?>
Logo

PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN
Plan identification number 002

PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

RDC-S111, INC. has sponsored the creation of one or more 401k plans.

Company Name:RDC-S111, INC.
Employer identification number (EIN):953384842
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BRADLEY WILLIAMS2023-10-13
0022021-01-01IAN DENNY2022-09-29
0022020-01-01IAN DENNY2021-10-12
0022019-01-01BRAD WILLIAMS2020-10-12
0022018-01-01IAN DENNY2019-10-14
0022017-01-01
0022016-01-01
0022015-01-01STEVE RUTH
0022014-01-01STEVE RUTH
0022013-01-01STEVEN RUTH
0022012-01-01STEVEN RUTH
0022011-01-01STEVEN RUTH
0022009-01-01STEVEN RUTH

Plan Statistics for PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01193
Total number of active participants reported on line 7a of the Form 55002022-01-01180
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01242
Number of participants with account balances2022-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01200
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01192
Number of participants with account balances2021-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01200
Number of participants with account balances2020-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01195
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01201
Number of participants with account balances2019-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01194
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01190
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01191
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01194
Number of participants with account balances2017-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01189
Number of participants with account balances2016-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01174
Total number of active participants reported on line 7a of the Form 55002015-01-01134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01180
Number of participants with account balances2015-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01177
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01173
Number of participants with account balances2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01196
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01177
Number of participants with account balances2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01275
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01196
Total participants2012-01-01196
Number of participants with account balances2012-01-01159
2011: PERKOWITZ RUTH ARCHITECTS 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 55002011-01-01179
Number of other retired or separated participants entitled to future benefits2011-01-0196
Total of all active and inactive participants2011-01-01275
Total participants2011-01-01275
Number of participants with account balances2011-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01341
Total number of active participants reported on line 7a of the Form 55002009-01-01165
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01120
Total of all active and inactive participants2009-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01285
Number of participants with account balances2009-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-919,905
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$556,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$504,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,378,540
Value of total assets at end of year2022-12-31$12,457,111
Value of total assets at beginning of year2022-12-31$13,933,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,156
Total interest from all sources2022-12-31$22,319
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$52,156
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,069,498
Participant contributions at end of year2022-12-31$63,174
Participant contributions at beginning of year2022-12-31$54,744
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$846
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$141,803
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,476,452
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,457,111
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,933,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,764,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,507,456
Interest on participant loans2022-12-31$2,092
Interest earned on other investments2022-12-31$20,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,629,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,370,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,320,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$167,239
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$502,070
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WINDES, INC.
Accountancy firm EIN2022-12-31953001179
2021 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,469,229
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,191,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,138,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,099,795
Value of total assets at end of year2021-12-31$13,933,563
Value of total assets at beginning of year2021-12-31$16,655,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,385
Total interest from all sources2021-12-31$21,968
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$52,385
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$937,004
Participant contributions at end of year2021-12-31$54,744
Participant contributions at beginning of year2021-12-31$74,594
Participant contributions at end of year2021-12-31$846
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$29,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,722,152
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,933,563
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,655,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,507,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,041,919
Interest on participant loans2021-12-31$2,365
Interest earned on other investments2021-12-31$19,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,370,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,539,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,347,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$133,093
Employer contributions (assets) at end of year2021-12-31$166
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,138,996
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WINDES, INC.
Accountancy firm EIN2021-12-31953001179
2020 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,346,460
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$665,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$612,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,161,565
Value of total assets at end of year2020-12-31$16,655,715
Value of total assets at beginning of year2020-12-31$13,974,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,832
Total interest from all sources2020-12-31$26,135
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$52,832
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$928,782
Participant contributions at end of year2020-12-31$74,594
Participant contributions at beginning of year2020-12-31$101,421
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$89,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,681,382
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,655,715
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,974,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,041,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,847,578
Interest on participant loans2020-12-31$3,439
Interest earned on other investments2020-12-31$22,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,539,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,025,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,158,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$143,570
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$612,246
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WINDES, INC.
Accountancy firm EIN2020-12-31953001179
2019 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,079,739
Total income from all sources (including contributions)2019-12-31$4,079,739
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,786,339
Total of all expenses incurred2019-12-31$1,786,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,745,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,745,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,524,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,524,901
Value of total assets at end of year2019-12-31$13,974,333
Value of total assets at end of year2019-12-31$13,974,333
Value of total assets at beginning of year2019-12-31$11,680,933
Value of total assets at beginning of year2019-12-31$11,680,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,619
Total interest from all sources2019-12-31$21,450
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$40,619
Administrative expenses professional fees incurred2019-12-31$40,619
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$912,676
Contributions received from participants2019-12-31$912,676
Participant contributions at end of year2019-12-31$101,421
Participant contributions at end of year2019-12-31$101,421
Participant contributions at beginning of year2019-12-31$99,071
Participant contributions at beginning of year2019-12-31$99,071
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$468,907
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$468,907
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 end of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$2,293,400
Value of net income/loss2019-12-31$2,293,400
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,974,333
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,974,333
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,680,933
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,680,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,847,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,847,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,722,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,722,756
Interest on participant loans2019-12-31$4,052
Interest on participant loans2019-12-31$4,052
Interest earned on other investments2019-12-31$17,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,025,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,025,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$859,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$859,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,533,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,533,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$143,318
Contributions received in cash from employer2019-12-31$143,318
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,745,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,745,720
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDES, INC.
Accountancy firm name2019-12-31WINDES, INC.
Accountancy firm EIN2019-12-31953001179
Accountancy firm EIN2019-12-31953001179
2018 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$379,173
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,051,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$986,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,065,935
Value of total assets at end of year2018-12-31$11,680,933
Value of total assets at beginning of year2018-12-31$12,353,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,854
Total interest from all sources2018-12-31$16,519
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$1,000,000
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$854,632
Participant contributions at end of year2018-12-31$99,071
Participant contributions at beginning of year2018-12-31$83,734
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$75,705
Administrative expenses (other) incurred2018-12-31$8,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-672,260
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,680,933
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,353,193
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$9,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,722,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,352,649
Interest on participant loans2018-12-31$3,798
Interest earned on other investments2018-12-31$12,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$363,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$363,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$859,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$551,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-703,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$135,598
Employer contributions (assets) at beginning of year2018-12-31$1,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$986,579
Contract administrator fees2018-12-31$46,743
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 name2018-12-31WINDES, INC.-
Accountancy firm EIN2018-12-31953001179
2017 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,656,354
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$870,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$778,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$927,883
Value of total assets at end of year2017-12-31$12,353,193
Value of total assets at beginning of year2017-12-31$10,567,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$91,672
Total interest from all sources2017-12-31$14,599
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$754,091
Participant contributions at end of year2017-12-31$83,734
Participant contributions at beginning of year2017-12-31$125,055
Participant contributions at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$52,613
Administrative expenses (other) incurred2017-12-31$3,550
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,785,849
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,353,193
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,567,344
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$13,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,352,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,672,040
Interest on participant loans2017-12-31$4,659
Interest earned on other investments2017-12-31$9,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$363,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$245,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$245,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$551,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$524,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,713,872
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$121,179
Employer contributions (assets) at end of year2017-12-31$1,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$778,833
Contract administrator fees2017-12-31$74,532
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 name2017-12-31WINDES, INC.
Accountancy firm EIN2017-12-31953001179
2016 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,895,078
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$823,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$742,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,168,301
Value of total assets at end of year2016-12-31$10,567,344
Value of total assets at beginning of year2016-12-31$9,496,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,773
Total interest from all sources2016-12-31$3,969
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$697,601
Participant contributions at end of year2016-12-31$125,055
Participant contributions at beginning of year2016-12-31$106,415
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$382,723
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$1,071,199
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,567,344
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,496,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,672,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,377,565
Income. Interest from loans (other than to participants)2016-12-31$5,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$245,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$255,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$255,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-1,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$524,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$756,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$722,808
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$87,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$742,106
Contract administrator fees2016-12-31$81,773
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 name2016-12-31WINDES, INC.
Accountancy firm EIN2016-12-31953001179
2015 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$644,345
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$960,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$960,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$716,982
Value of total assets at end of year2015-12-31$9,496,145
Value of total assets at beginning of year2015-12-31$9,812,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$2,723
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$607,598
Participant contributions at end of year2015-12-31$106,415
Participant contributions at beginning of year2015-12-31$131,716
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-315,864
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,496,145
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,812,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,377,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,704,128
Interest on participant loans2015-12-31$5,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$255,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$222,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$222,537
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-2,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$756,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$753,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-75,360
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$104,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$960,209
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 name2015-12-31WERTZ & COMPANY
Accountancy firm EIN2015-12-31020639624
2014 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,147,490
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$815,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$815,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$679,343
Value of total assets at end of year2014-12-31$9,812,009
Value of total assets at beginning of year2014-12-31$9,480,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$6,318
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$585,224
Participant contributions at end of year2014-12-31$131,716
Participant contributions at beginning of year2014-12-31$164,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$331,969
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,812,009
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,480,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,704,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,628,633
Interest on participant loans2014-12-31$6,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$222,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$183,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$183,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$753,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$503,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$461,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$94,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$815,521
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 name2014-12-31WERTZ & COMPANY, LLP
Accountancy firm EIN2014-12-31020639624
2013 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,079,913
Total of all expenses incurred2013-12-31$911,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$897,799
Value of total corrective distributions2013-12-31$6,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$482,948
Value of total assets at end of year2013-12-31$9,480,040
Value of total assets at beginning of year2013-12-31$8,312,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,900
Total interest from all sources2013-12-31$6,538
Administrative expenses professional fees incurred2013-12-31$7,900
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$475,075
Participant contributions at end of year2013-12-31$164,435
Participant contributions at beginning of year2013-12-31$148,705
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,873
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
Value of net income/loss2013-12-31$1,167,992
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,480,040
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,312,048
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,628,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,463,172
Interest on participant loans2013-12-31$6,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$183,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$240,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$240,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$503,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$459,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,590,427
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$897,799
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 name2013-12-31WERTZ & COMPANY, LLP
Accountancy firm EIN2013-12-31020639624
2012 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,472,410
Total of all expenses incurred2012-12-31$1,104,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,104,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$528,645
Value of total assets at end of year2012-12-31$8,312,048
Value of total assets at beginning of year2012-12-31$7,944,404
Total interest from all sources2012-12-31$8,141
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$750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$528,645
Participant contributions at end of year2012-12-31$148,705
Participant contributions at beginning of year2012-12-31$245,211
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$367,644
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,312,048
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,944,404
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$7,463,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,021,826
Interest on participant loans2012-12-31$8,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$240,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$217,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$217,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$459,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$459,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$935,624
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,104,766
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 name2012-12-31WERTZ & COMPANY, LLP
Accountancy firm EIN2012-12-31020639624
2011 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$369,736
Total of all expenses incurred2011-12-31$433,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$433,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$664,301
Value of total assets at end of year2011-12-31$7,944,404
Value of total assets at beginning of year2011-12-31$8,008,655
Total interest from all sources2011-12-31$8,947
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$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$624,048
Participant contributions at end of year2011-12-31$245,211
Participant contributions at beginning of year2011-12-31$284,301
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$40,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-64,251
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,944,404
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,008,655
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$7,021,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,108,435
Interest on participant loans2011-12-31$8,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$217,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$228,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$228,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$459,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$387,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-303,512
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$433,987
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 name2011-12-31WERTZ AND COMPANY
Accountancy firm EIN2011-12-31020639624
2010 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,369,105
Total of all expenses incurred2010-12-31$995,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$995,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$545,650
Value of total assets at end of year2010-12-31$8,008,655
Value of total assets at beginning of year2010-12-31$7,635,317
Total interest from all sources2010-12-31$10,314
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$750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$529,710
Participant contributions at end of year2010-12-31$284,301
Participant contributions at beginning of year2010-12-31$251,166
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,940
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$373,338
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,008,655
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,635,317
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$7,108,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,891,764
Interest on participant loans2010-12-31$10,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$228,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$344,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$344,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$387,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$147,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$813,141
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$995,767
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 name2010-12-31HOLTHOUSE CARLIN AND VAN TRIGT, LLP
Accountancy firm EIN2010-12-31954345226
2009 : PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN

2022: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERKOWITZ RUTH ARCHITECTS 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERKOWITZ RUTH ARCHITECTS 401(K) 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 - TrustYes
2019: PERKOWITZ RUTH ARCHITECTS 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: PERKOWITZ RUTH ARCHITECTS 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: PERKOWITZ RUTH ARCHITECTS 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: PERKOWITZ RUTH ARCHITECTS 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: PERKOWITZ RUTH ARCHITECTS 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: PERKOWITZ RUTH ARCHITECTS 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: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PERKOWITZ RUTH ARCHITECTS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KX1F
Policy instance 1
Insurance contract or identification numberGAP-CP-KX1F
Number of Individuals Covered242
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $918
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees918
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KX1F
Policy instance 1
Insurance contract or identification numberGAP-CP-KX1F
Number of Individuals Covered139
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,613
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2613
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TK24
Policy instance 1
Insurance contract or identification numberGAP-B2-TK24
Number of Individuals Covered200
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,514
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees2514
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TK24
Policy instance 1
Insurance contract or identification numberGAP-B2-TK24
Number of Individuals Covered201
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,679
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1679
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TK24
Policy instance 1
Insurance contract or identification numberGAP-B2-TK24
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $313
Total amount of fees paid to insurance companyUSD $2,119
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $313
Amount paid for insurance broker fees2119
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TK24
Policy instance 1
Insurance contract or identification numberGAP-B2-TK24
Number of Individuals Covered194
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $806
Total amount of fees paid to insurance companyUSD $3,223
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $806
Amount paid for insurance broker fees3223
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOC, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TK24
Policy instance 1
Insurance contract or identification numberGAP-B2-TK24
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,605
Total amount of fees paid to insurance companyUSD $1,151
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,023
Amount paid for insurance broker fees1151
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOC, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TK24
Policy instance 1
Insurance contract or identification numberGAP-B2-TK24
Number of Individuals Covered173
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,778
Total amount of fees paid to insurance companyUSD $945
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,778
Amount paid for insurance broker fees945
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
Insurance broker nameSECURITIES SERVICE NETWORK
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TK24
Policy instance 1
Insurance contract or identification numberGAP-B2-TK24
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,882
Total amount of fees paid to insurance companyUSD $720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,882
Amount paid for insurance broker fees720
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?3
Insurance broker nameSECURITIES SERVICE NETWORK
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TK24
Policy instance 1
Insurance contract or identification numberGAP-B2-TK24
Number of Individuals Covered252
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,818
Total amount of fees paid to insurance companyUSD $704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $931
Amount paid for insurance broker fees704
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
Insurance broker nameSECURITIES SERVICE NETWORK
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TK24
Policy instance 1
Insurance contract or identification numberGAP-B2-TK24
Number of Individuals Covered252
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,448
Total amount of fees paid to insurance companyUSD $612
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TK24
Policy instance 1
Insurance contract or identification numberGAP-B2-TK24
Number of Individuals Covered252
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,839
Total amount of fees paid to insurance companyUSD $460

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