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RELIABLE SELF-SERVICE MARKET 401(K) PLAN 401k Plan overview

Plan NameRELIABLE SELF-SERVICE MARKET 401(K) PLAN
Plan identification number 001

RELIABLE SELF-SERVICE MARKET 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

RELIABLE SELF-SERVICE MARKET has sponsored the creation of one or more 401k plans.

Company Name:RELIABLE SELF-SERVICE MARKET
Employer identification number (EIN):042276218
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RELIABLE SELF-SERVICE MARKET 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DONNA J. PACHECO2024-07-09
0012022-01-01DONNA J. PACHECO2023-03-21
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DONNA J. PACHECO
0012017-01-01DONNA J. PACHECO
0012016-01-01DONNA J. PACHECO
0012015-01-01DONNA J. PACHECO
0012014-01-01DONNA J. PACHECO
0012013-01-01DONNA J. PACHECO
0012012-01-01DONNA J. PACHECO
0012011-01-01DONNA J. PACHECO
0012010-01-01DONNA J. PACHECO
0012009-01-01DONNA J. PACHECO

Plan Statistics for RELIABLE SELF-SERVICE MARKET 401(K) PLAN

401k plan membership statisitcs for RELIABLE SELF-SERVICE MARKET 401(K) PLAN

Measure Date Value
2021: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0114
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0117
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0121
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 participants2018-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0121
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0116
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 participants2017-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0116
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0117
Total number of active participants reported on line 7a of the Form 55002016-01-0116
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 participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0117
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 participants2015-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0117
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0119
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 participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0117
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 participants2013-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0117
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0114
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 participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-0117
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 participants2010-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0117
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0118
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 participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RELIABLE SELF-SERVICE MARKET 401(K) PLAN

Measure Date Value
2021 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$339,412
Expenses. Total of all expenses incurred2021-12-31$116,174
Benefits paid (including direct rollovers)2021-12-31$95,349
Total plan assets at end of year2021-12-31$2,384,863
Total plan assets at beginning of year2021-12-31$2,161,625
Value of fidelity bond covering the plan2021-12-31$220,000
Total contributions received or receivable from participants2021-12-31$91,080
Other income received2021-12-31$208,732
Net income (gross income less expenses)2021-12-31$223,238
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,384,863
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,161,625
Total contributions received or receivable from employer(s)2021-12-31$39,600
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$20,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$297,172
Expenses. Total of all expenses incurred2020-12-31$18,737
Benefits paid (including direct rollovers)2020-12-31$728
Total plan assets at end of year2020-12-31$2,161,625
Total plan assets at beginning of year2020-12-31$1,883,190
Value of fidelity bond covering the plan2020-12-31$189,000
Total contributions received or receivable from participants2020-12-31$96,540
Other income received2020-12-31$157,587
Net income (gross income less expenses)2020-12-31$278,435
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,161,625
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,883,190
Assets. Value of participant loans2020-12-31$15,299
Total contributions received or receivable from employer(s)2020-12-31$43,045
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$18,009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$305,105
Expenses. Total of all expenses incurred2019-12-31$82,832
Benefits paid (including direct rollovers)2019-12-31$66,156
Total plan assets at end of year2019-12-31$1,883,190
Total plan assets at beginning of year2019-12-31$1,660,917
Value of fidelity bond covering the plan2019-12-31$167,000
Total contributions received or receivable from participants2019-12-31$92,730
Expenses. Other expenses not covered elsewhere2019-12-31$16,676
Other income received2019-12-31$170,837
Net income (gross income less expenses)2019-12-31$222,273
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,883,190
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,660,917
Assets. Value of participant loans2019-12-31$19,091
Total contributions received or receivable from employer(s)2019-12-31$41,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$124,981
Expenses. Total of all expenses incurred2018-12-31$45,805
Benefits paid (including direct rollovers)2018-12-31$30,207
Total plan assets at end of year2018-12-31$1,660,917
Total plan assets at beginning of year2018-12-31$1,581,741
Value of fidelity bond covering the plan2018-12-31$167,000
Total contributions received or receivable from participants2018-12-31$93,560
Other income received2018-12-31$-12,288
Net income (gross income less expenses)2018-12-31$79,176
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,660,917
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,581,741
Assets. Value of participant loans2018-12-31$17,037
Total contributions received or receivable from employer(s)2018-12-31$43,709
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,598
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$234,339
Expenses. Total of all expenses incurred2017-12-31$28,068
Benefits paid (including direct rollovers)2017-12-31$14,422
Total plan assets at end of year2017-12-31$1,581,741
Total plan assets at beginning of year2017-12-31$1,375,470
Value of fidelity bond covering the plan2017-12-31$138,000
Total contributions received or receivable from participants2017-12-31$95,960
Other income received2017-12-31$94,898
Net income (gross income less expenses)2017-12-31$206,271
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,581,741
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,375,470
Assets. Value of participant loans2017-12-31$5,837
Total contributions received or receivable from employer(s)2017-12-31$43,481
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,646
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$172,900
Expenses. Total of all expenses incurred2016-12-31$71,536
Benefits paid (including direct rollovers)2016-12-31$71,536
Total plan assets at end of year2016-12-31$1,375,470
Total plan assets at beginning of year2016-12-31$1,274,106
Value of fidelity bond covering the plan2016-12-31$128,000
Total contributions received or receivable from participants2016-12-31$97,023
Other income received2016-12-31$34,205
Net income (gross income less expenses)2016-12-31$101,364
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,375,470
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,274,106
Assets. Value of participant loans2016-12-31$7,152
Total contributions received or receivable from employer(s)2016-12-31$41,672
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$114,348
Expenses. Total of all expenses incurred2015-12-31$15,719
Benefits paid (including direct rollovers)2015-12-31$15,719
Total plan assets at end of year2015-12-31$1,274,106
Total plan assets at beginning of year2015-12-31$1,175,477
Value of fidelity bond covering the plan2015-12-31$118,000
Total contributions received or receivable from participants2015-12-31$91,090
Other income received2015-12-31$-15,244
Net income (gross income less expenses)2015-12-31$98,629
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,274,106
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,175,477
Assets. Value of participant loans2015-12-31$17,474
Total contributions received or receivable from employer(s)2015-12-31$38,502
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$143,833
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,175,477
Total plan assets at beginning of year2014-12-31$1,031,644
Value of fidelity bond covering the plan2014-12-31$104,000
Total contributions received or receivable from participants2014-12-31$86,070
Other income received2014-12-31$20,466
Net income (gross income less expenses)2014-12-31$143,833
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,175,477
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,031,644
Assets. Value of participant loans2014-12-31$17,069
Total contributions received or receivable from employer(s)2014-12-31$37,297
2013 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$169,318
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,031,644
Total plan assets at beginning of year2013-12-31$862,326
Value of fidelity bond covering the plan2013-12-31$90,000
Total contributions received or receivable from participants2013-12-31$83,882
Other income received2013-12-31$51,357
Net income (gross income less expenses)2013-12-31$169,318
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,031,644
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$862,326
Assets. Value of participant loans2013-12-31$21,247
Total contributions received or receivable from employer(s)2013-12-31$34,079
2012 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$141,187
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$862,326
Total plan assets at beginning of year2012-12-31$721,139
Value of fidelity bond covering the plan2012-12-31$80,000
Total contributions received or receivable from participants2012-12-31$81,915
Other income received2012-12-31$26,353
Net income (gross income less expenses)2012-12-31$141,187
Net plan assets at end of year (total assets less liabilities)2012-12-31$862,326
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$721,139
Assets. Value of participant loans2012-12-31$7,799
Total contributions received or receivable from employer(s)2012-12-31$32,919
2011 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$112,598
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$721,139
Total plan assets at beginning of year2011-12-31$608,541
Value of fidelity bond covering the plan2011-12-31$70,000
Total contributions received or receivable from participants2011-12-31$79,860
Other income received2011-12-31$519
Net income (gross income less expenses)2011-12-31$112,598
Net plan assets at end of year (total assets less liabilities)2011-12-31$721,139
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$608,541
Assets. Value of participant loans2011-12-31$4,251
Total contributions received or receivable from employer(s)2011-12-31$32,219
2010 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$136,690
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$608,541
Total plan assets at beginning of year2010-12-31$471,851
Value of fidelity bond covering the plan2010-12-31$61,000
Total contributions received or receivable from participants2010-12-31$79,860
Other income received2010-12-31$24,634
Net income (gross income less expenses)2010-12-31$136,690
Net plan assets at end of year (total assets less liabilities)2010-12-31$608,541
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$471,851
Assets. Value of participant loans2010-12-31$5,655
Total contributions received or receivable from employer(s)2010-12-31$32,196

Form 5500 Responses for RELIABLE SELF-SERVICE MARKET 401(K) PLAN

2021: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RELIABLE SELF-SERVICE MARKET 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,262
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,262
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,586
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,586
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,236
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,236
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,941
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,941
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,490
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,490
Insurance broker organization code?4
Insurance broker nameNYLIFE SECURITIES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered7
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,816
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,816
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?4
Insurance broker nameNYLIFE SECURITIES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,547
Total amount of fees paid to insurance companyUSD $36
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,547
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?4
Insurance broker nameNYLIFE SECURITIES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,566
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,566
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?4
Insurance broker nameNYLIFE SECURITIES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,811
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,811
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?4
Insurance broker nameNYLIFE SECURITIES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,450
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36247
Policy instance 1
Insurance contract or identification numberGP36247
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,162
Total amount of fees paid to insurance companyUSD $20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,162
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerCOMMISSION AND FEES
Insurance broker organization code?4
Insurance broker nameNYLIFE SECURITIES, INC.

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