EUGENE L. ROWE & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN
401k plan membership statisitcs for EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2021: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-11-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 1 |
Total of all active and inactive participants | 2018-11-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 0 |
Total participants | 2018-11-01 | 2 |
Number of participants with account balances | 2018-11-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-11-01 | 0 |
2017: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-11-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 1 |
Total of all active and inactive participants | 2017-11-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 0 |
Total participants | 2017-11-01 | 2 |
Number of participants with account balances | 2017-11-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-11-01 | 0 |
2016: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-11-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 0 |
Total of all active and inactive participants | 2016-11-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
Total participants | 2016-11-01 | 4 |
Number of participants with account balances | 2016-11-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 0 |
2015: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-11-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
Total of all active and inactive participants | 2015-11-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
Total participants | 2015-11-01 | 4 |
Number of participants with account balances | 2015-11-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
2014: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-11-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 0 |
Total of all active and inactive participants | 2014-11-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
Total participants | 2014-11-01 | 4 |
Number of participants with account balances | 2014-11-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
2013: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-11-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 1 |
Total of all active and inactive participants | 2013-11-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
Total participants | 2013-11-01 | 5 |
Number of participants with account balances | 2013-11-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 1 |
2012: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-11-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 0 |
Total of all active and inactive participants | 2012-11-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
Total participants | 2012-11-01 | 5 |
Number of participants with account balances | 2012-11-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
2011: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-11-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 0 |
Total of all active and inactive participants | 2011-11-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
Total participants | 2011-11-01 | 5 |
Number of participants with account balances | 2011-11-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
2010: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-11-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 0 |
Total of all active and inactive participants | 2010-11-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
Total participants | 2010-11-01 | 5 |
Number of participants with account balances | 2010-11-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 0 |
Measure | Date | Value |
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2021 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-01 | $0 |
Total plan liabilities at end of year | 2021-12-01 | $0 |
Total plan liabilities at beginning of year | 2021-12-01 | $0 |
Total income from all sources | 2021-12-01 | $45,022 |
Expenses. Total of all expenses incurred | 2021-12-01 | $1,873,769 |
Benefits paid (including direct rollovers) | 2021-12-01 | $1,873,769 |
Total plan assets at end of year | 2021-12-01 | $0 |
Total plan assets at beginning of year | 2021-12-01 | $1,828,747 |
Value of fidelity bond covering the plan | 2021-12-01 | $200,000 |
Total contributions received or receivable from participants | 2021-12-01 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-01 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-01 | $0 |
Other income received | 2021-12-01 | $45,022 |
Noncash contributions received | 2021-12-01 | $0 |
Net income (gross income less expenses) | 2021-12-01 | $-1,828,747 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-01 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-01 | $1,828,747 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-01 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-01 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-01 | $0 |
Value of corrective distributions | 2021-12-01 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-01 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-01 | $0 |
2020 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $145,180 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $1,828,747 |
Total plan assets at beginning of year | 2020-12-31 | $1,683,567 |
Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
Total contributions received or receivable from participants | 2020-12-31 | $15,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $117,480 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $145,180 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,828,747 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,683,567 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $212,573 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $12,700 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $237,654 |
Expenses. Total of all expenses incurred | 2019-12-31 | $57,486 |
Benefits paid (including direct rollovers) | 2019-12-31 | $57,486 |
Total plan assets at end of year | 2019-12-31 | $1,683,567 |
Total plan assets at beginning of year | 2019-12-31 | $1,503,399 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Total contributions received or receivable from participants | 2019-12-31 | $25,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $182,654 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $180,168 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,683,567 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,503,399 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $278,667 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $30,000 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $22,729 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,503,399 |
Total plan assets at beginning of year | 2018-12-31 | $1,480,670 |
Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
Total contributions received or receivable from participants | 2018-12-31 | $24,500 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-37,771 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $22,729 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,503,399 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,480,670 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $278,667 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $36,000 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
Transfers to/from the plan | 2018-10-31 | $0 |
Total plan liabilities at end of year | 2018-10-31 | $0 |
Total plan liabilities at beginning of year | 2018-10-31 | $0 |
Total income from all sources | 2018-10-31 | $58,908 |
Expenses. Total of all expenses incurred | 2018-10-31 | $377,956 |
Benefits paid (including direct rollovers) | 2018-10-31 | $377,205 |
Total plan assets at end of year | 2018-10-31 | $1,480,670 |
Total plan assets at beginning of year | 2018-10-31 | $1,799,718 |
Value of fidelity bond covering the plan | 2018-10-31 | $150,000 |
Total contributions received or receivable from participants | 2018-10-31 | $400 |
Expenses. Other expenses not covered elsewhere | 2018-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-10-31 | $0 |
Other income received | 2018-10-31 | $58,072 |
Noncash contributions received | 2018-10-31 | $0 |
Net income (gross income less expenses) | 2018-10-31 | $-319,048 |
Net plan assets at end of year (total assets less liabilities) | 2018-10-31 | $1,480,670 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-10-31 | $1,799,718 |
Assets. Value of assets in partnership/joint-venture interests | 2018-10-31 | $277,842 |
Total contributions received or receivable from employer(s) | 2018-10-31 | $436 |
Value of certain deemed distributions of participant loans | 2018-10-31 | $0 |
Value of corrective distributions | 2018-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-10-31 | $751 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-10-31 | $0 |
2017 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-10-31 | $0 |
Total plan liabilities at end of year | 2017-10-31 | $0 |
Total plan liabilities at beginning of year | 2017-10-31 | $0 |
Total income from all sources | 2017-10-31 | $188,644 |
Expenses. Total of all expenses incurred | 2017-10-31 | $50,836 |
Benefits paid (including direct rollovers) | 2017-10-31 | $49,300 |
Total plan assets at end of year | 2017-10-31 | $1,799,718 |
Total plan assets at beginning of year | 2017-10-31 | $1,661,910 |
Value of fidelity bond covering the plan | 2017-10-31 | $150,000 |
Total contributions received or receivable from participants | 2017-10-31 | $40,800 |
Expenses. Other expenses not covered elsewhere | 2017-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-10-31 | $0 |
Other income received | 2017-10-31 | $139,196 |
Noncash contributions received | 2017-10-31 | $0 |
Net income (gross income less expenses) | 2017-10-31 | $137,808 |
Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $1,799,718 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $1,661,910 |
Assets. Value of assets in partnership/joint-venture interests | 2017-10-31 | $277,233 |
Total contributions received or receivable from employer(s) | 2017-10-31 | $8,648 |
Value of certain deemed distributions of participant loans | 2017-10-31 | $0 |
Value of corrective distributions | 2017-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $1,536 |
2016 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-10-31 | $0 |
Total plan liabilities at end of year | 2016-10-31 | $0 |
Total plan liabilities at beginning of year | 2016-10-31 | $0 |
Total income from all sources | 2016-10-31 | $153,788 |
Expenses. Total of all expenses incurred | 2016-10-31 | $1,363 |
Benefits paid (including direct rollovers) | 2016-10-31 | $0 |
Total plan assets at end of year | 2016-10-31 | $1,661,910 |
Total plan assets at beginning of year | 2016-10-31 | $1,509,485 |
Value of fidelity bond covering the plan | 2016-10-31 | $150,000 |
Total contributions received or receivable from participants | 2016-10-31 | $56,400 |
Expenses. Other expenses not covered elsewhere | 2016-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-10-31 | $0 |
Other income received | 2016-10-31 | $86,277 |
Noncash contributions received | 2016-10-31 | $0 |
Net income (gross income less expenses) | 2016-10-31 | $152,425 |
Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $1,661,910 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $1,509,485 |
Assets. Value of assets in partnership/joint-venture interests | 2016-10-31 | $174,997 |
Total contributions received or receivable from employer(s) | 2016-10-31 | $11,111 |
Value of certain deemed distributions of participant loans | 2016-10-31 | $0 |
Value of corrective distributions | 2016-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $1,363 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
2015 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-10-31 | $0 |
Total plan liabilities at end of year | 2015-10-31 | $0 |
Total plan liabilities at beginning of year | 2015-10-31 | $0 |
Total income from all sources | 2015-10-31 | $99,806 |
Expenses. Total of all expenses incurred | 2015-10-31 | $49,397 |
Benefits paid (including direct rollovers) | 2015-10-31 | $48,047 |
Total plan assets at end of year | 2015-10-31 | $1,509,485 |
Total plan assets at beginning of year | 2015-10-31 | $1,459,076 |
Value of fidelity bond covering the plan | 2015-10-31 | $150,000 |
Total contributions received or receivable from participants | 2015-10-31 | $57,732 |
Expenses. Other expenses not covered elsewhere | 2015-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-10-31 | $0 |
Other income received | 2015-10-31 | $30,055 |
Noncash contributions received | 2015-10-31 | $0 |
Net income (gross income less expenses) | 2015-10-31 | $50,409 |
Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $1,509,485 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $1,459,076 |
Assets. Value of assets in partnership/joint-venture interests | 2015-10-31 | $175,000 |
Total contributions received or receivable from employer(s) | 2015-10-31 | $12,019 |
Value of certain deemed distributions of participant loans | 2015-10-31 | $0 |
Value of corrective distributions | 2015-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $1,350 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
2014 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-10-31 | $0 |
Total plan liabilities at end of year | 2014-10-31 | $0 |
Total plan liabilities at beginning of year | 2014-10-31 | $0 |
Total income from all sources | 2014-10-31 | $213,644 |
Expenses. Total of all expenses incurred | 2014-10-31 | $38,119 |
Benefits paid (including direct rollovers) | 2014-10-31 | $36,897 |
Total plan assets at end of year | 2014-10-31 | $1,459,076 |
Total plan assets at beginning of year | 2014-10-31 | $1,283,551 |
Value of fidelity bond covering the plan | 2014-10-31 | $150,000 |
Total contributions received or receivable from participants | 2014-10-31 | $55,223 |
Expenses. Other expenses not covered elsewhere | 2014-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-10-31 | $0 |
Other income received | 2014-10-31 | $104,844 |
Noncash contributions received | 2014-10-31 | $0 |
Net income (gross income less expenses) | 2014-10-31 | $175,525 |
Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $1,459,076 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,283,551 |
Assets. Value of assets in partnership/joint-venture interests | 2014-10-31 | $125,000 |
Total contributions received or receivable from employer(s) | 2014-10-31 | $53,577 |
Value of certain deemed distributions of participant loans | 2014-10-31 | $0 |
Value of corrective distributions | 2014-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $1,222 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
2013 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-10-31 | $0 |
Total plan liabilities at end of year | 2013-10-31 | $0 |
Total plan liabilities at beginning of year | 2013-10-31 | $0 |
Total income from all sources | 2013-10-31 | $250,635 |
Expenses. Total of all expenses incurred | 2013-10-31 | $30,491 |
Benefits paid (including direct rollovers) | 2013-10-31 | $29,500 |
Total plan assets at end of year | 2013-10-31 | $1,283,551 |
Total plan assets at beginning of year | 2013-10-31 | $1,063,407 |
Value of fidelity bond covering the plan | 2013-10-31 | $150,000 |
Total contributions received or receivable from participants | 2013-10-31 | $52,400 |
Expenses. Other expenses not covered elsewhere | 2013-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-10-31 | $0 |
Other income received | 2013-10-31 | $146,991 |
Noncash contributions received | 2013-10-31 | $0 |
Net income (gross income less expenses) | 2013-10-31 | $220,144 |
Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $1,283,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,063,407 |
Assets. Value of assets in partnership/joint-venture interests | 2013-10-31 | $100,000 |
Total contributions received or receivable from employer(s) | 2013-10-31 | $51,244 |
Value of certain deemed distributions of participant loans | 2013-10-31 | $0 |
Value of corrective distributions | 2013-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $991 |
2012 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-10-31 | $0 |
Total plan liabilities at end of year | 2012-10-31 | $0 |
Total plan liabilities at beginning of year | 2012-10-31 | $0 |
Total income from all sources | 2012-10-31 | $169,804 |
Expenses. Total of all expenses incurred | 2012-10-31 | $25,234 |
Benefits paid (including direct rollovers) | 2012-10-31 | $24,388 |
Total plan assets at end of year | 2012-10-31 | $1,063,407 |
Total plan assets at beginning of year | 2012-10-31 | $918,837 |
Value of fidelity bond covering the plan | 2012-10-31 | $150,000 |
Total contributions received or receivable from participants | 2012-10-31 | $52,400 |
Expenses. Other expenses not covered elsewhere | 2012-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-10-31 | $0 |
Other income received | 2012-10-31 | $67,440 |
Noncash contributions received | 2012-10-31 | $0 |
Net income (gross income less expenses) | 2012-10-31 | $144,570 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,063,407 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $918,837 |
Assets. Value of assets in partnership/joint-venture interests | 2012-10-31 | $100,000 |
Total contributions received or receivable from employer(s) | 2012-10-31 | $49,964 |
Value of certain deemed distributions of participant loans | 2012-10-31 | $0 |
Value of corrective distributions | 2012-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $846 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
2011 : EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-10-31 | $0 |
Total plan liabilities at end of year | 2011-10-31 | $0 |
Total plan liabilities at beginning of year | 2011-10-31 | $0 |
Total income from all sources | 2011-10-31 | $117,496 |
Expenses. Total of all expenses incurred | 2011-10-31 | $43,024 |
Benefits paid (including direct rollovers) | 2011-10-31 | $41,760 |
Total plan assets at end of year | 2011-10-31 | $918,837 |
Total plan assets at beginning of year | 2011-10-31 | $844,365 |
Value of fidelity bond covering the plan | 2011-10-31 | $150,000 |
Total contributions received or receivable from participants | 2011-10-31 | $50,480 |
Expenses. Other expenses not covered elsewhere | 2011-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-10-31 | $0 |
Other income received | 2011-10-31 | $18,670 |
Noncash contributions received | 2011-10-31 | $0 |
Net income (gross income less expenses) | 2011-10-31 | $74,472 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $918,837 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $844,365 |
Assets. Value of assets in partnership/joint-venture interests | 2011-10-31 | $50,000 |
Total contributions received or receivable from employer(s) | 2011-10-31 | $48,346 |
Value of certain deemed distributions of participant loans | 2011-10-31 | $0 |
Value of corrective distributions | 2011-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $1,264 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $0 |
2021: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses |
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2018-11-01 | Type of plan entity | Single employer plan |
2018-11-01 | Submission has been amended | No |
2018-11-01 | This submission is the final filing | No |
2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-11-01 | Plan is a collectively bargained plan | No |
2018-11-01 | Plan funding arrangement – Trust | Yes |
2018-11-01 | Plan benefit arrangement - Trust | Yes |
2017: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses |
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2017-11-01 | Type of plan entity | Single employer plan |
2017-11-01 | Submission has been amended | No |
2017-11-01 | This submission is the final filing | No |
2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-11-01 | Plan is a collectively bargained plan | No |
2017-11-01 | Plan funding arrangement – Insurance | Yes |
2017-11-01 | Plan funding arrangement – Trust | Yes |
2017-11-01 | Plan benefit arrangement – Insurance | Yes |
2017-11-01 | Plan benefit arrangement - Trust | Yes |
2016: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses |
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2016-11-01 | Type of plan entity | Single employer plan |
2016-11-01 | Submission has been amended | No |
2016-11-01 | This submission is the final filing | No |
2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-11-01 | Plan is a collectively bargained plan | No |
2016-11-01 | Plan funding arrangement – Insurance | Yes |
2016-11-01 | Plan funding arrangement – Trust | Yes |
2016-11-01 | Plan benefit arrangement – Insurance | Yes |
2016-11-01 | Plan benefit arrangement - Trust | Yes |
2015: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses |
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2015-11-01 | Type of plan entity | Single employer plan |
2015-11-01 | Submission has been amended | No |
2015-11-01 | This submission is the final filing | No |
2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-11-01 | Plan is a collectively bargained plan | No |
2015-11-01 | Plan funding arrangement – Insurance | Yes |
2015-11-01 | Plan funding arrangement – Trust | Yes |
2015-11-01 | Plan benefit arrangement – Insurance | Yes |
2015-11-01 | Plan benefit arrangement - Trust | Yes |
2014: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses |
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2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Insurance | Yes |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement – Insurance | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses |
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2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Insurance | Yes |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement – Insurance | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses |
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2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Insurance | Yes |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement – Insurance | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses |
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2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Insurance | Yes |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement – Insurance | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2010: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses |
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2010-11-01 | Type of plan entity | Single employer plan |
2010-11-01 | Submission has been amended | No |
2010-11-01 | This submission is the final filing | No |
2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-11-01 | Plan is a collectively bargained plan | No |
2010-11-01 | Plan funding arrangement – Insurance | Yes |
2010-11-01 | Plan funding arrangement – Trust | Yes |
2010-11-01 | Plan benefit arrangement – Insurance | Yes |
2010-11-01 | Plan benefit arrangement - Trust | Yes |
2008: EUGENE L. ROWE & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2008 form 5500 responses |
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2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | No |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | No |