-12-31	$1,565,103
Total plan assets at beginning of year	2018-12-31	$1,327,057
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$52,341
Expenses. Other expenses not covered elsewhere	2018-12-31	$580
Other income received	2018-12-31	$164,276
Net income (gross income less expenses)	2018-12-31	$238,046
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,565,103
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,327,057
Assets. Value of participant loans	2018-12-31	$2,106
Assets. Value of employer securities	2018-12-31	$1,377,295
Total contributions received or receivable from employer(s)	2018-12-31	$33,827
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : RSM HOLDINGS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$75,561
Expenses. Total of all expenses incurred	2017-12-31	$18,320
Benefits paid (including direct rollovers)	2017-12-31	$17,079
Total plan assets at end of year	2017-12-31	$1,327,057
Total plan assets at beginning of year	2017-12-31	$1,269,816
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$37,620
Other income received	2017-12-31	$12,597
Net income (gross income less expenses)	2017-12-31	$57,241
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,327,057
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,269,816
Assets. Value of employer securities	2017-12-31	$1,199,877
Total contributions received or receivable from employer(s)	2017-12-31	$25,344
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,241
2016 : RSM HOLDINGS, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$744,835
Expenses. Total of all expenses incurred	2016-12-31	$900
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,269,816
Total plan assets at beginning of year	2016-12-31	$525,881
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$25,302
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$702,702
Net income (gross income less expenses)	2016-12-31	$743,935
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,269,816
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$525,881
Assets. Value of employer securities	2016-12-31	$1,200,298
Total contributions received or receivable from employer(s)	2016-12-31	$16,831
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$900
2015 : RSM HOLDINGS, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$77,516
Expenses. Total of all expenses incurred	2015-12-31	$615
Total plan assets at end of year	2015-12-31	$525,881
Total plan assets at beginning of year	2015-12-31	$448,980
Total contributions received or receivable from participants	2015-12-31	$12,500
Expenses. Other expenses not covered elsewhere	2015-12-31	$615
Noncash contributions received	2015-12-31	$56,686
Net income (gross income less expenses)	2015-12-31	$76,901
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$525,881
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$448,980
Assets. Value of employer securities	2015-12-31	$499,754
Total contributions received or receivable from employer(s)	2015-12-31	$8,330
2014 : RSM HOLDINGS, INC. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$225,631
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$448,980
Total plan assets at beginning of year	2014-12-31	$223,349
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$225,631
Other income received	2014-12-31	$0
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$225,631
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$448,980
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$223,349
Assets. Value of employer securities	2014-12-31	$448,980
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : RSM HOLDINGS, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-225,631
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$223,349
Total plan assets at beginning of year	2013-12-31	$448,980
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-225,631
Net income (gross income less expenses)	2013-12-31	$-225,631
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$223,349
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$448,980
Assets. Value of employer securities	2013-12-31	$223,349
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : RSM HOLDINGS, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$9,977
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$448,980
Total plan assets at beginning of year	2012-12-31	$439,003
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$9,977
Net income (gross income less expenses)	2012-12-31	$9,977
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$448,980
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$439,003
Assets. Value of employer securities	2012-12-31	$448,980
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : RSM HOLDINGS, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$439,003
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$439,003
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$440,383
Other income received	2011-12-31	$-1,380
Net income (gross income less expenses)	2011-12-31	$439,003
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$439,003
Assets. Value of employer securities	2011-12-31	$439,003
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for RSM HOLDINGS, INC. RETIREMENT PLAN

2023: RSM HOLDINGS, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: RSM HOLDINGS, INC. RETIREMENT 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: RSM HOLDINGS, INC. RETIREMENT 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: RSM HOLDINGS, INC. RETIREMENT 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: RSM HOLDINGS, INC. RETIREMENT 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: RSM HOLDINGS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RSM HOLDINGS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RSM HOLDINGS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RSM HOLDINGS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RSM HOLDINGS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RSM HOLDINGS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RSM HOLDINGS, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RSM HOLDINGS, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-02-25	Type of plan entity	Single employer plan
2011-02-25	First time form 5500 has been submitted	Yes
2011-02-25	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-02-25	Plan funding arrangement – Trust	Yes
2011-02-25	Plan benefit arrangement - Trust	Yes

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Company Name:	RSM HOLDINGS, INC.
Employer identification number (EIN):	275206537
NAIC Classification:	812190

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2011-02-24
Company Identification Number:	0733958
Legal Registered Office Address:	7302 BIRCH POINT DRIVE HENRICO United States of America (USA) 23228

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	ROBERT MCBRIDE
001	2023-01-01
001	2023-01-01	ROBERT MCBRIDE
001	2022-01-01
001	2022-01-01	ROBERT MCBRIDE
001	2021-01-01
001	2021-01-01	ROBERT MCBRIDE
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT MCBRIDE, III
001	2016-01-01	ROBERT MCBRIDE, III
001	2015-01-01	ROBERT MCBRIDE, III
001	2014-01-01	ROBERT P. MCBRIDE
001	2013-01-01	ROBERT P. MCBRIDE
001	2012-01-01	ROBERT P. MCBRIDE
001	2011-02-25	ROBERT P. MCBRIDE