Logo

RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameRUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN
Plan identification number 001

RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

RUSSELL HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:RUSSELL HOLDINGS, INC.
Employer identification number (EIN):275413158
NAIC Classification:811110
NAIC Description: Automotive Mechanical and Electrical Repair and Maintenance

Additional information about RUSSELL HOLDINGS, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2011-03-08
Company Identification Number: C3356077
Legal Registered Office Address: 1745 Newport Blvd.

Costa Mesa
United States of America (USA)
92627

More information about RUSSELL HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NATHAN RUSSELL
0012016-01-01NATHAN RUSSELL
0012015-01-01NATHAN RUSSELL
0012012-01-01NATHAN RUSSELL
0012011-01-01NATHAN RUSSELL

Plan Statistics for RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2012: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$-2,400
Expenses. Total of all expenses incurred2022-12-31$18,478
Benefits paid (including direct rollovers)2022-12-31$18,472
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$20,878
Other income received2022-12-31$-2,400
Net income (gross income less expenses)2022-12-31$-20,878
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$20,878
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6
2021 : RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,201
Expenses. Total of all expenses incurred2021-12-31$6
Total plan assets at end of year2021-12-31$20,878
Total plan assets at beginning of year2021-12-31$19,683
Other income received2021-12-31$1,201
Net income (gross income less expenses)2021-12-31$1,195
Net plan assets at end of year (total assets less liabilities)2021-12-31$20,878
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$19,683
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6
2020 : RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$86
Total plan assets at end of year2020-12-31$19,683
Total plan assets at beginning of year2020-12-31$19,597
Other income received2020-12-31$86
Net income (gross income less expenses)2020-12-31$86
Net plan assets at end of year (total assets less liabilities)2020-12-31$19,683
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$19,597
2019 : RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total plan assets at end of year2019-12-31$19,597
Total plan assets at beginning of year2019-12-31$19,597
Net plan assets at end of year (total assets less liabilities)2019-12-31$19,597
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$19,597
2018 : RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total plan assets at end of year2018-12-31$19,597
Total plan assets at beginning of year2018-12-31$19,597
Net plan assets at end of year (total assets less liabilities)2018-12-31$19,597
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$19,597
2017 : RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total plan assets at end of year2017-12-31$19,597
Total plan assets at beginning of year2017-12-31$19,597
Net plan assets at end of year (total assets less liabilities)2017-12-31$19,597
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$19,597
2016 : RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total plan assets at end of year2016-12-31$19,597
Total plan assets at beginning of year2016-12-31$19,597
Value of fidelity bond covering the plan2016-12-31$30,000
Net plan assets at end of year (total assets less liabilities)2016-12-31$19,597
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$19,597
2015 : RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total plan assets at end of year2015-12-31$19,597
Total plan assets at beginning of year2015-12-31$19,597
Value of fidelity bond covering the plan2015-12-31$30,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$19,597
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$19,597
2012 : RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$-104,568
Expenses. Total of all expenses incurred2012-12-31$98
Total plan assets at end of year2012-12-31$106,885
Total plan assets at beginning of year2012-12-31$211,551
Value of fidelity bond covering the plan2012-12-31$30,000
Contributions received from other sources (not participants or employers)2012-12-31$51,300
Other income received2012-12-31$-155,868
Net income (gross income less expenses)2012-12-31$-104,666
Net plan assets at end of year (total assets less liabilities)2012-12-31$106,885
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$211,551
Assets. Value of employer securities2012-12-31$87,287
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$98
2011 : RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$211,551
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$211,551
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$1,000,000
Contributions received from other sources (not participants or employers)2011-12-31$220,000
Other income received2011-12-31$-8,449
Net income (gross income less expenses)2011-12-31$211,551
Net plan assets at end of year (total assets less liabilities)2011-12-31$211,551
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of employer securities2011-12-31$191,855

Form 5500 Responses for RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN

2022: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2012: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RUSSELL HOLDINGS, INC. PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1