401k Plan data: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN plan

RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 401k Plan overview

Plan Name	RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN
Plan identification number	001

RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

RAPPAPORT MANAGEMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: RAPPAPORT MANAGEMENT COMPANY

Employer identification number (EIN): 521353340

NAIC Classification: 531310

Additional information about RAPPAPORT MANAGEMENT COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2036656

More information about RAPPAPORT MANAGEMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JILL ORTIZ 2018-06-21
001 2016-01-01 JILL ORTIZ 2017-07-18
001 2015-01-01 JILL ORTIZ 2016-07-26
001 2014-01-01 HEATHER AQUILINO 2015-07-10
001 2013-01-01 MAGGIE CRONIN 2014-10-09
001 2012-01-01 CARRIE NEWTON CARRIE NEWTON 2013-06-07
001 2011-01-01 MARGARET CRONIN
001 2010-01-01 MARGARET CRONIN
001 2009-01-01 MARGARET CRONIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JILL ORTIZ	2018-06-21
001	2016-01-01	JILL ORTIZ	2017-07-18
001	2015-01-01	JILL ORTIZ	2016-07-26
001	2014-01-01	HEATHER AQUILINO	2015-07-10
001	2013-01-01	MAGGIE CRONIN	2014-10-09
001	2012-01-01	CARRIE NEWTON		CARRIE NEWTON	2013-06-07
001	2011-01-01	MARGARET CRONIN
001	2010-01-01	MARGARET CRONIN
001	2009-01-01	MARGARET CRONIN

Plan Statistics for RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN

401k plan membership statisitcs for RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN

Measure Date Value
2022: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 103
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 138
Number of participants with account balances 2022-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 100
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 129
Number of participants with account balances 2021-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 108
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 131
Number of participants with account balances 2020-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 108
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 135
Number of participants with account balances 2019-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 104
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 132
Number of participants with account balances 2018-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15
2012: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 80
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 97
Number of participants with account balances 2012-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 78
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 94
Number of participants with account balances 2011-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 71
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 14
Total of all active and inactive participants 2010-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 85
Number of participants with account balances 2010-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 9
2009: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 78
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 88
Number of participants with account balances 2009-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	103
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	138
Number of participants with account balances	2022-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	100
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	129
Number of participants with account balances	2021-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	108
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	131
Number of participants with account balances	2020-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	108
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	135
Number of participants with account balances	2019-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	104
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	132
Number of participants with account balances	2018-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15
2012: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	80
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	97
Number of participants with account balances	2012-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	78
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	94
Number of participants with account balances	2011-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	71
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	14
Total of all active and inactive participants	2010-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	85
Number of participants with account balances	2010-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	9
2009: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	78
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	88
Number of participants with account balances	2009-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN

Measure	Date	Value
2022 : RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,505,527
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,766,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,722,974
Expenses. Certain deemed distributions of participant loans	2022-12-31	$689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,302,821
Value of total assets at end of year	2022-12-31	$11,342,448
Value of total assets at beginning of year	2022-12-31	$15,614,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$43,216
Total interest from all sources	2022-12-31	$7,528
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$73,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$73,520
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$928,275
Participant contributions at end of year	2022-12-31	$146,407
Participant contributions at beginning of year	2022-12-31	$181,595
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$133,338
Other income not declared elsewhere	2022-12-31	$6,369
Administrative expenses (other) incurred	2022-12-31	$43,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,272,406
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,342,448
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,614,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,262,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,366,626
Interest on participant loans	2022-12-31	$7,528
Value of interest in common/collective trusts at end of year	2022-12-31	$8,933,293
Value of interest in common/collective trusts at beginning of year	2022-12-31	$13,066,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-468,409
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,427,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$241,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,722,974
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2022-12-31	752783674
2021 : RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,524,430
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,279,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,230,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,399,989
Value of total assets at end of year	2021-12-31	$15,614,854
Value of total assets at beginning of year	2021-12-31	$13,370,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$49,571
Total interest from all sources	2021-12-31	$10,815
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$93,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$93,339
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,032,190
Participant contributions at end of year	2021-12-31	$181,595
Participant contributions at beginning of year	2021-12-31	$180,769
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$265,158
Other income not declared elsewhere	2021-12-31	$17,098
Administrative expenses (other) incurred	2021-12-31	$49,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,244,697
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,614,854
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,370,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,366,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,912,471
Interest on participant loans	2021-12-31	$10,815
Value of interest in common/collective trusts at end of year	2021-12-31	$13,066,633
Value of interest in common/collective trusts at beginning of year	2021-12-31	$8,276,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$678,884
Net investment gain or loss from common/collective trusts	2021-12-31	$1,324,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$102,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,230,162
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2021-12-31	752783674
2020 : RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,591,198
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$685,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$642,679
Expenses. Certain deemed distributions of participant loans	2020-12-31	$16
Value of total corrective distributions	2020-12-31	$903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$978,669
Value of total assets at end of year	2020-12-31	$13,370,157
Value of total assets at beginning of year	2020-12-31	$11,464,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$42,333
Total interest from all sources	2020-12-31	$9,074
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$92,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$92,368
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$892,223
Participant contributions at end of year	2020-12-31	$180,769
Participant contributions at beginning of year	2020-12-31	$205,083
Administrative expenses (other) incurred	2020-12-31	$42,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,905,267
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,370,157
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,464,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,912,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,158,405
Interest on participant loans	2020-12-31	$9,074
Value of interest in common/collective trusts at end of year	2020-12-31	$8,276,917
Value of interest in common/collective trusts at beginning of year	2020-12-31	$7,101,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$627,700
Net investment gain or loss from common/collective trusts	2020-12-31	$883,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$86,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$642,679
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,007,787
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$561,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$505,317
Expenses. Certain deemed distributions of participant loans	2019-12-31	$14,885
Value of total corrective distributions	2019-12-31	$696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$982,968
Value of total assets at end of year	2019-12-31	$11,464,890
Value of total assets at beginning of year	2019-12-31	$9,018,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$40,215
Total interest from all sources	2019-12-31	$11,685
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$93,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$93,133
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$876,863
Participant contributions at end of year	2019-12-31	$205,083
Participant contributions at beginning of year	2019-12-31	$196,103
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,107
Administrative expenses (other) incurred	2019-12-31	$40,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,446,674
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,464,890
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,018,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,158,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,901,410
Interest on participant loans	2019-12-31	$11,685
Value of interest in common/collective trusts at end of year	2019-12-31	$7,101,402
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,920,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$710,984
Net investment gain or loss from common/collective trusts	2019-12-31	$1,209,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$99,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$505,317
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
2018 : RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$507,492
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$791,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$754,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$987,134
Value of total assets at end of year	2018-12-31	$9,018,216
Value of total assets at beginning of year	2018-12-31	$9,302,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$37,610
Total interest from all sources	2018-12-31	$9,945
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$149,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$149,236
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$831,886
Participant contributions at end of year	2018-12-31	$196,103
Participant contributions at beginning of year	2018-12-31	$185,051
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$62,940
Administrative expenses (other) incurred	2018-12-31	$37,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-284,418
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,018,216
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,302,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,901,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,363,281
Interest on participant loans	2018-12-31	$9,945
Value of interest in common/collective trusts at end of year	2018-12-31	$5,920,703
Value of interest in common/collective trusts at beginning of year	2018-12-31	$754,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-188,728
Net investment gain or loss from common/collective trusts	2018-12-31	$-450,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$92,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$754,300
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HERTZBACH & COMPANY, P.A.
Accountancy firm EIN	2018-12-31	521158459
2012 : RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,025,052
Expenses. Total of all expenses incurred	2012-12-31	$638,719
Benefits paid (including direct rollovers)	2012-12-31	$626,221
Total plan assets at end of year	2012-12-31	$4,008,285
Total plan assets at beginning of year	2012-12-31	$3,621,952
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Total contributions received or receivable from participants	2012-12-31	$509,417
Contributions received from other sources (not participants or employers)	2012-12-31	$19,291
Other income received	2012-12-31	$426,408
Net income (gross income less expenses)	2012-12-31	$386,333
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,008,285
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,621,952
Assets. Value of participant loans	2012-12-31	$59,993
Total contributions received or receivable from employer(s)	2012-12-31	$69,936
Value of corrective distributions	2012-12-31	$6,598
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$581,314
Expenses. Total of all expenses incurred	2011-12-31	$86,340
Benefits paid (including direct rollovers)	2011-12-31	$67,314
Total plan assets at end of year	2011-12-31	$3,621,952
Total plan assets at beginning of year	2011-12-31	$3,126,978
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$429,690
Contributions received from other sources (not participants or employers)	2011-12-31	$168,666
Other income received	2011-12-31	$-80,881
Net income (gross income less expenses)	2011-12-31	$494,974
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,621,952
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,126,978
Assets. Value of participant loans	2011-12-31	$36,136
Total contributions received or receivable from employer(s)	2011-12-31	$63,839
Value of corrective distributions	2011-12-31	$13,626
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$772,130
Expenses. Total of all expenses incurred	2010-12-31	$85,598
Benefits paid (including direct rollovers)	2010-12-31	$63,551
Total plan assets at end of year	2010-12-31	$3,126,978
Total plan assets at beginning of year	2010-12-31	$2,440,446
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Total contributions received or receivable from participants	2010-12-31	$365,622
Other income received	2010-12-31	$357,183
Net income (gross income less expenses)	2010-12-31	$686,532
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,126,978
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,440,446
Assets. Value of participant loans	2010-12-31	$8,309
Total contributions received or receivable from employer(s)	2010-12-31	$49,325
Value of corrective distributions	2010-12-31	$21,921
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$126
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN

2022: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2012: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RAPPAPORT MANAGEMENT COMPANY
Employer identification number (EIN):	521353340
NAIC Classification:	531310

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2036656