ROGER A. REED, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROGER A REED INC PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for ROGER A REED INC PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2018: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
| Total of all active and inactive participants | 2018-10-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
| Total participants | 2018-10-01 | 5 |
| Number of participants with account balances | 2018-10-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
| 2017: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
| Total of all active and inactive participants | 2017-10-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
| Total participants | 2017-10-01 | 5 |
| Number of participants with account balances | 2017-10-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
| 2016: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 1 |
| Total of all active and inactive participants | 2016-10-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
| Total participants | 2016-10-01 | 6 |
| Number of participants with account balances | 2016-10-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
| 2015: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 1 |
| Total of all active and inactive participants | 2015-10-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
| Total participants | 2015-10-01 | 4 |
| Number of participants with account balances | 2015-10-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
| 2014: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 1 |
| Total of all active and inactive participants | 2014-10-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
| Total participants | 2014-10-01 | 5 |
| Number of participants with account balances | 2014-10-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
| 2013: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 1 |
| Total of all active and inactive participants | 2013-10-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
| Total participants | 2013-10-01 | 5 |
| Number of participants with account balances | 2013-10-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
| 2012: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 1 |
| Total of all active and inactive participants | 2012-10-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
| Total participants | 2012-10-01 | 5 |
| Number of participants with account balances | 2012-10-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
| 2011: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 1 |
| Total of all active and inactive participants | 2011-10-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 5 |
| Number of participants with account balances | 2011-10-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| 2010: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 4 |
| Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 1 |
| Total of all active and inactive participants | 2010-10-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
| Total participants | 2010-10-01 | 5 |
| Number of participants with account balances | 2010-10-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
| 2009: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 1 |
| Total of all active and inactive participants | 2009-10-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 5 |
| Number of participants with account balances | 2009-10-01 | 5 |
| Measure | Date | Value |
|---|
| 2019 : ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-09-30 | $0 |
| Total plan liabilities at beginning of year | 2019-09-30 | $0 |
| Total income from all sources | 2019-09-30 | $272,045 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $227,947 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $200,000 |
| Total plan assets at end of year | 2019-09-30 | $2,938,797 |
| Total plan assets at beginning of year | 2019-09-30 | $2,894,699 |
| Value of fidelity bond covering the plan | 2019-09-30 | $120,000 |
| Other income received | 2019-09-30 | $272,045 |
| Net income (gross income less expenses) | 2019-09-30 | $44,098 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $2,938,797 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $2,894,699 |
| Assets. Value of participant loans | 2019-09-30 | $61,836 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $27,947 |
| 2017 : ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $419,680 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $167,820 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $140,000 |
| Total plan assets at end of year | 2017-09-30 | $2,939,943 |
| Total plan assets at beginning of year | 2017-09-30 | $2,688,083 |
| Value of fidelity bond covering the plan | 2017-09-30 | $120,000 |
| Other income received | 2017-09-30 | $403,835 |
| Net income (gross income less expenses) | 2017-09-30 | $251,860 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $2,939,943 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $2,688,083 |
| Assets. Value of participant loans | 2017-09-30 | $18,416 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $15,845 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $27,820 |
| 2016 : ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $418,326 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $62,445 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $37,057 |
| Total plan assets at end of year | 2016-09-30 | $2,688,083 |
| Total plan assets at beginning of year | 2016-09-30 | $2,332,202 |
| Value of fidelity bond covering the plan | 2016-09-30 | $120,000 |
| Other income received | 2016-09-30 | $389,996 |
| Net income (gross income less expenses) | 2016-09-30 | $355,881 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $2,688,083 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $2,332,202 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $28,330 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $25,388 |
| 2015 : ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $-49,829 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $24,096 |
| Total plan assets at end of year | 2015-09-30 | $2,332,202 |
| Total plan assets at beginning of year | 2015-09-30 | $2,406,127 |
| Value of fidelity bond covering the plan | 2015-09-30 | $120,000 |
| Other income received | 2015-09-30 | $-128,806 |
| Net income (gross income less expenses) | 2015-09-30 | $-73,925 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $2,332,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $2,406,127 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $78,977 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $24,096 |
| 2014 : ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $293,542 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $21,920 |
| Total plan assets at end of year | 2014-09-30 | $2,406,127 |
| Total plan assets at beginning of year | 2014-09-30 | $2,134,505 |
| Value of fidelity bond covering the plan | 2014-09-30 | $120,000 |
| Other income received | 2014-09-30 | $244,010 |
| Net income (gross income less expenses) | 2014-09-30 | $271,622 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $2,406,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $2,134,505 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $49,532 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $21,920 |
| 2013 : ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $345,072 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $17,371 |
| Total plan assets at end of year | 2013-09-30 | $2,134,505 |
| Total plan assets at beginning of year | 2013-09-30 | $1,806,804 |
| Value of fidelity bond covering the plan | 2013-09-30 | $120,000 |
| Other income received | 2013-09-30 | $300,515 |
| Net income (gross income less expenses) | 2013-09-30 | $327,701 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $2,134,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,806,804 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $44,557 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $17,371 |
| 2012 : ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $347,173 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $13,152 |
| Total plan assets at end of year | 2012-09-30 | $1,806,804 |
| Total plan assets at beginning of year | 2012-09-30 | $1,472,783 |
| Value of fidelity bond covering the plan | 2012-09-30 | $120,000 |
| Other income received | 2012-09-30 | $305,369 |
| Net income (gross income less expenses) | 2012-09-30 | $334,021 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,806,804 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,472,783 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $41,804 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $13,152 |
| 2011 : ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $160,260 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $10,975 |
| Total plan assets at end of year | 2011-09-30 | $1,472,783 |
| Total plan assets at beginning of year | 2011-09-30 | $1,323,498 |
| Value of fidelity bond covering the plan | 2011-09-30 | $120,000 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $104 |
| Other income received | 2011-09-30 | $85,260 |
| Net income (gross income less expenses) | 2011-09-30 | $149,285 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,472,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,323,498 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $75,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $10,871 |
| 2018: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | Yes |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROGER A REED INC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
