ROGER STORER & SON, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC.
401k plan membership statisitcs for THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC.
| Measure | Date | Value |
|---|
| 2020: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 16 |
| Number of participants with account balances | 2020-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 15 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 16 |
| Number of participants with account balances | 2019-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 16 |
| Number of participants with account balances | 2018-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-10 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-10 | 14 |
| Number of retired or separated participants receiving benefits | 2017-05-10 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-10 | 0 |
| Total of all active and inactive participants | 2017-05-10 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-10 | 0 |
| Total participants | 2017-05-10 | 14 |
| Number of participants with account balances | 2017-05-10 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-05-10 | 0 |
| Measure | Date | Value |
|---|
| 2020 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $170,682 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $17,865 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $7,746 |
| Total plan assets at end of year | 2020-12-31 | $1,030,244 |
| Total plan assets at beginning of year | 2020-12-31 | $877,427 |
| Total contributions received or receivable from participants | 2020-12-31 | $40,107 |
| Other income received | 2020-12-31 | $124,719 |
| Net income (gross income less expenses) | 2020-12-31 | $152,817 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,030,244 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $877,427 |
| Assets. Value of participant loans | 2020-12-31 | $3,462 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $5,856 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $10,119 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $210,270 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $291,968 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $277,594 |
| Total plan assets at end of year | 2019-12-31 | $877,427 |
| Total plan assets at beginning of year | 2019-12-31 | $959,125 |
| Total contributions received or receivable from participants | 2019-12-31 | $58,965 |
| Other income received | 2019-12-31 | $144,698 |
| Net income (gross income less expenses) | 2019-12-31 | $-81,698 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $877,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $959,125 |
| Assets. Value of participant loans | 2019-12-31 | $4,615 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $6,607 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $14,374 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $28,282 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $20,279 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $6,600 |
| Total plan assets at end of year | 2018-12-31 | $959,125 |
| Total plan assets at beginning of year | 2018-12-31 | $951,122 |
| Total contributions received or receivable from participants | 2018-12-31 | $62,112 |
| Other income received | 2018-12-31 | $-40,163 |
| Net income (gross income less expenses) | 2018-12-31 | $8,003 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $959,125 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $951,122 |
| Assets. Value of participant loans | 2018-12-31 | $5,703 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $6,333 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $13,679 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $963,508 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $12,386 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,813 |
| Total plan assets at end of year | 2017-12-31 | $951,122 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $53,217 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $868,269 |
| Other income received | 2017-12-31 | $36,934 |
| Net income (gross income less expenses) | 2017-12-31 | $951,122 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $951,122 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $5,088 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,573 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2020: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple 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: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple 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: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Mulitple 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: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN ROGER STORER & SON, INC. 2017 form 5500 responses |
|---|
| 2017-05-10 | Type of plan entity | Mulitple employer plan |
| 2017-05-10 | First time form 5500 has been submitted | Yes |
| 2017-05-10 | Submission has been amended | No |
| 2017-05-10 | This submission is the final filing | No |
| 2017-05-10 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-05-10 | Plan is a collectively bargained plan | No |
| 2017-05-10 | Plan funding arrangement – Trust | Yes |
| 2017-05-10 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 127691 |
| Policy instance | 1 |
| Insurance contract or identification number | 127691 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $442 | | Total amount of fees paid to insurance company | USD $2,788 | | 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? | Yes | | 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? | No | | 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 | | Other information about contract | GROUP ANNUITY | | Commission paid to Insurance Broker | USD $442 | | Amount paid for insurance broker fees | 2788 | | Additional information about fees paid to insurance broker | TPA ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 127691 |
| Policy instance | 1 |
| Insurance contract or identification number | 127691 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $526 | | Total amount of fees paid to insurance company | USD $3,280 | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $526 | | Amount paid for insurance broker fees | 3280 | | Additional information about fees paid to insurance broker | TPA ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 127691 |
| Policy instance | 1 |
| Insurance contract or identification number | 127691 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $763 | | Total amount of fees paid to insurance company | USD $3,076 | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $763 | | Amount paid for insurance broker fees | 3076 | | Additional information about fees paid to insurance broker | TPA ADMINISTRATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 127691 |
| Policy instance | 1 |
| Insurance contract or identification number | 127691 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2017-05-10 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,288 | | Total amount of fees paid to insurance company | USD $1,491 | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $2,288 | | Amount paid for insurance broker fees | 1491 | | Additional information about fees paid to insurance broker | TPA ADMINISTRATION | | Insurance broker organization code? | 5 | | Insurance broker name | AMERICAN PENSION SERVICES,LLC. |
|
