RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview
| Plan Name | RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN |
| Plan identification number | 002 |
RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
- Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.
|
401k Sponsoring company profile
MMWK MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Additional information about MMWK MANAGEMENT, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2010-11-24 |
| Company Identification Number: | 0801347936 |
| Legal Registered Office Address: |
2820 DALLAS PKWY
PLANO
United States of America (USA)
75093
|
More information about MMWK MANAGEMENT, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 002 | 2023-01-01 | | | | |
Plan Statistics for RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 84 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 84 |
| Number of participants with account balances | 2023-01-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
Financial Data on RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023 : RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $17,041,620 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $4,338,324 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $686,044 |
| Total plan assets at end of year | 2023-12-31 | $20,693,900 |
| Total plan assets at beginning of year | 2023-12-31 | $0 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $686,044 |
| Other income received | 2023-12-31 | $1,438,324 |
| Net income (gross income less expenses) | 2023-12-31 | $3,652,280 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,652,280 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $17,793,900 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $2,900,000 |
Form 5500 Responses for RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN
| 2023: RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | First time form 5500 has been submitted | Yes |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
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