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R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameR & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Plan identification number 001

R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

R & R INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:R & R INSURANCE AGENCY, INC.
Employer identification number (EIN):912010636

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01ROBERT OOS

Plan Statistics for R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2009: R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2010 : R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$-6,628
Expenses. Total of all expenses incurred2010-12-31$246,166
Benefits paid (including direct rollovers)2010-12-31$246,166
Total plan assets at end of year2010-12-31$0
Total plan assets at beginning of year2010-12-31$252,794
Value of fidelity bond covering the plan2010-12-31$2,000
Other income received2010-12-31$-6,628
Net income (gross income less expenses)2010-12-31$-252,794
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$252,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN

2009: R & R INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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