RSZ, INC. AND WAPM, INC. 401(K)/PROFIT SHARING PLAN AND TRUST 401k Plan overview
| Plan Name | RSZ, INC. AND WAPM, INC. 401(K)/PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 001 |
RSZ, INC. AND WAPM, INC. 401(K)/PROFIT SHARING PLAN AND TRUST Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Profit-sharing
- ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
- Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
- Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
- 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.
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401k Sponsoring company profile
RSZ, INC. has sponsored the creation of one or more 401k plans.
| Company Name: | RSZ, INC. |
| Employer identification number (EIN): | 930990976 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about RSZ, INC.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1989-01-13 |
| Company Identification Number: | 14087084 |
| Legal Registered Office Address: |
7159 SE WILSHIRE CT
MILWAUKIE
United States of America (USA)
97267
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More information about RSZ, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan RSZ, INC. AND WAPM, INC. 401(K)/PROFIT SHARING PLAN AND TRUST
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2015-01-01 | JOAN M RADER | 2015-09-04 | | |
| 001 | 2014-01-01 | JOAN RADER | 2015-06-17 | JOAN RADER | 2015-06-17 |
| 001 | 2013-01-01 | JOAN RADER | 2014-06-20 | | |
| 001 | 2012-01-01 | JOAN RADER | 2013-07-24 | | |
| 001 | 2011-01-01 | RICHARD A. RADER, PRESIDENT | 2012-05-24 | | |
| 001 | 2010-01-01 | RICHARD A. RADER | | | |
| 001 | 2009-01-01 | JOAN M. RADER | | | |
Financial Data on RSZ, INC. AND WAPM, INC. 401(K)/PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2010 : RSZ, INC. AND WAPM, INC. 401(K)/PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $53,301 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $97,453 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $88,945 |
| Total plan assets at end of year | 2010-12-31 | $544,183 |
| Total plan assets at beginning of year | 2010-12-31 | $588,335 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $7,718 |
| Other income received | 2010-12-31 | $45,583 |
| Net income (gross income less expenses) | 2010-12-31 | $-44,152 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $544,183 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $588,335 |
| Assets. Value of participant loans | 2010-12-31 | $62,419 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $8,508 |
Form 5500 Responses for RSZ, INC. AND WAPM, INC. 401(K)/PROFIT SHARING PLAN AND TRUST
| 2010: RSZ, INC. AND WAPM, INC. 401(K)/PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RSZ, INC. AND WAPM, INC. 401(K)/PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
Insurance Providers Used on plan
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