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R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameR.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

R.T. MOORE CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:R.T. MOORE CO., INC.
Employer identification number (EIN):350964856
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUGLAS R. MOORE DOUGLAS R. MOORE2018-09-14
0012016-01-01DOUGLAS R. MOORE DOUGLAS R. MOORE2017-08-04
0012015-01-01DOUGLAS R. MOORE
0012014-01-01DOUGLAS R. MOORE DOUGLAS R. MOORE2015-10-06
0012013-01-01DOUGLAS R. MOORE
0012012-01-01DOUGLAS R. MOORE
0012011-01-01DOUGLAS R. MOORE
0012009-01-01DOUGLAS R. MOORE
0012009-01-01

Plan Statistics for R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01848
Total number of active participants reported on line 7a of the Form 55002022-01-01731
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01285
Total of all active and inactive participants2022-01-011,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,017
Number of participants with account balances2022-01-01980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0195
2021: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01661
Total number of active participants reported on line 7a of the Form 55002021-01-01647
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01201
Total of all active and inactive participants2021-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01848
Number of participants with account balances2021-01-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0174
2020: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01601
Total number of active participants reported on line 7a of the Form 55002020-01-01579
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01660
Number of participants with account balances2020-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0141
2019: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01538
Total number of active participants reported on line 7a of the Form 55002019-01-01543
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01601
Number of participants with account balances2019-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01486
Total number of active participants reported on line 7a of the Form 55002018-01-01491
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01537
Number of participants with account balances2018-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0138
2017: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01417
Total number of active participants reported on line 7a of the Form 55002017-01-01445
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01486
Number of participants with account balances2017-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01417
Total number of active participants reported on line 7a of the Form 55002016-01-01369
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01415
Number of participants with account balances2016-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01367
Total number of active participants reported on line 7a of the Form 55002015-01-01359
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01417
Number of participants with account balances2015-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0161
2014: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01181
Total number of active participants reported on line 7a of the Form 55002014-01-01346
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01367
Number of participants with account balances2014-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-01162
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01168
Number of participants with account balances2013-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01123
Total number of active participants reported on line 7a of the Form 55002012-01-01121
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01130
Number of participants with account balances2012-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01111
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01123
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01122
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01154
Number of participants with account balances2009-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$63,200
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,842,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,718,845
Value of total corrective distributions2022-12-31$23,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,013,208
Value of total assets at end of year2022-12-31$14,707,812
Value of total assets at beginning of year2022-12-31$16,486,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,304
Total interest from all sources2022-12-31$6,198
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$223,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$223,835
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,035,505
Participant contributions at end of year2022-12-31$68,153
Participant contributions at beginning of year2022-12-31$30,524
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$73,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,778,946
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,707,812
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,486,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,803,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,780,891
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$316,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$268,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$268,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,180,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$903,864
Employer contributions (assets) at end of year2022-12-31$519,437
Employer contributions (assets) at beginning of year2022-12-31$406,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,718,845
Contract administrator fees2022-12-31$74,304
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS
Accountancy firm EIN2022-12-31440160260
2021 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$4,226,919
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,423,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,330,704
Value of total corrective distributions2021-12-31$8,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,358,484
Value of total assets at end of year2021-12-31$16,486,758
Value of total assets at beginning of year2021-12-31$13,683,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,026
Total interest from all sources2021-12-31$199
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$163,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$163,287
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,724,958
Participant contributions at end of year2021-12-31$30,524
Participant contributions at beginning of year2021-12-31$23,607
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,803,181
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,486,758
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,683,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,780,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,322,055
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$268,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,704,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$626,245
Employer contributions (assets) at end of year2021-12-31$406,706
Employer contributions (assets) at beginning of year2021-12-31$337,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,330,704
Contract administrator fees2021-12-31$60,026
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS
Accountancy firm EIN2021-12-31440160260
2020 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$3,818,617
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$927,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$843,152
Value of total corrective distributions2020-12-31$3,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,830,150
Value of total assets at end of year2020-12-31$13,683,577
Value of total assets at beginning of year2020-12-31$10,792,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$80,688
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$139,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$139,602
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,415,559
Participant contributions at end of year2020-12-31$23,607
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,890,958
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,683,577
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,792,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,322,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,470,539
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,848,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$403,577
Employer contributions (assets) at end of year2020-12-31$337,915
Employer contributions (assets) at beginning of year2020-12-31$322,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$843,152
Contract administrator fees2020-12-31$55,688
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD
Accountancy firm EIN2020-12-31440160260
2019 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$3,649,666
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,056,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$977,432
Value of total corrective distributions2019-12-31$5,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,767,370
Value of total assets at end of year2019-12-31$10,792,619
Value of total assets at beginning of year2019-12-31$8,199,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,113
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$173,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$173,478
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,200,393
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$37,117
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,593,044
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,792,619
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,199,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,470,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,863,590
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,708,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$540,782
Employer contributions (assets) at end of year2019-12-31$322,080
Employer contributions (assets) at beginning of year2019-12-31$298,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$977,432
Contract administrator fees2019-12-31$49,113
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD
Accountancy firm EIN2019-12-31440160260
2018 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$1,120,773
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$910,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$833,778
Value of total corrective distributions2018-12-31$6,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,679,514
Value of total assets at end of year2018-12-31$8,199,575
Value of total assets at beginning of year2018-12-31$7,989,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,740
Total interest from all sources2018-12-31$524
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$139,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$139,229
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,045,428
Participant contributions at end of year2018-12-31$37,117
Participant contributions at beginning of year2018-12-31$32,232
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,004
Administrative expenses (other) incurred2018-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$210,018
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,199,575
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,989,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$26,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,863,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,703,378
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$84,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$84,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-698,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$623,082
Employer contributions (assets) at end of year2018-12-31$298,868
Employer contributions (assets) at beginning of year2018-12-31$169,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$833,778
Contract administrator fees2018-12-31$44,186
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2018-12-31351090346
2017 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,501,799
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$609,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$546,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,309,291
Value of total assets at end of year2017-12-31$7,989,557
Value of total assets at beginning of year2017-12-31$6,097,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,797
Total interest from all sources2017-12-31$3,591
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$117,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$117,332
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$850,208
Participant contributions at end of year2017-12-31$32,232
Participant contributions at beginning of year2017-12-31$25,288
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$100,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,892,187
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,989,557
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,097,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,703,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,772,289
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$84,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$72,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$72,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,071,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$358,125
Employer contributions (assets) at end of year2017-12-31$169,388
Employer contributions (assets) at beginning of year2017-12-31$227,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$546,815
Contract administrator fees2017-12-31$36,181
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2017-12-31351090346
2016 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,649,913
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$452,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$386,693
Value of total corrective distributions2016-12-31$7,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,248,353
Value of total assets at end of year2016-12-31$6,097,370
Value of total assets at beginning of year2016-12-31$4,899,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$57,975
Total interest from all sources2016-12-31$1,324
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$100,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$100,272
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$759,287
Participant contributions at end of year2016-12-31$25,288
Participant contributions at beginning of year2016-12-31$23,778
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$33,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,197,466
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,097,370
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,899,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$22,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,772,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,695,730
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$72,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$45,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$45,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$299,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$455,571
Employer contributions (assets) at end of year2016-12-31$227,018
Employer contributions (assets) at beginning of year2016-12-31$134,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$386,693
Contract administrator fees2016-12-31$35,477
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2016-12-31351090346
2015 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$922,647
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$180,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$128,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$960,878
Value of total assets at end of year2015-12-31$4,899,904
Value of total assets at beginning of year2015-12-31$4,157,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,697
Total interest from all sources2015-12-31$1,056
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$82,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$82,186
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$708,916
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$23,778
Participant contributions at beginning of year2015-12-31$21,900
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$742,220
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,899,904
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,157,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,695,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,004,544
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$45,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$32,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$32,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-121,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$243,027
Employer contributions (assets) at end of year2015-12-31$134,727
Employer contributions (assets) at beginning of year2015-12-31$98,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$128,730
Contract administrator fees2015-12-31$30,038
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2015-12-31351090346
2014 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$985,993
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$284,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$249,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$780,301
Value of total assets at end of year2014-12-31$4,157,684
Value of total assets at beginning of year2014-12-31$3,455,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,496
Total interest from all sources2014-12-31$1,023
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$156,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$156,035
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$489,731
Participant contributions at end of year2014-12-31$21,900
Participant contributions at beginning of year2014-12-31$10,279
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$701,775
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,157,684
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,455,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$18,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,004,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,370,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$32,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$16,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$16,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$48,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$286,958
Employer contributions (assets) at end of year2014-12-31$98,567
Employer contributions (assets) at beginning of year2014-12-31$58,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$249,722
Contract administrator fees2014-12-31$16,174
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2014-12-31351090346
2013 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$906,210
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$102,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$70,836
Value of total corrective distributions2013-12-31$7,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$362,306
Value of total assets at end of year2013-12-31$3,455,909
Value of total assets at beginning of year2013-12-31$2,651,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,341
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$50,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$50,137
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$290,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$287,896
Participant contributions at end of year2013-12-31$10,279
Participant contributions at beginning of year2013-12-31$8,062
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$804,190
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,455,909
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,651,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$14,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,370,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,586,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$16,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$11,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$11,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$493,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$58,422
Employer contributions (assets) at end of year2013-12-31$58,422
Employer contributions (assets) at beginning of year2013-12-31$45,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$70,836
Contract administrator fees2013-12-31$9,033
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2013-12-31351090346
2012 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$628,445
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$73,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$50,383
Value of total corrective distributions2012-12-31$2,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$283,166
Value of total assets at end of year2012-12-31$2,651,719
Value of total assets at beginning of year2012-12-31$2,096,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,103
Total interest from all sources2012-12-31$3,180
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$44,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$44,378
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$290,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$237,316
Participant contributions at end of year2012-12-31$8,062
Participant contributions at beginning of year2012-12-31$10,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$555,411
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,651,719
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,096,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$11,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,586,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,047,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$11,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$297,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$45,850
Employer contributions (assets) at end of year2012-12-31$45,850
Employer contributions (assets) at beginning of year2012-12-31$31,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$50,383
Contract administrator fees2012-12-31$8,485
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2012-12-31351090346
2011 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$185,451
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$241,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$224,916
Value of total corrective distributions2011-12-31$16,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$258,423
Value of total assets at end of year2011-12-31$2,096,308
Value of total assets at beginning of year2011-12-31$2,152,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$135
Total interest from all sources2011-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$29,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$29,706
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$290,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$146,446
Participant contributions at end of year2011-12-31$10,471
Participant contributions at beginning of year2011-12-31$5,146
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$80,827
Other income not declared elsewhere2011-12-31$2,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-55,911
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,096,308
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,152,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,047,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,021,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$98,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-104,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$31,150
Employer contributions (assets) at end of year2011-12-31$31,150
Employer contributions (assets) at beginning of year2011-12-31$27,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$224,916
Contract administrator fees2011-12-31$135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2011-12-31351090346
2010 : R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$400,192
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$124,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$124,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$157,405
Value of total assets at end of year2010-12-31$2,152,219
Value of total assets at beginning of year2010-12-31$1,877,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$2,257
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$290,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$130,104
Participant contributions at end of year2010-12-31$5,146
Participant contributions at beginning of year2010-12-31$5,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$275,205
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,152,219
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,877,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,021,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,750,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$98,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$120,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$240,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$27,301
Employer contributions (assets) at end of year2010-12-31$27,301
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$124,987
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2010-12-31351090346

Form 5500 Responses for R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN

2022: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: R.T. MOORE CO., INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4445
Policy instance 1
Insurance contract or identification numberGH4445
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,839
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4445
Policy instance 1
Insurance contract or identification numberGH4445
Number of Individuals Covered120
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,442
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees9442
Additional information about fees paid to insurance brokerBROKERAGE SERVICES
Insurance broker organization code?3
Insurance broker nameCAPITAL ANALYSTS INC.

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