JOSEPH RICHARDS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOSEPH RICHARDS INC PENSION TRUST
| Measure | Date | Value |
|---|
| 2021: JOSEPH RICHARDS INC PENSION TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 0 |
| Total of all active and inactive participants | 2021-11-01 | 0 |
| Total participants | 2021-11-01 | 0 |
| Number of participants with account balances | 2021-11-01 | 0 |
| 2020: JOSEPH RICHARDS INC PENSION TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 1 |
| Total of all active and inactive participants | 2020-11-01 | 1 |
| Total participants | 2020-11-01 | 1 |
| Number of participants with account balances | 2020-11-01 | 1 |
| 2019: JOSEPH RICHARDS INC PENSION TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 1 |
| Total of all active and inactive participants | 2019-11-01 | 1 |
| Total participants | 2019-11-01 | 1 |
| Number of participants with account balances | 2019-11-01 | 1 |
| 2018: JOSEPH RICHARDS INC PENSION TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 2 |
| Total of all active and inactive participants | 2018-11-01 | 2 |
| Total participants | 2018-11-01 | 2 |
| Number of participants with account balances | 2018-11-01 | 2 |
| 2017: JOSEPH RICHARDS INC PENSION TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 2 |
| Total of all active and inactive participants | 2017-11-01 | 2 |
| Total participants | 2017-11-01 | 2 |
| Number of participants with account balances | 2017-11-01 | 2 |
| 2016: JOSEPH RICHARDS INC PENSION TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 2 |
| Total of all active and inactive participants | 2016-11-01 | 2 |
| Total participants | 2016-11-01 | 2 |
| Number of participants with account balances | 2016-11-01 | 2 |
| 2015: JOSEPH RICHARDS INC PENSION TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 2 |
| Total of all active and inactive participants | 2015-11-01 | 2 |
| Total participants | 2015-11-01 | 2 |
| Number of participants with account balances | 2015-11-01 | 2 |
| 2014: JOSEPH RICHARDS INC PENSION TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 2 |
| Total of all active and inactive participants | 2014-11-01 | 2 |
| Total participants | 2014-11-01 | 2 |
| Number of participants with account balances | 2014-11-01 | 2 |
| 2013: JOSEPH RICHARDS INC PENSION TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 2 |
| Total of all active and inactive participants | 2013-11-01 | 2 |
| Total participants | 2013-11-01 | 2 |
| Number of participants with account balances | 2013-11-01 | 2 |
| 2012: JOSEPH RICHARDS INC PENSION TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 2 |
| Total of all active and inactive participants | 2012-11-01 | 2 |
| Total participants | 2012-11-01 | 2 |
| Number of participants with account balances | 2012-11-01 | 2 |
| 2011: JOSEPH RICHARDS INC PENSION TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 2 |
| Total of all active and inactive participants | 2011-11-01 | 2 |
| Total participants | 2011-11-01 | 2 |
| Number of participants with account balances | 2011-11-01 | 2 |
| 2010: JOSEPH RICHARDS INC PENSION TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 2 |
| Total of all active and inactive participants | 2010-11-01 | 2 |
| Total participants | 2010-11-01 | 2 |
| Number of participants with account balances | 2010-11-01 | 2 |
| 2009: JOSEPH RICHARDS INC PENSION TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 3 |
| Total of all active and inactive participants | 2009-11-01 | 5 |
| Total participants | 2009-11-01 | 5 |
| Number of participants with account balances | 2009-11-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : JOSEPH RICHARDS INC PENSION TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-10-31 | $1,802 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $325,221 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $325,221 |
| Total plan assets at end of year | 2022-10-31 | $0 |
| Total plan assets at beginning of year | 2022-10-31 | $323,419 |
| Value of fidelity bond covering the plan | 2022-10-31 | $35,000 |
| Other income received | 2022-10-31 | $1,802 |
| Net income (gross income less expenses) | 2022-10-31 | $-323,419 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $323,419 |
| 2021 : JOSEPH RICHARDS INC PENSION TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-10-31 | $88,333 |
| Total plan assets at end of year | 2021-10-31 | $323,419 |
| Total plan assets at beginning of year | 2021-10-31 | $235,086 |
| Value of fidelity bond covering the plan | 2021-10-31 | $35,000 |
| Other income received | 2021-10-31 | $88,333 |
| Net income (gross income less expenses) | 2021-10-31 | $88,333 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $323,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $235,086 |
| 2020 : JOSEPH RICHARDS INC PENSION TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $45,681 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $86,157 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $86,157 |
| Total plan assets at end of year | 2020-10-31 | $235,086 |
| Total plan assets at beginning of year | 2020-10-31 | $275,562 |
| Value of fidelity bond covering the plan | 2020-10-31 | $25,000 |
| Other income received | 2020-10-31 | $45,681 |
| Net income (gross income less expenses) | 2020-10-31 | $-40,476 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $235,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $275,562 |
| 2019 : JOSEPH RICHARDS INC PENSION TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $14,108 |
| Total plan assets at end of year | 2019-10-31 | $275,562 |
| Total plan assets at beginning of year | 2019-10-31 | $261,454 |
| Value of fidelity bond covering the plan | 2019-10-31 | $25,000 |
| Other income received | 2019-10-31 | $14,108 |
| Net income (gross income less expenses) | 2019-10-31 | $14,108 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $275,562 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $261,454 |
| 2018 : JOSEPH RICHARDS INC PENSION TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-10-31 | $14,254 |
| Total plan assets at end of year | 2018-10-31 | $261,454 |
| Total plan assets at beginning of year | 2018-10-31 | $247,200 |
| Value of fidelity bond covering the plan | 2018-10-31 | $25,000 |
| Other income received | 2018-10-31 | $14,254 |
| Net income (gross income less expenses) | 2018-10-31 | $14,254 |
| Net plan assets at end of year (total assets less liabilities) | 2018-10-31 | $261,454 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-10-31 | $247,200 |
| 2017 : JOSEPH RICHARDS INC PENSION TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-31 | $56,922 |
| Total plan assets at end of year | 2017-10-31 | $247,200 |
| Total plan assets at beginning of year | 2017-10-31 | $190,278 |
| Value of fidelity bond covering the plan | 2017-10-31 | $25,000 |
| Other income received | 2017-10-31 | $56,922 |
| Net income (gross income less expenses) | 2017-10-31 | $56,922 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $247,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $190,278 |
| 2016 : JOSEPH RICHARDS INC PENSION TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-31 | $2,687 |
| Total plan assets at end of year | 2016-10-31 | $190,278 |
| Total plan assets at beginning of year | 2016-10-31 | $187,591 |
| Value of fidelity bond covering the plan | 2016-10-31 | $15,000 |
| Other income received | 2016-10-31 | $2,687 |
| Net income (gross income less expenses) | 2016-10-31 | $2,687 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $190,278 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $187,591 |
| Assets. Value of participant loans | 2016-10-31 | $16,000 |
| 2015 : JOSEPH RICHARDS INC PENSION TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $4,820 |
| Total plan assets at end of year | 2015-10-31 | $187,591 |
| Total plan assets at beginning of year | 2015-10-31 | $182,771 |
| Value of fidelity bond covering the plan | 2015-10-31 | $15,000 |
| Other income received | 2015-10-31 | $4,820 |
| Net income (gross income less expenses) | 2015-10-31 | $4,820 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $187,591 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $182,771 |
| Assets. Value of participant loans | 2015-10-31 | $16,000 |
| 2014 : JOSEPH RICHARDS INC PENSION TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $15,756 |
| Total plan assets at end of year | 2014-10-31 | $182,771 |
| Total plan assets at beginning of year | 2014-10-31 | $167,015 |
| Value of fidelity bond covering the plan | 2014-10-31 | $15,000 |
| Other income received | 2014-10-31 | $15,756 |
| Net income (gross income less expenses) | 2014-10-31 | $15,756 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $182,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $167,015 |
| Assets. Value of participant loans | 2014-10-31 | $16,000 |
| 2013 : JOSEPH RICHARDS INC PENSION TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $36,638 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $0 |
| Total plan assets at end of year | 2013-10-31 | $167,015 |
| Total plan assets at beginning of year | 2013-10-31 | $130,377 |
| Value of fidelity bond covering the plan | 2013-10-31 | $15,000 |
| Other income received | 2013-10-31 | $36,638 |
| Net income (gross income less expenses) | 2013-10-31 | $36,638 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $167,015 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $130,377 |
| Assets. Value of participant loans | 2013-10-31 | $16,000 |
| 2012 : JOSEPH RICHARDS INC PENSION TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $6,878 |
| Total plan assets at end of year | 2012-10-31 | $130,377 |
| Total plan assets at beginning of year | 2012-10-31 | $123,499 |
| Value of fidelity bond covering the plan | 2012-10-31 | $15,000 |
| Other income received | 2012-10-31 | $6,878 |
| Net income (gross income less expenses) | 2012-10-31 | $6,878 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $130,377 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $123,499 |
| Assets. Value of participant loans | 2012-10-31 | $16,000 |
| 2011 : JOSEPH RICHARDS INC PENSION TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $2,215 |
| Total plan assets at end of year | 2011-10-31 | $123,499 |
| Total plan assets at beginning of year | 2011-10-31 | $121,284 |
| Value of fidelity bond covering the plan | 2011-10-31 | $75,000 |
| Other income received | 2011-10-31 | $2,215 |
| Net income (gross income less expenses) | 2011-10-31 | $2,215 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $123,499 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $121,284 |
| Assets. Value of participant loans | 2011-10-31 | $16,000 |
| 2021: JOSEPH RICHARDS INC PENSION TRUST 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | This submission is the final filing | Yes |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JOSEPH RICHARDS INC PENSION TRUST 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JOSEPH RICHARDS INC PENSION TRUST 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOSEPH RICHARDS INC PENSION TRUST 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOSEPH RICHARDS INC PENSION TRUST 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOSEPH RICHARDS INC PENSION TRUST 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOSEPH RICHARDS INC PENSION TRUST 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOSEPH RICHARDS INC PENSION TRUST 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOSEPH RICHARDS INC PENSION TRUST 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOSEPH RICHARDS INC PENSION TRUST 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOSEPH RICHARDS INC PENSION TRUST 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JOSEPH RICHARDS INC PENSION TRUST 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Submission has been amended | No |
| 2010-11-01 | This submission is the final filing | No |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-11-01 | Plan is a collectively bargained plan | No |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOSEPH RICHARDS INC PENSION TRUST 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: JOSEPH RICHARDS INC PENSION TRUST 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
