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ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN
Plan identification number 001

ROCHESTER HOMES, INC EMPLOYEES RETIREMENT 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.
  • 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.

401k Sponsoring company profile

ROCHESTER HOMES, INC has sponsored the creation of one or more 401k plans.

Company Name:ROCHESTER HOMES, INC
Employer identification number (EIN):351268701
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ALEX BERLIN2019-06-24
0012017-01-01ALEX BERLIN2018-07-10
0012016-01-01ALEX BERLIN2017-05-31
0012015-01-01JULIE ANDERSON2016-06-13 JULIE ANDERSON2016-06-13
0012014-01-01JULIE ANDERSON2015-05-26 JULIE ANDERSON2015-05-26
0012013-01-01JULIE ANDERSON2014-05-30 JULIE ANDERSON2014-05-30
0012012-01-01JULIE ANDERSON2013-05-21 JULIE ANDERSON2013-05-21
0012011-01-01JULIE ANDERSON2012-06-04 JULIE ANDERSON2012-06-04
0012010-01-01JULIE ANDERSON2011-06-10

Plan Statistics for ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023: ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01115
Total number of active participants reported on line 7a of the Form 55002023-01-0180
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0123
Total of all active and inactive participants2023-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01103
Number of participants with account balances2023-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01111
Total number of active participants reported on line 7a of the Form 55002022-01-0188
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01111
Number of participants with account balances2022-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0181
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01110
Number of participants with account balances2021-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01107
Total number of active participants reported on line 7a of the Form 55002020-01-01102
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01116
Number of participants with account balances2020-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01126
Total number of active participants reported on line 7a of the Form 55002019-01-0194
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01105
Number of participants with account balances2019-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023 : ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$496,997
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$129,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$99,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$227,826
Value of total assets at end of year2023-12-31$1,679,403
Value of total assets at beginning of year2023-12-31$1,312,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$30,242
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$35,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$35,915
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$132,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$220,908
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$6,918
Other income not declared elsewhere2023-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$367,022
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,679,403
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,312,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$17,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,679,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,312,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$233,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$99,733
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31APPLEGATE & CO. PC
Accountancy firm EIN2023-12-31464405607
2022 : ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-79,590
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,187,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,170,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$246,326
Value of total assets at end of year2022-12-31$1,312,381
Value of total assets at beginning of year2022-12-31$2,579,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,043
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$15,140
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$258,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$211,635
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$34,691
Other income not declared elsewhere2022-12-31$13
Administrative expenses (other) incurred2022-12-31$17,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,266,761
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,312,381
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,579,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,312,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,529,126
Value of interest in common/collective trusts at beginning of year2022-12-31$50,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-341,769
Net investment gain or loss from common/collective trusts2022-12-31$700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,170,128
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31APPLEGATE & CO. PC
Accountancy firm EIN2022-12-31464405607
2021 : ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$608,166
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$347,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$336,336
Value of total corrective distributions2021-12-31$3,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$210,356
Value of total assets at end of year2021-12-31$2,579,142
Value of total assets at beginning of year2021-12-31$2,318,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,269
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$277,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$277,269
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$232,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$210,356
Other income not declared elsewhere2021-12-31$22
Administrative expenses (other) incurred2021-12-31$7,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$260,619
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,579,142
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,318,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,529,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,271,262
Value of interest in common/collective trusts at end of year2021-12-31$50,016
Value of interest in common/collective trusts at beginning of year2021-12-31$47,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$119,698
Net investment gain or loss from common/collective trusts2021-12-31$821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$336,336
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31APPLEGATE & CO. PC
Accountancy firm EIN2021-12-31464405607
2020 : ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$528,937
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$128,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$121,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$207,396
Value of total assets at end of year2020-12-31$2,318,523
Value of total assets at beginning of year2020-12-31$1,917,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,634
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$90,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$90,069
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$192,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$207,396
Other income not declared elsewhere2020-12-31$522
Administrative expenses (other) incurred2020-12-31$6,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$400,643
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,318,523
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,917,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,271,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,872,936
Value of interest in common/collective trusts at end of year2020-12-31$47,261
Value of interest in common/collective trusts at beginning of year2020-12-31$44,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$230,049
Net investment gain or loss from common/collective trusts2020-12-31$901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$121,660
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31APPLEGATE & CO. PC
Accountancy firm EIN2020-12-31464405607
2019 : ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$619,554
Total income from all sources (including contributions)2019-12-31$619,554
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$790,815
Total of all expenses incurred2019-12-31$790,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$780,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$780,123
Value of total corrective distributions2019-12-31$3,493
Value of total corrective distributions2019-12-31$3,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$198,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$198,001
Value of total assets at end of year2019-12-31$1,917,880
Value of total assets at end of year2019-12-31$1,917,880
Value of total assets at beginning of year2019-12-31$2,089,141
Value of total assets at beginning of year2019-12-31$2,089,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,199
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$147,052
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$147,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$147,052
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$147,052
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$209,000
Value of fidelity bond cover2019-12-31$209,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$198,001
Contributions received from participants2019-12-31$198,001
Other income not declared elsewhere2019-12-31$47
Other income not declared elsewhere2019-12-31$47
Administrative expenses (other) incurred2019-12-31$7,199
Administrative expenses (other) incurred2019-12-31$7,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-171,261
Value of net income/loss2019-12-31$-171,261
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,917,880
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,917,880
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,089,141
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,089,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,872,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,872,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,046,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,046,248
Value of interest in common/collective trusts at end of year2019-12-31$44,944
Value of interest in common/collective trusts at end of year2019-12-31$44,944
Value of interest in common/collective trusts at beginning of year2019-12-31$42,893
Value of interest in common/collective trusts at beginning of year2019-12-31$42,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$273,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$273,379
Net investment gain or loss from common/collective trusts2019-12-31$1,075
Net investment gain or loss from common/collective trusts2019-12-31$1,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$780,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$780,123
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31APPLEGATE & CO. PC
Accountancy firm name2019-12-31APPLEGATE & CO. PC
Accountancy firm EIN2019-12-31464405607
Accountancy firm EIN2019-12-31464405607

Form 5500 Responses for ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN

2023: ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROCHESTER HOMES, INC EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROCHESTER HOMES, INC EMPLOYEES RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROCHESTER HOMES, INC EMPLOYEES RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROCHESTER HOMES, INC EMPLOYEES RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

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