RUPERT, DURHAM, MARSHALL & GREN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN
401k plan membership statisitcs for RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN
Measure | Date | Value |
---|
2017: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
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 | 3 |
Total of all active and inactive participants | 2017-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 24 |
Number of participants with account balances | 2017-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
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 | 3 |
Total of all active and inactive participants | 2016-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 24 |
Number of participants with account balances | 2016-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
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 | 3 |
Total of all active and inactive participants | 2015-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 25 |
Number of participants with account balances | 2015-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 23 |
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 25 |
Number of participants with account balances | 2014-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 22 |
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 | 4 |
Total of all active and inactive participants | 2013-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 26 |
Number of participants with account balances | 2013-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
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 | 4 |
Total of all active and inactive participants | 2012-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 25 |
Number of participants with account balances | 2012-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 22 |
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 | 4 |
Total of all active and inactive participants | 2011-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 26 |
Number of participants with account balances | 2011-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 28 |
Number of participants with account balances | 2009-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2017 : RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $672,418 |
Expenses. Total of all expenses incurred | 2017-12-31 | $34,001 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,983 |
Total plan assets at end of year | 2017-12-31 | $4,075,292 |
Total plan assets at beginning of year | 2017-12-31 | $3,436,875 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $57,077 |
Other income received | 2017-12-31 | $584,865 |
Net income (gross income less expenses) | 2017-12-31 | $638,417 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,075,292 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,436,875 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $30,476 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $32,018 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $298,703 |
Expenses. Total of all expenses incurred | 2016-12-31 | $82,082 |
Benefits paid (including direct rollovers) | 2016-12-31 | $53,272 |
Total plan assets at end of year | 2016-12-31 | $3,436,875 |
Total plan assets at beginning of year | 2016-12-31 | $3,220,254 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $56,487 |
Other income received | 2016-12-31 | $207,997 |
Net income (gross income less expenses) | 2016-12-31 | $216,621 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,436,875 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,220,254 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $34,219 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $28,810 |
2015 : RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $22,511 |
Expenses. Total of all expenses incurred | 2015-12-31 | $29,110 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $3,220,254 |
Total plan assets at beginning of year | 2015-12-31 | $3,226,853 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $44,315 |
Other income received | 2015-12-31 | $-56,611 |
Net income (gross income less expenses) | 2015-12-31 | $-6,599 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,220,254 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,226,853 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $34,807 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $29,110 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $300,576 |
Expenses. Total of all expenses incurred | 2014-12-31 | $300,701 |
Benefits paid (including direct rollovers) | 2014-12-31 | $271,943 |
Total plan assets at end of year | 2014-12-31 | $3,226,853 |
Total plan assets at beginning of year | 2014-12-31 | $3,226,978 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $36,418 |
Other income received | 2014-12-31 | $231,788 |
Net income (gross income less expenses) | 2014-12-31 | $-125 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,226,853 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,226,978 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $32,370 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $28,758 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $518,286 |
Expenses. Total of all expenses incurred | 2013-12-31 | $25,726 |
Total plan assets at end of year | 2013-12-31 | $3,226,978 |
Total plan assets at beginning of year | 2013-12-31 | $2,734,418 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $32,797 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $712 |
Other income received | 2013-12-31 | $485,489 |
Net income (gross income less expenses) | 2013-12-31 | $492,560 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,226,978 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,734,418 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $25,014 |
2012 : RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $314,557 |
Expenses. Total of all expenses incurred | 2012-12-31 | $35,899 |
Benefits paid (including direct rollovers) | 2012-12-31 | $13,199 |
Total plan assets at end of year | 2012-12-31 | $2,734,418 |
Total plan assets at beginning of year | 2012-12-31 | $2,455,760 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $32,019 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $22,700 |
Other income received | 2012-12-31 | $282,538 |
Net income (gross income less expenses) | 2012-12-31 | $278,658 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,734,418 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,455,760 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $52,422 |
Expenses. Total of all expenses incurred | 2011-12-31 | $21,573 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $2,455,760 |
Total plan assets at beginning of year | 2011-12-31 | $2,424,911 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $46,985 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $21,573 |
Other income received | 2011-12-31 | $-25,794 |
Net income (gross income less expenses) | 2011-12-31 | $30,849 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,455,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,424,911 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $31,231 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $387,059 |
Expenses. Total of all expenses incurred | 2010-12-31 | $22,927 |
Benefits paid (including direct rollovers) | 2010-12-31 | $3,648 |
Total plan assets at end of year | 2010-12-31 | $2,424,911 |
Total plan assets at beginning of year | 2010-12-31 | $2,060,779 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $52,588 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $19,279 |
Other income received | 2010-12-31 | $288,143 |
Net income (gross income less expenses) | 2010-12-31 | $364,132 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,424,911 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,060,779 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $46,328 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING 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 |
2017: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING 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 – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING 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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING 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 – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING 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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING 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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING 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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING 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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RUPERT, DURHAM, MARSHALL & GREN, INC. EMPLOYEE PROFIT SHARING 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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |