RETIREMENT LIVING GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU
401k plan membership statisitcs for RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU
Measure | Date | Value |
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2011 : RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,948 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $8,686 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,526 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,997 |
Value of total assets at end of year | 2011-12-31 | $5,501 |
Value of total assets at beginning of year | 2011-12-31 | $12,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $160 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $163 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $163 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,997 |
Administrative expenses (other) incurred | 2011-12-31 | $160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-6,738 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,501 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,239 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,239 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-212 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,526 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | JOSHUA ARMSTRONG |
Accountancy firm EIN | 2011-12-31 | 870498964 |
2010 : RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,596 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,178 |
Value of total assets at end of year | 2010-12-31 | $12,239 |
Value of total assets at beginning of year | 2010-12-31 | $7,643 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $133 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $133 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $4,178 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,596 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,643 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $12,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,643 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $285 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DAN ARMSTRONG |
Accountancy firm EIN | 2010-12-31 | 870498964 |
2009 : RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2008 : RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2008 401k financial data |
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Transfers to/from the plan | 2008-12-31 | $0 |
Total plan liabilities at end of year | 2008-12-31 | $0 |
Total plan liabilities at beginning of year | 2008-12-31 | $0 |
Total income from all sources | 2008-12-31 | $3,353 |
Expenses. Total of all expenses incurred | 2008-12-31 | $747 |
Benefits paid (including direct rollovers) | 2008-12-31 | $0 |
Total plan assets at end of year | 2008-12-31 | $5,498 |
Total plan assets at beginning of year | 2008-12-31 | $2,891 |
Value of fidelity bond covering the plan | 2008-12-31 | $20,000 |
Total contributions received or receivable from participants | 2008-12-31 | $3,254 |
Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
Other income received | 2008-12-31 | $99 |
Net income (gross income less expenses) | 2008-12-31 | $2,606 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $5,498 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $2,891 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
Value of corrective distributions | 2008-12-31 | $747 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $0 |