401k Plan data: ROSE HILL MANAGEMENT 401(K) PLAN plan

ROSE HILL MANAGEMENT 401(K) PLAN 401k Plan overview

Plan Name	ROSE HILL MANAGEMENT 401(K) PLAN
Plan identification number	001

ROSE HILL MANAGEMENT 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROSE HILL MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: ROSE HILL MANAGEMENT

Employer identification number (EIN): 432031811

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSE HILL MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JAMES WEYAND 2016-10-22
001 2014-01-01 JAMES WEYAND 2015-06-30
001 2013-01-01 JAMES WEYAND
001 2012-01-01 JAMES WEYAND
001 2011-01-01 JAMES WEYAND 2012-07-31
001 2010-01-01 JAMES WEYAND 2011-10-11
001 2009-01-01 JAMES WEYAND
001 2009-01-01 JAMES WEYAND
001 2008-01-01 JAMES WEYAND

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	JAMES WEYAND	2016-10-22
001	2014-01-01	JAMES WEYAND	2015-06-30
001	2013-01-01	JAMES WEYAND
001	2012-01-01	JAMES WEYAND
001	2011-01-01	JAMES WEYAND	2012-07-31
001	2010-01-01	JAMES WEYAND	2011-10-11
001	2009-01-01	JAMES WEYAND
001	2009-01-01	JAMES WEYAND
001	2008-01-01	JAMES WEYAND

Plan Statistics for ROSE HILL MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for ROSE HILL MANAGEMENT 401(K) PLAN

Measure Date Value
2013: ROSE HILL MANAGEMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 83
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 87
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROSE HILL MANAGEMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 180
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 183
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: ROSE HILL MANAGEMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 80
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 81
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: ROSE HILL MANAGEMENT 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 76
Number of other retired or separated participants entitled to future benefits 2008-01-01 1
Total of all active and inactive participants 2008-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 77
Number of participants with account balances 2008-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
Number of employers contributing to the scheme 2008-01-01 0

Measure	Date	Value
2013: ROSE HILL MANAGEMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	83
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	87
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROSE HILL MANAGEMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	180
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	183
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: ROSE HILL MANAGEMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	80
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	81
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: ROSE HILL MANAGEMENT 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	76
Number of other retired or separated participants entitled to future benefits	2008-01-01	1
Total of all active and inactive participants	2008-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	77
Number of participants with account balances	2008-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
Number of employers contributing to the scheme	2008-01-01	0

Financial Data on ROSE HILL MANAGEMENT 401(K) PLAN

Measure	Date	Value
2013 : ROSE HILL MANAGEMENT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$16,689
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$11,538
Value of total assets at end of year	2013-12-31	$117,932
Value of total assets at beginning of year	2013-12-31	$102,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$133
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$618
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$11,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$11,538
Participant contributions at end of year	2013-12-31	$5,325
Participant contributions at beginning of year	2013-12-31	$2,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$14,966
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$117,932
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$102,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$21,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,368
Interest on participant loans	2013-12-31	$133
Value of interest in common/collective trusts at end of year	2013-12-31	$91,049
Value of interest in common/collective trusts at beginning of year	2013-12-31	$85,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,933
Net investment gain or loss from common/collective trusts	2013-12-31	$1,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,723
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BERNARD ROBINSON & COMPANY
Accountancy firm EIN	2013-12-31	560571159
2012 : ROSE HILL MANAGEMENT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$22,357
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$5,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$20,099
Value of total assets at end of year	2012-12-31	$102,966
Value of total assets at beginning of year	2012-12-31	$86,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$42
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$264
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$9,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$20,099
Participant contributions at end of year	2012-12-31	$2,009
Participant contributions at beginning of year	2012-12-31	$83
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$16,811
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$102,966
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$86,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,586
Interest on participant loans	2012-12-31	$42
Value of interest in common/collective trusts at end of year	2012-12-31	$85,589
Value of interest in common/collective trusts at beginning of year	2012-12-31	$79,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,252
Net investment gain or loss from common/collective trusts	2012-12-31	$700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN	2012-12-31	560571159

Form 5500 Responses for ROSE HILL MANAGEMENT 401(K) PLAN

2013: ROSE HILL MANAGEMENT 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROSE HILL MANAGEMENT 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: ROSE HILL MANAGEMENT 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: ROSE HILL MANAGEMENT 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROSE HILL MANAGEMENT
Employer identification number (EIN):	432031811
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services