401k Plan data: ROGER R. EARLY PROFIT SHARING PLAN plan

ROGER R. EARLY PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROGER R. EARLY PROFIT SHARING PLAN
Plan identification number	001

ROGER R. EARLY PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROGER R. EARLY has sponsored the creation of one or more 401k plans.

Company Name: ROGER R. EARLY

Employer identification number (EIN): 310742175

NAIC Classification: 453310
NAIC Description: Used Merchandise Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGER R. EARLY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 STEVEN S. EARLY 2013-10-13 STEVEN S. EARLY 2013-10-13
001 2011-01-01 DANIEL H MCKINNEY
001 2010-01-01 DANIEL H MCKINNEY
001 2009-01-01 DANIEL H MCKINNEY
001 2009-01-01 2010-07-20
001 2009-01-01 2010-07-20

Plan Statistics for ROGER R. EARLY PROFIT SHARING PLAN

401k plan membership statisitcs for ROGER R. EARLY PROFIT SHARING PLAN

Measure Date Value
2011: ROGER R. EARLY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 3
2010: ROGER R. EARLY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total of all active and inactive participants 2010-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 1
2009: ROGER R. EARLY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total of all active and inactive participants 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 1

Measure	Date	Value
2011: ROGER R. EARLY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	3
2010: ROGER R. EARLY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total of all active and inactive participants	2010-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	1
2009: ROGER R. EARLY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total of all active and inactive participants	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	1

Financial Data on ROGER R. EARLY PROFIT SHARING PLAN

Measure	Date	Value
2011 : ROGER R. EARLY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-3,194
Expenses. Total of all expenses incurred	2011-12-31	$39,599
Benefits paid (including direct rollovers)	2011-12-31	$32,967
Total plan assets at end of year	2011-12-31	$646,507
Total plan assets at beginning of year	2011-12-31	$689,300
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,632
Other income received	2011-12-31	$-3,194
Net income (gross income less expenses)	2011-12-31	$-42,793
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$646,507
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$689,300
2010 : ROGER R. EARLY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$57,491
Expenses. Total of all expenses incurred	2010-12-31	$67,538
Benefits paid (including direct rollovers)	2010-12-31	$56,350
Total plan assets at end of year	2010-12-31	$689,300
Total plan assets at beginning of year	2010-12-31	$699,347
Value of fidelity bond covering the plan	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$11,188
Other income received	2010-12-31	$57,491
Net income (gross income less expenses)	2010-12-31	$-10,047
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$689,300
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$699,347

Form 5500 Responses for ROGER R. EARLY PROFIT SHARING PLAN

2011: ROGER R. EARLY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROGER R. EARLY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROGER R. EARLY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	ROGER R. EARLY
Employer identification number (EIN):	310742175
NAIC Classification:	453310
NAIC Description:	Used Merchandise Stores

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	STEVEN S. EARLY	2013-10-13	STEVEN S. EARLY	2013-10-13
001	2011-01-01	DANIEL H MCKINNEY
001	2010-01-01	DANIEL H MCKINNEY
001	2009-01-01	DANIEL H MCKINNEY
001	2009-01-01		2010-07-20
001	2009-01-01		2010-07-20