401k Plan data: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN plan

RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

RRS FOODSERVICE 401(K) AND PROFIT SHARING 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

J.L. CULPEPPER & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: J.L. CULPEPPER & COMPANY, INC.

Employer identification number (EIN): 540582703

NAIC Classification: 484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 WENDY KRIEGER
001 2023-01-01
001 2023-01-01 WENDY KRIEGER
001 2022-01-01 WENDY KRIEGER 2023-09-15
001 2021-01-01 WENDY KRIEGER 2022-08-23
001 2020-01-01 WENDY KRIEGER 2021-07-26 WENDY KRIEGER 2021-07-26
001 2019-01-01 WENDY KRIEGER 2020-08-11
001 2018-01-01 WENDY KRIEGER 2019-08-02
001 2017-01-01 WENDY KRIEGER 2018-07-26
001 2016-01-01 WENDY KRIEGER 2017-06-16
001 2015-01-01 WENDY KRIEGER 2016-07-21
001 2014-01-01 WENDY KRIEGER
001 2013-01-01 WENDY KRIEGER
001 2012-01-01 WENDY KRIEGER
001 2011-01-01 WENDY KRIEGER
001 2009-01-01 ANGELA KENYON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	WENDY KRIEGER
001	2023-01-01
001	2023-01-01	WENDY KRIEGER
001	2022-01-01	WENDY KRIEGER	2023-09-15
001	2021-01-01	WENDY KRIEGER	2022-08-23
001	2020-01-01	WENDY KRIEGER	2021-07-26	WENDY KRIEGER	2021-07-26
001	2019-01-01	WENDY KRIEGER	2020-08-11
001	2018-01-01	WENDY KRIEGER	2019-08-02
001	2017-01-01	WENDY KRIEGER	2018-07-26
001	2016-01-01	WENDY KRIEGER	2017-06-16
001	2015-01-01	WENDY KRIEGER	2016-07-21
001	2014-01-01	WENDY KRIEGER
001	2013-01-01	WENDY KRIEGER
001	2012-01-01	WENDY KRIEGER
001	2011-01-01	WENDY KRIEGER
001	2009-01-01	ANGELA KENYON

Plan Statistics for RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2023: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 121
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 22
Total of all active and inactive participants 2023-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 143
Number of participants with account balances 2023-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 20
2014: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 81
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 87
Number of participants with account balances 2014-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 84
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 90
Number of participants with account balances 2013-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16
2012: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 88
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 98
Number of participants with account balances 2012-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 86
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 8
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 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 86
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 19
Total of all active and inactive participants 2009-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 108
Number of participants with account balances 2009-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2023: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	121
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	22
Total of all active and inactive participants	2023-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	143
Number of participants with account balances	2023-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	20
2014: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	81
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	87
Number of participants with account balances	2014-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	84
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	90
Number of participants with account balances	2013-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16
2012: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	88
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	98
Number of participants with account balances	2012-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	86
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	8
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	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	86
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	19
Total of all active and inactive participants	2009-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	108
Number of participants with account balances	2009-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2023 : RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,718,013
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$464,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$423,361
Value of total corrective distributions	2023-12-31	$6,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$822,388
Value of total assets at end of year	2023-12-31	$7,301,259
Value of total assets at beginning of year	2023-12-31	$6,048,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$35,001
Total interest from all sources	2023-12-31	$6,647
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$175,088
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$175,088
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$461,135
Participant contributions at end of year	2023-12-31	$113,560
Participant contributions at beginning of year	2023-12-31	$101,792
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$41,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,253,176
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$7,301,259
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,048,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$19,211
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$6,836,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$5,629,875
Interest on participant loans	2023-12-31	$6,647
Value of interest in common/collective trusts at end of year	2023-12-31	$351,313
Value of interest in common/collective trusts at beginning of year	2023-12-31	$316,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$699,898
Net investment gain or loss from common/collective trusts	2023-12-31	$13,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$319,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$423,361
Contract administrator fees	2023-12-31	$15,790
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BROWN EDWARDS & COMPANY INC.
Accountancy firm EIN	2023-12-31	540504608
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
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	$1,718,013
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$464,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$423,361
Value of total corrective distributions	2023-01-01	$6,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$822,388
Value of total assets at end of year	2023-01-01	$7,301,259
Value of total assets at beginning of year	2023-01-01	$6,048,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$35,001
Total interest from all sources	2023-01-01	$6,647
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$175,088
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$175,088
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$461,135
Participant contributions at end of year	2023-01-01	$113,560
Participant contributions at beginning of year	2023-01-01	$101,792
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$41,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$1,253,176
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$7,301,259
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$6,048,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$19,211
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$6,836,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$5,629,875
Interest on participant loans	2023-01-01	$6,647
Value of interest in common/collective trusts at end of year	2023-01-01	$351,313
Value of interest in common/collective trusts at beginning of year	2023-01-01	$316,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$699,898
Net investment gain or loss from common/collective trusts	2023-01-01	$13,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$319,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$423,361
Contract administrator fees	2023-01-01	$15,790
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	BROWN EDWARDS & COMPANY INC.
Accountancy firm EIN	2023-01-01	540504608
2014 : RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$533,140
Expenses. Total of all expenses incurred	2014-12-31	$183,757
Benefits paid (including direct rollovers)	2014-12-31	$180,712
Total plan assets at end of year	2014-12-31	$5,518,548
Total plan assets at beginning of year	2014-12-31	$5,169,165
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$247,633
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,045
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$229,915
Net income (gross income less expenses)	2014-12-31	$349,383
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,518,548
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,169,165
Assets. Value of participant loans	2014-12-31	$49,894
Total contributions received or receivable from employer(s)	2014-12-31	$55,592
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$25
Total income from all sources	2013-12-31	$1,142,107
Expenses. Total of all expenses incurred	2013-12-31	$193,080
Benefits paid (including direct rollovers)	2013-12-31	$191,905
Total plan assets at end of year	2013-12-31	$5,169,165
Total plan assets at beginning of year	2013-12-31	$4,220,113
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$255,044
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,175
Contributions received from other sources (not participants or employers)	2013-12-31	$179,485
Other income received	2013-12-31	$666,308
Net income (gross income less expenses)	2013-12-31	$949,027
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,169,165
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,220,113
Assets. Value of participant loans	2013-12-31	$48,603
Total contributions received or receivable from employer(s)	2013-12-31	$41,270
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$815,183
Expenses. Total of all expenses incurred	2012-12-31	$91,283
Benefits paid (including direct rollovers)	2012-12-31	$89,483
Total plan assets at end of year	2012-12-31	$4,220,113
Total plan assets at beginning of year	2012-12-31	$3,496,213
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$248,306
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,800
Contributions received from other sources (not participants or employers)	2012-12-31	$57,200
Other income received	2012-12-31	$349,897
Net income (gross income less expenses)	2012-12-31	$723,900
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,220,113
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,496,213
Assets. Value of participant loans	2012-12-31	$60,306
Total contributions received or receivable from employer(s)	2012-12-31	$159,780
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$56
Total income from all sources	2011-12-31	$268,727
Expenses. Total of all expenses incurred	2011-12-31	$583,638
Benefits paid (including direct rollovers)	2011-12-31	$582,588
Total plan assets at end of year	2011-12-31	$3,496,213
Total plan assets at beginning of year	2011-12-31	$3,811,068
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$234,905
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,050
Other income received	2011-12-31	$-4,748
Net income (gross income less expenses)	2011-12-31	$-314,911
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,496,213
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,811,068
Assets. Value of participant loans	2011-12-31	$36,953
Total contributions received or receivable from employer(s)	2011-12-31	$38,570
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$849,935
Expenses. Total of all expenses incurred	2010-12-31	$1,119,510
Benefits paid (including direct rollovers)	2010-12-31	$1,113,930
Total plan assets at end of year	2010-12-31	$3,811,068
Total plan assets at beginning of year	2010-12-31	$4,080,643
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$200,836
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,212
Contributions received from other sources (not participants or employers)	2010-12-31	$226,170
Other income received	2010-12-31	$339,108
Net income (gross income less expenses)	2010-12-31	$-269,575
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,811,068
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,080,643
Assets. Value of participant loans	2010-12-31	$44,055
Total contributions received or receivable from employer(s)	2010-12-31	$83,821
Value of corrective distributions	2010-12-31	$4,368
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN

2023: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2014: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: RRS FOODSERVICE 401(K) AND PROFIT SHARING 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: RRS FOODSERVICE 401(K) AND PROFIT SHARING 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: RRS FOODSERVICE 401(K) AND PROFIT SHARING 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-710124
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-710124
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-710124
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-710124
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-710124
Policy instance	1

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Company Name:	J.L. CULPEPPER & COMPANY, INC.
Employer identification number (EIN):	540582703
NAIC Classification:	484200
NAIC Description:	Specialized Freight Trucking