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Plan Name | CHRISTIAN - ROGE & ASSOCIATES, INC. RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CHRISTIAN - ROGE & ASSOCIATES, INC. |
Employer identification number (EIN): | 362613924 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2015-06-01 | HEATHER KOTLARZ | 2016-05-25 | ||
002 | 2014-06-01 | HEATHER KOTLARZ | 2015-09-22 | ||
002 | 2013-06-01 | BIRINDER SACHDEVA | 2014-11-20 | ||
002 | 2012-06-01 | BIRINDER SACHDEVA | 2014-02-13 | ||
002 | 2011-06-01 | BIRINDER SACHDEVA | 2013-03-11 | ||
002 | 2010-06-01 | JANE HANSON | 2012-01-12 | BIRINDER SACHDEVA | 2012-01-12 |
002 | 2008-06-01 | BIRINDER S.SACHDEVA | JANE HANSON | 2012-02-21 |
Measure | Date | Value |
---|---|---|
2008: CHRISTIAN - ROGE & ASSOCIATES, INC. RETIREMENT PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-06-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-06-01 | 33 |
Number of retired or separated participants receiving benefits | 2008-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-06-01 | 1 |
Total of all active and inactive participants | 2008-06-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-06-01 | 0 |
Total participants | 2008-06-01 | 34 |
Number of participants with account balances | 2008-06-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-06-01 | 0 |
Measure | Date | Value |
---|---|---|
2009 : CHRISTIAN - ROGE & ASSOCIATES, INC. RETIREMENT PLAN 2009 401k financial data | ||
Total income from all sources | 2009-05-31 | $-594,645 |
Expenses. Total of all expenses incurred | 2009-05-31 | $578,081 |
Benefits paid (including direct rollovers) | 2009-05-31 | $577,922 |
Total plan assets at end of year | 2009-05-31 | $4,003,159 |
Total plan assets at beginning of year | 2009-05-31 | $5,175,885 |
Value of fidelity bond covering the plan | 2009-05-31 | $500,000 |
Total contributions received or receivable from participants | 2009-05-31 | $182,142 |
Other income received | 2009-05-31 | $-850,907 |
Net income (gross income less expenses) | 2009-05-31 | $-1,172,726 |
Net plan assets at end of year (total assets less liabilities) | 2009-05-31 | $4,003,159 |
Net plan assets at beginning of year (total assets less liabilities) | 2009-05-31 | $5,175,885 |
Total contributions received or receivable from employer(s) | 2009-05-31 | $74,120 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2009-05-31 | $159 |
2008: CHRISTIAN - ROGE & ASSOCIATES, INC. RETIREMENT PLAN 2008 form 5500 responses | ||
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2008-06-01 | Type of plan entity | Single employer plan |
2008-06-01 | Submission has been amended | Yes |
2008-06-01 | This submission is the final filing | No |
2008-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-06-01 | Plan is a collectively bargained plan | No |
2008-06-01 | Plan funding arrangement – Insurance | Yes |
2008-06-01 | Plan funding arrangement – Trust | Yes |
2008-06-01 | Plan benefit arrangement – Insurance | Yes |
2008-06-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 100297 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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