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RETIREMENT UNLIMITED 401(K) PLAN 401k Plan overview

Plan NameRETIREMENT UNLIMITED 401(K) PLAN
Plan identification number 001

RETIREMENT UNLIMITED 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RETIREMENT UNLIMITED, INC. has sponsored the creation of one or more 401k plans.

Company Name:RETIREMENT UNLIMITED, INC.
Employer identification number (EIN):541278450
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about RETIREMENT UNLIMITED, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1984-05-10
Company Identification Number: 0256180
Legal Registered Office Address: 2847 PENN FOREST BLVD

ROANOKE
United States of America (USA)
24018

More information about RETIREMENT UNLIMITED, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT UNLIMITED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHELE JOHNSON MICHELE JOHNSON2018-10-15
0012016-01-01CURTIS DAVIS III
0012015-01-01CURTIS DAVIS III
0012014-01-01CURTIS E DAVIS, III
0012013-01-01CURTIS E DAVIS, III
0012012-01-01CURTIS E DAVIS, III
0012011-01-01CURTIS E DAVIS III
0012009-01-01CURTIS E DAVIS III
0012009-01-01CURTIS E DAVIS III
0012009-01-01CURTIS E DAVIS III
0012009-01-01CURTIS E DAVIS III
0012008-01-01

Plan Statistics for RETIREMENT UNLIMITED 401(K) PLAN

401k plan membership statisitcs for RETIREMENT UNLIMITED 401(K) PLAN

Measure Date Value
2022: RETIREMENT UNLIMITED 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,904
Total number of active participants reported on line 7a of the Form 55002022-01-011,959
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-012,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,074
Number of participants with account balances2022-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0153
2021: RETIREMENT UNLIMITED 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,038
Total number of active participants reported on line 7a of the Form 55002021-01-011,568
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01128
Total of all active and inactive participants2021-01-011,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,706
Number of participants with account balances2021-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: RETIREMENT UNLIMITED 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01931
Total number of active participants reported on line 7a of the Form 55002020-01-01740
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01168
Total of all active and inactive participants2020-01-01910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01911
Number of participants with account balances2020-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0144
2019: RETIREMENT UNLIMITED 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01755
Total number of active participants reported on line 7a of the Form 55002019-01-01759
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01165
Total of all active and inactive participants2019-01-01929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01929
Number of participants with account balances2019-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0153
2018: RETIREMENT UNLIMITED 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01494
Total number of active participants reported on line 7a of the Form 55002018-01-01628
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01128
Total of all active and inactive participants2018-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01760
Number of participants with account balances2018-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01107
2017: RETIREMENT UNLIMITED 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01418
Total number of active participants reported on line 7a of the Form 55002017-01-01359
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01182
Total of all active and inactive participants2017-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01543
Number of participants with account balances2017-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01115
2016: RETIREMENT UNLIMITED 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01422
Total number of active participants reported on line 7a of the Form 55002016-01-01334
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01417
Number of participants with account balances2016-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0192
2015: RETIREMENT UNLIMITED 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01339
Total number of active participants reported on line 7a of the Form 55002015-01-01300
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01422
Number of participants with account balances2015-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0180
2014: RETIREMENT UNLIMITED 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01313
Total number of active participants reported on line 7a of the Form 55002014-01-01237
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0199
Total of all active and inactive participants2014-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01339
Number of participants with account balances2014-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0180
2013: RETIREMENT UNLIMITED 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01283
Total number of active participants reported on line 7a of the Form 55002013-01-01245
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01313
Total participants2013-01-01313
Number of participants with account balances2013-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0163
Number of employers contributing to the scheme2013-01-012
2012: RETIREMENT UNLIMITED 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01264
Total number of active participants reported on line 7a of the Form 55002012-01-01232
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01283
Total participants2012-01-01283
Number of participants with account balances2012-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0143
Number of employers contributing to the scheme2012-01-012
2011: RETIREMENT UNLIMITED 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01289
Total number of active participants reported on line 7a of the Form 55002011-01-01217
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01264
Number of participants with account balances2011-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0150
Number of employers contributing to the scheme2011-01-012
2009: RETIREMENT UNLIMITED 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01219
Total number of active participants reported on line 7a of the Form 55002009-01-01185
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01239
Number of participants with account balances2009-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124
Number of employers contributing to the scheme2009-01-012

Financial Data on RETIREMENT UNLIMITED 401(K) PLAN

Measure Date Value
2022 : RETIREMENT UNLIMITED 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$781,387
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$862,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$782,715
Expenses. Certain deemed distributions of participant loans2022-12-31$15,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,402,478
Value of total assets at end of year2022-12-31$9,901,607
Value of total assets at beginning of year2022-12-31$9,982,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,183
Total interest from all sources2022-12-31$12,816
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$262,517
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$262,517
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$1,023,437
Participant contributions at end of year2022-12-31$274,375
Participant contributions at beginning of year2022-12-31$259,719
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,101,183
Total non interest bearing cash at end of year2022-12-31$190
Total non interest bearing cash at beginning of year2022-12-31$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-81,301
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,901,607
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,982,908
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
Investment advisory and management fees2022-12-31$27,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,451,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,570,955
Interest on participant loans2022-12-31$12,000
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$175,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$152,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$152,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$816
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,896,424
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$277,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$782,715
Contract administrator fees2022-12-31$37,011
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 name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : RETIREMENT UNLIMITED 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$2,659,290
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,644,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,575,212
Expenses. Certain deemed distributions of participant loans2021-12-31$6,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,069,297
Value of total assets at end of year2021-12-31$9,982,908
Value of total assets at beginning of year2021-12-31$9,968,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,964
Total interest from all sources2021-12-31$9,089
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$655,011
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$655,011
Administrative expenses professional fees incurred2021-12-31$46,725
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
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$755,787
Participant contributions at end of year2021-12-31$259,719
Participant contributions at beginning of year2021-12-31$240,416
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$43,349
Total non interest bearing cash at end of year2021-12-31$110
Total non interest bearing cash at beginning of year2021-12-31$0
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$14,591
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,982,908
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,968,317
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$9,570,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,701,517
Income. Interest from loans (other than to participants)2021-12-31$9,089
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$742,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$152,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$7,283,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,701,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$925,893
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$270,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,575,212
Contract administrator fees2021-12-31$16,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : RETIREMENT UNLIMITED 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,448,938
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,219,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,167,164
Expenses. Certain deemed distributions of participant loans2020-12-31$14,637
Value of total corrective distributions2020-12-31$474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,188,085
Value of total assets at end of year2020-12-31$9,968,317
Value of total assets at beginning of year2020-12-31$8,739,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,518
Total interest from all sources2020-12-31$49,313
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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$770,759
Participant contributions at end of year2020-12-31$240,416
Participant contributions at beginning of year2020-12-31$300,207
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$149,063
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
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$1,229,145
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,968,317
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,739,172
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$7,283,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,682,671
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$10,916
Interest earned on other investments2020-12-31$38,397
Value of interest in common/collective trusts at end of year2020-12-31$742,583
Value of interest in common/collective trusts at beginning of year2020-12-31$622,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,701,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,133,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,211,540
Net investment gain or loss from common/collective trusts2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$268,263
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,167,164
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$37,518
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : RETIREMENT UNLIMITED 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,593,518
Total income from all sources (including contributions)2019-12-31$2,593,518
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$845,212
Total of all expenses incurred2019-12-31$845,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$790,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$790,984
Expenses. Certain deemed distributions of participant loans2019-12-31$23,113
Expenses. Certain deemed distributions of participant loans2019-12-31$23,113
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,249,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,249,047
Value of total assets at end of year2019-12-31$8,739,172
Value of total assets at end of year2019-12-31$8,739,172
Value of total assets at beginning of year2019-12-31$6,990,866
Value of total assets at beginning of year2019-12-31$6,990,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,115
Total interest from all sources2019-12-31$45,715
Total interest from all sources2019-12-31$45,715
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$22,016
Administrative expenses professional fees incurred2019-12-31$22,016
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$760,225
Contributions received from participants2019-12-31$760,225
Participant contributions at end of year2019-12-31$300,207
Participant contributions at end of year2019-12-31$300,207
Participant contributions at beginning of year2019-12-31$261,049
Participant contributions at beginning of year2019-12-31$261,049
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$225,278
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$225,278
Other income not declared elsewhere2019-12-31$351,642
Other income not declared elsewhere2019-12-31$351,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,748,306
Value of net income/loss2019-12-31$1,748,306
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,739,172
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,739,172
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,990,866
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,990,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,682,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,682,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,206,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,206,401
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$13,561
Interest on participant loans2019-12-31$13,561
Interest earned on other investments2019-12-31$32,154
Interest earned on other investments2019-12-31$32,154
Value of interest in common/collective trusts at end of year2019-12-31$622,905
Value of interest in common/collective trusts at end of year2019-12-31$622,905
Value of interest in common/collective trusts at beginning of year2019-12-31$477,301
Value of interest in common/collective trusts at beginning of year2019-12-31$477,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,133,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,133,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,046,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,046,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$947,114
Net investment gain/loss from pooled separate accounts2019-12-31$947,114
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$263,544
Contributions received in cash from employer2019-12-31$263,544
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$790,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$790,984
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$9,099
Contract administrator fees2019-12-31$9,099
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FOTI, FLYNN, LOWEN & CO P.C.
Accountancy firm name2019-12-31FOTI, FLYNN, LOWEN & CO P.C.
Accountancy firm EIN2019-12-31208087076
Accountancy firm EIN2019-12-31208087076
2018 : RETIREMENT UNLIMITED 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$614,633
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,080,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,036,230
Expenses. Certain deemed distributions of participant loans2018-12-31$20,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$996,422
Value of total assets at end of year2018-12-31$6,990,866
Value of total assets at beginning of year2018-12-31$7,456,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,107
Total interest from all sources2018-12-31$40,323
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$476,371
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$476,371
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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$699,823
Participant contributions at end of year2018-12-31$261,049
Participant contributions at beginning of year2018-12-31$292,136
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,039
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-465,444
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,990,866
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,456,310
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$5,206,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,827,383
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$10,172
Interest earned on other investments2018-12-31$30,151
Value of interest in common/collective trusts at end of year2018-12-31$477,301
Value of interest in common/collective trusts at beginning of year2018-12-31$490,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,046,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$846,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-858,980
Net investment gain/loss from pooled separate accounts2018-12-31$-39,503
Net investment gain or loss from common/collective trusts2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$263,560
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,036,230
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$23,107
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
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 name2018-12-31FOTI, FLYNN, LOWEN & CO P.C.
Accountancy firm EIN2018-12-31208087076
2017 : RETIREMENT UNLIMITED 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$1,942,326
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,034,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,012,396
Expenses. Certain deemed distributions of participant loans2017-12-31$14,146
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$985,745
Value of total assets at end of year2017-12-31$7,456,310
Value of total assets at beginning of year2017-12-31$6,548,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,791
Total interest from all sources2017-12-31$35,909
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$378,669
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$378,669
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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$627,378
Participant contributions at end of year2017-12-31$292,136
Participant contributions at beginning of year2017-12-31$286,278
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$125,068
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$907,993
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,456,310
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,548,317
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$5,827,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,082,980
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$9,696
Interest earned on other investments2017-12-31$26,213
Value of interest in common/collective trusts at end of year2017-12-31$490,053
Value of interest in common/collective trusts at beginning of year2017-12-31$398,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$846,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$780,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$458,569
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$83,434
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$233,299
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,012,396
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$7,791
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
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 name2017-12-31FOTI, FLYNN, LOWEN & CO P.C
Accountancy firm EIN2017-12-31208087076
2016 : RETIREMENT UNLIMITED 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$1,262,652
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$592,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$584,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$883,228
Value of total assets at end of year2016-12-31$6,548,317
Value of total assets at beginning of year2016-12-31$5,878,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,303
Total interest from all sources2016-12-31$29,944
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$587,306
Participant contributions at end of year2016-12-31$286,278
Participant contributions at beginning of year2016-12-31$270,403
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$61,208
Other income not declared elsewhere2016-12-31$0
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$669,763
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,548,317
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,878,554
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$5,082,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,532,509
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$9,564
Interest earned on other investments2016-12-31$20,380
Value of interest in common/collective trusts at end of year2016-12-31$398,705
Value of interest in common/collective trusts at beginning of year2016-12-31$398,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$780,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$677,433
Net investment gain/loss from pooled separate accounts2016-12-31$349,480
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
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$234,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$584,586
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$8,303
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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 name2016-12-31FOTI, FLYNN, LOWEN, & CO., P.C.
Accountancy firm EIN2016-12-31208087076
2015 : RETIREMENT UNLIMITED 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$203
Total unrealized appreciation/depreciation of assets2015-12-31$203
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$746,668
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$289,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$284,357
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$825,230
Value of total assets at end of year2015-12-31$5,878,554
Value of total assets at beginning of year2015-12-31$5,421,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,348
Total interest from all sources2015-12-31$-7,608
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$530,755
Participant contributions at end of year2015-12-31$270,403
Participant contributions at beginning of year2015-12-31$246,827
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$100,799
Other income not declared elsewhere2015-12-31$0
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
Value of net income/loss2015-12-31$456,963
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,878,554
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,421,591
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,532,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,361,989
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$8,336
Interest earned on other investments2015-12-31$-15,944
Value of interest in common/collective trusts at end of year2015-12-31$398,209
Value of interest in common/collective trusts at beginning of year2015-12-31$3,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$677,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$809,669
Net investment gain/loss from pooled separate accounts2015-12-31$-71,157
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$193,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$284,357
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$5,348
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
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 name2015-12-31FOTI, FLYNN, LOWEN, & CO., P.C.
Accountancy firm EIN2015-12-31208087076
2014 : RETIREMENT UNLIMITED 401(K) PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$1,725,583
Total income from all sources (including contributions)2014-12-31$1,042,727
Total of all expenses incurred2014-12-31$639,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$633,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$734,900
Value of total assets at end of year2014-12-31$5,421,591
Value of total assets at beginning of year2014-12-31$6,743,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,582
Total interest from all sources2014-12-31$39,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$503,860
Participant contributions at end of year2014-12-31$246,827
Participant contributions at beginning of year2014-12-31$300,667
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$44,877
Administrative expenses (other) incurred2014-12-31$5,582
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$403,261
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,421,591
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,743,913
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$4,365,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,568,687
Interest on participant loans2014-12-31$9,656
Interest earned on other investments2014-12-31$30,014
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$809,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$874,559
Net investment gain/loss from pooled separate accounts2014-12-31$268,157
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$186,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$633,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31FOTI, FLYNN, LOWEN & CO., P.C.
Accountancy firm EIN2014-12-31208087076
2013 : RETIREMENT UNLIMITED 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,528,449
Total of all expenses incurred2013-12-31$343,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$338,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$661,514
Value of total assets at end of year2013-12-31$6,743,913
Value of total assets at beginning of year2013-12-31$5,558,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,456
Total interest from all sources2013-12-31$29,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$480,694
Participant contributions at end of year2013-12-31$300,667
Participant contributions at beginning of year2013-12-31$210,167
Administrative expenses (other) incurred2013-12-31$5,456
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$1,184,970
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,743,913
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,558,943
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$5,568,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,726,711
Interest on participant loans2013-12-31$8,155
Interest earned on other investments2013-12-31$21,843
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$874,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$622,065
Net investment gain/loss from pooled separate accounts2013-12-31$836,937
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$180,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$338,023
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 name2013-12-31FOTI, FLYNN, LOWEN & CO., P.C.
Accountancy firm EIN2013-12-31208087076
2012 : RETIREMENT UNLIMITED 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,188,540
Total of all expenses incurred2012-12-31$288,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$284,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$668,149
Value of total assets at end of year2012-12-31$5,558,943
Value of total assets at beginning of year2012-12-31$4,659,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,517
Total interest from all sources2012-12-31$23,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$489,513
Participant contributions at end of year2012-12-31$210,167
Participant contributions at beginning of year2012-12-31$183,298
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,163
Administrative expenses (other) incurred2012-12-31$4,517
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$899,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,558,943
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,659,249
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$4,726,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,917,940
Interest on participant loans2012-12-31$6,306
Interest earned on other investments2012-12-31$17,554
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$622,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$558,011
Net investment gain/loss from pooled separate accounts2012-12-31$496,531
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$174,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$284,329
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 name2012-12-31FOTI, FLYNN, LOWEN & CO., P.C.
Accountancy firm EIN2012-12-31208087076
2011 : RETIREMENT UNLIMITED 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$480,060
Total of all expenses incurred2011-12-31$374,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$369,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$652,239
Value of total assets at end of year2011-12-31$4,659,249
Value of total assets at beginning of year2011-12-31$4,553,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,808
Total interest from all sources2011-12-31$19,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$480,072
Participant contributions at end of year2011-12-31$183,298
Participant contributions at beginning of year2011-12-31$134,330
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,738
Administrative expenses (other) incurred2011-12-31$4,808
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$105,308
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,659,249
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,553,941
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,917,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,927,772
Interest on participant loans2011-12-31$5,934
Interest earned on other investments2011-12-31$13,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$558,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$491,839
Net investment gain/loss from pooled separate accounts2011-12-31$-191,893
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$163,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$369,944
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 name2011-12-31FOTI, FLYNN, LOWEN & CO., P.C.
Accountancy firm EIN2011-12-31208087076
2010 : RETIREMENT UNLIMITED 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,092,929
Total of all expenses incurred2010-12-31$636,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$633,198
Value of total corrective distributions2010-12-31$214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$610,755
Value of total assets at end of year2010-12-31$4,553,941
Value of total assets at beginning of year2010-12-31$4,097,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,318
Total interest from all sources2010-12-31$22,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$433,960
Participant contributions at end of year2010-12-31$134,330
Participant contributions at beginning of year2010-12-31$119,350
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,191
Administrative expenses (other) incurred2010-12-31$3,318
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$456,199
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,553,941
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,097,742
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,927,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,374,779
Interest on participant loans2010-12-31$4,600
Interest earned on other investments2010-12-31$18,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$491,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$603,613
Net investment gain/loss from pooled separate accounts2010-12-31$459,529
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$146,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$633,198
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 name2010-12-31FOTI, FLYNN, LOWEN & CO., P.C.
Accountancy firm EIN2010-12-31208087076
2009 : RETIREMENT UNLIMITED 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for RETIREMENT UNLIMITED 401(K) PLAN

2022: RETIREMENT UNLIMITED 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT UNLIMITED 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT UNLIMITED 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
2019: RETIREMENT UNLIMITED 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
2018: RETIREMENT UNLIMITED 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
2017: RETIREMENT UNLIMITED 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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
2016: RETIREMENT UNLIMITED 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
2015: RETIREMENT UNLIMITED 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
2014: RETIREMENT UNLIMITED 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: RETIREMENT UNLIMITED 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: RETIREMENT UNLIMITED 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: RETIREMENT UNLIMITED 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: RETIREMENT UNLIMITED 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: RETIREMENT UNLIMITED 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entityMulti-employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711025
Policy instance 1
Insurance contract or identification numberGA-711025
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,173
Total amount of fees paid to insurance companyUSD $0
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 $7,173
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711025
Policy instance 1
Insurance contract or identification numberGA-711025
Number of Individuals Covered934
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $25,147
Total amount of fees paid to insurance companyUSD $0
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 $25,147
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711025
Policy instance 1
Insurance contract or identification numberGA-711025
Number of Individuals Covered495
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,059
Total amount of fees paid to insurance companyUSD $0
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 $17,059
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711025
Policy instance 1
Insurance contract or identification numberGA-711025
Number of Individuals Covered461
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $22,012
Total amount of fees paid to insurance companyUSD $0
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 $22,012
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number
Policy instance 1
Number of Individuals Covered517
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,786
Total amount of fees paid to insurance companyUSD $0
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 $24,786
Insurance broker organization code?3
Insurance broker nameCSFG INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711025
Policy instance 1
Insurance contract or identification numberGA-711025
Number of Individuals Covered408
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,870
Total amount of fees paid to insurance companyUSD $0
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 $16,870
Insurance broker organization code?3
Insurance broker nameCSFG INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711025
Policy instance 1
Insurance contract or identification numberGA-711025
Number of Individuals Covered336
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,592
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,592
Insurance broker organization code?3
Insurance broker nameCSFG INS AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711025
Policy instance 1
Insurance contract or identification numberGA-711025
Number of Individuals Covered294
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,869
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,869
Insurance broker organization code?3
Insurance broker nameCSFG INS AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711025
Policy instance 1
Insurance contract or identification numberGA-711025
Number of Individuals Covered233
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,409
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,409
Insurance broker organization code?3
Insurance broker nameCSFG INS AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711025
Policy instance 1
Insurance contract or identification numberGA-711025
Number of Individuals Covered264
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,085
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711025
Policy instance 1
Insurance contract or identification numberGA-711025
Number of Individuals Covered241
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,085
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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