RALPH G. DEGLI OBIZZI & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RALPH G. DEGLI OBIZZI & SONS, INC. 401(K) RETIREMENT PLAN
401k plan membership statisitcs for RALPH G. DEGLI OBIZZI & SONS, INC. 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2022 : RALPH G. DEGLI OBIZZI & SONS, INC. 401(K) RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 | $-1,913,491 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $135,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $70,579 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $7,476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $818,817 |
Value of total assets at end of year | 2022-12-31 | $14,737,193 |
Value of total assets at beginning of year | 2022-12-31 | $16,785,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $57,108 |
Total interest from all sources | 2022-12-31 | $21,441 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $466,181 |
Participant contributions at end of year | 2022-12-31 | $387,854 |
Participant contributions at beginning of year | 2022-12-31 | $376,664 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,048,654 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,737,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,785,847 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $14,090,818 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $16,281,915 |
Interest on participant loans | 2022-12-31 | $18,407 |
Interest earned on other investments | 2022-12-31 | $3,034 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $258,521 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $127,268 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,753,749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $352,636 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $70,579 |
Contract administrator fees | 2022-12-31 | $57,108 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WHEELER WOLFENDEN AND DWARES, CPAS |
Accountancy firm EIN | 2022-12-31 | 510380493 |
2021 : RALPH G. DEGLI OBIZZI & SONS, INC. 401(K) RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 | $2,763,957 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $896,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $817,593 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $21,981 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $965,240 |
Value of total assets at end of year | 2021-12-31 | $16,785,847 |
Value of total assets at beginning of year | 2021-12-31 | $14,917,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $56,474 |
Total interest from all sources | 2021-12-31 | $18,061 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $585,205 |
Participant contributions at end of year | 2021-12-31 | $376,664 |
Participant contributions at beginning of year | 2021-12-31 | $317,466 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,867,909 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,785,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,917,938 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $227,706 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $16,281,915 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $14,372,766 |
Interest on participant loans | 2021-12-31 | $16,118 |
Interest earned on other investments | 2021-12-31 | $1,943 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $127,268 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,780,656 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $380,035 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $817,593 |
Contract administrator fees | 2021-12-31 | $56,474 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
2020 : RALPH G. DEGLI OBIZZI & SONS, INC. 401(K) RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,764,371 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $102,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $59,276 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $856,137 |
Value of total assets at end of year | 2020-12-31 | $14,917,938 |
Value of total assets at beginning of year | 2020-12-31 | $12,255,660 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $39,792 |
Total interest from all sources | 2020-12-31 | $18,803 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $514,919 |
Participant contributions at end of year | 2020-12-31 | $317,466 |
Participant contributions at beginning of year | 2020-12-31 | $217,910 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,662,278 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,917,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,255,660 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $227,706 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $218,815 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $14,372,766 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $11,818,935 |
Interest on participant loans | 2020-12-31 | $15,341 |
Interest earned on other investments | 2020-12-31 | $3,462 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,889,431 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $341,218 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $59,276 |
Contract administrator fees | 2020-12-31 | $39,792 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |