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ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • 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

ROYAL T MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:ROYAL T MANAGEMENT
Employer identification number (EIN):773439550
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about ROYAL T MANAGEMENT

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1602659

More information about ROYAL T MANAGEMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01DAVID THOMAS2020-10-12 DAVID THOMAS2020-10-12
0012018-01-01DAVID THOMAS2019-10-04 DAVID THOMAS2019-10-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DAVID THOMAS DAVID THOMAS2013-07-22
0012011-01-01DAVID THOMAS DAVID THOMAS2012-08-13

Plan Statistics for ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2019: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01139
Total number of active participants reported on line 7a of the Form 55002019-01-01116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01132
Number of participants with account balances2019-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-01111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01127
Number of participants with account balances2018-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01126
Number of participants with account balances2017-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01126
Number of participants with account balances2016-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01134
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01126
Number of participants with account balances2015-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Number of participants with account balances2014-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-0195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01109
Number of participants with account balances2013-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01141
Total number of active participants reported on line 7a of the Form 55002012-01-01112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01127
Number of participants with account balances2012-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01137
Total number of active participants reported on line 7a of the Form 55002011-01-01119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01128
Number of participants with account balances2011-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017

Financial Data on ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$635,659
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$164,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$159,465
Value of total corrective distributions2019-12-31$5,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$176,834
Value of total assets at end of year2019-12-31$2,508,553
Value of total assets at beginning of year2019-12-31$2,037,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$2,325
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$152,481
Participant contributions at end of year2019-12-31$39,254
Participant contributions at beginning of year2019-12-31$41,295
Participant contributions at end of year2019-12-31$6,110
Participant contributions at beginning of year2019-12-31$7,036
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$161
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$471,066
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,508,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,037,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,410,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,942,442
Interest on participant loans2019-12-31$2,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$24,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$456,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,353
Employer contributions (assets) at end of year2019-12-31$24,353
Employer contributions (assets) at beginning of year2019-12-31$22,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$159,465
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WATTS, CAMPBELL, CHI & BAKER
Accountancy firm EIN2019-12-31770475399
2018 : ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$65,528
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$36,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$36,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$189,026
Value of total assets at end of year2018-12-31$2,037,326
Value of total assets at beginning of year2018-12-31$2,008,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$2,030
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$166,775
Participant contributions at end of year2018-12-31$41,295
Participant contributions at beginning of year2018-12-31$44,579
Participant contributions at end of year2018-12-31$7,036
Participant contributions at beginning of year2018-12-31$220
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$-3,622
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$28,826
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,037,326
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,008,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,942,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,916,135
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$2,021
Interest earned on other investments2018-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$24,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$20,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-121,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$22,251
Employer contributions (assets) at end of year2018-12-31$22,251
Employer contributions (assets) at beginning of year2018-12-31$26,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$36,702
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WATTS, CAMPBELL, CHI & BAKER
Accountancy firm EIN2018-12-31770475399
2017 : ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$430,520
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$211,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$208,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$200,485
Value of total assets at end of year2017-12-31$2,008,500
Value of total assets at beginning of year2017-12-31$1,789,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,189
Total interest from all sources2017-12-31$1,863
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$173,722
Participant contributions at end of year2017-12-31$44,579
Participant contributions at beginning of year2017-12-31$37,064
Participant contributions at end of year2017-12-31$220
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$219,490
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,008,500
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,789,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,916,135
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,726,344
Interest on participant loans2017-12-31$1,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$20,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$228,172
Net investment gain/loss from pooled separate accounts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$26,763
Employer contributions (assets) at end of year2017-12-31$26,764
Employer contributions (assets) at beginning of year2017-12-31$24,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$208,841
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WATTS, CAMPBELL, CHI & BAKER
Accountancy firm EIN2017-12-31770475399
2016 : ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$261
Total income from all sources (including contributions)2016-12-31$344,873
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$196,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$172,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$197,901
Value of total assets at end of year2016-12-31$1,789,010
Value of total assets at beginning of year2016-12-31$1,640,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,387
Total interest from all sources2016-12-31$1,750
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$173,561
Participant contributions at end of year2016-12-31$37,064
Participant contributions at beginning of year2016-12-31$47,076
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$261
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$148,336
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,789,010
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,640,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$22,612
Value of interest in pooled separate accounts at end of year2016-12-31$1,726,344
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,569,524
Income. Interest from loans (other than to participants)2016-12-31$1,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,141
Net investment gain/loss from pooled separate accounts2016-12-31$145,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$24,340
Employer contributions (assets) at end of year2016-12-31$24,340
Employer contributions (assets) at beginning of year2016-12-31$23,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$172,150
Contract administrator fees2016-12-31$1,775
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WATTS, CAMPBELL, CHI & BAKER
Accountancy firm EIN2016-12-31770475399
2015 : ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$180,697
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$256,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$228,723
Value of total corrective distributions2015-12-31$3,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$209,870
Value of total assets at end of year2015-12-31$1,640,935
Value of total assets at beginning of year2015-12-31$1,716,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,804
Total interest from all sources2015-12-31$1,841
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$181,691
Participant contributions at end of year2015-12-31$47,076
Participant contributions at beginning of year2015-12-31$44,798
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$261
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-76,235
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,640,674
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,716,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,504
Value of interest in pooled separate accounts at end of year2015-12-31$1,569,524
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,648,739
Interest on participant loans2015-12-31$1,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$311
Net investment gain/loss from pooled separate accounts2015-12-31$-31,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$23,194
Employer contributions (assets) at end of year2015-12-31$23,194
Employer contributions (assets) at beginning of year2015-12-31$23,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$228,723
Contract administrator fees2015-12-31$2,300
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WATTS, CAMPBELL, CHI & BAKER
Accountancy firm EIN2015-12-31770475399
2014 : ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$283,063
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$133,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$109,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$200,088
Value of total assets at end of year2014-12-31$1,716,909
Value of total assets at beginning of year2014-12-31$1,567,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,584
Total interest from all sources2014-12-31$2,073
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$80,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$178,919
Participant contributions at end of year2014-12-31$44,798
Participant contributions at beginning of year2014-12-31$53,748
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$190
Administrative expenses (other) incurred2014-12-31$2,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$149,464
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,716,909
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,567,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,648,739
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,491,073
Interest on participant loans2014-12-31$2,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,438
Net investment gain/loss from pooled separate accounts2014-12-31$80,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$20,979
Employer contributions (assets) at end of year2014-12-31$23,061
Employer contributions (assets) at beginning of year2014-12-31$20,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$109,015
Contract administrator fees2014-12-31$21,984
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WATTS, CAMPBELL, CHI & BAKER
Accountancy firm EIN2014-12-31770475399
2013 : ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$347,042
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$138,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$115,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$170,134
Value of total assets at end of year2013-12-31$1,567,445
Value of total assets at beginning of year2013-12-31$1,358,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,040
Total interest from all sources2013-12-31$1,152
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$80,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$149,728
Participant contributions at end of year2013-12-31$53,748
Participant contributions at beginning of year2013-12-31$17,400
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$220
Administrative expenses (other) incurred2013-12-31$3,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$208,904
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,567,445
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,358,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,491,073
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,319,887
Interest on participant loans2013-12-31$1,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$175,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$20,186
Employer contributions (assets) at end of year2013-12-31$20,186
Employer contributions (assets) at beginning of year2013-12-31$20,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$115,098
Contract administrator fees2013-12-31$19,765
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WATTS, CAMPBELL, CHI & BAKER
Accountancy firm EIN2013-12-31770475399
2012 : ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$314,419
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$275,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$254,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$184,843
Value of total assets at end of year2012-12-31$1,358,541
Value of total assets at beginning of year2012-12-31$1,319,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,127
Total interest from all sources2012-12-31$1,143
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$80,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$162,288
Participant contributions at end of year2012-12-31$17,400
Participant contributions at beginning of year2012-12-31$36,111
Participant contributions at beginning of year2012-12-31$45
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,743
Administrative expenses (other) incurred2012-12-31$2,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$38,909
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,358,541
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,319,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,319,887
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,261,529
Interest on participant loans2012-12-31$1,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,121
Net investment gain/loss from pooled separate accounts2012-12-31$128,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$20,812
Employer contributions (assets) at end of year2012-12-31$20,812
Employer contributions (assets) at beginning of year2012-12-31$20,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$254,383
Contract administrator fees2012-12-31$18,455
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WATTS, CAMPBELL, CHI & BAKER
Accountancy firm EIN2012-12-31770475399
2011 : ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3
Total income from all sources (including contributions)2011-12-31$135,230
Total of all expenses incurred2011-12-31$99,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$77,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$185,739
Value of total assets at end of year2011-12-31$1,319,632
Value of total assets at beginning of year2011-12-31$1,283,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,503
Total interest from all sources2011-12-31$1,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$80,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$164,913
Participant contributions at end of year2011-12-31$36,111
Participant contributions at beginning of year2011-12-31$41,464
Participant contributions at end of year2011-12-31$45
Participant contributions at beginning of year2011-12-31$187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3
Administrative expenses (other) incurred2011-12-31$3,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$36,209
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,319,632
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,283,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,261,529
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,220,422
Interest on participant loans2011-12-31$1,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18
Net investment gain/loss from pooled separate accounts2011-12-31$-52,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$20,826
Employer contributions (assets) at end of year2011-12-31$20,826
Employer contributions (assets) at beginning of year2011-12-31$20,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$77,518
Contract administrator fees2011-12-31$18,265
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WATTS, CAMPBELL, CHI & BAKER
Accountancy firm EIN2011-12-31770475399
2010 : ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15
Total income from all sources (including contributions)2010-12-31$321,968
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$123,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$97,089
Value of total corrective distributions2010-12-31$7,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$196,291
Value of total assets at end of year2010-12-31$1,283,426
Value of total assets at beginning of year2010-12-31$1,084,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,109
Total interest from all sources2010-12-31$1,797
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$80,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$160,088
Participant contributions at end of year2010-12-31$41,464
Participant contributions at beginning of year2010-12-31$26,362
Participant contributions at end of year2010-12-31$187
Participant contributions at beginning of year2010-12-31$81
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$15
Administrative expenses (other) incurred2010-12-31$2,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$198,754
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,283,423
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,084,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,220,422
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,035,945
Interest on participant loans2010-12-31$1,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$751
Net investment gain/loss from pooled separate accounts2010-12-31$123,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$20,177
Employer contributions (assets) at end of year2010-12-31$20,177
Employer contributions (assets) at beginning of year2010-12-31$21,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$97,089
Contract administrator fees2010-12-31$16,384
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WATTS, CAMPBELL, CHI & BAKER
Accountancy firm EIN2010-12-31770475399

Form 5500 Responses for ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN

2019: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number606-80054
Policy instance 1
Insurance contract or identification number606-80054
Number of Individuals Covered80
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $277
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $277
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number606-80054
Policy instance 1
Insurance contract or identification number606-80054
Number of Individuals Covered88
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $214
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $214
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46841
Policy instance 2
Insurance contract or identification number46841
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,910
Total amount of fees paid to insurance companyUSD $348
Commission paid to Insurance BrokerUSD $2,910
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA RELATED FEES
Insurance broker nameALL VALLEY ADMINISTRATORS LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number606-80054
Policy instance 1
Insurance contract or identification number606-80054
Number of Individuals Covered89
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $334
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees334
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameONEAMERICA SECURITIES INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65838
Policy instance 1
Insurance contract or identification number65838
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,955
Total amount of fees paid to insurance companyUSD $3,153
Commission paid to Insurance BrokerUSD $16,955
Insurance broker organization code?3
Amount paid for insurance broker fees3153
Additional information about fees paid to insurance brokerTPA PROCESSING FEES; TPA FORUM
Insurance broker nameALL VALLEY ADMINISTRATORS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65838
Policy instance 1
Insurance contract or identification number65838
Number of Individuals Covered84
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,269
Total amount of fees paid to insurance companyUSD $3,459
Commission paid to Insurance BrokerUSD $16,269
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerDISTRIBUTION PROCESSING FEES; TPA FORUM.
Insurance broker nameALL VALLEY ADMINISTRATORS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65838
Policy instance 1
Insurance contract or identification number65838
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,236
Total amount of fees paid to insurance companyUSD $4,021
Commission paid to Insurance BrokerUSD $14,236
Insurance broker organization code?3
Amount paid for insurance broker fees4021
Additional information about fees paid to insurance brokerLOAN AND DISTRIBUTION PROCESSING FEES; AND, TPA FORUM.
Insurance broker nameALL VALLEY ADMINISTRATORS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65838
Policy instance 1
Insurance contract or identification number65838
Number of Individuals Covered103
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,194
Total amount of fees paid to insurance companyUSD $2,212
Commission paid to Insurance BrokerUSD $13,194
Insurance broker organization code?3
Amount paid for insurance broker fees2212
Additional information about fees paid to insurance brokerDISTRIBUTION AND LOAN PROCESSING FEES AND TPA FORUM.
Insurance broker nameALL VALLEY ADMINISTRATORS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65838
Policy instance 1
Insurance contract or identification number65838
Number of Individuals Covered83
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,955
Total amount of fees paid to insurance companyUSD $2,704
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65838
Policy instance 1
Insurance contract or identification number65838
Number of Individuals Covered89
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,061
Total amount of fees paid to insurance companyUSD $3,275
Commission paid to Insurance BrokerUSD $11,061
Insurance broker organization code?3
Amount paid for insurance broker fees3275
Additional information about fees paid to insurance brokerDISTRIBUTION & LOAN PROCESSING FEES; AND, TPA FORUM.
Insurance broker nameALL VALLEY ADMINISTRATORS, LLC

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