401k Plan data: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN plan

RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan Name	RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN
Plan identification number	001

RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RUELCO COMPANIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: RUELCO COMPANIES, LLC

Employer identification number (EIN): 721284685

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RUEL GOBER 2023-06-19 RUEL GOBER 2023-06-19
001 2021-01-01 RUEL GOBER 2022-06-02 RUEL GOBER 2022-06-02
001 2020-01-01 RUEL GOBER 2021-04-29 RUEL GOBER 2021-04-29
001 2018-01-01 RUEL GOBER 2019-07-19 RUEL GOBER 2019-07-19
001 2017-01-01 RUEL GOBER 2018-05-02 RUEL GOBER 2018-05-02
001 2016-01-01 RUEL GOBER 2017-05-23
001 2015-01-01 RUEL R GOBER
001 2014-01-01 RUEL GOBER 2015-06-17 RUEL GOBER 2015-06-17
001 2013-01-01 RUEL GOBER 2014-07-18
001 2012-01-01 RUEL GOBER 2013-07-10 RUEL GOBER 2013-07-10
001 2011-01-01 RUEL GOBER
001 2010-01-01 RUEL GOBER
001 2009-01-01 RUEL GOBER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	RUEL GOBER	2023-06-19	RUEL GOBER	2023-06-19
001	2021-01-01	RUEL GOBER	2022-06-02	RUEL GOBER	2022-06-02
001	2020-01-01	RUEL GOBER	2021-04-29	RUEL GOBER	2021-04-29
001	2018-01-01	RUEL GOBER	2019-07-19	RUEL GOBER	2019-07-19
001	2017-01-01	RUEL GOBER	2018-05-02	RUEL GOBER	2018-05-02
001	2016-01-01	RUEL GOBER	2017-05-23
001	2015-01-01	RUEL R GOBER
001	2014-01-01	RUEL GOBER	2015-06-17	RUEL GOBER	2015-06-17
001	2013-01-01	RUEL GOBER	2014-07-18
001	2012-01-01	RUEL GOBER	2013-07-10	RUEL GOBER	2013-07-10
001	2011-01-01	RUEL GOBER
001	2010-01-01	RUEL GOBER
001	2009-01-01	RUEL GOBER

Plan Statistics for RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN

Measure Date Value
2015: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 62
Number of participants with account balances 2015-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2011: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
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 14
Total of all active and inactive participants 2011-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 51
Number of participants with account balances 2011-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 26
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 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 40
Number of participants with account balances 2010-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
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 17
Total of all active and inactive participants 2009-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 42
Number of participants with account balances 2009-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	62
Number of participants with account balances	2015-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2011: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
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	14
Total of all active and inactive participants	2011-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	51
Number of participants with account balances	2011-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	26
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	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	40
Number of participants with account balances	2010-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
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	17
Total of all active and inactive participants	2009-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	42
Number of participants with account balances	2009-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN

Measure	Date	Value
2015 : RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$149,827
Expenses. Total of all expenses incurred	2015-12-31	$34,241
Benefits paid (including direct rollovers)	2015-12-31	$9,528
Total plan assets at end of year	2015-12-31	$1,789,051
Total plan assets at beginning of year	2015-12-31	$1,673,465
Value of fidelity bond covering the plan	2015-12-31	$130,000
Total contributions received or receivable from participants	2015-12-31	$151,958
Other income received	2015-12-31	$-25,895
Net income (gross income less expenses)	2015-12-31	$115,586
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,789,051
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,673,465
Assets. Value of participant loans	2015-12-31	$30,186
Total contributions received or receivable from employer(s)	2015-12-31	$23,764
Value of corrective distributions	2015-12-31	$9,496
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$15,217
2011 : RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$117,590
Expenses. Total of all expenses incurred	2011-12-31	$8,924
Total plan assets at end of year	2011-12-31	$921,505
Total plan assets at beginning of year	2011-12-31	$812,839
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$107,842
Contributions received from other sources (not participants or employers)	2011-12-31	$116
Other income received	2011-12-31	$-9,437
Net income (gross income less expenses)	2011-12-31	$108,666
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$921,505
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$812,839
Assets. Value of participant loans	2011-12-31	$20,605
Total contributions received or receivable from employer(s)	2011-12-31	$19,069
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,924
2010 : RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$147,408
Expenses. Total of all expenses incurred	2010-12-31	$12,100
Benefits paid (including direct rollovers)	2010-12-31	$4,585
Total plan assets at end of year	2010-12-31	$812,839
Total plan assets at beginning of year	2010-12-31	$677,531
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$67,280
Other income received	2010-12-31	$67,612
Net income (gross income less expenses)	2010-12-31	$135,308
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$812,839
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$677,531
Total contributions received or receivable from employer(s)	2010-12-31	$12,516
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,515

Form 5500 Responses for RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN

2015: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
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
2011: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT 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
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT 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 is a collectively bargained plan	No
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: RUELCO COMPANIES, LLC 401(K) SAVINGS & RETIREMENT 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
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10553

Policy instance

Insurance contract or identification number	900904
Number of Individuals Covered	172
Insurance policy start date	2013-05-01
Insurance policy end date	2014-04-30
Total amount of commissions paid to insurance broker	USD $18,911
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $172,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,911
Insurance broker organization code?	3
Amount paid for insurance broker fees	300
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker name	RETIREMENT STRATEGIES GROUP, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10553

Policy instance

Insurance contract or identification number	10553
Number of Individuals Covered	39
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,335
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10553

Policy instance

Insurance contract or identification number	10553
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,571
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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
Commission paid to Insurance Broker	USD $3,571
Insurance broker organization code?	3
Insurance broker name	USI GULF COAST

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Company Name:	RUELCO COMPANIES, LLC
Employer identification number (EIN):	721284685
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies