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RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameRICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

RTA & ASSOCIATES FINANCIAL SERVICES INC. has sponsored the creation of one or more 401k plans.

Company Name:RTA & ASSOCIATES FINANCIAL SERVICES INC.
Employer identification number (EIN):954098571
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RICHARD ADAMS2023-10-10 RICHARD ADAMS2023-10-10
0012021-01-01RICHARD ADAMS2022-10-11 RICHARD ADAMS2022-10-11
0012020-01-01RICHARD ADAMS2021-10-15 RICHARD ADAMS2021-10-15
0012019-01-01RICHARD ADAMS2020-10-15 RICHARD ADAMS2020-10-15
0012018-01-01RICH ADAMS2019-10-10 RICH ADAMS2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RICHARD ADAMS
0012011-01-01RICHARD ADAMS
0012010-01-01RICHARD ADAMS
0012009-01-01RICHARD ADAMS JR.

Plan Statistics for RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,642,940
Acturial value of plan assets2022-12-312,642,940
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-31759
Active participant vested funding target2022-12-311,939,148
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-311,942,578
Total participant count2022-12-314
Total funding target for all participants2022-12-311,943,337
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31272,374
Amount remaining of prefunding balance2022-12-31272,374
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of prefunding at beginning of current year2022-12-31273,763
Minimum required contributions for current year target normal cost2022-12-312,214
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,616,772
Acturial value of plan assets2021-12-312,616,772
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-31685
Active participant vested funding target2021-12-311,809,015
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-311,814,713
Total participant count2021-12-314
Total funding target for all participants2021-12-311,815,398
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31261,521
Amount remaining of prefunding balance2021-12-31261,521
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of prefunding at beginning of current year2021-12-31272,374
Minimum required contributions for current year target normal cost2021-12-316,286
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,603,450
Acturial value of plan assets2020-12-312,603,450
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-31620
Active participant vested funding target2020-12-311,719,254
Number of active participants2020-12-311
Total funding liabilities for active participants2020-12-31719,254
Total participant count2020-12-313
Total funding target for all participants2020-12-31719,874
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31249,305
Amount remaining of prefunding balance2020-12-31249,305
Present value of excess contributions2020-12-3153,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3153,696
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of prefunding at beginning of current year2020-12-31261,521
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,445,294
Acturial value of plan assets2019-12-312,445,294
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-31608
Active participant vested funding target2019-12-311,637,385
Number of active participants2019-12-311
Total funding liabilities for active participants2019-12-311,637,385
Total participant count2019-12-313
Total funding target for all participants2019-12-311,637,993
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31222,118
Amount remaining of prefunding balance2019-12-31222,118
Present value of excess contributions2019-12-31143,722
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31143,722
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of prefunding at beginning of current year2019-12-31249,305
Total employer contributions2019-12-3156,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3153,696
Contributions allocatedtoward minimum required contributions for current year2019-12-3153,696
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,185,901
Acturial value of plan assets2018-12-312,185,901
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-31547
Active participant vested funding target2018-12-311,559,414
Number of active participants2018-12-311
Total funding liabilities for active participants2018-12-311,559,414
Total participant count2018-12-313
Total funding target for all participants2018-12-311,559,961
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31229,627
Amount remaining of prefunding balance2018-12-31229,627
Present value of excess contributions2018-12-3195,720
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3195,720
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of prefunding at beginning of current year2018-12-31222,118
Total employer contributions2018-12-31150,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31143,722
Contributions allocatedtoward minimum required contributions for current year2018-12-31143,722
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,855,261
Acturial value of plan assets2017-12-311,855,261
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31301
Active participant vested funding target2017-12-311,482,612
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,482,612
Total participant count2017-12-313
Total funding target for all participants2017-12-311,482,913
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31230,364
Amount remaining of prefunding balance2017-12-31230,364
Present value of excess contributions2017-12-31368,453
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31368,453
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of prefunding at beginning of current year2017-12-31229,627
Total employer contributions2017-12-31100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3195,720
Minimum required contributions for current year target normal cost2017-12-313,480
Contributions allocatedtoward minimum required contributions for current year2017-12-3195,720
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,543,447
Acturial value of plan assets2016-12-311,543,447
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3122,964
Active participant vested funding target2016-12-311,418,318
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-311,418,318
Total participant count2016-12-313
Total funding target for all participants2016-12-311,441,282
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31123,650
Amount remaining of prefunding balance2016-12-31123,650
Present value of excess contributions2016-12-31103,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31103,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31103,388
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of prefunding at beginning of current year2016-12-31230,364
Total employer contributions2016-12-31390,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31376,549
Minimum required contributions for current year target normal cost2016-12-311,401
Net shortfall amortization installment of oustanding balance2016-12-3120,544
Total funding amount beforereflecting carryover/prefunding balances2016-12-318,096
Additional cash requirement2016-12-318,096
Contributions allocatedtoward minimum required contributions for current year2016-12-31376,549
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
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 participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$26,168
Total plan assets at end of year2022-12-31$2,642,940
Total plan assets at beginning of year2022-12-31$2,616,772
Value of fidelity bond covering the plan2022-12-31$300,000
Other income received2022-12-31$26,168
Net income (gross income less expenses)2022-12-31$26,168
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,642,940
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,616,772
2021 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$13,322
Total plan assets at end of year2021-12-31$2,616,772
Total plan assets at beginning of year2021-12-31$2,603,450
Value of fidelity bond covering the plan2021-12-31$300,000
Other income received2021-12-31$13,322
Net income (gross income less expenses)2021-12-31$13,322
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,616,772
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,603,450
2020 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$102,156
Total plan assets at end of year2020-12-31$2,603,450
Total plan assets at beginning of year2020-12-31$2,501,294
Value of fidelity bond covering the plan2020-12-31$300,000
Other income received2020-12-31$102,156
Net income (gross income less expenses)2020-12-31$102,156
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,603,450
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,501,294
2019 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$165,393
Total plan assets at end of year2019-12-31$2,501,294
Total plan assets at beginning of year2019-12-31$2,335,901
Value of fidelity bond covering the plan2019-12-31$300,000
Other income received2019-12-31$109,393
Net income (gross income less expenses)2019-12-31$165,393
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,501,294
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,335,901
Total contributions received or receivable from employer(s)2019-12-31$56,000
2018 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$380,640
Total plan assets at end of year2018-12-31$2,335,901
Total plan assets at beginning of year2018-12-31$1,955,261
Value of fidelity bond covering the plan2018-12-31$300,000
Other income received2018-12-31$230,640
Net income (gross income less expenses)2018-12-31$380,640
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,335,901
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,955,261
Total contributions received or receivable from employer(s)2018-12-31$150,000
2017 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$46,512
Expenses. Total of all expenses incurred2017-12-31$24,698
Benefits paid (including direct rollovers)2017-12-31$24,698
Total plan assets at end of year2017-12-31$1,955,261
Total plan assets at beginning of year2017-12-31$1,933,447
Value of fidelity bond covering the plan2017-12-31$250,000
Other income received2017-12-31$-53,488
Net income (gross income less expenses)2017-12-31$21,814
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,955,261
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,933,447
Total contributions received or receivable from employer(s)2017-12-31$100,000
2016 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$385,261
Expenses. Total of all expenses incurred2016-12-31$701
Benefits paid (including direct rollovers)2016-12-31$701
Total plan assets at end of year2016-12-31$1,933,447
Total plan assets at beginning of year2016-12-31$1,548,887
Value of fidelity bond covering the plan2016-12-31$300,000
Other income received2016-12-31$-4,739
Net income (gross income less expenses)2016-12-31$384,560
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,933,447
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,548,887
Total contributions received or receivable from employer(s)2016-12-31$390,000
2015 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$154,431
Total plan assets at end of year2015-12-31$1,548,887
Total plan assets at beginning of year2015-12-31$1,394,456
Value of fidelity bond covering the plan2015-12-31$200,000
Other income received2015-12-31$37,431
Net income (gross income less expenses)2015-12-31$154,431
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,548,887
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,394,456
Total contributions received or receivable from employer(s)2015-12-31$117,000
2014 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$108,797
Total plan assets at end of year2014-12-31$1,394,456
Total plan assets at beginning of year2014-12-31$1,285,659
Value of fidelity bond covering the plan2014-12-31$300,000
Other income received2014-12-31$108,797
Net income (gross income less expenses)2014-12-31$108,797
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,394,456
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,285,659
2013 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$65,861
Total plan assets at end of year2013-12-31$1,285,659
Total plan assets at beginning of year2013-12-31$1,219,798
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$65,861
Net income (gross income less expenses)2013-12-31$65,861
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,285,659
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,219,798
2012 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$36,642
Total plan assets at end of year2012-12-31$1,219,798
Total plan assets at beginning of year2012-12-31$1,183,156
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$36,642
Net income (gross income less expenses)2012-12-31$36,642
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,219,798
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,183,156
2011 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$101,854
Total plan assets at end of year2011-12-31$1,183,156
Total plan assets at beginning of year2011-12-31$1,081,302
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$26,854
Net income (gross income less expenses)2011-12-31$101,854
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,183,156
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,081,302
Total contributions received or receivable from employer(s)2011-12-31$75,000
2010 : RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$139,931
Expenses. Total of all expenses incurred2010-12-31$9,000
Benefits paid (including direct rollovers)2010-12-31$9,000
Total plan assets at end of year2010-12-31$1,081,302
Total plan assets at beginning of year2010-12-31$941,371
Value of fidelity bond covering the plan2010-12-31$150,000
Other income received2010-12-31$29,931
Net income (gross income less expenses)2010-12-31$130,931
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,081,302
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$941,371
Total contributions received or receivable from employer(s)2010-12-31$110,000

Form 5500 Responses for RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN

2022: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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