?>
Logo

RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

RB III ASSOCIATES, INC. 401(K) 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
  • 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.
  • 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

RB III ASSOCIATES, INC. DBA TEAMWORK ATHLETIC APPAREL has sponsored the creation of one or more 401k plans.

Company Name:RB III ASSOCIATES, INC. DBA TEAMWORK ATHLETIC APPAREL
Employer identification number (EIN):953079481
NAIC Classification:315210
NAIC Description:Cut and Sew Apparel Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01DONALD COLE DONALD COLE2018-10-15
0012016-01-01DONALD COLE DONALD COLE2017-10-16
0012015-01-01
0012014-01-01MATTHEW LEHRER MATTHEW LEHRER2015-10-12
0012013-01-01MATTHEW LEHRER MATTHEW LEHRER2014-10-13
0012012-01-01MATTHEW LEHRER MATTHEW LEHRER2013-09-30
0012011-01-01MATTHEW LEHRER MATTHEW LEHRER2012-10-12
0012010-01-01MATTHEW LEHRER MATTHEW LEHRER2011-10-14
0012009-01-01MATTHEW LEHRER MATTHEW LEHRER2010-10-12

Plan Statistics for RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01243
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01149
Total of all active and inactive participants2019-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01174
Number of participants with account balances2019-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01245
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01124
Total of all active and inactive participants2018-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01237
Number of participants with account balances2018-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01251
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01120
Total of all active and inactive participants2017-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01238
Number of participants with account balances2017-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01285
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01124
Total of all active and inactive participants2016-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01244
Number of participants with account balances2016-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01299
Total number of active participants reported on line 7a of the Form 55002015-01-01137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01135
Total of all active and inactive participants2015-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01272
Number of participants with account balances2015-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01320
Total number of active participants reported on line 7a of the Form 55002014-01-01159
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01122
Total of all active and inactive participants2014-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01281
Number of participants with account balances2014-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01315
Total number of active participants reported on line 7a of the Form 55002013-01-01170
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01122
Total of all active and inactive participants2013-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01292
Number of participants with account balances2013-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01309
Total number of active participants reported on line 7a of the Form 55002012-01-01174
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01116
Total of all active and inactive participants2012-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01290
Number of participants with account balances2012-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01302
Total number of active participants reported on line 7a of the Form 55002011-01-01168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01131
Total of all active and inactive participants2011-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01299
Number of participants with account balances2011-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01307
Total number of active participants reported on line 7a of the Form 55002010-01-01170
Number of other retired or separated participants entitled to future benefits2010-01-01131
Total of all active and inactive participants2010-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01301
Number of participants with account balances2010-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01290
Total number of active participants reported on line 7a of the Form 55002009-01-01155
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01129
Total of all active and inactive participants2009-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01284
Number of participants with account balances2009-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$663
Total income from all sources (including contributions)2019-12-31$1,624,159
Total of all expenses incurred2019-12-31$2,477,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,466,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$322,540
Value of total assets at end of year2019-12-31$6,009,722
Value of total assets at beginning of year2019-12-31$6,864,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,574
Total interest from all sources2019-12-31$6,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$217,949
Participant contributions at end of year2019-12-31$53,906
Participant contributions at beginning of year2019-12-31$132,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$663
Other income not declared elsewhere2019-12-31$61
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-853,780
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,009,722
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,863,502
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$4,360
Value of interest in pooled separate accounts at end of year2019-12-31$5,938,092
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,554,434
Interest on participant loans2019-12-31$4,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$177,080
Net investment gain/loss from pooled separate accounts2019-12-31$1,295,430
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$104,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,466,365
Contract administrator fees2019-12-31$7,214
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 name2019-12-31ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2019-12-31930623286
2018 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$663
Total income from all sources (including contributions)2018-12-31$-32,611
Total of all expenses incurred2018-12-31$1,594,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,586,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$492,644
Value of total assets at end of year2018-12-31$6,864,165
Value of total assets at beginning of year2018-12-31$8,490,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,362
Total interest from all sources2018-12-31$7,676
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$500,000
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$342,085
Participant contributions at end of year2018-12-31$132,651
Participant contributions at beginning of year2018-12-31$138,102
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$663
Other income not declared elsewhere2018-12-31$-3
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$-1,626,689
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,863,502
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,490,191
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
Investment advisory and management fees2018-12-31$5,862
Value of interest in pooled separate accounts at end of year2018-12-31$6,554,434
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,190,741
Interest on participant loans2018-12-31$5,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$177,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$161,348
Net investment gain/loss from pooled separate accounts2018-12-31$-532,928
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$150,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,586,716
Contract administrator fees2018-12-31$1,500
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 name2018-12-31ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2018-12-31930623286
2017 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,711,714
Total of all expenses incurred2017-12-31$629,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$623,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$421,150
Value of total assets at end of year2017-12-31$8,490,191
Value of total assets at beginning of year2017-12-31$7,407,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,593
Total interest from all sources2017-12-31$7,616
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$500,000
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$281,482
Participant contributions at end of year2017-12-31$138,102
Participant contributions at beginning of year2017-12-31$120,384
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$1,082,290
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,490,191
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,407,901
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
Investment advisory and management fees2017-12-31$3,568
Value of interest in pooled separate accounts at end of year2017-12-31$8,190,741
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,133,747
Interest on participant loans2017-12-31$6,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$161,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$153,770
Net investment gain/loss from pooled separate accounts2017-12-31$1,282,948
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$139,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$623,831
Contract administrator fees2017-12-31$2,025
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$841,308
Total of all expenses incurred2016-12-31$649,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$626,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$368,627
Value of total assets at end of year2016-12-31$7,407,901
Value of total assets at beginning of year2016-12-31$7,215,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,751
Total interest from all sources2016-12-31$7,910
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$500,000
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$302,178
Participant contributions at end of year2016-12-31$120,384
Participant contributions at beginning of year2016-12-31$161,324
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$191,992
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,407,901
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,215,909
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
Investment advisory and management fees2016-12-31$19,001
Value of interest in pooled separate accounts at end of year2016-12-31$7,133,747
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,924,264
Interest on participant loans2016-12-31$6,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$153,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$130,321
Net investment gain/loss from pooled separate accounts2016-12-31$464,771
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$66,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$626,565
Contract administrator fees2016-12-31$3,750
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$527,793
Total of all expenses incurred2015-12-31$962,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$956,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$558,528
Value of total assets at end of year2015-12-31$7,215,909
Value of total assets at beginning of year2015-12-31$7,651,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,165
Total interest from all sources2015-12-31$7,574
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$500,000
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$371,877
Participant contributions at end of year2015-12-31$161,324
Participant contributions at beginning of year2015-12-31$161,967
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-435,129
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,215,909
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,651,038
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
Investment advisory and management fees2015-12-31$2,790
Value of interest in pooled separate accounts at end of year2015-12-31$6,924,264
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,384,346
Interest on participant loans2015-12-31$6,441
Interest earned on other investments2015-12-31$10
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$130,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$104,725
Net investment gain/loss from pooled separate accounts2015-12-31$-38,309
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$186,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$956,757
Contract administrator fees2015-12-31$3,375
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 name2015-12-31BLUM & CLARK, CERT. PUBLIC ACCTNTS
Accountancy firm EIN2015-12-31330579648
2014 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$918,816
Total of all expenses incurred2014-12-31$497,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$485,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$601,019
Value of total assets at end of year2014-12-31$7,651,038
Value of total assets at beginning of year2014-12-31$7,230,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,455
Total interest from all sources2014-12-31$19,466
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$500,000
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$395,227
Participant contributions at end of year2014-12-31$161,967
Participant contributions at beginning of year2014-12-31$85,611
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$420,872
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,651,038
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,230,166
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
Investment advisory and management fees2014-12-31$2,600
Value of interest in pooled separate accounts at end of year2014-12-31$7,384,346
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,216,341
Interest on participant loans2014-12-31$5,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$14,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$104,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$928,214
Net investment gain/loss from pooled separate accounts2014-12-31$298,331
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$205,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$485,489
Contract administrator fees2014-12-31$9,855
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUM & CLARK, CERT. PUBLIC ACCTNTS
Accountancy firm EIN2014-12-31330579648
2013 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,671,730
Total of all expenses incurred2013-12-31$690,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$684,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$502,949
Value of total assets at end of year2013-12-31$7,230,166
Value of total assets at beginning of year2013-12-31$6,248,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,370
Total interest from all sources2013-12-31$29,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$353,182
Participant contributions at end of year2013-12-31$85,611
Participant contributions at beginning of year2013-12-31$56,053
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,350
Other income not declared elsewhere2013-12-31$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$981,258
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,230,166
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,248,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$550
Value of interest in pooled separate accounts at end of year2013-12-31$6,216,341
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,307,699
Interest on participant loans2013-12-31$3,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$26,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$928,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$885,156
Net investment gain/loss from pooled separate accounts2013-12-31$1,139,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$121,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$684,102
Contract administrator fees2013-12-31$5,820
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLUM & CLARK, CERT. PUBLIC ACCTNTS
Accountancy firm EIN2013-12-31330579648
2012 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,191,171
Total of all expenses incurred2012-12-31$253,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$246,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$541,564
Value of total assets at end of year2012-12-31$6,248,908
Value of total assets at beginning of year2012-12-31$5,310,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,339
Total interest from all sources2012-12-31$27,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$346,548
Participant contributions at end of year2012-12-31$56,053
Participant contributions at beginning of year2012-12-31$64,401
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$938,073
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,248,908
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,310,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$5,307,699
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,446,164
Interest on participant loans2012-12-31$2,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$24,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$885,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$800,270
Net investment gain/loss from pooled separate accounts2012-12-31$621,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$188,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$246,759
Contract administrator fees2012-12-31$6,339
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUM & CLARK, CERT. PUBLIC ACCTNTS
Accountancy firm EIN2012-12-31330579648
2011 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$124
Total income from all sources (including contributions)2011-12-31$431,245
Total of all expenses incurred2011-12-31$177,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$173,242
Value of total corrective distributions2011-12-31$12
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$505,383
Value of total assets at end of year2011-12-31$5,310,835
Value of total assets at beginning of year2011-12-31$5,056,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,991
Total interest from all sources2011-12-31$23,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$325,106
Participant contributions at end of year2011-12-31$64,401
Participant contributions at beginning of year2011-12-31$77,001
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,533
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$627
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$254,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,310,835
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,056,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$4,446,164
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,322,877
Interest on participant loans2011-12-31$3,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$800,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$612,681
Net investment gain/loss from pooled separate accounts2011-12-31$-98,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$172,744
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$44,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$172,615
Contract administrator fees2011-12-31$3,991
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$124
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLUM & CLARK, CERT. PUBLIC ACCTNTS
Accountancy firm EIN2011-12-31330579648
2010 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$124
Total income from all sources (including contributions)2010-12-31$1,025,551
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$139,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$135,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$522,467
Value of total assets at end of year2010-12-31$5,056,959
Value of total assets at beginning of year2010-12-31$4,170,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,307
Total interest from all sources2010-12-31$21,517
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$311,685
Participant contributions at end of year2010-12-31$77,001
Participant contributions at beginning of year2010-12-31$61,545
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$4,404
Other income not declared elsewhere2010-12-31$592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$886,342
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,056,835
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,170,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,322,877
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,634,934
Interest on participant loans2010-12-31$4,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$612,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$467,406
Net investment gain/loss from pooled separate accounts2010-12-31$480,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$210,782
Employer contributions (assets) at end of year2010-12-31$44,400
Employer contributions (assets) at beginning of year2010-12-31$2,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$135,902
Contract administrator fees2010-12-31$3,307
Liabilities. Value of benefit claims payable at end of year2010-12-31$124
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$124
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUM & CLARK, CERT.PUBLIC ACCTNTS
Accountancy firm EIN2010-12-31330579648
2009 : RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RB III ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2019: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes
2018: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes
2017: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes
2016: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes
2015: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes
2014: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes
2013: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes
2012: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes
2011: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes
2010: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes
2009: RB III ASSOCIATES, INC. 401(K) 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 - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811799
Policy instance 1
Insurance contract or identification number811799
Number of Individuals Covered173
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,602
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,602
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811799
Policy instance 1
Insurance contract or identification number811799
Number of Individuals Covered226
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $31,824
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,824
Insurance broker organization code?3
Insurance broker nameTBS AGENCY, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811799
Policy instance 1
Insurance contract or identification number811799
Number of Individuals Covered260
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $29,813
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,813
Insurance broker organization code?3
Insurance broker nameTBS AGENCY, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811799
Policy instance 1
Insurance contract or identification number811799
Number of Individuals Covered268
Insurance policy start date2014-08-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,977
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,966
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ788
Policy instance 2
Insurance contract or identification numberPHQ788
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $16,839
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,839
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC JHW FINANCIAL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ788
Policy instance 1
Insurance contract or identification numberPHQ788
Number of Individuals Covered314
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,665
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,727
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC JHW FINANCIA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ788
Policy instance 1
Insurance contract or identification numberPHQ788
Number of Individuals Covered278
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,051
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,051
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ788
Policy instance 1
Insurance contract or identification numberPHQ788
Number of Individuals Covered289
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,732
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ788
Policy instance 1
Insurance contract or identification numberPHQ788
Number of Individuals Covered301
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,364
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3