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RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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

RM NEPHEW AND ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:RM NEPHEW AND ASSOCIATES, LLC
Employer identification number (EIN):273054121
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ROBERT NEPHEW2021-09-27
0012019-01-01ROBERT NEPHEW2020-09-25
0012018-01-01ROBERT NEPHEW2019-07-24
0012017-01-01ROBERT NEPHEW2018-05-31
0012016-01-01ROBERT NEPHEW2017-08-16
0012015-01-01ROBERT NEPHEW2016-09-12
0012014-01-01ROBERT NEPHEW
0012013-01-01ROBERT NEPHEW
0012012-01-01ROBERT NEPHEW
0012011-10-01ROBERT NEPHEW

Financial Data on RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$324,672
Expenses. Total of all expenses incurred2014-12-31$14,747
Benefits paid (including direct rollovers)2014-12-31$11,351
Total plan assets at end of year2014-12-31$565,807
Total plan assets at beginning of year2014-12-31$255,882
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$84,450
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$146,730
Other income received2014-12-31$15,994
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$309,925
Net plan assets at end of year (total assets less liabilities)2014-12-31$565,807
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$255,882
Total contributions received or receivable from employer(s)2014-12-31$77,498
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,396
2013 : RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$138,868
Expenses. Total of all expenses incurred2013-12-31$10,503
Benefits paid (including direct rollovers)2013-12-31$8,399
Total plan assets at end of year2013-12-31$255,882
Total plan assets at beginning of year2013-12-31$127,517
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$58,472
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$18,103
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$128,365
Net plan assets at end of year (total assets less liabilities)2013-12-31$255,882
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$127,517
Total contributions received or receivable from employer(s)2013-12-31$62,293
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,104
2012 : RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$92,904
Expenses. Total of all expenses incurred2012-12-31$690
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$127,517
Total plan assets at beginning of year2012-12-31$35,303
Total contributions received or receivable from participants2012-12-31$40,299
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$4,908
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$92,214
Net plan assets at end of year (total assets less liabilities)2012-12-31$127,517
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$35,303
Total contributions received or receivable from employer(s)2012-12-31$47,697
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$690
2011 : RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$35,403
Expenses. Total of all expenses incurred2011-12-31$100
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$35,303
Total plan assets at beginning of year2011-12-31$0
Total contributions received or receivable from participants2011-12-31$32,643
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-18
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$35,303
Net plan assets at end of year (total assets less liabilities)2011-12-31$35,303
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$2,778
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$100

Form 5500 Responses for RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

2014: RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RM NEPHEW AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01First time form 5500 has been submittedYes
2011-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number522892
Policy instance 1

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