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R AND B LEGACY RETIREMENT PLAN 401k Plan overview

Plan NameR AND B LEGACY RETIREMENT PLAN
Plan identification number 001

R AND B LEGACY RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

R AND B LEGACY INC has sponsored the creation of one or more 401k plans.

Company Name:R AND B LEGACY INC
Employer identification number (EIN):452046105
NAIC Classification:722210
NAIC Description: Limited-Service Eating Places

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R AND B LEGACY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01ROBERT HUNDLEY ROBERT HUNDLEY2014-03-13
0012012-01-01ROBERT C. HUNDLEY ROBERT C. HUNDLEY2013-05-03
0012011-05-04ROBERT C. HUNDLEY ROBERT C. HUNDLEY2012-03-19

Plan Statistics for R AND B LEGACY RETIREMENT PLAN

401k plan membership statisitcs for R AND B LEGACY RETIREMENT PLAN

Measure Date Value
2013: R AND B LEGACY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: R AND B LEGACY RETIREMENT 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: R AND B LEGACY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-042
Total number of active participants reported on line 7a of the Form 55002011-05-042
Number of retired or separated participants receiving benefits2011-05-040
Number of other retired or separated participants entitled to future benefits2011-05-040
Total of all active and inactive participants2011-05-042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-040
Total participants2011-05-042
Number of participants with account balances2011-05-041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-040

Financial Data on R AND B LEGACY RETIREMENT PLAN

Measure Date Value
2013 : R AND B LEGACY RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$1,601
Total income from all sources2013-12-31$6,700
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$134,939
Total plan assets at beginning of year2013-12-31$129,840
Total contributions received or receivable from participants2013-12-31$3,900
Net income (gross income less expenses)2013-12-31$6,700
Net plan assets at end of year (total assets less liabilities)2013-12-31$134,939
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$128,239
Assets. Value of participant loans2013-12-31$22,714
Assets. Value of employer securities2013-12-31$67,100
Total contributions received or receivable from employer(s)2013-12-31$2,800
2012 : R AND B LEGACY RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$52,765
Total income from all sources2012-12-31$9,896
Expenses. Total of all expenses incurred2012-12-31$170
Total plan assets at end of year2012-12-31$129,840
Total plan assets at beginning of year2012-12-31$67,349
Total contributions received or receivable from participants2012-12-31$2,631
Expenses. Other expenses not covered elsewhere2012-12-31$131
Contributions received from other sources (not participants or employers)2012-12-31$51,163
Other income received2012-12-31$5,511
Net income (gross income less expenses)2012-12-31$9,726
Net plan assets at end of year (total assets less liabilities)2012-12-31$77,075
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$67,349
Assets. Value of employer securities2012-12-31$72,091
Total contributions received or receivable from employer(s)2012-12-31$1,754
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$39
2011 : R AND B LEGACY RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$67,507
Expenses. Total of all expenses incurred2011-12-31$158
Total plan assets at end of year2011-12-31$67,349
Expenses. Other expenses not covered elsewhere2011-12-31$158
Contributions received from other sources (not participants or employers)2011-12-31$65,389
Other income received2011-12-31$2,118
Net income (gross income less expenses)2011-12-31$67,349
Net plan assets at end of year (total assets less liabilities)2011-12-31$67,349
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of employer securities2011-12-31$67,100

Form 5500 Responses for R AND B LEGACY RETIREMENT PLAN

2013: R AND B LEGACY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: R AND B LEGACY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: R AND B LEGACY RETIREMENT PLAN 2011 form 5500 responses
2011-05-04Type of plan entitySingle employer plan
2011-05-04First time form 5500 has been submittedYes
2011-05-04Submission has been amendedNo
2011-05-04This submission is the final filingNo
2011-05-04This return/report is a short plan year return/report (less than 12 months)Yes
2011-05-04Plan is a collectively bargained planNo
2011-05-04Plan funding arrangement – TrustYes
2011-05-04Plan benefit arrangement - TrustYes

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