CARL ROSE & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
| Total of all active and inactive participants | 2022-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
| Total participants | 2022-01-01 | 88 |
| Number of participants with account balances | 2022-01-01 | 88 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 70 |
| 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 | 18 |
| Total of all active and inactive participants | 2021-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 88 |
| Number of participants with account balances | 2021-01-01 | 88 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 66 |
| 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 | 11 |
| Total of all active and inactive participants | 2020-01-01 | 77 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
| Total participants | 2020-01-01 | 79 |
| Number of participants with account balances | 2020-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 51 |
| 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 | 12 |
| Total of all active and inactive participants | 2019-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 63 |
| Number of participants with account balances | 2019-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 44 |
| 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 | 13 |
| Total of all active and inactive participants | 2018-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 57 |
| Number of participants with account balances | 2018-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
| Total of all active and inactive participants | 2017-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 58 |
| Number of participants with account balances | 2017-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
| Total of all active and inactive participants | 2016-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 72 |
| Number of participants with account balances | 2016-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 18 |
| Total of all active and inactive participants | 2015-01-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 68 |
| Number of participants with account balances | 2015-01-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 57 |
| 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 | 9 |
| Total of all active and inactive participants | 2014-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 66 |
| Number of participants with account balances | 2014-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 59 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
| Total of all active and inactive participants | 2013-01-01 | 68 |
| Total participants | 2013-01-01 | 68 |
| Number of participants with account balances | 2013-01-01 | 68 |
| 2012: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 62 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 68 |
| Total participants | 2012-01-01 | 68 |
| Number of participants with account balances | 2012-01-01 | 68 |
| 2011: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 66 |
| 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 | 12 |
| Total of all active and inactive participants | 2011-01-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 78 |
| Number of participants with account balances | 2011-01-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 74 |
| 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 | 7 |
| Total of all active and inactive participants | 2010-01-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 79 |
| Number of participants with account balances | 2010-01-01 | 79 |
| 2009: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 70 |
| 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 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 74 |
| Number of participants with account balances | 2009-01-01 | 74 |
| Measure | Date | Value |
|---|
| 2022 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-299,719 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $95,443 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $93,686 |
| Total plan assets at end of year | 2022-12-31 | $2,973,680 |
| Total plan assets at beginning of year | 2022-12-31 | $3,368,842 |
| Value of fidelity bond covering the plan | 2022-12-31 | $350,000 |
| Other income received | 2022-12-31 | $-551,619 |
| Net income (gross income less expenses) | 2022-12-31 | $-395,162 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,973,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,368,842 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $251,900 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,757 |
| 2021 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $539,173 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $25,092 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $23,494 |
| Total plan assets at end of year | 2021-12-31 | $3,368,842 |
| Total plan assets at beginning of year | 2021-12-31 | $2,854,761 |
| Value of fidelity bond covering the plan | 2021-12-31 | $350,000 |
| Other income received | 2021-12-31 | $339,408 |
| Net income (gross income less expenses) | 2021-12-31 | $514,081 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,368,842 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,854,761 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $199,765 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,598 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $199,765 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $199,765 |
| 2020 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $463,175 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $106,766 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $100,023 |
| Total plan assets at end of year | 2020-12-31 | $2,854,761 |
| Total plan assets at beginning of year | 2020-12-31 | $2,498,352 |
| Value of fidelity bond covering the plan | 2020-12-31 | $350,000 |
| Other income received | 2020-12-31 | $299,684 |
| Net income (gross income less expenses) | 2020-12-31 | $356,409 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,854,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,498,352 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $163,491 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,743 |
| 2019 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $424,733 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $29,519 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $23,265 |
| Total plan assets at end of year | 2019-12-31 | $2,498,352 |
| Total plan assets at beginning of year | 2019-12-31 | $2,103,138 |
| Value of fidelity bond covering the plan | 2019-12-31 | $700,000 |
| Other income received | 2019-12-31 | $269,490 |
| Net income (gross income less expenses) | 2019-12-31 | $395,214 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,498,352 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,103,138 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $155,243 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,254 |
| 2018 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $89,742 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,273,342 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,267,290 |
| Total plan assets at end of year | 2018-12-31 | $2,103,138 |
| Total plan assets at beginning of year | 2018-12-31 | $3,286,738 |
| Value of fidelity bond covering the plan | 2018-12-31 | $700,000 |
| Other income received | 2018-12-31 | $-53,026 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,183,600 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,103,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,286,738 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $142,768 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,052 |
| 2017 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $582,656 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $361,284 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $355,312 |
| Total plan assets at end of year | 2017-12-31 | $3,286,738 |
| Total plan assets at beginning of year | 2017-12-31 | $3,065,366 |
| Other income received | 2017-12-31 | $454,091 |
| Net income (gross income less expenses) | 2017-12-31 | $221,372 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,286,738 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,065,366 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $128,565 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,972 |
| 2016 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-80,719 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $255,281 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $248,793 |
| Total plan assets at end of year | 2016-12-31 | $3,065,366 |
| Total plan assets at beginning of year | 2016-12-31 | $3,401,366 |
| Other income received | 2016-12-31 | $-211,834 |
| Net income (gross income less expenses) | 2016-12-31 | $-336,000 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,065,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,401,366 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $131,115 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,488 |
| 2015 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $54,248 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $87,390 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $80,961 |
| Total plan assets at end of year | 2015-12-31 | $3,401,366 |
| Total plan assets at beginning of year | 2015-12-31 | $3,434,508 |
| Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
| Other income received | 2015-12-31 | $-79,420 |
| Net income (gross income less expenses) | 2015-12-31 | $-33,142 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,401,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,434,508 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $133,668 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,429 |
| 2014 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $134,418 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $59,989 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $54,261 |
| Total plan assets at end of year | 2014-12-31 | $3,434,508 |
| Total plan assets at beginning of year | 2014-12-31 | $3,360,079 |
| Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
| Other income received | 2014-12-31 | $5,330 |
| Net income (gross income less expenses) | 2014-12-31 | $74,429 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,434,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,360,079 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $129,088 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,728 |
| 2013 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $380,515 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $84,904 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $79,149 |
| Total plan assets at end of year | 2013-12-31 | $3,360,079 |
| Total plan assets at beginning of year | 2013-12-31 | $3,064,468 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Other income received | 2013-12-31 | $272,534 |
| Net income (gross income less expenses) | 2013-12-31 | $295,611 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,360,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,064,468 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $107,981 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,755 |
| 2012 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $349,088 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $103,076 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $98,013 |
| Total plan assets at end of year | 2012-12-31 | $3,064,468 |
| Total plan assets at beginning of year | 2012-12-31 | $2,818,456 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Other income received | 2012-12-31 | $232,403 |
| Net income (gross income less expenses) | 2012-12-31 | $246,012 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,064,468 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,818,456 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $116,685 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,063 |
| 2011 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $122,254 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $72,057 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $67,827 |
| Total plan assets at end of year | 2011-12-31 | $2,818,456 |
| Total plan assets at beginning of year | 2011-12-31 | $2,768,259 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Other income received | 2011-12-31 | $10,184 |
| Net income (gross income less expenses) | 2011-12-31 | $50,197 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,818,456 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,768,259 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $112,070 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,230 |
| 2010 : CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $324,137 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $45,502 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $41,484 |
| Total plan assets at end of year | 2010-12-31 | $2,768,259 |
| Total plan assets at beginning of year | 2010-12-31 | $2,489,624 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Other income received | 2010-12-31 | $203,752 |
| Net income (gross income less expenses) | 2010-12-31 | $278,635 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,768,259 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,489,624 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $120,385 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,018 |
| 2022: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CARL ROSE & SONS INC MONEY PURCHASE PENSION 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 – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CARL ROSE & SONS INC MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 88 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $4,070 | | Total amount of fees paid to insurance company | USD $6,956 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Commission paid to Insurance Broker | USD $1,387 | | Amount paid for insurance broker fees | 3361 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 88 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,399 | | Total amount of fees paid to insurance company | USD $3,279 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Commission paid to Insurance Broker | USD $1,365 | | Amount paid for insurance broker fees | 1569 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,335 | | Total amount of fees paid to insurance company | USD $3,409 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,281 | | Amount paid for insurance broker fees | 1681 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,965 | | Total amount of fees paid to insurance company | USD $3,288 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,153 | | Amount paid for insurance broker fees | 1569 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,955 | | Total amount of fees paid to insurance company | USD $3,019 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,210 | | Amount paid for insurance broker fees | 1468 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 | | Insurance broker name | J W WARD |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $3,408 | | Total amount of fees paid to insurance company | USD $3,020 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,437 | | Amount paid for insurance broker fees | 1466 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD WORRELL LLC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,260 | | Total amount of fees paid to insurance company | USD $2,468 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,425 | | Amount paid for insurance broker fees | 1201 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD WORRELL LLC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,912 | | Total amount of fees paid to insurance company | USD $2,842 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,224 | | Amount paid for insurance broker fees | 1384 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD WORRELL LLC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,223 | | Total amount of fees paid to insurance company | USD $2,506 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,056 | | Amount paid for insurance broker fees | 1222 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD WORRELL LLC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $130 | | Total amount of fees paid to insurance company | USD $4,096 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 31154 |
| Policy instance | 1 |
| Insurance contract or identification number | 31154 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $200 | | Total amount of fees paid to insurance company | USD $3,818 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $100 | | Amount paid for insurance broker fees | 1909 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN B GARWOOD |
|
