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ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan NameROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN
Plan identification number 001

ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING 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
  • 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.
  • 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

ROGER F. HOLMES,INC. has sponsored the creation of one or more 401k plans.

Company Name:ROGER F. HOLMES,INC.
Employer identification number (EIN):920045102
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01ROGER F. HOLMES2022-09-22
0012020-01-01ROGER F. HOLMES2021-04-15
0012019-01-01ROGER F. HOLMES2020-09-30
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROGER F. HOLMES
0012013-01-01ROGER F. HOLMES
0012012-01-01ROGER F. HOLMES
0012011-01-01ROGER F. HOLMES
0012010-01-01PENSION PLANNERS NORTHWEST
0012009-01-01PENSION PLANNERS NORTHWEST

Plan Statistics for ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2021: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2021 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$141,931
Expenses. Total of all expenses incurred2021-12-31$704,494
Benefits paid (including direct rollovers)2021-12-31$693,211
Total plan assets at end of year2021-12-31$638,449
Total plan assets at beginning of year2021-12-31$1,201,012
Value of fidelity bond covering the plan2021-12-31$225,000
Total contributions received or receivable from participants2021-12-31$900
Expenses. Other expenses not covered elsewhere2021-12-31$2,471
Other income received2021-12-31$141,031
Net income (gross income less expenses)2021-12-31$-562,563
Net plan assets at end of year (total assets less liabilities)2021-12-31$638,449
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,201,012
Assets. Value of real-estate (other than employer real property)2021-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-12,518
Expenses. Total of all expenses incurred2020-12-31$23,398
Total plan assets at end of year2020-12-31$1,201,012
Total plan assets at beginning of year2020-12-31$1,236,928
Value of fidelity bond covering the plan2020-12-31$225,000
Total contributions received or receivable from participants2020-12-31$3,600
Expenses. Other expenses not covered elsewhere2020-12-31$9,719
Other income received2020-12-31$-16,118
Net income (gross income less expenses)2020-12-31$-35,916
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,201,012
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,236,928
Assets. Value of real-estate (other than employer real property)2020-12-31$213,900
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$13,679
2019 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$156,810
Expenses. Total of all expenses incurred2019-12-31$66,265
Benefits paid (including direct rollovers)2019-12-31$42,197
Total plan assets at end of year2019-12-31$1,236,928
Total plan assets at beginning of year2019-12-31$1,146,383
Value of fidelity bond covering the plan2019-12-31$225,000
Total contributions received or receivable from participants2019-12-31$3,600
Expenses. Other expenses not covered elsewhere2019-12-31$9,778
Other income received2019-12-31$153,210
Net income (gross income less expenses)2019-12-31$90,545
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,236,928
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,146,383
Assets. Value of real-estate (other than employer real property)2019-12-31$194,700
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-33,174
Expenses. Total of all expenses incurred2018-12-31$70,428
Benefits paid (including direct rollovers)2018-12-31$44,675
Total plan assets at end of year2018-12-31$1,146,383
Total plan assets at beginning of year2018-12-31$1,249,985
Value of fidelity bond covering the plan2018-12-31$225,000
Total contributions received or receivable from participants2018-12-31$21,600
Expenses. Other expenses not covered elsewhere2018-12-31$9,759
Other income received2018-12-31$-61,629
Net income (gross income less expenses)2018-12-31$-103,602
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,146,383
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,249,985
Assets. Value of real-estate (other than employer real property)2018-12-31$194,700
Total contributions received or receivable from employer(s)2018-12-31$6,855
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,994
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$165,182
Expenses. Total of all expenses incurred2017-12-31$63,266
Benefits paid (including direct rollovers)2017-12-31$39,688
Total plan assets at end of year2017-12-31$1,249,985
Total plan assets at beginning of year2017-12-31$1,148,069
Value of fidelity bond covering the plan2017-12-31$225,000
Total contributions received or receivable from participants2017-12-31$51,600
Expenses. Other expenses not covered elsewhere2017-12-31$9,679
Other income received2017-12-31$99,255
Net income (gross income less expenses)2017-12-31$101,916
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,249,985
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,148,069
Assets. Value of real-estate (other than employer real property)2017-12-31$194,700
Total contributions received or receivable from employer(s)2017-12-31$14,327
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,899
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$122,753
Expenses. Total of all expenses incurred2016-12-31$74,190
Benefits paid (including direct rollovers)2016-12-31$50,063
Total plan assets at end of year2016-12-31$1,148,069
Total plan assets at beginning of year2016-12-31$1,099,506
Value of fidelity bond covering the plan2016-12-31$225,000
Total contributions received or receivable from participants2016-12-31$51,575
Expenses. Other expenses not covered elsewhere2016-12-31$9,535
Other income received2016-12-31$41,178
Net income (gross income less expenses)2016-12-31$48,563
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,148,069
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,099,506
Assets. Value of real-estate (other than employer real property)2016-12-31$194,700
Total contributions received or receivable from employer(s)2016-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,592
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$69,562
Expenses. Total of all expenses incurred2015-12-31$68,259
Benefits paid (including direct rollovers)2015-12-31$42,988
Total plan assets at end of year2015-12-31$1,099,506
Total plan assets at beginning of year2015-12-31$1,098,203
Value of fidelity bond covering the plan2015-12-31$225,000
Total contributions received or receivable from participants2015-12-31$51,000
Expenses. Other expenses not covered elsewhere2015-12-31$9,535
Other income received2015-12-31$-11,438
Net income (gross income less expenses)2015-12-31$1,303
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,099,506
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,098,203
Assets. Value of real-estate (other than employer real property)2015-12-31$207,300
Total contributions received or receivable from employer(s)2015-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$15,736
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$84,113
Expenses. Total of all expenses incurred2014-12-31$21,066
Total plan assets at end of year2014-12-31$1,098,203
Total plan assets at beginning of year2014-12-31$1,035,156
Value of fidelity bond covering the plan2014-12-31$225,000
Total contributions received or receivable from participants2014-12-31$13,200
Expenses. Other expenses not covered elsewhere2014-12-31$9,515
Other income received2014-12-31$40,913
Net income (gross income less expenses)2014-12-31$63,047
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,098,203
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,035,156
Assets. Value of real-estate (other than employer real property)2014-12-31$207,300
Total contributions received or receivable from employer(s)2014-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,551
2013 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$92,290
Expenses. Total of all expenses incurred2013-12-31$21,767
Total plan assets at end of year2013-12-31$1,035,156
Total plan assets at beginning of year2013-12-31$964,633
Value of fidelity bond covering the plan2013-12-31$225,000
Expenses. Other expenses not covered elsewhere2013-12-31$12,589
Other income received2013-12-31$62,290
Net income (gross income less expenses)2013-12-31$70,523
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,035,156
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$964,633
Assets. Value of real-estate (other than employer real property)2013-12-31$207,300
Total contributions received or receivable from employer(s)2013-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,178
2012 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$148,177
Expenses. Total of all expenses incurred2012-12-31$20,189
Total plan assets at end of year2012-12-31$964,633
Total plan assets at beginning of year2012-12-31$836,645
Value of fidelity bond covering the plan2012-12-31$225,000
Expenses. Other expenses not covered elsewhere2012-12-31$8,971
Other income received2012-12-31$118,177
Net income (gross income less expenses)2012-12-31$127,988
Net plan assets at end of year (total assets less liabilities)2012-12-31$964,633
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$836,645
Assets. Value of real-estate (other than employer real property)2012-12-31$207,300
Total contributions received or receivable from employer(s)2012-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$11,218
2011 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$227
Expenses. Total of all expenses incurred2011-12-31$12,315
Total plan assets at end of year2011-12-31$836,645
Total plan assets at beginning of year2011-12-31$848,733
Value of fidelity bond covering the plan2011-12-31$161,000
Expenses. Other expenses not covered elsewhere2011-12-31$8,862
Other income received2011-12-31$-29,773
Net income (gross income less expenses)2011-12-31$-12,088
Net plan assets at end of year (total assets less liabilities)2011-12-31$836,645
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$848,733
Assets. Value of real-estate (other than employer real property)2011-12-31$148,100
Total contributions received or receivable from employer(s)2011-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,453
2010 : ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$92,082
Expenses. Total of all expenses incurred2010-12-31$12,011
Total plan assets at end of year2010-12-31$848,733
Total plan assets at beginning of year2010-12-31$768,662
Value of fidelity bond covering the plan2010-12-31$161,000
Expenses. Other expenses not covered elsewhere2010-12-31$8,932
Other income received2010-12-31$52,082
Net income (gross income less expenses)2010-12-31$80,071
Net plan assets at end of year (total assets less liabilities)2010-12-31$848,733
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$768,662
Assets. Value of real-estate (other than employer real property)2010-12-31$148,100
Total contributions received or receivable from employer(s)2010-12-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,079

Form 5500 Responses for ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN

2021: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING 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: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING 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: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING 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: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROGER F HOMES, INC. EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberLT4814653
Policy instance 1
Insurance contract or identification numberLT4814653
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberLT4814653
Policy instance 1
Insurance contract or identification numberLT4814653
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberLT4814653
Policy instance 1
Insurance contract or identification numberLT4814653
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberLT4814653
Policy instance 1
Insurance contract or identification numberLT4814653
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberLT4814653
Policy instance 1
Insurance contract or identification numberLT4814653
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberLT4814653
Policy instance 1
Insurance contract or identification numberLT4814653
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberLT4814653
Policy instance 1
Insurance contract or identification numberLT4814653
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberLT4814653
Policy instance 1
Insurance contract or identification numberLT4814653
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberLT4814653
Policy instance 1
Insurance contract or identification numberLT4814653
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberLT4814653
Policy instance 1
Insurance contract or identification numberLT4814653
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
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

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