RICHARDSON INVESTMENTS, INC. DBA RICH FORD has sponsored the creation of one or more 401k plans.
Additional information about RICHARDSON INVESTMENTS, INC. DBA RICH FORD
Measure | Date | Value |
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2022 : RICH FORD 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $54,962 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $351,410 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $319,726 |
Value of total corrective distributions | 2022-12-31 | $1,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $551,944 |
Value of total assets at end of year | 2022-12-31 | $2,924,616 |
Value of total assets at beginning of year | 2022-12-31 | $3,221,064 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,396 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | No |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $544,148 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $7,796 |
Other income not declared elsewhere | 2022-12-31 | $-73 |
Total non interest bearing cash at end of year | 2022-12-31 | $5,864 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $5,936 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-296,448 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,924,616 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,221,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $7,817 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,918,752 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,215,128 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-496,909 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $319,726 |
Contract administrator fees | 2022-12-31 | $22,579 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CARR, RIGGS & INGRAM |
Accountancy firm EIN | 2022-12-31 | 721396621 |
2021 : RICH FORD 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $22,384 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $915,774 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $284,968 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $254,783 |
Value of total corrective distributions | 2021-12-31 | $1,503 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $499,497 |
Value of total assets at end of year | 2021-12-31 | $3,221,064 |
Value of total assets at beginning of year | 2021-12-31 | $2,567,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $28,682 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | No |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $499,497 |
Total non interest bearing cash at end of year | 2021-12-31 | $5,936 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $5,864 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $630,806 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,221,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,567,874 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $7,896 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,215,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $2,562,010 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $416,277 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $254,783 |
Contract administrator fees | 2021-12-31 | $20,786 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MASS ADAMS LLP |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : RICH FORD 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $2,502,089 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $184,007 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $118,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $116,497 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $38,385 |
Value of total assets at end of year | 2020-12-31 | $2,567,874 |
Value of total assets at beginning of year | 2020-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,725 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $38,385 |
Total non interest bearing cash at end of year | 2020-12-31 | $5,864 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $65,785 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,567,874 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $2,562,010 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $145,622 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $116,497 |
Contract administrator fees | 2020-12-31 | $1,725 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MASS ADAMS LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |