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RUSH COMPANIES 401(K) PLAN 401k Plan overview

Plan NameRUSH COMPANIES 401(K) PLAN
Plan identification number 002

RUSH COMPANIES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

RUSH DEVELOPMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:RUSH DEVELOPMENT COMPANY, INC.
Employer identification number (EIN):912181321
NAIC Classification:236110

Additional information about RUSH DEVELOPMENT COMPANY, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2002-12-17
Company Identification Number: 602256283
Legal Registered Office Address: 6622 WOLLOCHET DR

GIG HARBOR
United States of America (USA)
983358325

More information about RUSH DEVELOPMENT COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSH COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MATTHEW SMITH2023-07-25
0022021-01-01MATTHEW SMITH2022-06-22
0022020-01-01MATTHEW SMITH2021-08-03 MELINA MWANGI2021-08-03
0022019-01-01MATTHEW SMITH2020-02-03
0022018-01-01MATTHEW SMITH2019-10-15
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01MATTHEW SMITH
0022013-01-01MATTHEW SMITH2014-07-30
0022012-01-01ROBIN LERUM2013-03-29
0022011-01-01ROBIN LERUM2012-10-04
0022010-01-01TODD HUGHES2011-07-08

Plan Statistics for RUSH COMPANIES 401(K) PLAN

401k plan membership statisitcs for RUSH COMPANIES 401(K) PLAN

Measure Date Value
2022: RUSH COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01154
Total number of active participants reported on line 7a of the Form 55002022-01-01127
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01166
Total participants2022-01-01166
Number of participants with account balances2022-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: RUSH COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01143
Total number of active participants reported on line 7a of the Form 55002021-01-01131
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01154
Number of participants with account balances2021-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: RUSH COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01132
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01139
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: RUSH COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01131
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01130
Number of participants with account balances2019-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: RUSH COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01136
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01132
Number of participants with account balances2018-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: RUSH COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01134
Total number of active participants reported on line 7a of the Form 55002017-01-01105
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: RUSH COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01168
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01132
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: RUSH COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01186
Number of participants with account balances2015-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: RUSH COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01121
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01143
Number of participants with account balances2014-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016

Financial Data on RUSH COMPANIES 401(K) PLAN

Measure Date Value
2022 : RUSH COMPANIES 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$225
Total income from all sources (including contributions)2022-12-31$-419,140
Total of all expenses incurred2022-12-31$681,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$649,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,222,617
Value of total assets at end of year2022-12-31$6,973,197
Value of total assets at beginning of year2022-12-31$8,073,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,449
Total interest from all sources2022-12-31$5,606
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$807,338
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$844,988
Participant contributions at end of year2022-12-31$95,881
Participant contributions at beginning of year2022-12-31$103,498
Participant contributions at end of year2022-12-31$1,977
Participant contributions at beginning of year2022-12-31$19,431
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$46,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$225
Other income not declared elsewhere2022-12-31$4,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,100,404
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,972,972
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,073,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,472,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,366,483
Interest on participant loans2022-12-31$3,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$370,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$72,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$72,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,657,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$331,117
Employer contributions (assets) at end of year2022-12-31$331,117
Employer contributions (assets) at beginning of year2022-12-31$279,443
Income. Dividends from common stock2022-12-31$5,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$649,815
Contract administrator fees2022-12-31$29,580
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$701,492
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,231,625
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THE DOTY GROUP P.S.
Accountancy firm EIN2022-12-31205018267
2021 : RUSH COMPANIES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,373,963
Total of all expenses incurred2021-12-31$309,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$281,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,139,879
Value of total assets at end of year2021-12-31$8,073,376
Value of total assets at beginning of year2021-12-31$6,008,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,734
Total interest from all sources2021-12-31$3,901
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,444
Administrative expenses professional fees incurred2021-12-31$2,346
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$458,195
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$673,886
Participant contributions at end of year2021-12-31$103,498
Participant contributions at beginning of year2021-12-31$132,189
Participant contributions at end of year2021-12-31$19,431
Participant contributions at beginning of year2021-12-31$977
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$186,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,064,821
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,073,376
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,008,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,366,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,567,242
Interest on participant loans2021-12-31$3,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$72,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$107,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$107,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,221,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$279,443
Employer contributions (assets) at end of year2021-12-31$279,443
Employer contributions (assets) at beginning of year2021-12-31$184,438
Income. Dividends from common stock2021-12-31$4,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$281,408
Contract administrator fees2021-12-31$23,419
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,231,625
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,016,163
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THE DOTY GROUP P.S.
Accountancy firm EIN2021-12-31205018267
2020 : RUSH COMPANIES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,635,316
Total of all expenses incurred2020-12-31$208,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$173,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$922,420
Value of total assets at end of year2020-12-31$6,008,555
Value of total assets at beginning of year2020-12-31$4,581,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,938
Total interest from all sources2020-12-31$2,211
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$26,924
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$458,195
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$594,707
Participant contributions at end of year2020-12-31$132,189
Participant contributions at beginning of year2020-12-31$30,858
Participant contributions at end of year2020-12-31$977
Participant contributions at beginning of year2020-12-31$969
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$143,275
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$267,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,426,610
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,008,555
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,581,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,567,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,338,612
Interest on participant loans2020-12-31$2,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$107,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$683,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$184,438
Employer contributions (assets) at end of year2020-12-31$184,438
Employer contributions (assets) at beginning of year2020-12-31$159,889
Income. Dividends from common stock2020-12-31$26,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$173,768
Contract administrator fees2020-12-31$34,938
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,016,163
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$778,590
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THE DOTY GROUP P.S.
Accountancy firm EIN2020-12-31205018267
2019 : RUSH COMPANIES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,493,783
Total of all expenses incurred2019-12-31$209,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$177,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$728,839
Value of total assets at end of year2019-12-31$4,581,945
Value of total assets at beginning of year2019-12-31$3,297,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,512
Total interest from all sources2019-12-31$1,043
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,791
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$329,736
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$568,950
Participant contributions at end of year2019-12-31$30,858
Participant contributions at beginning of year2019-12-31$6,239
Participant contributions at end of year2019-12-31$969
Participant contributions at beginning of year2019-12-31$13,876
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$267,259
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$1,284,585
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,581,945
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,297,360
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
Investment advisory and management fees2019-12-31$7,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,338,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,610,967
Interest on participant loans2019-12-31$1,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$721,999
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$159,889
Employer contributions (assets) at end of year2019-12-31$159,889
Employer contributions (assets) at beginning of year2019-12-31$67,561
Income. Dividends from common stock2019-12-31$41,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$177,686
Contract administrator fees2019-12-31$20,876
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$778,590
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$596,801
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE DOTY GROUP P.S.
Accountancy firm EIN2019-12-31205018267
2018 : RUSH COMPANIES 401(K) 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$434,355
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$396,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$395,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$620,867
Value of total assets at end of year2018-12-31$3,297,360
Value of total assets at beginning of year2018-12-31$3,259,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,081
Total interest from all sources2018-12-31$283
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$22,560
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$325,984
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$538,043
Participant contributions at end of year2018-12-31$6,239
Participant contributions at beginning of year2018-12-31$2,606
Participant contributions at end of year2018-12-31$13,876
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,263
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$37,523
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,297,360
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,259,837
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$2,610,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,651,480
Interest on participant loans2018-12-31$283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-209,355
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$67,561
Employer contributions (assets) at end of year2018-12-31$67,561
Employer contributions (assets) at beginning of year2018-12-31$56,676
Income. Dividends from common stock2018-12-31$22,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$395,751
Contract administrator fees2018-12-31$1,081
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$596,801
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$546,121
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THE DOTY GROUP P.S.
Accountancy firm EIN2018-12-31205018267
2017 : RUSH COMPANIES 401(K) 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$1,024,189
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$432,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$430,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$550,062
Value of total assets at end of year2017-12-31$3,259,837
Value of total assets at beginning of year2017-12-31$2,667,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,517
Total interest from all sources2017-12-31$191
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,551
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$266,779
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$425,180
Participant contributions at end of year2017-12-31$2,606
Participant contributions at beginning of year2017-12-31$6,219
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$68,206
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$592,054
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,259,837
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,667,783
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,651,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,222,820
Interest on participant loans2017-12-31$191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$460,385
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$56,676
Employer contributions (assets) at end of year2017-12-31$56,676
Employer contributions (assets) at beginning of year2017-12-31$52,446
Income. Dividends from common stock2017-12-31$13,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$430,618
Contract administrator fees2017-12-31$1,517
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$546,121
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$386,017
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31THE DOTY GROUP P.S.
Accountancy firm EIN2017-12-31205018267
2016 : RUSH COMPANIES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$198,991
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$8,551
Total income from all sources (including contributions)2016-12-31$794,130
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$249,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$247,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$545,734
Value of total assets at end of year2016-12-31$2,667,783
Value of total assets at beginning of year2016-12-31$2,330,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,233
Total interest from all sources2016-12-31$423
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,402
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$200,000
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$456,129
Participant contributions at end of year2016-12-31$6,219
Participant contributions at beginning of year2016-12-31$12,191
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$190
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$37,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,551
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$544,349
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,667,783
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,322,425
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,222,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,973,213
Interest on participant loans2016-12-31$423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$233,571
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$52,446
Employer contributions (assets) at end of year2016-12-31$52,446
Employer contributions (assets) at beginning of year2016-12-31$57,798
Income. Dividends from common stock2016-12-31$14,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$247,548
Contract administrator fees2016-12-31$2,233
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$386,017
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$286,883
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THE DOTY GROUP P.S.
Accountancy firm EIN2016-12-31205018267
2015 : RUSH COMPANIES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,112
Total income from all sources (including contributions)2015-12-31$434,946
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$56,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$50,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$537,629
Value of total assets at end of year2015-12-31$2,330,976
Value of total assets at beginning of year2015-12-31$1,949,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,675
Total interest from all sources2015-12-31$508
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$17,360
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$200,000
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$391,309
Participant contributions at end of year2015-12-31$12,191
Participant contributions at beginning of year2015-12-31$14,465
Participant contributions at end of year2015-12-31$190
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$88,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,112
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
Value of net income/loss2015-12-31$378,771
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,322,425
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,943,654
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,973,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,564,875
Interest on participant loans2015-12-31$508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-120,551
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$57,798
Employer contributions (assets) at end of year2015-12-31$57,798
Employer contributions (assets) at beginning of year2015-12-31$51,009
Income. Dividends from common stock2015-12-31$17,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$50,500
Contract administrator fees2015-12-31$5,675
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$286,883
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$319,417
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THE DOTY GROUP P.S.
Accountancy firm EIN2015-12-31205018267
2014 : RUSH COMPANIES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,112
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$466,989
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$19,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,248
Value of total corrective distributions2014-12-31$6,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$370,170
Value of total assets at end of year2014-12-31$1,949,766
Value of total assets at beginning of year2014-12-31$1,495,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,948
Total interest from all sources2014-12-31$549
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,655
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$200,000
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$316,194
Participant contributions at end of year2014-12-31$14,465
Participant contributions at beginning of year2014-12-31$15,177
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$186
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$447,681
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,943,654
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,495,973
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$1,564,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,178,838
Interest on participant loans2014-12-31$549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$82,615
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$51,009
Employer contributions (assets) at end of year2014-12-31$51,009
Employer contributions (assets) at beginning of year2014-12-31$43,522
Income. Dividends from common stock2014-12-31$13,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,248
Contract administrator fees2014-12-31$4,948
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$319,417
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$258,250
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 plan2014-12-31Qualified
Accountancy firm name2014-12-31DOTY, BEARDSLEY, ROSENGREN & CO., P
Accountancy firm EIN2014-12-31205018267

Form 5500 Responses for RUSH COMPANIES 401(K) PLAN

2022: RUSH COMPANIES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RUSH COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RUSH COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RUSH COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: RUSH COMPANIES 401(K) 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: RUSH COMPANIES 401(K) 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: RUSH COMPANIES 401(K) 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: RUSH COMPANIES 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RUSH COMPANIES 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number75296
Policy instance 1
Insurance contract or identification number75296
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $393
Total amount of fees paid to insurance companyUSD $75
Commission paid to Insurance BrokerUSD $393
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
Amount paid for insurance broker fees75
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number75296
Policy instance 1
Insurance contract or identification number75296
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $354
Total amount of fees paid to insurance companyUSD $6,600
Amount paid for insurance broker fees6100
Additional information about fees paid to insurance brokerADMINISTRATION SERVICES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $354
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number75296
Policy instance 1
Insurance contract or identification number75296
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,341
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number75296
Policy instance 1
Insurance contract or identification number75296
Number of Individuals Covered88
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,035
Total amount of fees paid to insurance companyUSD $5,258
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,035
Insurance broker organization code?4
Amount paid for insurance broker fees5258
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number75296
Policy instance 1
Insurance contract or identification number75296
Number of Individuals Covered83
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,036
Total amount of fees paid to insurance companyUSD $1,231
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,036
Insurance broker organization code?4
Amount paid for insurance broker fees1231
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker namePPA
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number75296
Policy instance 1
Insurance contract or identification number75296
Number of Individuals Covered93
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,017
Total amount of fees paid to insurance companyUSD $2,499
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,017
Insurance broker organization code?4
Amount paid for insurance broker fees2499
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker namePPA
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number75296
Policy instance 1
Insurance contract or identification number75296
Number of Individuals Covered85
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,143
Total amount of fees paid to insurance companyUSD $1,761
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,143
Insurance broker organization code?4
Amount paid for insurance broker fees1761
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker namePPA

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