RUDYS RELOADED, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : RUDY'S BARBERSHOP 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 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 | $434,872 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $158,783 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $149,550 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $553,169 |
Value of total assets at end of year | 2022-12-31 | $866,328 |
Value of total assets at beginning of year | 2022-12-31 | $590,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,233 |
Total interest from all sources | 2022-12-31 | $201 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $16,979 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $16,979 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $60,000 |
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 | $553,169 |
Participant contributions at end of year | 2022-12-31 | $15,813 |
Participant contributions at beginning of year | 2022-12-31 | $3,017 |
Participant contributions at end of year | 2022-12-31 | $17,394 |
Other income not declared elsewhere | 2022-12-31 | $1,551 |
Administrative expenses (other) incurred | 2022-12-31 | $9,233 |
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 | $276,089 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $866,328 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $590,239 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $831,570 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $587,222 |
Interest on participant loans | 2022-12-31 | $201 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,551 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-137,028 |
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 | No |
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 | $149,550 |
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 | PENSION ASSURANCE LLP |
Accountancy firm EIN | 2022-12-31 | 300840934 |
2021 : RUDY'S BARBERSHOP 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 from this plan | 2021-12-31 | $0 |
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 | $444,266 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $96,325 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $81,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $400,839 |
Value of total assets at end of year | 2021-12-31 | $590,239 |
Value of total assets at beginning of year | 2021-12-31 | $242,298 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,072 |
Total interest from all sources | 2021-12-31 | $9 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $10,552 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $10,552 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
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 | $400,839 |
Participant contributions at end of year | 2021-12-31 | $3,017 |
Participant contributions at beginning of year | 2021-12-31 | $15,064 |
Administrative expenses (other) incurred | 2021-12-31 | $15,072 |
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 | $347,941 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $590,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $242,298 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $587,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $227,234 |
Interest on participant loans | 2021-12-31 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $32,866 |
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 | Yes |
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 | $81,253 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
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 | PENSION ASSURANCE LLP |
Accountancy firm EIN | 2021-12-31 | 300840934 |