401k Plan data: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN plan

KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN
Plan identification number	001

KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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

KENNETH RODRIGUES & PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: KENNETH RODRIGUES & PARTNERS, INC.

Employer identification number (EIN): 770118200

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KENNETH A. RODRIGUES 2024-06-26 KENNETH A. RODRIGUES 2024-06-26
001 2022-01-01 KENNETH A. RODRIGUES 2023-06-07 KENNETH A. RODRIGUES 2023-06-07
001 2021-01-01 KENNETH A. RODRIGUES 2022-05-11 KENNETH A. RODRIGUES 2022-05-11
001 2020-01-01 KENNETH A. RODRIGUES 2021-03-31 KENNETH A. RODRIGUES 2021-03-31
001 2019-01-01 KENNETH A. RODRIGUES 2020-04-07 KENNETH A. RODRIGUES 2020-04-07
001 2018-04-01
001 2017-04-01
001 2016-04-01
001 2015-04-01
001 2014-04-01 KENNETH A. RODRIGUES
001 2013-04-01 KENNETH A. RODRIGUES
001 2012-04-01 KENNETH A. RODRIGUES
001 2011-04-01 KENNETH A. RODRIGUES
001 2009-04-01 KENNETH A. RODRIGUES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KENNETH A. RODRIGUES	2024-06-26	KENNETH A. RODRIGUES	2024-06-26
001	2022-01-01	KENNETH A. RODRIGUES	2023-06-07	KENNETH A. RODRIGUES	2023-06-07
001	2021-01-01	KENNETH A. RODRIGUES	2022-05-11	KENNETH A. RODRIGUES	2022-05-11
001	2020-01-01	KENNETH A. RODRIGUES	2021-03-31	KENNETH A. RODRIGUES	2021-03-31
001	2019-01-01	KENNETH A. RODRIGUES	2020-04-07	KENNETH A. RODRIGUES	2020-04-07
001	2018-04-01
001	2017-04-01
001	2016-04-01
001	2015-04-01
001	2014-04-01	KENNETH A. RODRIGUES
001	2013-04-01	KENNETH A. RODRIGUES
001	2012-04-01	KENNETH A. RODRIGUES
001	2011-04-01	KENNETH A. RODRIGUES
001	2009-04-01	KENNETH A. RODRIGUES

Plan Statistics for KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN

Measure Date Value
2023: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 8
Number of participants with account balances 2023-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 10
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 0
Total of all active and inactive participants 2018-04-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 10
Number of participants with account balances 2018-04-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 9
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 0
Total of all active and inactive participants 2017-04-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 9
Number of participants with account balances 2017-04-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 10
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 1
Total of all active and inactive participants 2016-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 11
Number of participants with account balances 2016-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 1
2015: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 9
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 0
Total of all active and inactive participants 2015-04-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 9
Number of participants with account balances 2015-04-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 9
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 2
Total of all active and inactive participants 2014-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 11
Number of participants with account balances 2014-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 2
2013: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 11
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 0
Total of all active and inactive participants 2013-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 11
Number of participants with account balances 2013-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 8
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 2
Total of all active and inactive participants 2012-04-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 10
Number of participants with account balances 2012-04-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 8
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 0
Total of all active and inactive participants 2011-04-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 8
Number of participants with account balances 2011-04-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2009: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 6
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 1
Total of all active and inactive participants 2009-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 7
Number of participants with account balances 2009-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2023: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	8
Number of participants with account balances	2023-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	10
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	0
Total of all active and inactive participants	2018-04-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	10
Number of participants with account balances	2018-04-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	9
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	0
Total of all active and inactive participants	2017-04-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	9
Number of participants with account balances	2017-04-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	10
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	1
Total of all active and inactive participants	2016-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	11
Number of participants with account balances	2016-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	1
2015: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	9
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	0
Total of all active and inactive participants	2015-04-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	9
Number of participants with account balances	2015-04-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	9
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	2
Total of all active and inactive participants	2014-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	11
Number of participants with account balances	2014-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	2
2013: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	11
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	0
Total of all active and inactive participants	2013-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	11
Number of participants with account balances	2013-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	8
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	2
Total of all active and inactive participants	2012-04-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	10
Number of participants with account balances	2012-04-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	8
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	0
Total of all active and inactive participants	2011-04-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	8
Number of participants with account balances	2011-04-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2009: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	6
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	1
Total of all active and inactive participants	2009-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	7
Number of participants with account balances	2009-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$140,839
Expenses. Total of all expenses incurred	2023-12-31	$3,224
Benefits paid (including direct rollovers)	2023-12-31	$3,224
Total plan assets at end of year	2023-12-31	$9,144,023
Total plan assets at beginning of year	2023-12-31	$9,006,408
Value of fidelity bond covering the plan	2023-12-31	$9,010,000
Assets. Value of tangible personal property	2023-12-31	$355,000
Other income received	2023-12-31	$140,839
Net income (gross income less expenses)	2023-12-31	$137,615
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$9,144,023
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$9,006,408
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$5,407,851
2022 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$824,417
Expenses. Total of all expenses incurred	2022-12-31	$80,119
Benefits paid (including direct rollovers)	2022-12-31	$80,119
Total plan assets at end of year	2022-12-31	$9,006,408
Total plan assets at beginning of year	2022-12-31	$8,262,110
Value of fidelity bond covering the plan	2022-12-31	$8,270,000
Assets. Value of tangible personal property	2022-12-31	$355,000
Other income received	2022-12-31	$744,854
Net income (gross income less expenses)	2022-12-31	$744,298
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$9,006,408
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,262,110
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$5,350,000
Total contributions received or receivable from employer(s)	2022-12-31	$79,563
2021 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,629,527
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$8,262,110
Total plan assets at beginning of year	2021-12-31	$6,632,583
Value of fidelity bond covering the plan	2021-12-31	$6,640,000
Assets. Value of tangible personal property	2021-12-31	$355,000
Other income received	2021-12-31	$1,537,527
Net income (gross income less expenses)	2021-12-31	$1,629,527
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,262,110
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,632,583
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$5,350,000
Total contributions received or receivable from employer(s)	2021-12-31	$92,000
2020 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$211,428
Expenses. Total of all expenses incurred	2020-12-31	$31,965
Benefits paid (including direct rollovers)	2020-12-31	$31,965
Total plan assets at end of year	2020-12-31	$6,632,583
Total plan assets at beginning of year	2020-12-31	$6,453,120
Value of fidelity bond covering the plan	2020-12-31	$6,460,000
Assets. Value of tangible personal property	2020-12-31	$0
Other income received	2020-12-31	$121,428
Net income (gross income less expenses)	2020-12-31	$179,463
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,632,583
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,453,120
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$3,783,000
Total contributions received or receivable from employer(s)	2020-12-31	$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,250,174
Expenses. Total of all expenses incurred	2019-12-31	$494,551
Benefits paid (including direct rollovers)	2019-12-31	$494,516
Total plan assets at end of year	2019-12-31	$6,453,120
Total plan assets at beginning of year	2019-12-31	$5,697,497
Value of fidelity bond covering the plan	2019-12-31	$5,210,000
Assets. Value of tangible personal property	2019-12-31	$165,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$35
Other income received	2019-12-31	$1,164,765
Net income (gross income less expenses)	2019-12-31	$755,623
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,453,120
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,697,497
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$3,783,000
Total contributions received or receivable from employer(s)	2019-12-31	$85,409
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$2
2018 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$383,980
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$5,697,497
Total plan assets at beginning of year	2018-12-31	$5,313,517
Value of fidelity bond covering the plan	2018-12-31	$4,890,000
Assets. Value of tangible personal property	2018-12-31	$196,986
Other income received	2018-12-31	$311,980
Net income (gross income less expenses)	2018-12-31	$383,980
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,697,497
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,313,517
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$3,690,000
Total contributions received or receivable from employer(s)	2018-12-31	$72,000
Total income from all sources	2018-03-31	$193,566
Expenses. Total of all expenses incurred	2018-03-31	$26,524
Benefits paid (including direct rollovers)	2018-03-31	$26,524
Total plan assets at end of year	2018-03-31	$5,313,517
Total plan assets at beginning of year	2018-03-31	$5,146,475
Value of fidelity bond covering the plan	2018-03-31	$3,970,000
Assets. Value of tangible personal property	2018-03-31	$1,191,986
Other income received	2018-03-31	$108,566
Net income (gross income less expenses)	2018-03-31	$167,042
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$5,313,517
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$5,146,475
Assets. Value of assets in partnership/joint-venture interests	2018-03-31	$3,689,000
Total contributions received or receivable from employer(s)	2018-03-31	$85,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
2017 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-03-31	$164,325
Expenses. Total of all expenses incurred	2017-03-31	$0
Total plan assets at end of year	2017-03-31	$5,146,475
Total plan assets at beginning of year	2017-03-31	$4,982,150
Value of fidelity bond covering the plan	2017-03-31	$3,970,000
Assets. Value of tangible personal property	2017-03-31	$1,191,986
Other income received	2017-03-31	$79,325
Net income (gross income less expenses)	2017-03-31	$164,325
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$5,146,475
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$4,982,150
Assets. Value of assets in partnership/joint-venture interests	2017-03-31	$2,771,000
Total contributions received or receivable from employer(s)	2017-03-31	$85,000
2016 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-03-31	$382,979
Expenses. Total of all expenses incurred	2016-03-31	$13,030
Benefits paid (including direct rollovers)	2016-03-31	$13,030
Total plan assets at end of year	2016-03-31	$4,982,150
Total plan assets at beginning of year	2016-03-31	$4,612,201
Value of fidelity bond covering the plan	2016-03-31	$3,600,000
Assets. Value of tangible personal property	2016-03-31	$1,191,986
Other income received	2016-03-31	$289,979
Net income (gross income less expenses)	2016-03-31	$369,949
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$4,982,150
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$4,612,201
Assets. Value of assets in partnership/joint-venture interests	2016-03-31	$2,772,000
Total contributions received or receivable from employer(s)	2016-03-31	$93,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
2015 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-03-31	$1,317,018
Expenses. Total of all expenses incurred	2015-03-31	$15
Total plan assets at end of year	2015-03-31	$4,612,201
Total plan assets at beginning of year	2015-03-31	$3,295,198
Value of fidelity bond covering the plan	2015-03-31	$2,100,000
Assets. Value of tangible personal property	2015-03-31	$995,000
Expenses. Other expenses not covered elsewhere	2015-03-31	$15
Other income received	2015-03-31	$1,210,626
Net income (gross income less expenses)	2015-03-31	$1,317,003
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$4,612,201
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$3,295,198
Assets. Value of participant loans	2015-03-31	$0
Assets. Value of assets in partnership/joint-venture interests	2015-03-31	$1,503,762
Total contributions received or receivable from employer(s)	2015-03-31	$106,392
2014 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-03-31	$326,484
Expenses. Total of all expenses incurred	2014-03-31	$32,923
Benefits paid (including direct rollovers)	2014-03-31	$32,923
Total plan assets at end of year	2014-03-31	$3,295,198
Total plan assets at beginning of year	2014-03-31	$3,001,637
Value of fidelity bond covering the plan	2014-03-31	$2,430,000
Assets. Value of tangible personal property	2014-03-31	$987,921
Other income received	2014-03-31	$235,582
Net income (gross income less expenses)	2014-03-31	$293,561
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$3,295,198
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$3,001,637
Assets. Value of assets in partnership/joint-venture interests	2014-03-31	$1,088,348
Total contributions received or receivable from employer(s)	2014-03-31	$90,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
2013 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-03-31	$130,084
Expenses. Total of all expenses incurred	2013-03-31	$0
Total plan assets at end of year	2013-03-31	$3,001,637
Total plan assets at beginning of year	2013-03-31	$2,871,553
Value of fidelity bond covering the plan	2013-03-31	$2,430,000
Assets. Value of tangible personal property	2013-03-31	$1,041,774
Other income received	2013-03-31	$45,084
Net income (gross income less expenses)	2013-03-31	$130,084
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$3,001,637
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$2,871,553
Assets. Value of participant loans	2013-03-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-03-31	$1,387,348
Total contributions received or receivable from employer(s)	2013-03-31	$85,000
2012 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$213,050
Expenses. Total of all expenses incurred	2012-03-31	$0
Total plan assets at end of year	2012-03-31	$2,871,553
Total plan assets at beginning of year	2012-03-31	$2,658,503
Value of fidelity bond covering the plan	2012-03-31	$1,430,000
Assets. Value of tangible personal property	2012-03-31	$1,041,774
Other income received	2012-03-31	$143,482
Net income (gross income less expenses)	2012-03-31	$213,050
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$2,871,553
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$2,658,503
Assets. Value of participant loans	2012-03-31	$1,720
Assets. Value of assets in partnership/joint-venture interests	2012-03-31	$487,348
Total contributions received or receivable from employer(s)	2012-03-31	$69,568
2011 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$78,390
Expenses. Total of all expenses incurred	2011-03-31	$114,800
Benefits paid (including direct rollovers)	2011-03-31	$114,800
Total plan assets at end of year	2011-03-31	$2,658,503
Total plan assets at beginning of year	2011-03-31	$2,694,913
Value of fidelity bond covering the plan	2011-03-31	$1,530,000
Assets. Value of tangible personal property	2011-03-31	$1,041,774
Other income received	2011-03-31	$78,390
Net income (gross income less expenses)	2011-03-31	$-36,410
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$2,658,503
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$2,694,913
Assets. Value of participant loans	2011-03-31	$2,782
Assets. Value of assets in partnership/joint-venture interests	2011-03-31	$387,448
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
2010 : KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN

2023: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: KENNETH RODRIGUES & PARTNERS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KENNETH RODRIGUES & PARTNERS, INC.
Employer identification number (EIN):	770118200
NAIC Classification:	541310
NAIC Description:	Architectural Services