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ROBERT GLENN FINANCIAL ADVISORS INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameROBERT GLENN FINANCIAL ADVISORS INC. 401(K) RETIREMENT PLAN
Plan identification number 001

ROBERT GLENN FINANCIAL ADVISORS INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

RG ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:RG ADVISORS, INC.
Employer identification number (EIN):752574672
NAIC Classification:523900

Additional information about RG ADVISORS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1995-01-17
Company Identification Number: 0134184900
Legal Registered Office Address: 2412 MUSTANG DR

CONROE
United States of America (USA)
77384

More information about RG ADVISORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT GLENN FINANCIAL ADVISORS INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT GLENN2023-12-12 ROBERT GLENN2023-12-12
0012022-01-01ROBERT GLENN2023-06-22 ROBERT GLENN2023-06-22
0012021-01-01ROBERT GLENN2022-06-24 ROBERT GLENN2022-06-24
0012020-01-01ROBERT GLENN2021-05-13 ROBERT GLENN2021-05-13
0012019-01-01ROBERT GLENN2020-07-24 ROBERT GLENN2020-07-24
0012018-01-01ROBERT GLENN2019-06-13 ROBERT GLENN2019-06-13
0012017-01-01ROBERT GLENN2018-07-19 ROBERT GLENN2018-07-19
0012016-01-01ROBERT GLENN2018-07-19 ROBERT GLENN2018-07-19
0012015-01-01ROBERT GLENN2016-07-18 ROBERT GLENN2016-07-18
0012014-01-01ROBERT GLENN2015-04-04 ROBERT GLENN2015-04-04
0012013-01-01ROBERT GLENN2014-05-08 ROBERT GLENN2014-05-08
0012012-01-01ROBERT GLENN2013-06-13 ROBERT GLENN2013-06-13
0012011-01-01ROBERT GLENN2012-08-03
0012010-01-01ROBERT GLENN2011-10-11
0012009-01-01ROBERT B. GLENN ROBERT B. GLENN2010-09-30

Plan Statistics for ROBERT GLENN FINANCIAL ADVISORS INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ROBERT GLENN FINANCIAL ADVISORS INC. 401(K) RETIREMENT PLAN

Measure Date Value
2009: ROBERT GLENN FINANCIAL ADVISORS INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Form 5500 Responses for ROBERT GLENN FINANCIAL ADVISORS INC. 401(K) RETIREMENT PLAN

2009: ROBERT GLENN FINANCIAL ADVISORS INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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