401k Plan data: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES plan

CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 401k Plan overview

Plan Name	CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES
Plan identification number	003

CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CONLEY ROSE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CONLEY ROSE, P.C.

Employer identification number (EIN): 760332926

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about CONLEY ROSE, P.C.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1991-03-18

Company Identification Number: 0091623502

Legal Registered Office Address: 777 N ELDRIDGE PKWY STE 600

HOUSTON
United States of America (USA)
77079

More information about CONLEY ROSE, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 MONA DAVIS
003 2014-01-01 MONA DAVIS 2015-10-07 MONA DAVIS 2015-10-07
003 2013-01-01 MONA DAVIS 2014-10-06 MONA DAVIS 2014-10-06
003 2012-01-01 MONA DAVIS 2013-10-02 MONA DAVIS 2013-10-02
003 2011-01-01 MONA VANDERFORD 2012-10-03 MONA VANDERFORD 2012-10-03
003 2010-01-01 MONA VANDERFORD 2011-10-11 MONA VANDERFORD 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	MONA DAVIS
003	2014-01-01	MONA DAVIS	2015-10-07	MONA DAVIS	2015-10-07
003	2013-01-01	MONA DAVIS	2014-10-06	MONA DAVIS	2014-10-06
003	2012-01-01	MONA DAVIS	2013-10-02	MONA DAVIS	2013-10-02
003	2011-01-01	MONA VANDERFORD	2012-10-03	MONA VANDERFORD	2012-10-03
003	2010-01-01	MONA VANDERFORD	2011-10-11	MONA VANDERFORD	2011-10-11

Plan Statistics for CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES

401k plan membership statisitcs for CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES

Measure Date Value
2022: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 18
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 39
Number of participants with account balances 2022-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
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 22
Total of all active and inactive participants 2021-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 42
Number of participants with account balances 2021-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 25
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 21
Total of all active and inactive participants 2020-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 46
Number of participants with account balances 2020-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 26
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 21
Total of all active and inactive participants 2019-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 47
Number of participants with account balances 2019-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 26
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 18
Total of all active and inactive participants 2018-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 44
Number of participants with account balances 2018-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3

Measure	Date	Value
2022: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	18
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	39
Number of participants with account balances	2022-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
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	22
Total of all active and inactive participants	2021-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	42
Number of participants with account balances	2021-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	25
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	21
Total of all active and inactive participants	2020-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	46
Number of participants with account balances	2020-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	26
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	21
Total of all active and inactive participants	2019-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	47
Number of participants with account balances	2019-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	26
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	18
Total of all active and inactive participants	2018-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	44
Number of participants with account balances	2018-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3

Financial Data on CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES

Measure	Date	Value
2022 : CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-78,468
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-970,094
Expenses. Total of all expenses incurred	2022-12-31	$58,965
Benefits paid (including direct rollovers)	2022-12-31	$51,556
Total plan assets at end of year	2022-12-31	$6,859,703
Total plan assets at beginning of year	2022-12-31	$7,967,230
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$327,634
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,473,385
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,029,059
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,859,703
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,967,230
Assets. Value of participant loans	2022-12-31	$87,795
Total contributions received or receivable from employer(s)	2022-12-31	$175,657
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$7,409
2021 : CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-596,602
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,763,284
Expenses. Total of all expenses incurred	2021-12-31	$245,492
Benefits paid (including direct rollovers)	2021-12-31	$233,659
Total plan assets at end of year	2021-12-31	$7,967,230
Total plan assets at beginning of year	2021-12-31	$7,046,040
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$346,807
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$93,425
Other income received	2021-12-31	$1,142,249
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,517,792
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,967,230
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,046,040
Assets. Value of participant loans	2021-12-31	$45,633
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$180,803
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$11,833
2020 : CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-313,046
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,499,101
Expenses. Total of all expenses incurred	2020-12-31	$89,112
Benefits paid (including direct rollovers)	2020-12-31	$84,017
Total plan assets at end of year	2020-12-31	$7,046,040
Total plan assets at beginning of year	2020-12-31	$5,949,097
Value of fidelity bond covering the plan	2020-12-31	$400,000
Total contributions received or receivable from participants	2020-12-31	$379,313
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$3,334
Other income received	2020-12-31	$907,831
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,409,989
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,046,040
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,949,097
Assets. Value of participant loans	2020-12-31	$49,957
Total contributions received or receivable from employer(s)	2020-12-31	$208,623
Value of certain deemed distributions of participant loans	2020-12-31	$-1,206
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,301
2019 : CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,549,217
Expenses. Total of all expenses incurred	2019-12-31	$9,707
Benefits paid (including direct rollovers)	2019-12-31	$1,250
Total plan assets at end of year	2019-12-31	$5,949,097
Total plan assets at beginning of year	2019-12-31	$4,409,587
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$312,471
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,064,826
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,539,510
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,949,097
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,409,587
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$171,920
Value of certain deemed distributions of participant loans	2019-12-31	$1,192
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,265
2018 : CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-26,256
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$100,856
Expenses. Total of all expenses incurred	2018-12-31	$176,066
Benefits paid (including direct rollovers)	2018-12-31	$162,612
Total plan assets at end of year	2018-12-31	$4,409,587
Total plan assets at beginning of year	2018-12-31	$4,511,053
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$257,760
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$35,239
Other income received	2018-12-31	$-332,738
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-75,210
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,409,587
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,511,053
Assets. Value of participant loans	2018-12-31	$1,746
Total contributions received or receivable from employer(s)	2018-12-31	$140,595
Value of certain deemed distributions of participant loans	2018-12-31	$6,567
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,887

Form 5500 Responses for CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES

2022: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CONLEY ROSE P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CONLEY ROSE, P.C.
Employer identification number (EIN):	760332926
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1991-03-18
Company Identification Number:	0091623502
Legal Registered Office Address:	777 N ELDRIDGE PKWY STE 600 HOUSTON United States of America (USA) 77079