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Plan Name | RLH CPA'S & BUSINESS ADVISORS, LLC EMPLOYEE BENEFIT PLAN |
Plan identification number | 510 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | RLH CPA'S & BUSINESS ADVISORS, LLC |
Employer identification number (EIN): | 474974197 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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510 | 2019-06-01 | ||||
510 | 2018-06-01 |
Measure | Date | Value |
---|---|---|
2019: RLH CPA'S & BUSINESS ADVISORS, LLC EMPLOYEE BENEFIT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-06-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
Total of all active and inactive participants | 2019-06-01 | 0 |
2018: RLH CPA'S & BUSINESS ADVISORS, LLC EMPLOYEE BENEFIT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-06-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 20 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
Total of all active and inactive participants | 2018-06-01 | 21 |
Measure | Date | Value |
---|---|---|
2020 : RLH CPA'S & BUSINESS ADVISORS, LLC EMPLOYEE BENEFIT PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-05-31 | $0 |
Total plan liabilities at beginning of year | 2020-05-31 | $15,228 |
Total income from all sources | 2020-05-31 | $3 |
Expenses. Total of all expenses incurred | 2020-05-31 | $-13,780 |
Benefits paid (including direct rollovers) | 2020-05-31 | $-13,820 |
Total plan assets at end of year | 2020-05-31 | $0 |
Total plan assets at beginning of year | 2020-05-31 | $1,445 |
Value of fidelity bond covering the plan | 2020-05-31 | $500,000 |
Other income received | 2020-05-31 | $3 |
Net income (gross income less expenses) | 2020-05-31 | $13,783 |
Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $-13,783 |
Value of corrective distributions | 2020-05-31 | $40 |
2019 : RLH CPA'S & BUSINESS ADVISORS, LLC EMPLOYEE BENEFIT PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-05-31 | $15,228 |
Total plan liabilities at beginning of year | 2019-05-31 | $0 |
Total income from all sources | 2019-05-31 | $222,695 |
Expenses. Total of all expenses incurred | 2019-05-31 | $236,478 |
Benefits paid (including direct rollovers) | 2019-05-31 | $134,432 |
Total plan assets at end of year | 2019-05-31 | $1,445 |
Total plan assets at beginning of year | 2019-05-31 | $0 |
Value of fidelity bond covering the plan | 2019-05-31 | $500,000 |
Total contributions received or receivable from participants | 2019-05-31 | $28,508 |
Expenses. Other expenses not covered elsewhere | 2019-05-31 | $100,078 |
Contributions received from other sources (not participants or employers) | 2019-05-31 | $6,014 |
Other income received | 2019-05-31 | $37 |
Net income (gross income less expenses) | 2019-05-31 | $-13,783 |
Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $-13,783 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-05-31 | $188,136 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-31 | $1,968 |
2019: RLH CPA'S & BUSINESS ADVISORS, LLC EMPLOYEE BENEFIT PLAN 2019 form 5500 responses | ||
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2019-06-01 | Type of plan entity | Single employer plan |
2019-06-01 | Submission has been amended | No |
2019-06-01 | This submission is the final filing | Yes |
2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-06-01 | Plan is a collectively bargained plan | No |
2019-06-01 | Plan funding arrangement – Trust | Yes |
2019-06-01 | Plan benefit arrangement - Trust | Yes |
2018: RLH CPA'S & BUSINESS ADVISORS, LLC EMPLOYEE BENEFIT PLAN 2018 form 5500 responses | ||
2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | First time form 5500 has been submitted | Yes |
2018-06-01 | Submission has been amended | No |
2018-06-01 | This submission is the final filing | No |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-06-01 | Plan is a collectively bargained plan | No |
2018-06-01 | Plan funding arrangement – Insurance | Yes |
2018-06-01 | Plan funding arrangement – Trust | Yes |
2018-06-01 | Plan benefit arrangement – Insurance | Yes |
2018-06-01 | Plan benefit arrangement - Trust | Yes |
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | VERIS | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 00429724 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 164877 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 164877 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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UNITED HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 79413 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | P5424 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 6 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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