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RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan NameRTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN
Plan identification number 002

RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

RTM & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:RTM & ASSOCIATES, INC.
Employer identification number (EIN):363129785
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TARUN MIRCHANDANI
0022016-01-01TARUN MIRCHANDANI2017-06-16
0022015-01-01TARUN MIRCHANDANI2016-09-23
0022014-01-01TARUN MIRCHANDANI2015-07-17 TARUN MIRCHANDANI2015-07-17
0022013-01-01TARUN MIRCHANDANI2014-06-23 TARUN MIRCHANDANI2014-06-23
0022012-01-01TARUN MIRCHANDANI2013-07-02 TARUN MIRCHANDANI2013-07-02

Plan Statistics for RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN

Measure Date Value
2022: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01236
Total number of active participants reported on line 7a of the Form 55002022-01-01286
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01334
Number of participants with account balances2022-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01216
Total number of active participants reported on line 7a of the Form 55002021-01-01190
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01236
Number of participants with account balances2021-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01217
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01216
Number of participants with account balances2020-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01190
Total number of active participants reported on line 7a of the Form 55002019-01-01185
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01217
Number of participants with account balances2019-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01142
Total number of active participants reported on line 7a of the Form 55002018-01-01166
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01187
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01142
Number of participants with account balances2017-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116

Financial Data on RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN

Measure Date Value
2022 : RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$3,084,781
Total of all expenses incurred2022-12-31$987,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$891,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,902,572
Value of total assets at end of year2022-12-31$18,635,492
Value of total assets at beginning of year2022-12-31$16,537,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$96,077
Total interest from all sources2022-12-31$8,015
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$326,783
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$326,783
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$1,689,264
Participant contributions at end of year2022-12-31$202,208
Participant contributions at beginning of year2022-12-31$125,400
Participant contributions at end of year2022-12-31$73,231
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,638,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
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$2,097,636
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,635,492
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,537,856
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$52,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,071,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,697,247
Interest on participant loans2022-12-31$8,015
Value of interest in common/collective trusts at end of year2022-12-31$713,421
Value of interest in common/collective trusts at beginning of year2022-12-31$331,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,092,373
Net investment gain or loss from common/collective trusts2022-12-31$-60,216
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$574,957
Employer contributions (assets) at end of year2022-12-31$574,957
Employer contributions (assets) at beginning of year2022-12-31$384,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$891,068
Contract administrator fees2022-12-31$44,037
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 name2022-12-31PKF MUELLER
Accountancy firm EIN2022-12-31362658780
2021 : RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,397,379
Total of all expenses incurred2021-12-31$1,060,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$982,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,541,387
Value of total assets at end of year2021-12-31$16,537,856
Value of total assets at beginning of year2021-12-31$14,200,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,306
Total interest from all sources2021-12-31$4,690
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$317,927
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$317,927
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$1,090,102
Participant contributions at end of year2021-12-31$125,400
Participant contributions at beginning of year2021-12-31$65,370
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$28,939
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$67,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
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$2,337,075
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,537,856
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,200,781
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$42,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,697,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,678,526
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$4,690
Value of interest in common/collective trusts at end of year2021-12-31$331,163
Value of interest in common/collective trusts at beginning of year2021-12-31$106,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,513,237
Net investment gain or loss from common/collective trusts2021-12-31$20,138
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$384,046
Employer contributions (assets) at end of year2021-12-31$384,046
Employer contributions (assets) at beginning of year2021-12-31$321,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$982,998
Contract administrator fees2021-12-31$34,881
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 name2021-12-31PKF MUELLER
Accountancy firm EIN2021-12-31362658780
2020 : RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,731,405
Total of all expenses incurred2020-12-31$969,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$868,762
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$19,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,402,420
Value of total assets at end of year2020-12-31$14,200,781
Value of total assets at beginning of year2020-12-31$11,439,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,961
Total interest from all sources2020-12-31$4,021
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$85,107
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$85,107
Administrative expenses professional fees incurred2020-12-31$1,375
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 period2020-12-31Yes
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$925,397
Participant contributions at end of year2020-12-31$65,370
Participant contributions at beginning of year2020-12-31$70,205
Participant contributions at end of year2020-12-31$28,939
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$155,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$12,826
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$2,761,448
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,200,781
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,439,333
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,678,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,024,536
Interest on participant loans2020-12-31$3,968
Value of interest in common/collective trusts at end of year2020-12-31$106,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$53
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,238
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$134,535
Net investment gain/loss from pooled separate accounts2020-12-31$2,105,322
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$321,059
Employer contributions (assets) at end of year2020-12-31$321,059
Employer contributions (assets) at beginning of year2020-12-31$328,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$868,762
Contract administrator fees2020-12-31$80,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31PKF MUELLER
Accountancy firm EIN2020-12-31362658780
2019 : RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,302,960
Total of all expenses incurred2019-12-31$304,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$227,195
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,220,343
Value of total assets at end of year2019-12-31$11,439,333
Value of total assets at beginning of year2019-12-31$8,440,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,530
Total interest from all sources2019-12-31$3,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$0
Administrative expenses professional fees incurred2019-12-31$925
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$866,265
Participant contributions at end of year2019-12-31$70,205
Participant contributions at beginning of year2019-12-31$75,007
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,390
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$62
Total non interest bearing cash at end of year2019-12-31$12,826
Total non interest bearing cash at beginning of year2019-12-31$20,611
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$2,998,630
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,439,333
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,440,703
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
Value of interest in pooled separate accounts at end of year2019-12-31$11,024,536
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,070,900
Interest on participant loans2019-12-31$3,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$849
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$2,078,779
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$328,688
Employer contributions (assets) at end of year2019-12-31$328,528
Employer contributions (assets) at beginning of year2019-12-31$273,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$227,195
Contract administrator fees2019-12-31$75,605
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 name2019-12-31MUELLER & CO., LLP
Accountancy firm EIN2019-12-31362658780
2018 : RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,257,808
Total of all expenses incurred2018-12-31$388,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$335,581
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,924,219
Value of total assets at end of year2018-12-31$8,440,703
Value of total assets at beginning of year2018-12-31$5,571,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,368
Total interest from all sources2018-12-31$2,279
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Administrative expenses professional fees incurred2018-12-31$1,000
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$726,952
Participant contributions at end of year2018-12-31$75,007
Participant contributions at beginning of year2018-12-31$31,615
Participant contributions at end of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,923,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$20,611
Total non interest bearing cash at beginning of year2018-12-31$10,467
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$2,868,859
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,440,703
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,571,844
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
Value of interest in pooled separate accounts at end of year2018-12-31$8,070,900
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,340,470
Interest on participant loans2018-12-31$2,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$849
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-668,690
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$273,336
Employer contributions (assets) at end of year2018-12-31$273,336
Employer contributions (assets) at beginning of year2018-12-31$189,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$335,581
Contract administrator fees2018-12-31$52,368
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,599,557
Total of all expenses incurred2017-12-31$148,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$112,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$829,255
Value of total assets at end of year2017-12-31$5,571,844
Value of total assets at beginning of year2017-12-31$4,120,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,494
Total interest from all sources2017-12-31$1,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$800
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$552,281
Participant contributions at end of year2017-12-31$31,615
Participant contributions at beginning of year2017-12-31$42,977
Participant contributions at beginning of year2017-12-31$81,210
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$87,682
Total non interest bearing cash at end of year2017-12-31$10,467
Total non interest bearing cash at beginning of year2017-12-31$9,800
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$1,451,047
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,571,844
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,120,797
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
Value of interest in pooled separate accounts at end of year2017-12-31$5,340,470
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,819,499
Interest on participant loans2017-12-31$1,553
Net investment gain/loss from pooled separate accounts2017-12-31$768,749
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$189,292
Employer contributions (assets) at end of year2017-12-31$189,292
Employer contributions (assets) at beginning of year2017-12-31$167,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$112,016
Contract administrator fees2017-12-31$35,694
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 name2017-12-31MUELLER & CO., LLP
Accountancy firm EIN2017-12-31362658780

Form 5500 Responses for RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN

2022: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24374
Policy instance 1
Insurance contract or identification number24374
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-14
Total amount of commissions paid to insurance brokerUSD $87,248
Total amount of fees paid to insurance companyUSD $6,647
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,681
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24374
Policy instance 1
Insurance contract or identification number24374
Number of Individuals Covered182
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $73,558
Total amount of fees paid to insurance companyUSD $5,886
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73,558
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24374
Policy instance 1
Insurance contract or identification number24374
Number of Individuals Covered124
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $34,607
Total amount of fees paid to insurance companyUSD $3,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,607
Additional information about fees paid to insurance brokerBROKER COMMISION
Insurance broker organization code?3
Amount paid for insurance broker fees3112
Insurance broker nameRETIREMENT PLAN CONSULTANTS, INC.

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