Plan Name | REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | REALITYWORKS, INC. |
Employer identification number (EIN): | 391868838 |
NAIC Classification: | 339900 |
Additional information about REALITYWORKS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2011-03-18 |
Company Identification Number: | 0801400109 |
Legal Registered Office Address: |
2709 MONDOVI RD STE 1 EAU CLAIRE United States of America (USA) 54701 |
More information about REALITYWORKS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | ||||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | MARY BOETTCHER | |||
002 | 2017-01-01 | MARY BOETTCHER | |||
002 | 2016-01-01 | MARY E. STENVIG | |||
002 | 2015-01-01 | MARY E. STENVIG | |||
002 | 2014-01-01 | MARY E. STENVIG | |||
002 | 2013-01-01 | MARY E. STENVIG | |||
002 | 2012-01-01 | MARY E. STENVIG | |||
002 | 2011-01-01 | MARY E. STENVIG |
Measure | Date | Value |
---|---|---|
2023: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 6 |
Total of all active and inactive participants | 2023-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 72 |
Number of participants with account balances | 2023-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
Total of all active and inactive participants | 2022-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 68 |
Number of participants with account balances | 2022-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
2021: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 69 |
Number of participants with account balances | 2021-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 63 |
Number of participants with account balances | 2020-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 57 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 59 |
Number of participants with account balances | 2019-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 54 |
Number of participants with account balances | 2018-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 51 |
Number of participants with account balances | 2017-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 49 |
Number of participants with account balances | 2016-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 41 |
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 | 7 |
Total of all active and inactive participants | 2015-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 48 |
Number of participants with account balances | 2015-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 38 |
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 | 9 |
Total of all active and inactive participants | 2014-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 47 |
Number of participants with account balances | 2014-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 46 |
Number of participants with account balances | 2013-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 50 |
Number of participants with account balances | 2012-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 39 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 39 |
Number of participants with account balances | 2011-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data | ||
Total plan liabilities at end of year | 2023-12-31 | $5,965,430 |
Total plan liabilities at beginning of year | 2023-12-31 | $6,193,986 |
Total income from all sources | 2023-12-31 | $6,345,332 |
Expenses. Total of all expenses incurred | 2023-12-31 | $652,567 |
Benefits paid (including direct rollovers) | 2023-12-31 | $561,335 |
Total plan assets at end of year | 2023-12-31 | $36,196,675 |
Total plan assets at beginning of year | 2023-12-31 | $30,732,466 |
Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $90,432 |
Other income received | 2023-12-31 | $6,015,989 |
Net income (gross income less expenses) | 2023-12-31 | $5,692,765 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $30,231,245 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $24,538,480 |
Assets. Value of employer securities | 2023-12-31 | $36,186,319 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $329,343 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $800 |
2022 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $6,193,986 |
Total plan liabilities at beginning of year | 2022-12-31 | $6,419,589 |
Total income from all sources | 2022-12-31 | $22,656,647 |
Expenses. Total of all expenses incurred | 2022-12-31 | $136,383 |
Benefits paid (including direct rollovers) | 2022-12-31 | $42,656 |
Total plan assets at end of year | 2022-12-31 | $30,732,466 |
Total plan assets at beginning of year | 2022-12-31 | $8,437,805 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $93,727 |
Other income received | 2022-12-31 | $22,337,318 |
Net income (gross income less expenses) | 2022-12-31 | $22,520,264 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $24,538,480 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,018,216 |
Assets. Value of employer securities | 2022-12-31 | $30,732,466 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $319,329 |
2021 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-12-31 | $6,419,589 |
Total plan liabilities at beginning of year | 2021-12-31 | $43,031 |
Total income from all sources | 2021-12-31 | $-1,644,910 |
Expenses. Total of all expenses incurred | 2021-12-31 | $158,622 |
Benefits paid (including direct rollovers) | 2021-12-31 | $76,468 |
Total plan assets at end of year | 2021-12-31 | $8,437,805 |
Total plan assets at beginning of year | 2021-12-31 | $3,864,779 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $82,154 |
Other income received | 2021-12-31 | $-2,022,778 |
Net income (gross income less expenses) | 2021-12-31 | $-1,803,532 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,018,216 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,821,748 |
Assets. Value of employer securities | 2021-12-31 | $8,437,805 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $377,868 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $24,437 |
2020 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $43,031 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $2,402,229 |
Expenses. Total of all expenses incurred | 2020-12-31 | $85,509 |
Benefits paid (including direct rollovers) | 2020-12-31 | $26,691 |
Total plan assets at end of year | 2020-12-31 | $3,864,779 |
Total plan assets at beginning of year | 2020-12-31 | $1,505,028 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $58,818 |
Other income received | 2020-12-31 | $1,202,163 |
Net income (gross income less expenses) | 2020-12-31 | $2,316,720 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,821,748 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,505,028 |
Assets. Value of employer securities | 2020-12-31 | $3,821,748 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $1,200,066 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $412,066 |
Expenses. Total of all expenses incurred | 2019-12-31 | $74,748 |
Benefits paid (including direct rollovers) | 2019-12-31 | $65,553 |
Total plan assets at end of year | 2019-12-31 | $1,505,028 |
Total plan assets at beginning of year | 2019-12-31 | $1,167,710 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $9,195 |
Other income received | 2019-12-31 | $412,066 |
Net income (gross income less expenses) | 2019-12-31 | $337,318 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,505,028 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,167,710 |
Assets. Value of employer securities | 2019-12-31 | $1,505,028 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $7,037 |
Total income from all sources | 2018-12-31 | $370,171 |
Expenses. Total of all expenses incurred | 2018-12-31 | $40,213 |
Benefits paid (including direct rollovers) | 2018-12-31 | $32,130 |
Total plan assets at end of year | 2018-12-31 | $1,167,710 |
Total plan assets at beginning of year | 2018-12-31 | $844,789 |
Value of fidelity bond covering the plan | 2018-12-31 | $350,000 |
Other income received | 2018-12-31 | $230,171 |
Net income (gross income less expenses) | 2018-12-31 | $329,958 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,167,710 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $837,752 |
Assets. Value of employer securities | 2018-12-31 | $904,020 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $140,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $8,083 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $7,037 |
Total plan liabilities at beginning of year | 2017-12-31 | $25,785 |
Total income from all sources | 2017-12-31 | $231,877 |
Expenses. Total of all expenses incurred | 2017-12-31 | $44,126 |
Benefits paid (including direct rollovers) | 2017-12-31 | $33,946 |
Total plan assets at end of year | 2017-12-31 | $844,789 |
Total plan assets at beginning of year | 2017-12-31 | $675,786 |
Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
Other income received | 2017-12-31 | $106,877 |
Net income (gross income less expenses) | 2017-12-31 | $187,751 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $837,752 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $650,001 |
Assets. Value of employer securities | 2017-12-31 | $680,960 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $125,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $10,180 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $25,785 |
Total plan liabilities at beginning of year | 2016-12-31 | $129 |
Total income from all sources | 2016-12-31 | $256,133 |
Expenses. Total of all expenses incurred | 2016-12-31 | $31,789 |
Benefits paid (including direct rollovers) | 2016-12-31 | $25,784 |
Total plan assets at end of year | 2016-12-31 | $675,786 |
Total plan assets at beginning of year | 2016-12-31 | $425,786 |
Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
Other income received | 2016-12-31 | $50,736 |
Net income (gross income less expenses) | 2016-12-31 | $224,344 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $650,001 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $425,657 |
Assets. Value of employer securities | 2016-12-31 | $648,160 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $205,397 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,005 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $129 |
Total plan liabilities at beginning of year | 2015-12-31 | $129 |
Total income from all sources | 2015-12-31 | $-1,247 |
Expenses. Total of all expenses incurred | 2015-12-31 | $72,375 |
Benefits paid (including direct rollovers) | 2015-12-31 | $63,888 |
Total plan assets at end of year | 2015-12-31 | $425,786 |
Total plan assets at beginning of year | 2015-12-31 | $499,408 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Other income received | 2015-12-31 | $-16,247 |
Net income (gross income less expenses) | 2015-12-31 | $-73,622 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $425,657 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $499,279 |
Assets. Value of employer securities | 2015-12-31 | $423,314 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $15,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,487 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $129 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $14,527 |
Expenses. Total of all expenses incurred | 2014-12-31 | $22,280 |
Benefits paid (including direct rollovers) | 2014-12-31 | $13,913 |
Total plan assets at end of year | 2014-12-31 | $499,408 |
Total plan assets at beginning of year | 2014-12-31 | $507,032 |
Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
Other income received | 2014-12-31 | $14,527 |
Net income (gross income less expenses) | 2014-12-31 | $-7,753 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $499,279 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $507,032 |
Assets. Value of employer securities | 2014-12-31 | $461,618 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,367 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $92,548 |
Expenses. Total of all expenses incurred | 2013-12-31 | $15,475 |
Benefits paid (including direct rollovers) | 2013-12-31 | $6,958 |
Total plan assets at end of year | 2013-12-31 | $507,032 |
Total plan assets at beginning of year | 2013-12-31 | $429,959 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Other income received | 2013-12-31 | $92,548 |
Net income (gross income less expenses) | 2013-12-31 | $77,073 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $507,032 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $429,959 |
Assets. Value of employer securities | 2013-12-31 | $475,736 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,517 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $214,602 |
Expenses. Total of all expenses incurred | 2012-12-31 | $9,743 |
Total plan assets at end of year | 2012-12-31 | $429,959 |
Total plan assets at beginning of year | 2012-12-31 | $225,100 |
Value of fidelity bond covering the plan | 2012-12-31 | $42,996 |
Other income received | 2012-12-31 | $19,652 |
Net income (gross income less expenses) | 2012-12-31 | $204,859 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $429,959 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $225,100 |
Assets. Value of employer securities | 2012-12-31 | $425,831 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $194,950 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,743 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $225,100 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $225,100 |
Net income (gross income less expenses) | 2011-12-31 | $225,100 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $225,100 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Assets. Value of employer securities | 2011-12-31 | $225,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $225,100 |
2023: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: REALITYWORKS EMPLOYEE STOCK OWNERSHIP 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: REALITYWORKS EMPLOYEE STOCK OWNERSHIP 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 |
2013: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: REALITYWORKS EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |