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RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 401k Plan overview

Plan NameRESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN
Plan identification number 001

RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RESOURCES GLOBAL PROFESSIONALS has sponsored the creation of one or more 401k plans.

Company Name:RESOURCES GLOBAL PROFESSIONALS
Employer identification number (EIN):510377920
NAIC Classification:561300

Additional information about RESOURCES GLOBAL PROFESSIONALS

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2007-05-25
Company Identification Number: 0800821409
Legal Registered Office Address: 17101 ARMSTRONG AVE STE 100

IRVINE
United States of America (USA)
92614

More information about RESOURCES GLOBAL PROFESSIONALS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DIANE NILAND
0012023-01-01
0012023-01-01DIANE NILAND
0012022-01-01
0012022-01-01DIANE NILAND
0012021-01-01
0012021-01-01DIANE NILAND
0012020-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01CAROL SMITH
0012016-06-01CAROL SMITH
0012015-06-01CAROL SMITH
0012014-06-01CAROL SMITH
0012013-06-01CAROL SMITH
0012012-06-01CAROL ACKERMAN
0012011-06-01CAROL ACKERMAN
0012010-06-01CAROL ACKERMAN
0012009-06-01CAROL ACKERMAN CAROL ACKERMAN2011-03-15

Financial Data on RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN

Measure Date Value
2023 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$71,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$116,565,267
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$45,586,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$45,382,454
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$2,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$46,560,983
Value of total assets at end of year2023-12-31$460,434,097
Value of total assets at beginning of year2023-12-31$389,383,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$201,799
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$963,933
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$11,689,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$11,689,807
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$32,322,268
Participant contributions at end of year2023-12-31$3,608,201
Participant contributions at beginning of year2023-12-31$3,164,538
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$5,390,547
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$110,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$71,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$-150
Administrative expenses (other) incurred2023-12-31$338
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$70,978,981
Value of net assets at end of year (total assets less liabilities)2023-12-31$460,362,361
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$389,383,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$124,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$396,670,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$271,247,564
Value of interest in pooled separate accounts at end of year2023-12-31$31,250,420
Value of interest in pooled separate accounts at beginning of year2023-12-31$37,660,775
Interest on participant loans2023-12-31$190,937
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$13,078,500
Value of interest in common/collective trusts at beginning of year2023-12-31$39,343,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$15,715,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$37,966,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$37,966,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$772,996
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$46,019,432
Net investment gain/loss from pooled separate accounts2023-12-31$1,127,968
Net investment gain or loss from common/collective trusts2023-12-31$10,203,294
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$8,848,168
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$45,382,454
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2023-12-31204207759
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$0
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$71,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$116,565,267
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$45,586,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$45,382,454
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Value of total corrective distributions2023-01-01$2,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$46,560,983
Value of total assets at end of year2023-01-01$460,434,097
Value of total assets at beginning of year2023-01-01$389,383,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$201,799
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$963,933
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$11,689,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$11,689,807
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$32,322,268
Participant contributions at end of year2023-01-01$3,608,201
Participant contributions at beginning of year2023-01-01$3,164,538
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$5,390,547
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$110,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$71,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$-150
Administrative expenses (other) incurred2023-01-01$338
Liabilities. Value of operating payables at end of year2023-01-01$0
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$70,978,981
Value of net assets at end of year (total assets less liabilities)2023-01-01$460,362,361
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$389,383,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$124,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$396,670,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$271,247,564
Value of interest in pooled separate accounts at end of year2023-01-01$31,250,420
Value of interest in pooled separate accounts at beginning of year2023-01-01$37,660,775
Interest on participant loans2023-01-01$190,937
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$0
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$13,078,500
Value of interest in common/collective trusts at beginning of year2023-01-01$39,343,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$15,715,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$772,996
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$46,019,432
Net investment gain/loss from pooled separate accounts2023-01-01$1,127,968
Net investment gain or loss from common/collective trusts2023-01-01$10,203,294
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$8,848,168
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$45,382,454
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01No
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FARBER HASS HURLEY LLP
Accountancy firm EIN2023-01-01204207759
2022 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-48,708,164
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$75,455,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$75,017,533
Expenses. Certain deemed distributions of participant loans2022-12-31$8,842
Value of total corrective distributions2022-12-31$8,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$45,760,705
Value of total assets at end of year2022-12-31$389,383,380
Value of total assets at beginning of year2022-12-31$513,547,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$420,553
Total interest from all sources2022-12-31$152,576
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,763,453
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$5,763,453
Administrative expenses professional fees incurred2022-12-31$28,945
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$32,760,815
Participant contributions at end of year2022-12-31$3,164,538
Participant contributions at beginning of year2022-12-31$3,033,350
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,562,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-124,164,086
Value of net assets at end of year (total assets less liabilities)2022-12-31$389,383,380
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$513,547,466
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$140,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$271,247,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$383,589,223
Value of interest in pooled separate accounts at end of year2022-12-31$37,660,775
Value of interest in pooled separate accounts at beginning of year2022-12-31$42,244,321
Interest on participant loans2022-12-31$152,576
Value of interest in common/collective trusts at end of year2022-12-31$39,343,969
Value of interest in common/collective trusts at beginning of year2022-12-31$71,442,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$37,966,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,238,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,238,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-74,292,548
Net investment gain/loss from pooled separate accounts2022-12-31$958,827
Net investment gain or loss from common/collective trusts2022-12-31$-27,051,177
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,437,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$75,017,533
Contract administrator fees2022-12-31$251,558
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 name2022-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2022-12-31204207759
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-48,708,164
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$75,455,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$75,017,533
Expenses. Certain deemed distributions of participant loans2022-01-01$8,842
Value of total corrective distributions2022-01-01$8,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$45,760,705
Value of total assets at end of year2022-01-01$389,383,380
Value of total assets at beginning of year2022-01-01$513,547,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$420,553
Total interest from all sources2022-01-01$152,576
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$5,763,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$5,763,453
Administrative expenses professional fees incurred2022-01-01$28,945
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$5,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$32,760,815
Participant contributions at end of year2022-01-01$3,164,538
Participant contributions at beginning of year2022-01-01$3,033,350
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$4,562,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-124,164,086
Value of net assets at end of year (total assets less liabilities)2022-01-01$389,383,380
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$513,547,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$140,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$271,247,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$383,589,223
Value of interest in pooled separate accounts at end of year2022-01-01$37,660,775
Value of interest in pooled separate accounts at beginning of year2022-01-01$42,244,321
Interest on participant loans2022-01-01$152,576
Value of interest in common/collective trusts at end of year2022-01-01$39,343,969
Value of interest in common/collective trusts at beginning of year2022-01-01$71,442,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$37,966,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-74,292,548
Net investment gain/loss from pooled separate accounts2022-01-01$958,827
Net investment gain or loss from common/collective trusts2022-01-01$-27,051,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$8,437,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$75,017,533
Contract administrator fees2022-01-01$251,558
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FARBER HASS HURLEY LLP
Accountancy firm EIN2022-01-01204207759
2021 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS 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$107,558,102
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$46,028,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$45,517,990
Value of total corrective distributions2021-12-31$56,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$41,433,197
Value of total assets at end of year2021-12-31$513,547,466
Value of total assets at beginning of year2021-12-31$452,017,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$453,865
Total interest from all sources2021-12-31$147,005
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,963,116
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$4,963,116
Administrative expenses professional fees incurred2021-12-31$14,962
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$28,362,974
Participant contributions at end of year2021-12-31$3,033,350
Participant contributions at beginning of year2021-12-31$3,108,871
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,760,908
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$61,529,717
Value of net assets at end of year (total assets less liabilities)2021-12-31$513,547,466
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$452,017,749
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
Investment advisory and management fees2021-12-31$159,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$383,589,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$399,033,835
Value of interest in pooled separate accounts at end of year2021-12-31$42,244,321
Value of interest in pooled separate accounts at beginning of year2021-12-31$37,042,495
Interest on participant loans2021-12-31$147,005
Value of interest in common/collective trusts at end of year2021-12-31$71,442,112
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,238,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$12,832,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$12,832,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$58,160,891
Net investment gain/loss from pooled separate accounts2021-12-31$699,730
Net investment gain or loss from common/collective trusts2021-12-31$2,154,163
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,309,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$45,517,990
Contract administrator fees2021-12-31$279,776
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 name2021-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2021-12-31204207759
2020 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS 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$101,783,362
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$28,281,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$28,067,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,134,648
Value of total assets at end of year2020-12-31$452,017,749
Value of total assets at beginning of year2020-12-31$378,516,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$213,680
Total interest from all sources2020-12-31$101,468
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,489,623
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$3,489,623
Administrative expenses professional fees incurred2020-12-31$7,251
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$13,624,400
Participant contributions at end of year2020-12-31$3,108,871
Participant contributions at beginning of year2020-12-31$3,015,894
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,268,019
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$73,501,715
Value of net assets at end of year (total assets less liabilities)2020-12-31$452,017,749
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$378,516,034
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
Investment advisory and management fees2020-12-31$59,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$399,033,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$328,611,833
Value of interest in pooled separate accounts at end of year2020-12-31$37,042,495
Value of interest in pooled separate accounts at beginning of year2020-12-31$34,704,859
Interest on participant loans2020-12-31$96,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$12,832,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,183,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,183,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$78,636,419
Net investment gain/loss from pooled separate accounts2020-12-31$421,204
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
Contributions received in cash from employer2020-12-31$3,242,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$28,067,967
Contract administrator fees2020-12-31$146,929
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2020-12-31204207759
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total income from all sources (including contributions)2020-05-31$70,135,613
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$40,430,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$40,175,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$39,262,108
Value of total assets at end of year2020-05-31$378,516,034
Value of total assets at beginning of year2020-05-31$348,811,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$255,346
Total interest from all sources2020-05-31$281,326
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$4,973,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$4,973,794
Administrative expenses professional fees incurred2020-05-31$17,127
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$5,000,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$25,644,323
Participant contributions at end of year2020-05-31$3,015,894
Participant contributions at beginning of year2020-05-31$2,821,269
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$7,149,630
Other income not declared elsewhere2020-05-31$344,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$29,704,657
Value of net assets at end of year (total assets less liabilities)2020-05-31$378,516,034
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$348,811,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$119,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$328,611,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$301,785,638
Value of interest in pooled separate accounts at end of year2020-05-31$34,704,859
Value of interest in pooled separate accounts at beginning of year2020-05-31$37,213,376
Interest on participant loans2020-05-31$152,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$12,183,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$6,991,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$6,991,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$128,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$24,440,672
Net investment gain/loss from pooled separate accounts2020-05-31$833,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31Yes
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$6,468,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$40,175,610
Contract administrator fees2020-05-31$119,219
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31FARBER HASS HURLEY LLP
Accountancy firm EIN2020-05-31204207759
2019 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$45,020,980
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$32,168,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$31,988,455
Value of total corrective distributions2019-05-31$56
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$38,275,331
Value of total assets at end of year2019-05-31$348,811,377
Value of total assets at beginning of year2019-05-31$335,958,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$180,015
Total interest from all sources2019-05-31$293,673
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$4,374,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$4,374,266
Administrative expenses professional fees incurred2019-05-31$27,418
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$10,000,000
If this is an individual account plan, was there a blackout period2019-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$25,986,537
Participant contributions at end of year2019-05-31$2,821,269
Participant contributions at beginning of year2019-05-31$2,947,541
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$5,830,700
Other income not declared elsewhere2019-05-31$361,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$12,852,454
Value of net assets at end of year (total assets less liabilities)2019-05-31$348,811,377
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$335,958,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$119,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$301,785,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$293,740,120
Value of interest in pooled separate accounts at end of year2019-05-31$37,213,376
Value of interest in pooled separate accounts at beginning of year2019-05-31$33,042,122
Interest on participant loans2019-05-31$142,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$6,991,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$6,229,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$6,229,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$151,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$895,912
Net investment gain/loss from pooled separate accounts2019-05-31$820,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31Yes
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$6,458,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$31,988,455
Contract administrator fees2019-05-31$33,597
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31FARBER HASS HURLEY LLP
Accountancy firm EIN2019-05-31204207759
2018 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total income from all sources (including contributions)2018-05-31$68,702,026
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$31,327,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$31,156,655
Expenses. Certain deemed distributions of participant loans2018-05-31$4,758
Value of total corrective distributions2018-05-31$7,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$33,242,771
Value of total assets at end of year2018-05-31$335,958,923
Value of total assets at beginning of year2018-05-31$298,584,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$158,743
Total interest from all sources2018-05-31$199,919
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$3,792,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$3,792,022
Administrative expenses professional fees incurred2018-05-31$6,196
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$10,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$21,999,808
Participant contributions at end of year2018-05-31$2,947,541
Participant contributions at beginning of year2018-05-31$2,977,533
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$6,017,484
Other income not declared elsewhere2018-05-31$309,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$37,374,337
Value of net assets at end of year (total assets less liabilities)2018-05-31$335,958,923
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$298,584,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$119,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$293,740,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$260,574,712
Value of interest in pooled separate accounts at end of year2018-05-31$33,042,122
Value of interest in pooled separate accounts at beginning of year2018-05-31$29,705,603
Interest on participant loans2018-05-31$131,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$6,229,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$5,326,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$5,326,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$68,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$30,570,269
Net investment gain/loss from pooled separate accounts2018-05-31$587,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31Yes
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$5,225,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$31,156,655
Contract administrator fees2018-05-31$33,547
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31FARBER HASS HURLEY LLP
Accountancy firm EIN2018-05-31204207759
2017 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total income from all sources (including contributions)2017-05-31$66,694,155
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$27,744,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$27,572,053
Expenses. Certain deemed distributions of participant loans2017-05-31$13,310
Value of total corrective distributions2017-05-31$10,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$30,037,990
Value of total assets at end of year2017-05-31$298,584,586
Value of total assets at beginning of year2017-05-31$259,635,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$149,273
Total interest from all sources2017-05-31$120,298
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$3,667,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$3,667,605
Administrative expenses professional fees incurred2017-05-31$13,544
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$10,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$20,276,531
Participant contributions at end of year2017-05-31$2,977,533
Participant contributions at beginning of year2017-05-31$2,750,907
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$4,673,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$38,949,204
Value of net assets at end of year (total assets less liabilities)2017-05-31$298,584,586
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$259,635,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$119,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$260,574,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$225,618,807
Value of interest in pooled separate accounts at end of year2017-05-31$29,705,603
Value of interest in pooled separate accounts at beginning of year2017-05-31$26,977,966
Interest on participant loans2017-05-31$120,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$5,326,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$4,287,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$4,287,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$32,381,379
Net investment gain/loss from pooled separate accounts2017-05-31$486,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$5,088,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$27,572,053
Contract administrator fees2017-05-31$16,729
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2017-05-31330941619
2016 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total income from all sources (including contributions)2016-05-31$23,923,767
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$26,339,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$26,179,016
Value of total corrective distributions2016-05-31$7,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$26,908,643
Value of total assets at end of year2016-05-31$259,635,382
Value of total assets at beginning of year2016-05-31$262,051,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$153,297
Total interest from all sources2016-05-31$115,177
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$3,470,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$3,470,323
Administrative expenses professional fees incurred2016-05-31$13,075
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$10,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$19,676,786
Participant contributions at end of year2016-05-31$2,750,907
Participant contributions at beginning of year2016-05-31$2,625,754
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$2,259,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-2,415,702
Value of net assets at end of year (total assets less liabilities)2016-05-31$259,635,382
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$262,051,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$119,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$225,618,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$232,309,628
Value of interest in pooled separate accounts at end of year2016-05-31$26,977,966
Value of interest in pooled separate accounts at beginning of year2016-05-31$23,644,381
Interest on participant loans2016-05-31$115,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$4,287,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$3,471,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$3,471,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-6,976,885
Net investment gain/loss from pooled separate accounts2016-05-31$406,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$4,971,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$26,179,016
Contract administrator fees2016-05-31$21,222
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2016-05-31330941619
2015 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total income from all sources (including contributions)2015-05-31$45,171,702
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$22,546,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$22,326,427
Expenses. Certain deemed distributions of participant loans2015-05-31$48,193
Value of total corrective distributions2015-05-31$33,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$25,964,645
Value of total assets at end of year2015-05-31$262,051,084
Value of total assets at beginning of year2015-05-31$239,425,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$138,704
Total interest from all sources2015-05-31$122,211
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$3,052,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$3,052,925
Administrative expenses professional fees incurred2015-05-31$13,178
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$10,000,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$19,135,809
Participant contributions at end of year2015-05-31$2,625,754
Participant contributions at beginning of year2015-05-31$2,615,951
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$1,962,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$22,625,177
Value of net assets at end of year (total assets less liabilities)2015-05-31$262,051,084
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$239,425,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$106,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$232,309,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$210,797,229
Value of interest in pooled separate accounts at end of year2015-05-31$23,644,381
Value of interest in pooled separate accounts at beginning of year2015-05-31$23,583,626
Interest on participant loans2015-05-31$122,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$3,471,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$2,429,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$2,429,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$15,639,743
Net investment gain/loss from pooled separate accounts2015-05-31$392,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$4,866,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$22,326,427
Contract administrator fees2015-05-31$18,694
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2015-05-31330941619
2014 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$54,501,873
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$22,462,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$22,257,190
Value of total corrective distributions2014-05-31$816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$23,437,654
Value of total assets at end of year2014-05-31$239,425,907
Value of total assets at beginning of year2014-05-31$207,386,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$204,939
Total interest from all sources2014-05-31$101,471
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$2,489,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$2,489,567
Administrative expenses professional fees incurred2014-05-31$13,500
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$15,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$17,429,884
Participant contributions at end of year2014-05-31$2,615,951
Participant contributions at beginning of year2014-05-31$2,170,517
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$1,638,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$32,038,928
Value of net assets at end of year (total assets less liabilities)2014-05-31$239,425,907
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$207,386,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$170,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$210,797,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$181,232,128
Value of interest in pooled separate accounts at end of year2014-05-31$23,583,626
Value of interest in pooled separate accounts at beginning of year2014-05-31$22,438,010
Interest on participant loans2014-05-31$101,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$2,429,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$1,546,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$1,546,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$28,121,200
Net investment gain/loss from pooled separate accounts2014-05-31$351,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$4,369,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$22,257,190
Contract administrator fees2014-05-31$21,439
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2014-05-31330941619
2013 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$57,645,053
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$17,683,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$17,460,973
Expenses. Certain deemed distributions of participant loans2013-05-31$10,210
Value of total corrective distributions2013-05-31$18,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$22,928,890
Value of total assets at end of year2013-05-31$207,386,979
Value of total assets at beginning of year2013-05-31$167,425,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$194,361
Total interest from all sources2013-05-31$79,547
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$2,806,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$2,806,439
Administrative expenses professional fees incurred2013-05-31$11,500
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$5,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$16,547,601
Participant contributions at end of year2013-05-31$2,170,517
Participant contributions at beginning of year2013-05-31$2,055,052
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$2,073,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$39,961,094
Value of net assets at end of year (total assets less liabilities)2013-05-31$207,386,979
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$167,425,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$164,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$181,232,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$143,346,827
Value of interest in pooled separate accounts at end of year2013-05-31$22,438,010
Value of interest in pooled separate accounts at beginning of year2013-05-31$20,920,184
Interest on participant loans2013-05-31$79,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$1,546,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$1,103,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$1,103,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$31,419,812
Net investment gain/loss from pooled separate accounts2013-05-31$410,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$4,307,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$17,460,973
Contract administrator fees2013-05-31$18,290
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2013-05-31330941619
2012 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$15,065,921
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$14,488,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$14,253,416
Value of total corrective distributions2012-05-31$5,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$22,051,263
Value of total assets at end of year2012-05-31$167,425,885
Value of total assets at beginning of year2012-05-31$166,848,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$229,846
Total interest from all sources2012-05-31$83,131
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$2,312,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$2,312,005
Administrative expenses professional fees incurred2012-05-31$11,626
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$5,000,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$16,360,679
Participant contributions at end of year2012-05-31$2,055,052
Participant contributions at beginning of year2012-05-31$1,952,992
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$1,331,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$577,181
Value of net assets at end of year (total assets less liabilities)2012-05-31$167,425,885
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$166,848,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$205,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$143,346,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$145,525,346
Value of interest in pooled separate accounts at end of year2012-05-31$20,920,184
Value of interest in pooled separate accounts at beginning of year2012-05-31$18,571,815
Interest on participant loans2012-05-31$82,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$1,103,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$798,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$798,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-9,865,743
Net investment gain/loss from pooled separate accounts2012-05-31$485,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$4,359,295
Income. Dividends from common stock2012-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$14,253,416
Contract administrator fees2012-05-31$13,137
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$0
Aggregate carrying amount (costs) on sale of assets2012-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2012-05-31330941619
2011 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$49,539,040
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$15,341,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$15,217,752
Value of total corrective distributions2011-05-31$4,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$21,598,237
Value of total assets at end of year2011-05-31$166,848,704
Value of total assets at beginning of year2011-05-31$132,650,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$119,235
Total interest from all sources2011-05-31$62,667
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$2,462,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$2,462,230
Administrative expenses professional fees incurred2011-05-31$12,000
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$5,000,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$15,692,625
Participant contributions at end of year2011-05-31$1,952,992
Participant contributions at beginning of year2011-05-31$1,478,424
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$1,278,007
Other income not declared elsewhere2011-05-31$17,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$34,197,927
Value of net assets at end of year (total assets less liabilities)2011-05-31$166,848,704
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$132,650,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$86,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$145,525,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$112,602,249
Value of interest in pooled separate accounts at end of year2011-05-31$18,571,815
Value of interest in pooled separate accounts at beginning of year2011-05-31$16,186,624
Interest on participant loans2011-05-31$62,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$798,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$244,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$244,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$2,138,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$25,044,451
Net investment gain/loss from pooled separate accounts2011-05-31$353,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$4,627,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$15,217,752
Contract administrator fees2011-05-31$20,308
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2011-05-31330941619
2010 : RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN

2023: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS 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 - TrustYes
2021: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS 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 - TrustYes
2020: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedYes
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32235
Policy instance 2
Insurance contract or identification numberGA32235
Number of Individuals Covered1167
Insurance policy start date2023-01-03
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered3484
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered3484
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHSPO7
Policy instance 2
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1

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