401k Plan data: OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN plan

OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN
Plan identification number	002

OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

OHLERT-RUGGIERE, INC. has sponsored the creation of one or more 401k plans.

Company Name: OHLERT-RUGGIERE, INC.

Employer identification number (EIN): 112106795

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about OHLERT-RUGGIERE, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1956-11-09

Company Identification Number: 98179

Legal Registered Office Address: 89-11 JAMAICA AVE
Queens
WOODHAVEN
United States of America (USA)
11421

More information about OHLERT-RUGGIERE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JOSEPH RUGGIERE 2024-06-17 JOSEPH RUGGIERE 2024-06-17
002 2022-01-01 JOSEPH RUGGIERE 2023-08-22 JOSEPH RUGGIERE 2023-08-22
002 2021-01-01 WAYNE RUGGIERE 2022-10-03 WAYNE RUGGIERE 2022-10-03
002 2020-01-01 WAYNE A RUGGIERE 2021-08-18 WAYNE A RUGGIERE 2021-08-18
002 2019-01-01 WAYNE RUGGIERE 2020-08-17 WAYNE RUGGIERE 2020-08-17
002 2018-01-01 WAYNE A RUGGIERE 2019-08-08 WAYNE A RUGGIERE 2019-08-08
002 2017-01-01 JOSEPH M RUGGIERE 2018-08-01 JOSEPH M RUGGIERE 2018-08-01
002 2016-01-01 JOSEPH M RUGGIERE 2017-10-09 JOSEPH M RUGGIERE 2017-10-09
002 2015-01-01 JOSEPH RUGGIERE 2016-09-02 JOSEPH RUGGIERE 2016-09-02
002 2014-01-01 JOSEPH M RUGGIERE 2015-07-02 JOSEPH M RUGGIERE 2015-07-02
002 2013-01-01 JOSEPH M RUGGIERE 2014-10-14 JOSEPH M RUGGIERE 2014-10-14
002 2012-01-01 DOUG GEROWSKI 2013-07-16 DOUG GEROWSKI 2013-07-16
002 2011-01-01 JOSEPH A. RUGGIERE JOSEPH A. RUGGIERE 2012-09-21
002 2010-01-01 DOUG GEROWSKI DOUG GEROWSKI 2011-09-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JOSEPH RUGGIERE	2024-06-17	JOSEPH RUGGIERE	2024-06-17
002	2022-01-01	JOSEPH RUGGIERE	2023-08-22	JOSEPH RUGGIERE	2023-08-22
002	2021-01-01	WAYNE RUGGIERE	2022-10-03	WAYNE RUGGIERE	2022-10-03
002	2020-01-01	WAYNE A RUGGIERE	2021-08-18	WAYNE A RUGGIERE	2021-08-18
002	2019-01-01	WAYNE RUGGIERE	2020-08-17	WAYNE RUGGIERE	2020-08-17
002	2018-01-01	WAYNE A RUGGIERE	2019-08-08	WAYNE A RUGGIERE	2019-08-08
002	2017-01-01	JOSEPH M RUGGIERE	2018-08-01	JOSEPH M RUGGIERE	2018-08-01
002	2016-01-01	JOSEPH M RUGGIERE	2017-10-09	JOSEPH M RUGGIERE	2017-10-09
002	2015-01-01	JOSEPH RUGGIERE	2016-09-02	JOSEPH RUGGIERE	2016-09-02
002	2014-01-01	JOSEPH M RUGGIERE	2015-07-02	JOSEPH M RUGGIERE	2015-07-02
002	2013-01-01	JOSEPH M RUGGIERE	2014-10-14	JOSEPH M RUGGIERE	2014-10-14
002	2012-01-01	DOUG GEROWSKI	2013-07-16	DOUG GEROWSKI	2013-07-16
002	2011-01-01	JOSEPH A. RUGGIERE		JOSEPH A. RUGGIERE	2012-09-21
002	2010-01-01	DOUG GEROWSKI		DOUG GEROWSKI	2011-09-07

Plan Statistics for OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN

Measure Date Value
2011: OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2011: OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN

Measure	Date	Value
2011 : OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$211,582
Expenses. Total of all expenses incurred	2011-12-31	$210,840
Benefits paid (including direct rollovers)	2011-12-31	$189,505
Total plan assets at end of year	2011-12-31	$4,409,933
Total plan assets at beginning of year	2011-12-31	$4,409,191
Value of fidelity bond covering the plan	2011-12-31	$441,000
Total contributions received or receivable from participants	2011-12-31	$93,150
Assets. Value of loans (other than to participants)	2011-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-31,179
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$742
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,409,933
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,409,191
Assets. Value of participant loans	2011-12-31	$36,517
Total contributions received or receivable from employer(s)	2011-12-31	$149,611
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$21,335
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$866,134
Expenses. Total of all expenses incurred	2010-12-31	$197,663
Benefits paid (including direct rollovers)	2010-12-31	$177,128
Total plan assets at end of year	2010-12-31	$4,409,191
Total plan assets at beginning of year	2010-12-31	$3,740,720
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$91,916
Assets. Value of loans (other than to participants)	2010-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$627,982
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$668,471
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,409,191
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,740,720
Assets. Value of participant loans	2010-12-31	$37,472
Total contributions received or receivable from employer(s)	2010-12-31	$146,236
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$20,535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN

2011: OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OHLERT-RUGGIERE, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3825156

Policy instance

Insurance contract or identification number	3825156
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3825156

Policy instance

Insurance contract or identification number	3825156
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	OHLERT-RUGGIERE, INC.
Employer identification number (EIN):	112106795
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1956-11-09
Company Identification Number:	98179
Legal Registered Office Address:	89-11 JAMAICA AVE Queens WOODHAVEN United States of America (USA) 11421