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ROCCO ALTOBELLI, INC. 401(K) PLAN 401k Plan overview

Plan NameROCCO ALTOBELLI, INC. 401(K) PLAN
Plan identification number 001

ROCCO ALTOBELLI, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROCCO ALTOBELLI, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROCCO ALTOBELLI, INC.
Employer identification number (EIN):411226659
NAIC Classification:812112
NAIC Description:Beauty Salons

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCCO ALTOBELLI, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01KRISTEN J WICK
0012016-01-01KRISTEN J WICK KRISTEN J WICK2017-10-11
0012015-01-01KRISTEN J WICK
0012014-01-01KRISTEN J WICK
0012014-01-01KRISTEN J WICK
0012013-01-01KRISTEN J WICK
0012012-01-01KRISTEN WICK DIANNE ALTOBELLI2013-10-11
0012011-01-01KRISTEN J. WICK
0012010-01-01KRISTEN J WICK
0012009-01-01KRISTEN J WICK

Plan Statistics for ROCCO ALTOBELLI, INC. 401(K) PLAN

401k plan membership statisitcs for ROCCO ALTOBELLI, INC. 401(K) PLAN

Measure Date Value
2022: ROCCO ALTOBELLI, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01180
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01166
Number of participants with account balances2022-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROCCO ALTOBELLI, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01185
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01180
Number of participants with account balances2021-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROCCO ALTOBELLI, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01184
Total number of active participants reported on line 7a of the Form 55002020-01-01133
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01181
Number of participants with account balances2020-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROCCO ALTOBELLI, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01206
Total number of active participants reported on line 7a of the Form 55002019-01-01142
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01184
Number of participants with account balances2019-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROCCO ALTOBELLI, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01206
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01206
Number of participants with account balances2018-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROCCO ALTOBELLI, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01200
Total number of active participants reported on line 7a of the Form 55002017-01-01183
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01206
Number of participants with account balances2017-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROCCO ALTOBELLI, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01189
Number of participants with account balances2016-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROCCO ALTOBELLI, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01184
Total number of active participants reported on line 7a of the Form 55002015-01-01177
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01202
Number of participants with account balances2015-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROCCO ALTOBELLI, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01216
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01177
Number of participants with account balances2014-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROCCO ALTOBELLI, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01236
Total number of active participants reported on line 7a of the Form 55002013-01-01193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01216
Number of participants with account balances2013-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROCCO ALTOBELLI, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01201
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01225
Number of participants with account balances2012-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ROCCO ALTOBELLI, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01271
Total number of active participants reported on line 7a of the Form 55002011-01-01207
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01232
Number of participants with account balances2011-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROCCO ALTOBELLI, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01272
Total number of active participants reported on line 7a of the Form 55002010-01-01226
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01252
Number of participants with account balances2010-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROCCO ALTOBELLI, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01467
Total number of active participants reported on line 7a of the Form 55002009-01-01230
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01252
Number of participants with account balances2009-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROCCO ALTOBELLI, INC. 401(K) PLAN

Measure Date Value
2022 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,615,717
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,481,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,383,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$417,735
Value of total assets at end of year2022-12-31$10,012,446
Value of total assets at beginning of year2022-12-31$13,109,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$97,534
Total interest from all sources2022-12-31$13,269
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$64,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$64,762
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$417,735
Participant contributions at end of year2022-12-31$48,139
Participant contributions at beginning of year2022-12-31$48,377
Other income not declared elsewhere2022-12-31$28,466
Administrative expenses (other) incurred2022-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,097,174
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,012,446
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,109,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$28,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,920,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,792,211
Value of interest in pooled separate accounts at end of year2022-12-31$3,434,577
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,374,822
Interest on participant loans2022-12-31$2,819
Interest earned on other investments2022-12-31$10,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$609,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$894,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,648,046
Net investment gain/loss from pooled separate accounts2022-12-31$-491,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,383,923
Contract administrator fees2022-12-31$69,062
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FROEHLING ANDERSON
Accountancy firm EIN2022-12-31411384792
2021 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,348,642
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,609,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,488,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$416,278
Value of total assets at end of year2021-12-31$13,109,620
Value of total assets at beginning of year2021-12-31$12,370,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$120,849
Total interest from all sources2021-12-31$18,857
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$84,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$84,861
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$416,278
Participant contributions at end of year2021-12-31$48,377
Participant contributions at beginning of year2021-12-31$80,172
Other income not declared elsewhere2021-12-31$35,760
Administrative expenses (other) incurred2021-12-31$120,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$739,367
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,109,620
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,370,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,792,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,488,094
Value of interest in pooled separate accounts at end of year2021-12-31$4,374,822
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,604,534
Interest on participant loans2021-12-31$4,425
Interest earned on other investments2021-12-31$14,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$894,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,197,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,263,262
Net investment gain/loss from pooled separate accounts2021-12-31$529,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,488,426
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FROEHLING ANDERSON
Accountancy firm EIN2021-12-31411384792
2020 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,125,170
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$288,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$189,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$373,701
Value of total assets at end of year2020-12-31$12,370,253
Value of total assets at beginning of year2020-12-31$10,533,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,166
Total interest from all sources2020-12-31$22,315
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$69,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$69,361
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$373,701
Participant contributions at end of year2020-12-31$80,172
Participant contributions at beginning of year2020-12-31$106,115
Other income not declared elsewhere2020-12-31$29,590
Administrative expenses (other) incurred2020-12-31$99,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,836,481
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,370,253
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,533,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,488,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,412,859
Value of interest in pooled separate accounts at end of year2020-12-31$3,604,534
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,243,829
Interest on participant loans2020-12-31$5,274
Interest earned on other investments2020-12-31$17,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,197,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$770,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,330,583
Net investment gain/loss from pooled separate accounts2020-12-31$299,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$189,523
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FROEHLING ANDERSON
Accountancy firm EIN2020-12-31411384792
2019 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,465,327
Total income from all sources (including contributions)2019-12-31$2,465,327
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$906,441
Total of all expenses incurred2019-12-31$906,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$806,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$806,164
Expenses. Certain deemed distributions of participant loans2019-12-31$2,123
Expenses. Certain deemed distributions of participant loans2019-12-31$2,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$488,135
Value of total assets at end of year2019-12-31$10,533,772
Value of total assets at end of year2019-12-31$10,533,772
Value of total assets at beginning of year2019-12-31$8,974,886
Value of total assets at beginning of year2019-12-31$8,974,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,154
Total interest from all sources2019-12-31$19,983
Total interest from all sources2019-12-31$19,983
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$84,642
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$84,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$84,642
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$84,642
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$487,550
Contributions received from participants2019-12-31$487,550
Participant contributions at end of year2019-12-31$106,115
Participant contributions at end of year2019-12-31$106,115
Participant contributions at beginning of year2019-12-31$89,357
Participant contributions at beginning of year2019-12-31$89,357
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$585
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$585
Other income not declared elsewhere2019-12-31$29,278
Other income not declared elsewhere2019-12-31$29,278
Administrative expenses (other) incurred2019-12-31$98,154
Administrative expenses (other) incurred2019-12-31$98,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,558,886
Value of net income/loss2019-12-31$1,558,886
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,533,772
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,533,772
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,974,886
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,974,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,412,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,412,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,770,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,770,366
Value of interest in pooled separate accounts at end of year2019-12-31$3,243,829
Value of interest in pooled separate accounts at end of year2019-12-31$3,243,829
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,443,384
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,443,384
Interest on participant loans2019-12-31$5,814
Interest on participant loans2019-12-31$5,814
Interest earned on other investments2019-12-31$14,169
Interest earned on other investments2019-12-31$14,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$770,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$770,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$671,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$671,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,398,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,398,281
Net investment gain/loss from pooled separate accounts2019-12-31$445,008
Net investment gain/loss from pooled separate accounts2019-12-31$445,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$806,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$806,164
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FROEHLING ANDERSON
Accountancy firm name2019-12-31FROEHLING ANDERSON
Accountancy firm EIN2019-12-31411384792
Accountancy firm EIN2019-12-31411384792
2018 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-16,503
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$750,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$654,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$464,054
Value of total assets at end of year2018-12-31$8,974,886
Value of total assets at beginning of year2018-12-31$9,741,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$95,582
Total interest from all sources2018-12-31$17,050
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$82,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$82,581
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$463,166
Participant contributions at end of year2018-12-31$89,357
Participant contributions at beginning of year2018-12-31$153,981
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$888
Other income not declared elsewhere2018-12-31$28,512
Administrative expenses (other) incurred2018-12-31$95,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-767,046
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,974,886
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,741,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,770,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,174,088
Value of interest in pooled separate accounts at end of year2018-12-31$2,443,384
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,839,657
Interest on participant loans2018-12-31$6,064
Interest earned on other investments2018-12-31$10,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$671,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$574,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-346,925
Net investment gain/loss from pooled separate accounts2018-12-31$-261,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$654,961
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FROEHLING ANDERSON
Accountancy firm EIN2018-12-31411384792
2017 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,963,727
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$812,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$750,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$429,980
Value of total assets at end of year2017-12-31$9,741,932
Value of total assets at beginning of year2017-12-31$8,590,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,568
Total interest from all sources2017-12-31$13,921
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$68,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$68,525
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$429,270
Participant contributions at end of year2017-12-31$153,981
Participant contributions at beginning of year2017-12-31$112,766
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,150
Administrative expenses (other) incurred2017-12-31$61,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,151,184
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,741,932
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,590,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,174,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,392,434
Value of interest in pooled separate accounts at end of year2017-12-31$2,839,657
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,582,382
Interest on participant loans2017-12-31$5,963
Interest earned on other investments2017-12-31$7,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$574,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$503,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,213,240
Net investment gain/loss from pooled separate accounts2017-12-31$238,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$749,825
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FROEHLING ANDERSON
Accountancy firm EIN2017-12-31411384792
2016 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,000,299
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$552,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$520,128
Value of total corrective distributions2016-12-31$670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$394,537
Value of total assets at end of year2016-12-31$8,590,748
Value of total assets at beginning of year2016-12-31$8,142,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,750
Total interest from all sources2016-12-31$12,056
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$60,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$60,965
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$394,463
Participant contributions at end of year2016-12-31$112,766
Participant contributions at beginning of year2016-12-31$116,664
Administrative expenses (other) incurred2016-12-31$31,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$447,751
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,590,748
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,142,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,392,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,556,869
Value of interest in pooled separate accounts at end of year2016-12-31$2,582,382
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,080,968
Interest on participant loans2016-12-31$4,965
Interest earned on other investments2016-12-31$7,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$503,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$388,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$194,062
Net investment gain/loss from pooled separate accounts2016-12-31$338,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$74
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$520,128
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FROEHLING ANDERSON
Accountancy firm EIN2016-12-31411384792
2015 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$292,392
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$178,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$145,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$360,173
Value of total assets at end of year2015-12-31$8,142,997
Value of total assets at beginning of year2015-12-31$8,028,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,073
Total interest from all sources2015-12-31$9,244
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$69,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$69,048
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$360,173
Participant contributions at end of year2015-12-31$116,664
Participant contributions at beginning of year2015-12-31$126,376
Other income not declared elsewhere2015-12-31$20,434
Administrative expenses (other) incurred2015-12-31$32,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$114,334
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,142,997
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,028,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,556,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,483,914
Value of interest in pooled separate accounts at end of year2015-12-31$1,080,968
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,041,329
Interest on participant loans2015-12-31$4,938
Interest earned on other investments2015-12-31$4,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$388,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$377,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-156,403
Net investment gain/loss from pooled separate accounts2015-12-31$-10,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$145,985
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FROEHLING ANDERSON
Accountancy firm EIN2015-12-31411384792
2014 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$769,904
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$259,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$228,169
Value of total corrective distributions2014-12-31$43
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$343,640
Value of total assets at end of year2014-12-31$8,028,663
Value of total assets at beginning of year2014-12-31$7,518,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,241
Total interest from all sources2014-12-31$7,005
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$83,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$83,302
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$343,640
Participant contributions at end of year2014-12-31$126,376
Participant contributions at beginning of year2014-12-31$112,358
Other income not declared elsewhere2014-12-31$22,465
Administrative expenses (other) incurred2014-12-31$31,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$510,451
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,028,663
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,518,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,483,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,043,800
Value of interest in pooled separate accounts at end of year2014-12-31$1,041,329
Value of interest in pooled separate accounts at beginning of year2014-12-31$970,012
Interest on participant loans2014-12-31$3,065
Interest earned on other investments2014-12-31$3,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$377,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$392,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$279,405
Net investment gain/loss from pooled separate accounts2014-12-31$34,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$228,169
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FROEHLING ANDERSON
Accountancy firm EIN2014-12-31411384792
2013 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,691,716
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$243,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$234,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$345,736
Value of total assets at end of year2013-12-31$7,518,212
Value of total assets at beginning of year2013-12-31$6,070,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,855
Total interest from all sources2013-12-31$7,674
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$52,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$52,291
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$306,990
Participant contributions at end of year2013-12-31$112,358
Participant contributions at beginning of year2013-12-31$101,965
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$38,746
Administrative expenses (other) incurred2013-12-31$9,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,447,739
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,518,212
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,070,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,043,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,812,387
Value of interest in pooled separate accounts at end of year2013-12-31$970,012
Value of interest in pooled separate accounts at beginning of year2013-12-31$882,678
Interest on participant loans2013-12-31$3,998
Interest earned on other investments2013-12-31$3,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$392,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$273,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,290,385
Net investment gain/loss from pooled separate accounts2013-12-31$-4,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$234,122
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FROELING ANDERSON LTD.
Accountancy firm EIN2013-12-31411384792
2012 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,038,399
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$223,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$221,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$397,007
Value of total assets at end of year2012-12-31$6,070,473
Value of total assets at beginning of year2012-12-31$5,255,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,799
Total interest from all sources2012-12-31$7,233
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$125,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$125,166
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$324,734
Participant contributions at end of year2012-12-31$101,965
Participant contributions at beginning of year2012-12-31$78,029
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$72,273
Administrative expenses (other) incurred2012-12-31$1,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$814,864
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,070,473
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,255,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,812,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,154,967
Value of interest in pooled separate accounts at end of year2012-12-31$882,678
Value of interest in pooled separate accounts at beginning of year2012-12-31$782,798
Interest on participant loans2012-12-31$3,420
Interest earned on other investments2012-12-31$3,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$273,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$239,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$431,217
Net investment gain/loss from pooled separate accounts2012-12-31$77,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$221,736
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FROELING ANDERSON LTD.
Accountancy firm EIN2012-12-31411384792
2011 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$245,010
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$487,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$475,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$324,450
Value of total assets at end of year2011-12-31$5,255,609
Value of total assets at beginning of year2011-12-31$5,498,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,062
Total interest from all sources2011-12-31$10,226
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$58,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$58,429
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$324,450
Participant contributions at end of year2011-12-31$78,029
Participant contributions at beginning of year2011-12-31$157,645
Administrative expenses (other) incurred2011-12-31$12,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-242,492
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,255,609
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,498,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,154,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,392,378
Value of interest in pooled separate accounts at end of year2011-12-31$782,798
Value of interest in pooled separate accounts at beginning of year2011-12-31$761,444
Interest on participant loans2011-12-31$6,247
Interest earned on other investments2011-12-31$3,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$239,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$186,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-172,065
Net investment gain/loss from pooled separate accounts2011-12-31$23,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$475,440
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FROELING ANDERSON LTD.
Accountancy firm EIN2011-12-31411384792
2010 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,014,119
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$356,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$332,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$351,009
Value of total assets at end of year2010-12-31$5,498,101
Value of total assets at beginning of year2010-12-31$4,840,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,919
Total interest from all sources2010-12-31$13,314
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$70,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$70,432
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$351,009
Participant contributions at end of year2010-12-31$157,645
Participant contributions at beginning of year2010-12-31$168,160
Other income not declared elsewhere2010-12-31$18,157
Administrative expenses (other) incurred2010-12-31$23,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$658,056
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,498,101
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,840,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,392,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,284,895
Value of interest in pooled separate accounts at end of year2010-12-31$761,444
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$9,081
Interest earned on other investments2010-12-31$4,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$386,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$386,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$186,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$522,514
Net investment gain/loss from pooled separate accounts2010-12-31$38,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$332,144
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958
2009 : ROCCO ALTOBELLI, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROCCO ALTOBELLI, INC. 401(K) PLAN

2022: ROCCO ALTOBELLI, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROCCO ALTOBELLI, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROCCO ALTOBELLI, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROCCO ALTOBELLI, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROCCO ALTOBELLI, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROCCO ALTOBELLI, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROCCO ALTOBELLI, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROCCO ALTOBELLI, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROCCO ALTOBELLI, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROCCO ALTOBELLI, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROCCO ALTOBELLI, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROCCO ALTOBELLI, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROCCO ALTOBELLI, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROCCO ALTOBELLI, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered166
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered180
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered181
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered184
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered206
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered206
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered202
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered177
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered216
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered225
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered232
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041011
Policy instance 1
Insurance contract or identification number041011
Number of Individuals Covered252
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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