401k Plan data: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN plan

CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 401k Plan overview

Plan Name	CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN
Plan identification number	007

CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Target benefit plan Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CLARE ROSE, INC. has sponsored the creation of one or more 401k plans.

Company Name: CLARE ROSE, INC.

Employer identification number (EIN): 112036262

NAIC Classification: 424800

Additional information about CLARE ROSE, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1964-06-30

Company Identification Number: 177858

Legal Registered Office Address: 100 ROSE EXECUTIVE BLVD
Suffolk
EAST YAPHANK
United States of America (USA)
11967

More information about CLARE ROSE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2022-01-01 NICOLE SAGRESTANO 2023-10-06
007 2021-01-01 LISA ROSE 2022-09-23
007 2020-01-01 CAROLANN MARONEY 2021-10-01
007 2019-01-01 CAROLANN MARONEY 2020-09-29
007 2018-01-01 CHRISTINE DUNNE 2019-06-28
007 2017-01-01 CHRISTINE DUNNE 2018-06-14
007 2016-01-01 CHRISTINE DUNNE 2017-06-15
007 2015-01-01 CHRISTINE DUNNE 2016-03-14 MONICA WRAY 2016-03-22
007 2015-01-01 CHRISTINE DUNNE 2016-08-12
007 2014-01-01 MONICA J. WRAY 2015-03-13 MONICA J. WRAY 2015-03-13
007 2013-07-01 MONICA J. WRAY MONICA J. WRAY 2014-08-20
007 2012-07-01 MONICA J. WRAY MONICA J. WRAY 2014-02-10
007 2011-07-01 MONICA J. WRAY MONICA J. WRAY 2012-12-20
007 2010-07-01 MONICA WRAY MONICA WRAY 2012-03-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
007	2022-01-01	NICOLE SAGRESTANO	2023-10-06
007	2021-01-01	LISA ROSE	2022-09-23
007	2020-01-01	CAROLANN MARONEY	2021-10-01
007	2019-01-01	CAROLANN MARONEY	2020-09-29
007	2018-01-01	CHRISTINE DUNNE	2019-06-28
007	2017-01-01	CHRISTINE DUNNE	2018-06-14
007	2016-01-01	CHRISTINE DUNNE	2017-06-15
007	2015-01-01	CHRISTINE DUNNE	2016-03-14	MONICA WRAY	2016-03-22
007	2015-01-01	CHRISTINE DUNNE	2016-08-12
007	2014-01-01	MONICA J. WRAY	2015-03-13	MONICA J. WRAY	2015-03-13
007	2013-07-01	MONICA J. WRAY		MONICA J. WRAY	2014-08-20
007	2012-07-01	MONICA J. WRAY		MONICA J. WRAY	2014-02-10
007	2011-07-01	MONICA J. WRAY		MONICA J. WRAY	2012-12-20
007	2010-07-01	MONICA WRAY		MONICA WRAY	2012-03-29

Plan Statistics for CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN

401k plan membership statisitcs for CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN

Measure Date Value
2013: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 52
Number of other retired or separated participants entitled to future benefits 2013-07-01 4
Total of all active and inactive participants 2013-07-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 56
Number of participants with account balances 2013-07-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 57
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 52
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 4
Total of all active and inactive participants 2012-07-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 56
Number of participants with account balances 2012-07-01 56
2011: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 57
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 57
Total of all active and inactive participants 2011-07-01 57
Total participants 2011-07-01 57
Number of participants with account balances 2011-07-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 57
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 57
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 57
Number of participants with account balances 2010-07-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0

Measure	Date	Value
2013: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	52
Number of other retired or separated participants entitled to future benefits	2013-07-01	4
Total of all active and inactive participants	2013-07-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	56
Number of participants with account balances	2013-07-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	57
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	52
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	4
Total of all active and inactive participants	2012-07-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	56
Number of participants with account balances	2012-07-01	56
2011: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	57
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	57
Total of all active and inactive participants	2011-07-01	57
Total participants	2011-07-01	57
Number of participants with account balances	2011-07-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	57
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	57
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	57
Number of participants with account balances	2010-07-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0

Financial Data on CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN

Measure	Date	Value
2013 : CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$218,539
Expenses. Total of all expenses incurred	2013-12-31	$1,792
Total plan assets at end of year	2013-12-31	$840,407
Total plan assets at beginning of year	2013-12-31	$623,660
Value of fidelity bond covering the plan	2013-12-31	$2,700,000
Other income received	2013-12-31	$48,836
Net income (gross income less expenses)	2013-12-31	$216,747
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$840,407
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$623,660
Total contributions received or receivable from employer(s)	2013-12-31	$169,703
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$169,703
Amount contributed by the employer to the plan for this plan year	2013-12-31	$169,703
Total income from all sources	2013-06-30	$201,661
Expenses. Total of all expenses incurred	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$623,660
Total plan assets at beginning of year	2013-06-30	$421,999
Value of fidelity bond covering the plan	2013-06-30	$2,700,000
Other income received	2013-06-30	$15,464
Net income (gross income less expenses)	2013-06-30	$201,661
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$623,660
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$421,999
Total contributions received or receivable from employer(s)	2013-06-30	$186,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$186,198
Amount contributed by the employer to the plan for this plan year	2013-06-30	$186,198
2012 : CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$185,288
Expenses. Total of all expenses incurred	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$421,999
Total plan assets at beginning of year	2012-06-30	$236,711
Value of fidelity bond covering the plan	2012-06-30	$2,700,000
Other income received	2012-06-30	$-910
Net income (gross income less expenses)	2012-06-30	$185,288
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$421,999
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$236,711
Total contributions received or receivable from employer(s)	2012-06-30	$186,198
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$186,198
Amount contributed by the employer to the plan for this plan year	2012-06-30	$186,198
2011 : CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$236,711
Expenses. Total of all expenses incurred	2011-06-30	$0
Total plan assets at end of year	2011-06-30	$236,711
Total plan assets at beginning of year	2011-06-30	$0
Value of fidelity bond covering the plan	2011-06-30	$2,700,000
Net income (gross income less expenses)	2011-06-30	$236,711
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$236,711
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$0
Total contributions received or receivable from employer(s)	2011-06-30	$236,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$236,711
Amount contributed by the employer to the plan for this plan year	2011-06-30	$236,711

Form 5500 Responses for CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN

2013: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	First time form 5500 has been submitted	Yes
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CLARE ROSE, INC.
Employer identification number (EIN):	112036262
NAIC Classification:	424800

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1964-06-30
Company Identification Number:	177858
Legal Registered Office Address:	100 ROSE EXECUTIVE BLVD Suffolk EAST YAPHANK United States of America (USA) 11967