401k Plan data: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN plan

RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 401k Plan overview

Plan Name	RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN
Plan identification number	002

RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

RICHARDS, MERRILL & PETERSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: RICHARDS, MERRILL & PETERSON, INC.

Employer identification number (EIN): 910384940

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about RICHARDS, MERRILL & PETERSON, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1952-02-06

Company Identification Number: 328000270

Legal Registered Office Address: 422 W RIVERSIDE ONE SKYWALK

SPOKANE
United States of America (USA)
99201

More information about RICHARDS, MERRILL & PETERSON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 TOM MCDONALD 2023-06-21
002 2021-01-01 TOM MCDONALD 2022-03-21
002 2020-01-01 TOM MCDONALD 2021-03-15
002 2019-01-01 TOM MCDONALD 2020-07-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 TOM MCDONALD 2015-03-17
002 2013-01-01 TOM MCDONALD 2014-02-19
002 2012-01-01 TOM MCDONALD 2013-04-18
002 2011-01-01 TOM MCDONALD 2012-02-29
002 2010-01-01 TOM MCDONALD 2011-05-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	TOM MCDONALD	2023-06-21
002	2021-01-01	TOM MCDONALD	2022-03-21
002	2020-01-01	TOM MCDONALD	2021-03-15
002	2019-01-01	TOM MCDONALD	2020-07-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	TOM MCDONALD	2015-03-17
002	2013-01-01	TOM MCDONALD	2014-02-19
002	2012-01-01	TOM MCDONALD	2013-04-18
002	2011-01-01	TOM MCDONALD	2012-02-29
002	2010-01-01	TOM MCDONALD	2011-05-19

Plan Statistics for RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN

401k plan membership statisitcs for RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN

Measure Date Value
2022: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN

Measure	Date	Value
2022 : RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-2,739,222
Expenses. Total of all expenses incurred	2022-12-31	$4,450
Benefits paid (including direct rollovers)	2022-12-31	$3,500
Total plan assets at end of year	2022-12-31	$10,315,542
Total plan assets at beginning of year	2022-12-31	$13,059,214
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$205,982
Other income received	2022-12-31	$-3,020,570
Net income (gross income less expenses)	2022-12-31	$-2,743,672
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,315,542
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,059,214
Assets. Value of employer securities	2022-12-31	$119,874
Total contributions received or receivable from employer(s)	2022-12-31	$75,366
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$950
2021 : RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,132,377
Expenses. Total of all expenses incurred	2021-12-31	$4,019
Benefits paid (including direct rollovers)	2021-12-31	$3,318
Total plan assets at end of year	2021-12-31	$13,059,214
Total plan assets at beginning of year	2021-12-31	$10,930,856
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$198,445
Other income received	2021-12-31	$1,855,988
Net income (gross income less expenses)	2021-12-31	$2,128,358
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,059,214
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,930,856
Assets. Value of employer securities	2021-12-31	$113,069
Total contributions received or receivable from employer(s)	2021-12-31	$77,944
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$701
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,180,340
Expenses. Total of all expenses incurred	2020-12-31	$2,788
Benefits paid (including direct rollovers)	2020-12-31	$2,477
Total plan assets at end of year	2020-12-31	$10,930,856
Total plan assets at beginning of year	2020-12-31	$8,753,304
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$185,693
Other income received	2020-12-31	$1,924,251
Net income (gross income less expenses)	2020-12-31	$2,177,552
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,930,856
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,753,304
Assets. Value of employer securities	2020-12-31	$107,833
Total contributions received or receivable from employer(s)	2020-12-31	$70,396
Value of certain deemed distributions of participant loans	2020-12-31	$311
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,410,859
Expenses. Total of all expenses incurred	2019-12-31	$3,055
Benefits paid (including direct rollovers)	2019-12-31	$1,943
Total plan assets at end of year	2019-12-31	$8,753,304
Total plan assets at beginning of year	2019-12-31	$6,345,500
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$167,859
Other income received	2019-12-31	$2,178,212
Net income (gross income less expenses)	2019-12-31	$2,407,804
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,753,304
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,345,500
Assets. Value of employer securities	2019-12-31	$106,145
Total contributions received or receivable from employer(s)	2019-12-31	$64,788
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-187,097
Expenses. Total of all expenses incurred	2018-12-31	$3,220
Benefits paid (including direct rollovers)	2018-12-31	$2,082
Total plan assets at end of year	2018-12-31	$6,345,500
Total plan assets at beginning of year	2018-12-31	$6,535,817
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$164,332
Other income received	2018-12-31	$-416,946
Net income (gross income less expenses)	2018-12-31	$-190,317
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,345,500
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,535,817
Assets. Value of employer securities	2018-12-31	$110,865
Total contributions received or receivable from employer(s)	2018-12-31	$65,517
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,138
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,393,751
Expenses. Total of all expenses incurred	2017-12-31	$21,227
Benefits paid (including direct rollovers)	2017-12-31	$20,762
Total plan assets at end of year	2017-12-31	$6,535,817
Total plan assets at beginning of year	2017-12-31	$5,163,293
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$159,513
Other income received	2017-12-31	$1,172,419
Net income (gross income less expenses)	2017-12-31	$1,372,524
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,535,817
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,163,293
Assets. Value of employer securities	2017-12-31	$99,095
Total contributions received or receivable from employer(s)	2017-12-31	$61,819
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$465
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$685,930
Expenses. Total of all expenses incurred	2016-12-31	$2,052
Benefits paid (including direct rollovers)	2016-12-31	$1,862
Total plan assets at end of year	2016-12-31	$5,163,293
Total plan assets at beginning of year	2016-12-31	$4,479,415
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$145,318
Contributions received from other sources (not participants or employers)	2016-12-31	$1,782
Other income received	2016-12-31	$483,640
Net income (gross income less expenses)	2016-12-31	$683,878
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,163,293
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,479,415
Assets. Value of employer securities	2016-12-31	$100,903
Total contributions received or receivable from employer(s)	2016-12-31	$55,190
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0

Form 5500 Responses for RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN

2022: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RICHARDS, MERRILL & PETERSON, INC. SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARDS, MERRILL & PETERSON, INC.
Employer identification number (EIN):	910384940
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1952-02-06
Company Identification Number:	328000270
Legal Registered Office Address:	422 W RIVERSIDE ONE SKYWALK SPOKANE United States of America (USA) 99201