ROCHESTER & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROCHESTER & ASSOCIATES, INC. 401(K) PLAN
401k plan membership statisitcs for ROCHESTER & ASSOCIATES, INC. 401(K) PLAN
Measure | Date | Value |
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2015: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 28 |
Total of all active and inactive participants | 2015-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 69 |
Number of participants with account balances | 2015-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 26 |
Total of all active and inactive participants | 2014-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 60 |
Number of participants with account balances | 2014-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 30 |
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 | 28 |
Total of all active and inactive participants | 2013-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 59 |
Number of participants with account balances | 2013-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 30 |
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 | 31 |
Total of all active and inactive participants | 2012-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 61 |
Number of participants with account balances | 2012-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 39 |
Total of all active and inactive participants | 2011-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 69 |
Number of participants with account balances | 2011-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 52 |
Total of all active and inactive participants | 2010-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 81 |
Number of participants with account balances | 2010-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 38 |
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 | 59 |
Total of all active and inactive participants | 2009-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 97 |
Number of participants with account balances | 2009-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2015 : ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $231,344 |
Expenses. Total of all expenses incurred | 2015-12-31 | $203,059 |
Benefits paid (including direct rollovers) | 2015-12-31 | $190,383 |
Total plan assets at end of year | 2015-12-31 | $4,141,137 |
Total plan assets at beginning of year | 2015-12-31 | $4,112,852 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $182,640 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-22,592 |
Net income (gross income less expenses) | 2015-12-31 | $28,285 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,141,137 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,112,852 |
Assets. Value of participant loans | 2015-12-31 | $24,161 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $71,296 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $10,661 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,015 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $516,481 |
Expenses. Total of all expenses incurred | 2014-12-31 | $432,526 |
Benefits paid (including direct rollovers) | 2014-12-31 | $413,989 |
Total plan assets at end of year | 2014-12-31 | $4,112,852 |
Total plan assets at beginning of year | 2014-12-31 | $4,028,897 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $128,831 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $107,670 |
Other income received | 2014-12-31 | $265,959 |
Net income (gross income less expenses) | 2014-12-31 | $83,955 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,112,852 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,028,897 |
Assets. Value of participant loans | 2014-12-31 | $42,822 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $14,021 |
Value of corrective distributions | 2014-12-31 | $16,461 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,076 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $837,926 |
Expenses. Total of all expenses incurred | 2013-12-31 | $135,224 |
Benefits paid (including direct rollovers) | 2013-12-31 | $132,935 |
Total plan assets at end of year | 2013-12-31 | $4,028,897 |
Total plan assets at beginning of year | 2013-12-31 | $3,326,195 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $115,002 |
Other income received | 2013-12-31 | $712,123 |
Net income (gross income less expenses) | 2013-12-31 | $702,702 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,028,897 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,326,195 |
Assets. Value of participant loans | 2013-12-31 | $75,285 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $10,801 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,289 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $507,198 |
Expenses. Total of all expenses incurred | 2012-12-31 | $337,374 |
Benefits paid (including direct rollovers) | 2012-12-31 | $334,653 |
Total plan assets at end of year | 2012-12-31 | $3,326,195 |
Total plan assets at beginning of year | 2012-12-31 | $3,156,371 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $89,556 |
Other income received | 2012-12-31 | $417,642 |
Net income (gross income less expenses) | 2012-12-31 | $169,824 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,326,195 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,156,371 |
Assets. Value of participant loans | 2012-12-31 | $101,352 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,721 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-13,480 |
Expenses. Total of all expenses incurred | 2011-12-31 | $326,465 |
Benefits paid (including direct rollovers) | 2011-12-31 | $323,423 |
Total plan assets at end of year | 2011-12-31 | $3,156,371 |
Total plan assets at beginning of year | 2011-12-31 | $3,496,316 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $74,836 |
Other income received | 2011-12-31 | $-88,316 |
Net income (gross income less expenses) | 2011-12-31 | $-339,945 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,156,371 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,496,316 |
Assets. Value of participant loans | 2011-12-31 | $105,279 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,042 |
2010 : ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $450,231 |
Expenses. Total of all expenses incurred | 2010-12-31 | $269,350 |
Benefits paid (including direct rollovers) | 2010-12-31 | $268,150 |
Total plan assets at end of year | 2010-12-31 | $3,496,316 |
Total plan assets at beginning of year | 2010-12-31 | $3,315,435 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $76,130 |
Other income received | 2010-12-31 | $374,101 |
Net income (gross income less expenses) | 2010-12-31 | $180,881 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,496,316 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,315,435 |
Assets. Value of participant loans | 2010-12-31 | $99,609 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,200 |
2015: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2013 form 5500 responses |
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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: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
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 |
2011: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ROCHESTER & ASSOCIATES, INC. 401(K) PLAN 2009 form 5500 responses |
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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 |