RBZ INVESTMENT GROUP INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN
401k plan membership statisitcs for RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN
| Measure | Date | Value |
|---|
| 2017: RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 1 |
| Number of retired or separated participants receiving benefits | 2013-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 0 |
| Total of all active and inactive participants | 2013-03-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-03-01 | 0 |
| Total participants | 2013-03-01 | 1 |
| Number of participants with account balances | 2013-03-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-03-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $4 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $26 |
| Total plan assets at beginning of year | 2017-12-31 | $22 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Other income received | 2017-12-31 | $4 |
| Net income (gross income less expenses) | 2017-12-31 | $4 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $26 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-13,302 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $72,690 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $72,666 |
| Total plan assets at end of year | 2016-12-31 | $22 |
| Total plan assets at beginning of year | 2016-12-31 | $86,014 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Other income received | 2016-12-31 | $-13,302 |
| Net income (gross income less expenses) | 2016-12-31 | $-85,992 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $22 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $86,014 |
| Assets. Value of employer securities | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $24 |
| 2015 : RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-135,121 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $144 |
| Total plan assets at end of year | 2015-12-31 | $86,014 |
| Total plan assets at beginning of year | 2015-12-31 | $221,279 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Other income received | 2015-12-31 | $-135,121 |
| Net income (gross income less expenses) | 2015-12-31 | $-135,265 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $86,014 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $221,279 |
| Assets. Value of employer securities | 2015-12-31 | $10,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $144 |
| 2014 : RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $-9,558 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $222 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $221,279 |
| Total plan assets at beginning of year | 2014-12-31 | $231,059 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-9,558 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-9,780 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $221,279 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $231,059 |
| Assets. Value of employer securities | 2014-12-31 | $90,000 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $222 |
| 2013 : RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $231,589 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $530 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $231,059 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $298,249 |
| Other income received | 2013-12-31 | $-66,660 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $231,059 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $231,059 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Assets. Value of employer securities | 2013-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $530 |
| 2017: RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RBZ INVESTMENT GROUP, INC. PENSION TRANSFER TRUST PLAN 2013 form 5500 responses |
|---|
| 2013-03-01 | Type of plan entity | Single employer plan |
| 2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-03-01 | Plan funding arrangement – Trust | Yes |
| 2013-03-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $369 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $369 | | Insurance broker organization code? | 3 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 235 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of fees paid to insurance company | USD $420 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 420 | | Insurance broker organization code? | 3 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 300169-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 300169-000 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-06-26 | | Total amount of commissions paid to insurance broker | USD $8,100 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,100 | | Additional information about fees paid to insurance broker | INSURANCE AGENT | | Insurance broker organization code? | 3 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 274 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $75 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $75 | | Additional information about fees paid to insurance broker | INSURANCE AGENT | | Insurance broker organization code? | 3 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
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