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Plan Name | RICONDO & ASSOCIATES 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | RICONDO & ASSOCIATES, INC. |
Employer identification number (EIN): | 363663903 |
NAIC Classification: | 541600 |
Additional information about RICONDO & ASSOCIATES, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1995-07-24 |
Company Identification Number: | 0010586106 |
Legal Registered Office Address: |
20 N CLARK ST FL 15 CHICAGO United States of America (USA) 60602 |
More information about RICONDO & ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | GARRETT BOND | |||
001 | 2016-01-01 | KURT WOODALL | |||
001 | 2015-01-01 | KURT WOODALL | |||
001 | 2014-01-01 | MICHAEL BAER | |||
001 | 2013-01-01 | MICHAEL BAER | |||
001 | 2012-01-01 | MICHAEL BAER | |||
001 | 2011-01-01 | MICHAEL BAER | |||
001 | 2009-01-01 | MICHAEL BAER | MICHAEL BAER | 2010-08-09 |
Measure | Date | Value |
---|---|---|
2022: RICONDO & ASSOCIATES 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 69 |
Total of all active and inactive participants | 2022-01-01 | 226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 226 |
Number of participants with account balances | 2022-01-01 | 226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 13 |
2021: RICONDO & ASSOCIATES 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 227 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 66 |
Total of all active and inactive participants | 2021-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 224 |
Number of participants with account balances | 2021-01-01 | 221 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 16 |
2020: RICONDO & ASSOCIATES 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 190 |
Number of participants with account balances | 2020-01-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: RICONDO & ASSOCIATES 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 179 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 43 |
Total of all active and inactive participants | 2019-01-01 | 222 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 222 |
Number of participants with account balances | 2019-01-01 | 219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 10 |
2018: RICONDO & ASSOCIATES 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 194 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 167 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 38 |
Total of all active and inactive participants | 2018-01-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 205 |
Number of participants with account balances | 2018-01-01 | 203 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 11 |
2017: RICONDO & ASSOCIATES 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 32 |
Total of all active and inactive participants | 2017-01-01 | 194 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 194 |
Number of participants with account balances | 2017-01-01 | 191 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 12 |
2016: RICONDO & ASSOCIATES 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 31 |
Total of all active and inactive participants | 2016-01-01 | 179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 179 |
Number of participants with account balances | 2016-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: RICONDO & ASSOCIATES 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 26 |
Total of all active and inactive participants | 2015-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 157 |
Number of participants with account balances | 2015-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5 |
2014: RICONDO & ASSOCIATES 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 19 |
Total of all active and inactive participants | 2014-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 133 |
Number of participants with account balances | 2014-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: RICONDO & ASSOCIATES 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 23 |
Total of all active and inactive participants | 2013-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 132 |
Number of participants with account balances | 2013-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: RICONDO & ASSOCIATES 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 21 |
Total of all active and inactive participants | 2012-01-01 | 121 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 121 |
Number of participants with account balances | 2012-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: RICONDO & ASSOCIATES 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 20 |
Total of all active and inactive participants | 2011-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 124 |
Number of participants with account balances | 2011-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2009: RICONDO & ASSOCIATES 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 32 |
Total of all active and inactive participants | 2009-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 133 |
Number of participants with account balances | 2009-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2022 : RICONDO & ASSOCIATES 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $9,348 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $10,884 |
Total income from all sources (including contributions) | 2022-12-31 | $-7,134,972 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,115,475 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,009,704 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,302,195 |
Value of total assets at end of year | 2022-12-31 | $55,678,025 |
Value of total assets at beginning of year | 2022-12-31 | $64,930,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $105,771 |
Total interest from all sources | 2022-12-31 | $15,372 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,499,331 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,499,331 |
Administrative expenses professional fees incurred | 2022-12-31 | $41,562 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,193,078 |
Participant contributions at end of year | 2022-12-31 | $286,765 |
Participant contributions at beginning of year | 2022-12-31 | $340,415 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $136,949 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $15,395 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $49,180 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $9,348 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $10,884 |
Total non interest bearing cash at end of year | 2022-12-31 | $10,815 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $115 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-9,250,447 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $55,668,677 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $64,919,124 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $64,209 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $50,628,940 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $60,605,347 |
Interest on participant loans | 2022-12-31 | $15,372 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,657,783 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,287,575 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-13,044,098 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $43,048 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,093,722 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,093,722 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,559,607 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,009,704 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : RICONDO & ASSOCIATES 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $10,884 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $171,031 |
Total income from all sources (including contributions) | 2021-12-31 | $10,822,882 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,734,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,624,782 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,865,099 |
Value of total assets at end of year | 2021-12-31 | $64,930,008 |
Value of total assets at beginning of year | 2021-12-31 | $56,001,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $109,886 |
Total interest from all sources | 2021-12-31 | $17,948 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,974,571 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,974,571 |
Administrative expenses professional fees incurred | 2021-12-31 | $69,886 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,200,917 |
Participant contributions at end of year | 2021-12-31 | $340,415 |
Participant contributions at beginning of year | 2021-12-31 | $375,912 |
Participant contributions at end of year | 2021-12-31 | $136,949 |
Participant contributions at beginning of year | 2021-12-31 | $144,450 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $102,256 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $8,447 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $157,196 |
Other income not declared elsewhere | 2021-12-31 | $3 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $10,884 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $13,835 |
Total non interest bearing cash at end of year | 2021-12-31 | $115 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $9,088,214 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $64,919,124 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $55,830,910 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $40,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $60,605,347 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $52,622,394 |
Interest on participant loans | 2021-12-31 | $17,948 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,287,575 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,350,738 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,930,573 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $34,688 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,561,926 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,559,607 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,624,782 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : RICONDO & ASSOCIATES 401(K) PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $5,244,919 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $5,244,919 |
Total transfer of assets to this plan | 2020-12-31 | $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 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $6,803,930 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $119,078 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $119,078 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,558,305 |
Value of total assets at end of year | 2020-12-31 | $19,489,009 |
Value of total assets at beginning of year | 2020-12-31 | $12,804,157 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $375,912 |
Participant contributions at beginning of year | 2020-12-31 | $476,514 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $705 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $157,196 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $705 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $13,835 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $96 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $6,684,852 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,489,009 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,804,157 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $52,622,394 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $44,626,796 |
Interest on participant loans | 2020-12-31 | $23,443 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,350,738 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,355,974 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $13,693 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | Yes |
Assets. Invements in employer securities at end of year | 2020-12-31 | $17,920,139 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $12,426,910 |
Contributions received in cash from employer | 2020-12-31 | $1,558,305 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,554,472 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $377,247 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $119,078 |
Contract administrator fees | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : RICONDO & ASSOCIATES 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $144,816 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,759 |
Total income from all sources (including contributions) | 2019-12-31 | $11,967,892 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,746,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,661,491 |
Value of total corrective distributions | 2019-12-31 | $1,540 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,700,813 |
Value of total assets at end of year | 2019-12-31 | $48,143,017 |
Value of total assets at beginning of year | 2019-12-31 | $37,785,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $83,738 |
Total interest from all sources | 2019-12-31 | $26,424 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $799,052 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $799,052 |
Administrative expenses professional fees incurred | 2019-12-31 | $43,738 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,957,220 |
Participant contributions at end of year | 2019-12-31 | $476,514 |
Participant contributions at beginning of year | 2019-12-31 | $471,033 |
Participant contributions at end of year | 2019-12-31 | $120,286 |
Participant contributions at beginning of year | 2019-12-31 | $129,988 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $190,740 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $10,498 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $10,626 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $133,351 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $1,042 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $11,465 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $8,759 |
Total non interest bearing cash at end of year | 2019-12-31 | $96 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $514 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $10,221,123 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $47,998,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,777,078 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $40,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $44,626,796 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,024,456 |
Interest on participant loans | 2019-12-31 | $26,424 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,355,974 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,919,220 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,407,204 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $33,357 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,552,853 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,552,853 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,230,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,661,491 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : RICONDO & ASSOCIATES 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $9,000,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $8,759 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $138,564 |
Total income from all sources (including contributions) | 2018-12-31 | $2,072,480 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,510,493 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,412,750 |
Value of total corrective distributions | 2018-12-31 | $2,252 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,088,290 |
Value of total assets at end of year | 2018-12-31 | $37,785,837 |
Value of total assets at beginning of year | 2018-12-31 | $46,353,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $95,491 |
Total interest from all sources | 2018-12-31 | $22,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $709,483 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $709,483 |
Administrative expenses professional fees incurred | 2018-12-31 | $55,491 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,869,828 |
Participant contributions at end of year | 2018-12-31 | $471,033 |
Participant contributions at beginning of year | 2018-12-31 | $392,196 |
Participant contributions at end of year | 2018-12-31 | $129,988 |
Participant contributions at beginning of year | 2018-12-31 | $129,809 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $988,462 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $10,626 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $10,488 |
Other income not declared elsewhere | 2018-12-31 | $14 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $8,759 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $138,564 |
Total non interest bearing cash at end of year | 2018-12-31 | $514 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,146 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $561,987 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $37,777,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $46,215,091 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $40,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $33,024,456 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $40,871,526 |
Interest on participant loans | 2018-12-31 | $22,353 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,919,220 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,855,490 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,782,932 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $35,272 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,230,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,230,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,093,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,412,750 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : RICONDO & ASSOCIATES 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $138,564 |
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 | $10,499,088 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,800,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,710,834 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,265,458 |
Value of total assets at end of year | 2017-12-31 | $46,353,655 |
Value of total assets at beginning of year | 2017-12-31 | $38,516,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $89,528 |
Total interest from all sources | 2017-12-31 | $15,422 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $630,379 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $630,379 |
Administrative expenses professional fees incurred | 2017-12-31 | $49,528 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,737,829 |
Participant contributions at end of year | 2017-12-31 | $392,196 |
Participant contributions at beginning of year | 2017-12-31 | $360,801 |
Participant contributions at end of year | 2017-12-31 | $129,809 |
Participant contributions at beginning of year | 2017-12-31 | $134,184 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $433,925 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $10,488 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $10,375 |
Other income not declared elsewhere | 2017-12-31 | $111 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $138,564 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,146 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,698,726 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $46,215,091 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $38,516,365 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $40,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $40,871,526 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $33,572,218 |
Interest on participant loans | 2017-12-31 | $15,382 |
Interest earned on other investments | 2017-12-31 | $40 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,855,490 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,644,787 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,550,488 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $37,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,093,704 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,093,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,794,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,710,834 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : RICONDO & ASSOCIATES 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $6,154,648 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $204,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $129,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,496,945 |
Value of total assets at end of year | 2016-12-31 | $38,516,365 |
Value of total assets at beginning of year | 2016-12-31 | $32,566,381 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $75,267 |
Total interest from all sources | 2016-12-31 | $16,278 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $563,289 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $563,289 |
Administrative expenses professional fees incurred | 2016-12-31 | $39,017 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,522,083 |
Participant contributions at end of year | 2016-12-31 | $360,801 |
Participant contributions at beginning of year | 2016-12-31 | $420,521 |
Participant contributions at end of year | 2016-12-31 | $134,184 |
Participant contributions at beginning of year | 2016-12-31 | $93,840 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $180,862 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $10,375 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $8,608 |
Other income not declared elsewhere | 2016-12-31 | $60 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,949,984 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $38,516,365 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $32,566,381 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $36,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $33,572,218 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $28,309,718 |
Interest on participant loans | 2016-12-31 | $16,049 |
Interest earned on other investments | 2016-12-31 | $229 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,644,787 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,095,235 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,050,526 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $27,550 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,794,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,794,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,638,459 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $129,397 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : RICONDO & ASSOCIATES 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $2,711,421 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,293,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,182,337 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,964,165 |
Value of total assets at end of year | 2015-12-31 | $32,566,381 |
Value of total assets at beginning of year | 2015-12-31 | $31,148,622 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $111,325 |
Total interest from all sources | 2015-12-31 | $18,335 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $576,745 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $576,745 |
Administrative expenses professional fees incurred | 2015-12-31 | $27,724 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,317,346 |
Participant contributions at end of year | 2015-12-31 | $420,521 |
Participant contributions at beginning of year | 2015-12-31 | $423,791 |
Participant contributions at end of year | 2015-12-31 | $93,840 |
Participant contributions at beginning of year | 2015-12-31 | $80,372 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $8,788 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $8,608 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $6,829 |
Other income not declared elsewhere | 2015-12-31 | $-428 |
Administrative expenses (other) incurred | 2015-12-31 | $58,601 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $17,774 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,417,759 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $32,566,381 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $31,148,622 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $25,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $28,309,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $27,565,152 |
Interest on participant loans | 2015-12-31 | $18,335 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,095,235 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,554,704 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-864,263 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $16,867 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,638,031 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,638,459 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,182,337 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : RICONDO & ASSOCIATES 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $4,847,591 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,686,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,599,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,937,816 |
Value of total assets at end of year | 2014-12-31 | $31,148,622 |
Value of total assets at beginning of year | 2014-12-31 | $27,987,164 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $87,028 |
Total interest from all sources | 2014-12-31 | $14,642 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $500,852 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $500,852 |
Administrative expenses professional fees incurred | 2014-12-31 | $9,467 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,233,011 |
Participant contributions at end of year | 2014-12-31 | $423,791 |
Participant contributions at beginning of year | 2014-12-31 | $344,550 |
Participant contributions at end of year | 2014-12-31 | $80,372 |
Participant contributions at beginning of year | 2014-12-31 | $72,856 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $204,805 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $6,829 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3,409 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $52,561 |
Total non interest bearing cash at end of year | 2014-12-31 | $17,774 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,161,458 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $31,148,622 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $27,987,164 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $25,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $27,565,152 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $26,246,349 |
Interest on participant loans | 2014-12-31 | $14,642 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,554,704 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,382,223 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $12,058 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,500,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,500,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,320,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,599,105 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : RICONDO & ASSOCIATES 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $6,960,864 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,167,781 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,075,887 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,454,678 |
Value of total assets at end of year | 2013-12-31 | $27,987,164 |
Value of total assets at beginning of year | 2013-12-31 | $22,194,081 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $91,894 |
Total interest from all sources | 2013-12-31 | $15,013 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $389,496 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $389,496 |
Administrative expenses professional fees incurred | 2013-12-31 | $22,202 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,127,271 |
Participant contributions at end of year | 2013-12-31 | $344,550 |
Participant contributions at beginning of year | 2013-12-31 | $328,196 |
Participant contributions at end of year | 2013-12-31 | $72,856 |
Participant contributions at beginning of year | 2013-12-31 | $56,540 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $7,407 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $3,409 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $7,328 |
Administrative expenses (other) incurred | 2013-12-31 | $44,692 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,793,083 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $27,987,164 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $22,194,081 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $25,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $26,246,349 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $20,537,017 |
Interest on participant loans | 2013-12-31 | $15,013 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,101,677 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,320,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,320,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,265,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,075,887 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2013-12-31 | 390859910 |
2012 : RICONDO & ASSOCIATES 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $4,653,770 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $543,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $455,268 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,360,819 |
Value of total assets at end of year | 2012-12-31 | $22,194,081 |
Value of total assets at beginning of year | 2012-12-31 | $18,083,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $87,879 |
Total interest from all sources | 2012-12-31 | $13,637 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $434,137 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $434,137 |
Administrative expenses professional fees incurred | 2012-12-31 | $26,786 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,094,466 |
Participant contributions at end of year | 2012-12-31 | $328,196 |
Participant contributions at beginning of year | 2012-12-31 | $274,392 |
Participant contributions at end of year | 2012-12-31 | $56,540 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,353 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $7,328 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $6,377 |
Other income not declared elsewhere | 2012-12-31 | $3,389 |
Administrative expenses (other) incurred | 2012-12-31 | $36,093 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,110,623 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $22,194,081 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $18,083,458 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $25,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $20,537,017 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $16,632,689 |
Interest on participant loans | 2012-12-31 | $13,637 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,841,788 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,265,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,265,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,170,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $455,268 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2012-12-31 | 390859910 |
2011 : RICONDO & ASSOCIATES 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $2,665,494 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $694,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $603,330 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,991,232 |
Value of total assets at end of year | 2011-12-31 | $18,083,458 |
Value of total assets at beginning of year | 2011-12-31 | $16,112,687 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $91,393 |
Total interest from all sources | 2011-12-31 | $10,714 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $322,535 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $322,535 |
Administrative expenses professional fees incurred | 2011-12-31 | $21,335 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $999,316 |
Participant contributions at end of year | 2011-12-31 | $274,392 |
Participant contributions at beginning of year | 2011-12-31 | $172,347 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $6,916 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $6,377 |
Administrative expenses (other) incurred | 2011-12-31 | $35,308 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,970,771 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $18,083,458 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $16,112,687 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $34,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $16,632,689 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $14,044,021 |
Interest on participant loans | 2011-12-31 | $10,714 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,896,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-660,149 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,162 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,985,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,170,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $603,330 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2011-12-31 | 390859910 |
2010 : RICONDO & ASSOCIATES 401(K) PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $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 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,708,664 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $867,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $866,740 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $515 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,088,501 |
Value of total assets at end of year | 2010-12-31 | $16,112,687 |
Value of total assets at beginning of year | 2010-12-31 | $13,271,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $8,261 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $371,844 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $371,844 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $915,351 |
Participant contributions at end of year | 2010-12-31 | $172,347 |
Participant contributions at beginning of year | 2010-12-31 | $144,738 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $45,151 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $2,841,409 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $16,112,687 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,271,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $14,044,021 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $11,068,500 |
Interest on participant loans | 2010-12-31 | $8,261 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,896,319 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,058,040 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,217,495 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $22,563 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $1,127,999 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $866,740 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BAKER TILLY VIRCHOW KRAUSE,LLP |
Accountancy firm EIN | 2010-12-31 | 390859910 |
2009 : RICONDO & ASSOCIATES 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: RICONDO & ASSOCIATES 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RICONDO & ASSOCIATES 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RICONDO & ASSOCIATES 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RICONDO & ASSOCIATES 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RICONDO & ASSOCIATES 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RICONDO & ASSOCIATES 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RICONDO & ASSOCIATES 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RICONDO & ASSOCIATES 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RICONDO & ASSOCIATES 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RICONDO & ASSOCIATES 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RICONDO & ASSOCIATES 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RICONDO & ASSOCIATES 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RICONDO & ASSOCIATES 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |