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RED OAK POINT INVESTMENTS 401(K) PLAN 401k Plan overview

Plan NameRED OAK POINT INVESTMENTS 401(K) PLAN
Plan identification number 001

RED OAK POINT INVESTMENTS 401(K) 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.
  • 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.
  • 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

RED OAK POINT INVESTMENTS 401(K) PLAN has sponsored the creation of one or more 401k plans.

Company Name:RED OAK POINT INVESTMENTS 401(K) PLAN
Employer identification number (EIN):462023926
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RED OAK POINT INVESTMENTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012021-01-01
0012020-01-01WILLIAM SCHUMAN2021-05-24
0012019-01-01
0012018-01-01WILLIAM SCHUMAN2019-09-11

Plan Statistics for RED OAK POINT INVESTMENTS 401(K) PLAN

401k plan membership statisitcs for RED OAK POINT INVESTMENTS 401(K) PLAN

Measure Date Value
2021: RED OAK POINT INVESTMENTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RED OAK POINT INVESTMENTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: RED OAK POINT INVESTMENTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: RED OAK POINT INVESTMENTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012

Financial Data on RED OAK POINT INVESTMENTS 401(K) PLAN

Measure Date Value
2021 : RED OAK POINT INVESTMENTS 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$-258,589
Expenses. Total of all expenses incurred2021-12-31$831
Total plan assets at end of year2021-12-31$452,480
Total plan assets at beginning of year2021-12-31$711,900
Value of fidelity bond covering the plan2021-12-31$15,000
Contributions received from other sources (not participants or employers)2021-12-31$260,000
Other income received2021-12-31$-518,589
Net income (gross income less expenses)2021-12-31$-259,420
Net plan assets at end of year (total assets less liabilities)2021-12-31$452,480
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$711,900
Assets. Value of real-estate (other than employer real property)2021-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$831
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RED OAK POINT INVESTMENTS 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$130,098
Expenses. Total of all expenses incurred2020-12-31$40
Total plan assets at end of year2020-12-31$711,900
Total plan assets at beginning of year2020-12-31$581,842
Value of fidelity bond covering the plan2020-12-31$15,000
Total contributions received or receivable from participants2020-12-31$23,937
Other income received2020-12-31$55,098
Net income (gross income less expenses)2020-12-31$130,058
Net plan assets at end of year (total assets less liabilities)2020-12-31$711,900
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$581,842
Assets. Value of real-estate (other than employer real property)2020-12-31$577,000
Total contributions received or receivable from employer(s)2020-12-31$51,063
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$40
2019 : RED OAK POINT INVESTMENTS 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$474,368
Expenses. Total of all expenses incurred2019-12-31$20
Total plan assets at end of year2019-12-31$581,842
Total plan assets at beginning of year2019-12-31$107,494
Value of fidelity bond covering the plan2019-12-31$15,000
Other income received2019-12-31$474,368
Net income (gross income less expenses)2019-12-31$474,348
Net plan assets at end of year (total assets less liabilities)2019-12-31$581,842
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$107,494
Assets. Value of real-estate (other than employer real property)2019-12-31$530,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$20
2018 : RED OAK POINT INVESTMENTS 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$2,304
Total plan assets at end of year2018-12-31$107,494
Total plan assets at beginning of year2018-12-31$105,190
Value of fidelity bond covering the plan2018-12-31$15,000
Other income received2018-12-31$2,304
Net income (gross income less expenses)2018-12-31$2,304
Net plan assets at end of year (total assets less liabilities)2018-12-31$107,494
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$105,190
Assets. Value of real-estate (other than employer real property)2018-12-31$60,000

Form 5500 Responses for RED OAK POINT INVESTMENTS 401(K) PLAN

2021: RED OAK POINT INVESTMENTS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RED OAK POINT INVESTMENTS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RED OAK POINT INVESTMENTS 401(K) 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: RED OAK POINT INVESTMENTS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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