401k Plan data: RESOURCE MANAGEMENT, INC. 401(K) PLAN plan

RESOURCE MANAGEMENT, INC. 401(K) PLAN 401k Plan overview

Plan Name	RESOURCE MANAGEMENT, INC. 401(K) PLAN
Plan identification number	333

RESOURCE MANAGEMENT, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Unknown benefit code

401k Sponsoring company profile

RESOURCE MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name: RESOURCE MANAGEMENT INC

Employer identification number (EIN): 043281987

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about RESOURCE MANAGEMENT INC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2006-12-13

Company Identification Number: 20061510211

Legal Registered Office Address: 5361 N Mesa Dr

Castlerock
United States of America (USA)
80108

More information about RESOURCE MANAGEMENT INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESOURCE MANAGEMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2022-01-01
333 2021-01-01
333 2021-01-01
333 2020-01-01
333 2019-01-01
333 2018-01-01
333 2017-01-01 DONAL K. FORD 2018-07-30

Plan Statistics for RESOURCE MANAGEMENT, INC. 401(K) PLAN

401k plan membership statisitcs for RESOURCE MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2022: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 999
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 900
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 930
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 57
Total of all active and inactive participants 2021-01-01 989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 989
Number of participants with account balances 2021-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 755
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 797
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 49
Total of all active and inactive participants 2020-01-01 847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 847
Number of participants with account balances 2020-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 359
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 327
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 35
Total of all active and inactive participants 2019-01-01 362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 362
Number of participants with account balances 2019-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 234
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 252
Number of participants with account balances 2018-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6

Measure	Date	Value
2022: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	999
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	900
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	930
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	57
Total of all active and inactive participants	2021-01-01	989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	989
Number of participants with account balances	2021-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	755
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	797
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	49
Total of all active and inactive participants	2020-01-01	847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	847
Number of participants with account balances	2020-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	359
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	327
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	35
Total of all active and inactive participants	2019-01-01	362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	362
Number of participants with account balances	2019-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	234
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	252
Number of participants with account balances	2018-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6

Financial Data on RESOURCE MANAGEMENT, INC. 401(K) PLAN

Measure	Date	Value
2022 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-11-30	$0
Total transfer of assets to this plan	2022-11-30	$382,421
Total transfer of assets from this plan	2022-11-30	$14,867,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$13,344
Total income from all sources (including contributions)	2022-11-30	$-843,874
Total loss/gain on sale of assets	2022-11-30	$0
Total of all expenses incurred	2022-11-30	$4,304,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-11-30	$4,185,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-11-30	$1,829,528
Value of total assets at end of year	2022-11-30	$0
Value of total assets at beginning of year	2022-11-30	$19,647,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-11-30	$119,759
Total interest from all sources	2022-11-30	$6,169
Total dividends received (eg from common stock, registered investment company shares)	2022-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-11-30	$0
Was this plan covered by a fidelity bond	2022-11-30	Yes
Value of fidelity bond cover	2022-11-30	$500,000
If this is an individual account plan, was there a blackout period	2022-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-11-30	No
Contributions received from participants	2022-11-30	$1,323,421
Participant contributions at beginning of year	2022-11-30	$160,182
Participant contributions at beginning of year	2022-11-30	$95,830
Income. Received or receivable in cash from other sources (including rollovers)	2022-11-30	$1,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-11-30	$5,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-11-30	$13,344
Other income not declared elsewhere	2022-11-30	$1,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-30	No
Value of net income/loss	2022-11-30	$-5,148,766
Value of net assets at end of year (total assets less liabilities)	2022-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-11-30	$19,633,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-11-30	No
Were any leases to which the plan was party in default or uncollectible	2022-11-30	No
Value of interest in pooled separate accounts at beginning of year	2022-11-30	$19,313,254
Interest on participant loans	2022-11-30	$6,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-11-30	$40,960
Net investment gain/loss from pooled separate accounts	2022-11-30	$-2,681,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-11-30	No
Was there a failure to transmit to the plan any participant contributions	2022-11-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-11-30	No
Contributions received in cash from employer	2022-11-30	$505,052
Employer contributions (assets) at beginning of year	2022-11-30	$31,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-11-30	$4,185,133
Contract administrator fees	2022-11-30	$119,759
Did the plan have assets held for investment	2022-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2022-11-30	Unqualified
Accountancy firm name	2022-11-30	TEMPLETON & COMPANY
Accountancy firm EIN	2022-11-30	141918990
2021 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$337,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$13,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$10,999
Total income from all sources (including contributions)	2021-12-31	$4,424,961
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,465,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,388,564
Expenses. Certain deemed distributions of participant loans	2021-12-31	$16,959
Value of total corrective distributions	2021-12-31	$8,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,168,390
Value of total assets at end of year	2021-12-31	$19,647,207
Value of total assets at beginning of year	2021-12-31	$16,347,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$51,495
Total interest from all sources	2021-12-31	$6,895
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 year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$2,000
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,569,376
Participant contributions at end of year	2021-12-31	$160,182
Participant contributions at beginning of year	2021-12-31	$163,954
Participant contributions at end of year	2021-12-31	$95,830
Participant contributions at beginning of year	2021-12-31	$60,975
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$21,401
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$5,815
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$5,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$2,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$13,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$10,999
Other income not declared elsewhere	2021-12-31	$2,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,959,816
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,633,863
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,336,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$19,313,254
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$16,068,541
Interest on participant loans	2021-12-31	$6,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$40,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$14,821
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,246,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$577,613
Employer contributions (assets) at end of year	2021-12-31	$31,121
Employer contributions (assets) at beginning of year	2021-12-31	$36,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,382,749
Contract administrator fees	2021-12-31	$49,495
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2021-12-31	141918990
2020 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$580,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$10,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,508
Total income from all sources (including contributions)	2020-12-31	$3,780,033
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,111,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,044,997
Value of total corrective distributions	2020-12-31	$4,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,875,506
Value of total assets at end of year	2020-12-31	$16,347,376
Value of total assets at beginning of year	2020-12-31	$13,089,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$61,903
Total interest from all sources	2020-12-31	$10,932
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$7,050
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,325,018
Participant contributions at end of year	2020-12-31	$163,954
Participant contributions at beginning of year	2020-12-31	$228,582
Participant contributions at end of year	2020-12-31	$60,975
Participant contributions at beginning of year	2020-12-31	$50,554
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$20,521
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$3
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$2,419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$10,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,508
Other income not declared elsewhere	2020-12-31	$3,742
Administrative expenses (other) incurred	2020-12-31	$8,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,668,265
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,336,377
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,087,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$16,068,541
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$12,679,855
Interest on participant loans	2020-12-31	$10,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$14,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$8,970
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,889,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$529,967
Employer contributions (assets) at end of year	2020-12-31	$36,666
Employer contributions (assets) at beginning of year	2020-12-31	$121,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,044,994
Contract administrator fees	2020-12-31	$45,960
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2020-12-31	141918990
2019 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$4,036,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,508
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	$3,379,481
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,074,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,020,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,725,481
Value of total assets at end of year	2019-12-31	$13,089,083
Value of total assets at beginning of year	2019-12-31	$6,745,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$54,509
Total interest from all sources	2019-12-31	$8,696
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$9,025
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,017,499
Participant contributions at end of year	2019-12-31	$228,582
Participant contributions at beginning of year	2019-12-31	$90,024
Participant contributions at end of year	2019-12-31	$50,554
Participant contributions at beginning of year	2019-12-31	$9,471
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$169,294
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$309
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,508
Administrative expenses (other) incurred	2019-12-31	$6,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,304,932
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,087,575
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,745,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$39,211
Value of interest in pooled separate accounts at end of year	2019-12-31	$12,679,855
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,558,562
Interest on participant loans	2019-12-31	$8,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,803
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,645,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$538,688
Employer contributions (assets) at end of year	2019-12-31	$121,021
Employer contributions (assets) at beginning of year	2019-12-31	$79,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,019,731
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2019-12-31	141918990
2018 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$2,980,277
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	$674,360
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$712,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$662,084
Expenses. Certain deemed distributions of participant loans	2018-12-31	$14,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,049,159
Value of total assets at end of year	2018-12-31	$6,745,742
Value of total assets at beginning of year	2018-12-31	$3,803,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$36,736
Total interest from all sources	2018-12-31	$3,398
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$646,366
Participant contributions at end of year	2018-12-31	$90,024
Participant contributions at beginning of year	2018-12-31	$20,752
Participant contributions at end of year	2018-12-31	$9,471
Participant contributions at beginning of year	2018-12-31	$11,088
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$66,284
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$1
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$216
Other income not declared elsewhere	2018-12-31	$4,156
Administrative expenses (other) incurred	2018-12-31	$4,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-38,522
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,745,742
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,803,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,558,562
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,767,713
Interest on participant loans	2018-12-31	$3,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,803
Net investment gain/loss from pooled separate accounts	2018-12-31	$-382,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$336,509
Employer contributions (assets) at end of year	2018-12-31	$79,666
Employer contributions (assets) at beginning of year	2018-12-31	$4,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$662,083
Contract administrator fees	2018-12-31	$32,588
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2018-12-31	141918990

Form 5500 Responses for RESOURCE MANAGEMENT, INC. 401(K) PLAN

2022: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932459-000

Policy instance

Insurance contract or identification number	932459-000
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	4
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932459-000

Policy instance

Insurance contract or identification number	932459-000
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	4
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932459-000

Policy instance

Insurance contract or identification number	932459-000
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $38,382
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	38382
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932459-000

Policy instance

Insurance contract or identification number	932459-000
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932459-000

Policy instance

Insurance contract or identification number	932459-000
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $34,671
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $34,671
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932459-000

Policy instance

Insurance contract or identification number	932459-000
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $39,552
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $39,552
Insurance broker organization code?	3

Potentially related plans

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

Company Name:	RESOURCE MANAGEMENT INC
Employer identification number (EIN):	043281987
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2006-12-13
Company Identification Number:	20061510211
Legal Registered Office Address:	5361 N Mesa Dr Castlerock United States of America (USA) 80108