401k Plan data: YOUNG RHOADES II, INC. 401(K) PLAN plan

YOUNG RHOADES II, INC. 401(K) PLAN 401k Plan overview

Plan Name	YOUNG RHOADES II, INC. 401(K) PLAN
Plan identification number	002

YOUNG RHOADES II, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

YOUNG RHOADES II, INC. DBA PRIMR has sponsored the creation of one or more 401k plans.

Company Name: YOUNG RHOADES II, INC. DBA PRIMR

Employer identification number (EIN): 264822419

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOUNG RHOADES II, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 SHANNAN ROLFSEN 2022-05-24
002 2018-01-01 SHANNAN ROLFSEN 2019-07-02
002 2017-01-01 SHANNAN ROLFSEN 2018-06-26
002 2016-01-01 SHANNAN ROLFSEN 2017-06-02
002 2015-01-01 DUFF YOUNG
002 2015-01-01 SHANNAN ROLFSEN 2017-05-11 SHANNAN ROLFSEN 2017-05-11
002 2014-01-01 DUFF YOUNG DUFF YOUNG 2015-09-15
002 2013-01-01 DUFF YOUNG 2014-07-23
002 2012-01-01 DUFF YOUNG 2013-07-25
002 2011-01-01 DUFF YOUNG 2012-07-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	SHANNAN ROLFSEN	2022-05-24
002	2018-01-01	SHANNAN ROLFSEN	2019-07-02
002	2017-01-01	SHANNAN ROLFSEN	2018-06-26
002	2016-01-01	SHANNAN ROLFSEN	2017-06-02
002	2015-01-01	DUFF YOUNG
002	2015-01-01	SHANNAN ROLFSEN	2017-05-11	SHANNAN ROLFSEN	2017-05-11
002	2014-01-01	DUFF YOUNG		DUFF YOUNG	2015-09-15
002	2013-01-01	DUFF YOUNG	2014-07-23
002	2012-01-01	DUFF YOUNG	2013-07-25
002	2011-01-01	DUFF YOUNG	2012-07-31

Plan Statistics for YOUNG RHOADES II, INC. 401(K) PLAN

401k plan membership statisitcs for YOUNG RHOADES II, INC. 401(K) PLAN

Measure Date Value
2015: YOUNG RHOADES II, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 64
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 80
Number of participants with account balances 2015-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: YOUNG RHOADES II, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 62
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 76
Total of all active and inactive participants 2014-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 138
Number of participants with account balances 2014-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 20

Measure	Date	Value
2015: YOUNG RHOADES II, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	64
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	80
Number of participants with account balances	2015-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: YOUNG RHOADES II, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	62
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	76
Total of all active and inactive participants	2014-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	138
Number of participants with account balances	2014-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	20

Financial Data on YOUNG RHOADES II, INC. 401(K) PLAN

Measure	Date	Value
2015 : YOUNG RHOADES II, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$23,460
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$46,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$42,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$26,810
Value of total assets at end of year	2015-12-31	$153,769
Value of total assets at beginning of year	2015-12-31	$176,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,213
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$9,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$9,080
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$18,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$19,481
Other income not declared elsewhere	2015-12-31	$790
Administrative expenses (other) incurred	2015-12-31	$3,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-22,691
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$153,769
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$176,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$140,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$170,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$13,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$5,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$5,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-13,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$7,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$42,938
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PATTILLO BROWN & HILL, LLP
Accountancy firm EIN	2015-12-31	741130599
2014 : YOUNG RHOADES II, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$50,719
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$6,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$40,355
Value of total assets at end of year	2014-12-31	$176,460
Value of total assets at beginning of year	2014-12-31	$132,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$350
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$7,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$7,700
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$14,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$27,425
Administrative expenses (other) incurred	2014-12-31	$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$43,864
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$176,460
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$132,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$170,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$126,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$5,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$5,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$5,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$12,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,505
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PATTILLO BROWN & HILL, LLP
Accountancy firm EIN	2014-12-31	741130599

Form 5500 Responses for YOUNG RHOADES II, INC. 401(K) PLAN

2015: YOUNG RHOADES II, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: YOUNG RHOADES II, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	YOUNG RHOADES II, INC. DBA PRIMR
Employer identification number (EIN):	264822419
NAIC Classification:	611000