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RESOURCE, INC. 401(K) PLAN 401k Plan overview

Plan NameRESOURCE, INC. 401(K) PLAN
Plan identification number 002

RESOURCE, INC. 401(K) 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

AVIVO has sponsored the creation of one or more 401k plans.

Company Name:AVIVO
Employer identification number (EIN):410828779
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about AVIVO

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1968-07-25
Company Identification Number: 332887
Legal Registered Office Address: 2909 BAY-TO-BAY BLVD.

TAMPA

33609

More information about AVIVO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESOURCE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KELLY MATTER
0022017-01-01KELLY MATTER
0022016-01-01KELLY MATTER
0022015-01-01KELLY MATTER
0022014-01-01KELLY MATTER
0022013-01-01KELLY MATTER
0022012-01-01KELLY MATTER
0022011-01-01DEBORAH ATTERBERRY
0022009-01-01DEBORAH ATTERBERRY
0022009-01-01DEBORAH ATTERBERRY

Plan Statistics for RESOURCE, INC. 401(K) PLAN

401k plan membership statisitcs for RESOURCE, INC. 401(K) PLAN

Measure Date Value
2023: RESOURCE, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01414
Total number of active participants reported on line 7a of the Form 55002023-01-01259
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01132
Total of all active and inactive participants2023-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01391
Number of participants with account balances2023-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: RESOURCE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01408
Total number of active participants reported on line 7a of the Form 55002022-01-01275
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01120
Total of all active and inactive participants2022-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01401
Number of participants with account balances2022-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RESOURCE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01388
Total number of active participants reported on line 7a of the Form 55002021-01-01275
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01117
Total of all active and inactive participants2021-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01397
Number of participants with account balances2021-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RESOURCE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01462
Total number of active participants reported on line 7a of the Form 55002020-01-01278
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01388
Number of participants with account balances2020-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RESOURCE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01410
Total number of active participants reported on line 7a of the Form 55002019-01-01277
Number of retired or separated participants receiving benefits2019-01-0134
Number of other retired or separated participants entitled to future benefits2019-01-01153
Total of all active and inactive participants2019-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01464
Number of participants with account balances2019-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RESOURCE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01417
Total number of active participants reported on line 7a of the Form 55002018-01-01307
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-0183
Total of all active and inactive participants2018-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01404
Number of participants with account balances2018-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RESOURCE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01391
Total number of active participants reported on line 7a of the Form 55002017-01-01307
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01403
Number of participants with account balances2017-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RESOURCE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01376
Total number of active participants reported on line 7a of the Form 55002016-01-01293
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-0185
Total of all active and inactive participants2016-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01388
Number of participants with account balances2016-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: RESOURCE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01370
Total number of active participants reported on line 7a of the Form 55002015-01-01296
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01370
Number of participants with account balances2015-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: RESOURCE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01386
Total number of active participants reported on line 7a of the Form 55002014-01-01285
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0170
Total of all active and inactive participants2014-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01364
Number of participants with account balances2014-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: RESOURCE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01400
Total number of active participants reported on line 7a of the Form 55002013-01-01340
Number of retired or separated participants receiving benefits2013-01-0140
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01380
Number of participants with account balances2013-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: RESOURCE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01354
Total number of active participants reported on line 7a of the Form 55002012-01-01278
Number of retired or separated participants receiving benefits2012-01-0138
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01380
Number of participants with account balances2012-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: RESOURCE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01417
Total number of active participants reported on line 7a of the Form 55002011-01-01267
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0187
Total of all active and inactive participants2011-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01354
Number of participants with account balances2011-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2009: RESOURCE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01399
Total number of active participants reported on line 7a of the Form 55002009-01-01323
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01393
Number of participants with account balances2009-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on RESOURCE, INC. 401(K) PLAN

Measure Date Value
2023 : RESOURCE, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$3,209,106
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,088,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,020,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,274,564
Value of total assets at end of year2023-12-31$12,879,599
Value of total assets at beginning of year2023-12-31$10,758,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$67,608
Total interest from all sources2023-12-31$10,008
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$227,144
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$227,144
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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$866,300
Participant contributions at end of year2023-12-31$177,336
Participant contributions at beginning of year2023-12-31$231,053
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$115,014
Other income not declared elsewhere2023-12-31$5,908
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$2,120,855
Value of net assets at end of year (total assets less liabilities)2023-12-31$12,879,599
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,758,744
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,499,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,411,092
Value of interest in pooled separate accounts at end of year2023-12-31$255,691
Value of interest in pooled separate accounts at beginning of year2023-12-31$220,590
Interest on participant loans2023-12-31$10,008
Value of interest in common/collective trusts at end of year2023-12-31$946,642
Value of interest in common/collective trusts at beginning of year2023-12-31$896,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,612,521
Net investment gain/loss from pooled separate accounts2023-12-31$36,039
Net investment gain or loss from common/collective trusts2023-12-31$42,922
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
Contributions received in cash from employer2023-12-31$293,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,020,643
Contract administrator fees2023-12-31$67,608
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 name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : RESOURCE, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-697,167
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,548,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,432,705
Expenses. Certain deemed distributions of participant loans2022-12-31$47,707
Value of total corrective distributions2022-12-31$69
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,422,754
Value of total assets at end of year2022-12-31$10,758,744
Value of total assets at beginning of year2022-12-31$13,004,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,798
Total interest from all sources2022-12-31$7,526
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$184,014
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$184,014
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$943,555
Participant contributions at end of year2022-12-31$231,053
Participant contributions at beginning of year2022-12-31$239,419
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$55,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,245,446
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,758,744
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,004,190
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$9,411,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,589,588
Value of interest in pooled separate accounts at end of year2022-12-31$220,590
Value of interest in pooled separate accounts at beginning of year2022-12-31$280,863
Interest on participant loans2022-12-31$7,526
Value of interest in common/collective trusts at end of year2022-12-31$896,009
Value of interest in common/collective trusts at beginning of year2022-12-31$894,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,264,692
Net investment gain/loss from pooled separate accounts2022-12-31$-46,769
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
Contributions received in cash from employer2022-12-31$423,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,432,705
Contract administrator fees2022-12-31$67,798
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : RESOURCE, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,166,496
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,862,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,764,610
Expenses. Certain deemed distributions of participant loans2021-12-31$14,172
Value of total corrective distributions2021-12-31$10,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,358,315
Value of total assets at end of year2021-12-31$13,004,190
Value of total assets at beginning of year2021-12-31$11,700,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,742
Total interest from all sources2021-12-31$6,801
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$187,194
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$187,194
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$880,995
Participant contributions at end of year2021-12-31$239,419
Participant contributions at beginning of year2021-12-31$212,128
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$199,625
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$1,303,959
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,004,190
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,700,231
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$11,589,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,362,065
Value of interest in pooled separate accounts at end of year2021-12-31$280,863
Value of interest in pooled separate accounts at beginning of year2021-12-31$193,200
Interest on participant loans2021-12-31$6,801
Value of interest in common/collective trusts at end of year2021-12-31$894,320
Value of interest in common/collective trusts at beginning of year2021-12-31$932,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,566,474
Net investment gain/loss from pooled separate accounts2021-12-31$47,712
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
Contributions received in cash from employer2021-12-31$277,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,764,610
Contract administrator fees2021-12-31$73,742
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : RESOURCE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,392,776
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,066,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,953,827
Expenses. Certain deemed distributions of participant loans2020-12-31$38,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$905,893
Value of total assets at end of year2020-12-31$11,700,231
Value of total assets at beginning of year2020-12-31$12,374,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$74,525
Total interest from all sources2020-12-31$17,980
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$167,017
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$167,017
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$752,581
Participant contributions at end of year2020-12-31$212,128
Participant contributions at beginning of year2020-12-31$150,972
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-673,814
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,700,231
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,374,045
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$10,362,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,648,207
Value of interest in pooled separate accounts at end of year2020-12-31$193,200
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,088,778
Interest on participant loans2020-12-31$5,809
Interest earned on other investments2020-12-31$12,171
Value of interest in common/collective trusts at end of year2020-12-31$932,838
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,096,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,256,565
Net investment gain/loss from pooled separate accounts2020-12-31$45,321
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
Contributions received in cash from employer2020-12-31$103,673
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$390,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,953,827
Contract administrator fees2020-12-31$74,525
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : RESOURCE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$3,170,649
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$636,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$530,546
Expenses. Certain deemed distributions of participant loans2019-12-31$39,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,123,796
Value of total assets at end of year2019-12-31$12,374,045
Value of total assets at beginning of year2019-12-31$9,839,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,014
Total interest from all sources2019-12-31$25,441
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$183,465
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$183,465
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$687,170
Participant contributions at end of year2019-12-31$150,972
Participant contributions at beginning of year2019-12-31$176,198
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$24,467
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$47,094
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$2,534,088
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,374,045
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,839,957
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 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$9,648,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,798,416
Value of interest in pooled separate accounts at end of year2019-12-31$1,088,778
Value of interest in pooled separate accounts at beginning of year2019-12-31$581,267
Interest on participant loans2019-12-31$8,613
Interest earned on other investments2019-12-31$16,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,096,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$867,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,598,844
Net investment gain/loss from pooled separate accounts2019-12-31$239,103
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$389,532
Employer contributions (assets) at end of year2019-12-31$390,011
Employer contributions (assets) at beginning of year2019-12-31$392,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$530,546
Contract administrator fees2019-12-31$67,014
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN,LLP
Accountancy firm EIN2019-12-31410746749
2018 : RESOURCE, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$594,114
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,771,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,696,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,094,475
Value of total assets at end of year2018-12-31$9,839,957
Value of total assets at beginning of year2018-12-31$11,017,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,683
Total interest from all sources2018-12-31$23,789
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$160,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$160,305
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$649,481
Participant contributions at end of year2018-12-31$176,198
Participant contributions at beginning of year2018-12-31$171,914
Participant contributions at end of year2018-12-31$24,467
Participant contributions at beginning of year2018-12-31$21,624
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$52,644
Other income not declared elsewhere2018-12-31$10,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,177,157
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,839,957
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,017,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,798,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,213,070
Value of interest in pooled separate accounts at end of year2018-12-31$581,267
Value of interest in pooled separate accounts at beginning of year2018-12-31$289,583
Interest on participant loans2018-12-31$7,472
Interest earned on other investments2018-12-31$16,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$867,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$949,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-666,607
Net investment gain/loss from pooled separate accounts2018-12-31$-28,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$392,350
Employer contributions (assets) at end of year2018-12-31$392,350
Employer contributions (assets) at beginning of year2018-12-31$371,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,696,588
Contract administrator fees2018-12-31$74,683
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : RESOURCE, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,805,380
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,905,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,870,433
Value of total corrective distributions2017-12-31$448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,271,528
Value of total assets at end of year2017-12-31$11,017,114
Value of total assets at beginning of year2017-12-31$10,135,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,332
Total interest from all sources2017-12-31$22,818
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$142,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$142,686
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$609,672
Participant contributions at end of year2017-12-31$171,914
Participant contributions at beginning of year2017-12-31$232,557
Participant contributions at end of year2017-12-31$21,624
Participant contributions at beginning of year2017-12-31$19,882
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$293,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$900,167
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,017,114
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,135,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,213,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,565,393
Value of interest in pooled separate accounts at end of year2017-12-31$289,583
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$7,356
Interest earned on other investments2017-12-31$15,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$949,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$965,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,368,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$368,760
Employer contributions (assets) at end of year2017-12-31$371,438
Employer contributions (assets) at beginning of year2017-12-31$351,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,870,433
Contract administrator fees2017-12-31$34,332
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : RESOURCE, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,703,094
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$991,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$959,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,039,138
Value of total assets at end of year2016-12-31$10,135,187
Value of total assets at beginning of year2016-12-31$9,423,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,968
Total interest from all sources2016-12-31$24,051
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$128,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$128,358
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$553,612
Participant contributions at end of year2016-12-31$232,557
Participant contributions at beginning of year2016-12-31$166,087
Participant contributions at end of year2016-12-31$19,882
Participant contributions at beginning of year2016-12-31$19,219
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$134,065
Other income not declared elsewhere2016-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$711,266
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,135,187
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,423,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,565,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,817,125
Interest on participant loans2016-12-31$6,850
Interest earned on other investments2016-12-31$17,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$965,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,027,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$511,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$351,461
Employer contributions (assets) at end of year2016-12-31$351,461
Employer contributions (assets) at beginning of year2016-12-31$393,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$959,860
Contract administrator fees2016-12-31$31,968
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : RESOURCE, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$920,236
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,008,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,978,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,031,982
Value of total assets at end of year2015-12-31$9,423,921
Value of total assets at beginning of year2015-12-31$10,511,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,171
Total interest from all sources2015-12-31$25,662
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$107,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$107,566
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$636,513
Participant contributions at end of year2015-12-31$166,087
Participant contributions at beginning of year2015-12-31$252,402
Participant contributions at end of year2015-12-31$19,219
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,219
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-1,088,058
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,423,921
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,511,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$6,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,817,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,853,021
Interest on participant loans2015-12-31$6,450
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$19,212
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,027,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,043,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-244,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$356,250
Employer contributions (assets) at end of year2015-12-31$393,689
Employer contributions (assets) at beginning of year2015-12-31$362,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,977,990
Contract administrator fees2015-12-31$23,440
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : RESOURCE, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,537,990
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,501,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,474,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$994,922
Value of total assets at end of year2014-12-31$10,511,979
Value of total assets at beginning of year2014-12-31$10,475,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,018
Total interest from all sources2014-12-31$29,213
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$142,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$142,618
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$538,502
Participant contributions at end of year2014-12-31$252,402
Participant contributions at beginning of year2014-12-31$302,608
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$14,166
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$92,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$36,309
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,511,979
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,475,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,853,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,606,968
Interest on participant loans2014-12-31$7,673
Interest earned on other investments2014-12-31$21,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,043,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,176,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$371,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$364,267
Employer contributions (assets) at end of year2014-12-31$362,801
Employer contributions (assets) at beginning of year2014-12-31$375,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,474,663
Contract administrator fees2014-12-31$27,018
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : RESOURCE, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,590,242
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,698,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,663,115
Value of total corrective distributions2013-12-31$10,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$982,503
Value of total assets at end of year2013-12-31$10,475,670
Value of total assets at beginning of year2013-12-31$9,584,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,268
Total interest from all sources2013-12-31$31,775
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$139,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$139,514
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$472,633
Participant contributions at end of year2013-12-31$302,608
Participant contributions at beginning of year2013-12-31$272,501
Participant contributions at end of year2013-12-31$14,166
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$891,246
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,475,670
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,584,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,606,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,732,831
Interest on participant loans2013-12-31$9,154
Interest earned on other investments2013-12-31$22,621
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,176,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,225,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,436,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$469,569
Employer contributions (assets) at end of year2013-12-31$375,126
Employer contributions (assets) at beginning of year2013-12-31$353,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,663,115
Contract administrator fees2013-12-31$25,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : RESOURCE, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,830,806
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$892,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$881,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,014,546
Value of total assets at end of year2012-12-31$9,584,424
Value of total assets at beginning of year2012-12-31$8,645,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,190
Total interest from all sources2012-12-31$16,916
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$153,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$153,462
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$414,454
Participant contributions at end of year2012-12-31$272,501
Participant contributions at beginning of year2012-12-31$263,092
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$149,692
Other income not declared elsewhere2012-12-31$4,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$938,542
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,584,424
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,645,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,732,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,962,089
Interest on participant loans2012-12-31$8,805
Interest earned on other investments2012-12-31$8,111
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$1,041,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,225,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$640,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$450,400
Employer contributions (assets) at end of year2012-12-31$353,676
Employer contributions (assets) at beginning of year2012-12-31$379,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$881,074
Contract administrator fees2012-12-31$11,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : RESOURCE, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$789,611
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,719,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,705,254
Value of total corrective distributions2011-12-31$3,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$774,325
Value of total assets at end of year2011-12-31$8,645,882
Value of total assets at beginning of year2011-12-31$9,576,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,550
Total interest from all sources2011-12-31$8,270
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$138,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$138,752
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$380,605
Participant contributions at end of year2011-12-31$263,092
Participant contributions at beginning of year2011-12-31$201,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-930,158
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,645,882
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,576,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$65
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,962,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,696,442
Interest on participant loans2011-12-31$8,270
Value of interest in common/collective trusts at end of year2011-12-31$1,041,647
Value of interest in common/collective trusts at beginning of year2011-12-31$1,247,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-146,508
Net investment gain or loss from common/collective trusts2011-12-31$14,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$393,720
Employer contributions (assets) at end of year2011-12-31$379,043
Employer contributions (assets) at beginning of year2011-12-31$429,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,705,254
Contract administrator fees2011-12-31$10,485
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : RESOURCE, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,893,568
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$431,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$427,551
Value of total corrective distributions2010-12-31$2,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$945,118
Value of total assets at end of year2010-12-31$9,576,040
Value of total assets at beginning of year2010-12-31$8,113,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,441
Total interest from all sources2010-12-31$8,312
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$130,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$130,971
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$403,280
Participant contributions at end of year2010-12-31$201,767
Participant contributions at beginning of year2010-12-31$234,727
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,462,195
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,576,040
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,113,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$65
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,696,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,265,571
Interest on participant loans2010-12-31$8,308
Value of interest in common/collective trusts at end of year2010-12-31$1,247,973
Value of interest in common/collective trusts at beginning of year2010-12-31$1,179,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$791,520
Net investment gain or loss from common/collective trusts2010-12-31$17,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$531,392
Employer contributions (assets) at end of year2010-12-31$429,845
Employer contributions (assets) at beginning of year2010-12-31$433,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$427,551
Contract administrator fees2010-12-31$1,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : RESOURCE, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RESOURCE, INC. 401(K) PLAN

2023: RESOURCE, INC. 401(K) 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RESOURCE, INC. 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RESOURCE, INC. 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RESOURCE, INC. 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RESOURCE, INC. 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RESOURCE, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RESOURCE, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RESOURCE, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RESOURCE, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RESOURCE, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: RESOURCE, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: RESOURCE, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RESOURCE, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RESOURCE, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered387
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $115
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered404
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $137
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees137
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered393
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $108
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees59
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered382
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $928
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees928
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered464
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $932
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees932
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number713007
Policy instance 2
Insurance contract or identification number713007
Number of Individuals Covered398
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $618
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees618
Additional information about fees paid to insurance brokerREFERRAL / SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered398
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $955
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees955
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered395
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $933
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees933
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameGOLDLEAF PARTNERS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered368
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,066
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1066
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameGOLDLEAF PARTNERS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered382
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,189
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1189
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameUNIVERSAL RETIREMENT SOLUTIONS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered383
Insurance policy start date2013-09-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,341
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9341
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameUNIVERSAL RETIREMENT SOLUTIONS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered376
Insurance policy start date2012-09-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,667
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5667
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameGOLDLEAF PARTNERS

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