401k Plan data: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN plan

RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN
Plan identification number	001

RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RUTH L. TRETTIS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: RUTH L. TRETTIS, P.A.

Employer identification number (EIN): 592111231

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about RUTH L. TRETTIS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1981-05-18

Company Identification Number: F35666

Legal Registered Office Address: 390 BROAD AVE. SOUTH

NAPLES

34102

More information about RUTH L. TRETTIS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-02-01 RUTH TRETTIS 2023-02-13
001 2021-02-01 RUTH TRETTIS 2023-02-13
001 2020-02-01 RUTH TRETTIS 2021-10-08
001 2019-02-01 RUTH TRETTIS 2020-11-13
001 2018-02-01 RUTH TRETTIS 2019-08-14
001 2017-02-01
001 2016-02-01
001 2015-02-01
001 2014-02-01
001 2013-02-01 JAMES RALEY
001 2012-02-01 JAMES RALEY
001 2011-02-01 JAMES RALEY
001 2010-02-01 JAMES RALEY
001 2009-02-01 JAMES RALEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-02-01	RUTH TRETTIS	2023-02-13
001	2021-02-01	RUTH TRETTIS	2023-02-13
001	2020-02-01	RUTH TRETTIS	2021-10-08
001	2019-02-01	RUTH TRETTIS	2020-11-13
001	2018-02-01	RUTH TRETTIS	2019-08-14
001	2017-02-01
001	2016-02-01
001	2015-02-01
001	2014-02-01
001	2013-02-01	JAMES RALEY
001	2012-02-01	JAMES RALEY
001	2011-02-01	JAMES RALEY
001	2010-02-01	JAMES RALEY
001	2009-02-01	JAMES RALEY

Plan Statistics for RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN

Measure Date Value
2022: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 3
Number of retired or separated participants receiving benefits 2022-02-01 0
Number of other retired or separated participants entitled to future benefits 2022-02-01 0
Total of all active and inactive participants 2022-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 0
Total participants 2022-02-01 3
Number of participants with account balances 2022-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 0
2021: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 3
Number of retired or separated participants receiving benefits 2021-02-01 0
Number of other retired or separated participants entitled to future benefits 2021-02-01 0
Total of all active and inactive participants 2021-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 0
Total participants 2021-02-01 3
Number of participants with account balances 2021-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 0
2020: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 3
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 0
Total of all active and inactive participants 2020-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 3
Number of participants with account balances 2020-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 0
2019: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 3
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 0
Total of all active and inactive participants 2019-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 3
Number of participants with account balances 2019-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
2018: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 3
Number of other retired or separated participants entitled to future benefits 2018-02-01 0
Total of all active and inactive participants 2018-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 3
Number of participants with account balances 2018-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 3
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 0
Total of all active and inactive participants 2017-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 3
Number of participants with account balances 2017-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 3
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 0
Total of all active and inactive participants 2016-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 3
Number of participants with account balances 2016-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 3
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 0
Total of all active and inactive participants 2015-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 3
Number of participants with account balances 2015-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 3
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 0
Total of all active and inactive participants 2014-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 3
Number of participants with account balances 2014-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 3
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 3
Number of participants with account balances 2013-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 3
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 0
Total of all active and inactive participants 2012-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 3
Number of participants with account balances 2012-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 3
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 0
Total of all active and inactive participants 2011-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 3
Number of participants with account balances 2011-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2010: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 3
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 0
Total of all active and inactive participants 2010-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 0
Total participants 2010-02-01 3
Number of participants with account balances 2010-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 3
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 0
Total of all active and inactive participants 2009-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 3
Number of participants with account balances 2009-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2022: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	3
Number of retired or separated participants receiving benefits	2022-02-01	0
Number of other retired or separated participants entitled to future benefits	2022-02-01	0
Total of all active and inactive participants	2022-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	0
Total participants	2022-02-01	3
Number of participants with account balances	2022-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	0
2021: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	3
Number of retired or separated participants receiving benefits	2021-02-01	0
Number of other retired or separated participants entitled to future benefits	2021-02-01	0
Total of all active and inactive participants	2021-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	0
Total participants	2021-02-01	3
Number of participants with account balances	2021-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	0
2020: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	3
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	0
Total of all active and inactive participants	2020-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	3
Number of participants with account balances	2020-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	0
2019: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	3
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	0
Total of all active and inactive participants	2019-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	3
Number of participants with account balances	2019-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
2018: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	3
Number of other retired or separated participants entitled to future benefits	2018-02-01	0
Total of all active and inactive participants	2018-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	3
Number of participants with account balances	2018-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	3
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	0
Total of all active and inactive participants	2017-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	3
Number of participants with account balances	2017-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	3
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	0
Total of all active and inactive participants	2016-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	3
Number of participants with account balances	2016-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	3
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	0
Total of all active and inactive participants	2015-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	3
Number of participants with account balances	2015-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	3
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	0
Total of all active and inactive participants	2014-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	3
Number of participants with account balances	2014-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	3
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	3
Number of participants with account balances	2013-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	3
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	0
Total of all active and inactive participants	2012-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	3
Number of participants with account balances	2012-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	3
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	0
Total of all active and inactive participants	2011-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	3
Number of participants with account balances	2011-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2010: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	3
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	0
Total of all active and inactive participants	2010-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	0
Total participants	2010-02-01	3
Number of participants with account balances	2010-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	3
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	0
Total of all active and inactive participants	2009-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	3
Number of participants with account balances	2009-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN

Measure	Date	Value
2023 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-01-31	$-40,555
Expenses. Total of all expenses incurred	2023-01-31	$26,384
Benefits paid (including direct rollovers)	2023-01-31	$26,384
Total plan assets at end of year	2023-01-31	$407,851
Total plan assets at beginning of year	2023-01-31	$474,790
Value of fidelity bond covering the plan	2023-01-31	$50,000
Other income received	2023-01-31	$-40,555
Net income (gross income less expenses)	2023-01-31	$-66,939
Net plan assets at end of year (total assets less liabilities)	2023-01-31	$407,851
Net plan assets at beginning of year (total assets less liabilities)	2023-01-31	$474,790
Assets. Value of real-estate (other than employer real property)	2023-01-31	$70,000
2022 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-01-31	$49,777
Expenses. Total of all expenses incurred	2022-01-31	$23,359
Benefits paid (including direct rollovers)	2022-01-31	$23,359
Total plan assets at end of year	2022-01-31	$474,790
Total plan assets at beginning of year	2022-01-31	$448,372
Value of fidelity bond covering the plan	2022-01-31	$50,000
Other income received	2022-01-31	$49,777
Net income (gross income less expenses)	2022-01-31	$26,418
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$474,790
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$448,372
Assets. Value of real-estate (other than employer real property)	2022-01-31	$80,000
2021 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-01-31	$57,915
Expenses. Total of all expenses incurred	2021-01-31	$0
Total plan assets at end of year	2021-01-31	$448,372
Total plan assets at beginning of year	2021-01-31	$390,457
Value of fidelity bond covering the plan	2021-01-31	$50,000
Other income received	2021-01-31	$57,915
Net income (gross income less expenses)	2021-01-31	$57,915
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$448,372
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$390,457
Assets. Value of real-estate (other than employer real property)	2021-01-31	$85,000
2020 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-01-31	$60,892
Expenses. Total of all expenses incurred	2020-01-31	$20,440
Benefits paid (including direct rollovers)	2020-01-31	$20,440
Total plan assets at end of year	2020-01-31	$390,457
Total plan assets at beginning of year	2020-01-31	$350,005
Value of fidelity bond covering the plan	2020-01-31	$50,000
Total contributions received or receivable from participants	2020-01-31	$0
Expenses. Other expenses not covered elsewhere	2020-01-31	$0
Contributions received from other sources (not participants or employers)	2020-01-31	$0
Other income received	2020-01-31	$60,892
Net income (gross income less expenses)	2020-01-31	$40,452
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$390,457
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$350,005
Assets. Value of real-estate (other than employer real property)	2020-01-31	$55,000
Total contributions received or receivable from employer(s)	2020-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-31	$0
2019 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-01-31	$1,475
Expenses. Total of all expenses incurred	2019-01-31	$17,942
Benefits paid (including direct rollovers)	2019-01-31	$17,942
Total plan assets at end of year	2019-01-31	$350,005
Total plan assets at beginning of year	2019-01-31	$366,472
Value of fidelity bond covering the plan	2019-01-31	$50,000
Other income received	2019-01-31	$1,475
Net income (gross income less expenses)	2019-01-31	$-16,467
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$350,005
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$366,472
Assets. Value of real-estate (other than employer real property)	2019-01-31	$51,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-01-31	$51,983
Expenses. Total of all expenses incurred	2018-01-31	$17,942
Benefits paid (including direct rollovers)	2018-01-31	$17,942
Total plan assets at end of year	2018-01-31	$366,472
Total plan assets at beginning of year	2018-01-31	$332,431
Value of fidelity bond covering the plan	2018-01-31	$50,000
Other income received	2018-01-31	$51,983
Net income (gross income less expenses)	2018-01-31	$34,041
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$366,472
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$332,431
Assets. Value of real-estate (other than employer real property)	2018-01-31	$44,100
2017 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-01-31	$36,242
Expenses. Total of all expenses incurred	2017-01-31	$16,334
Benefits paid (including direct rollovers)	2017-01-31	$16,334
Total plan assets at end of year	2017-01-31	$332,431
Total plan assets at beginning of year	2017-01-31	$312,523
Value of fidelity bond covering the plan	2017-01-31	$50,000
Other income received	2017-01-31	$36,242
Net income (gross income less expenses)	2017-01-31	$19,908
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$332,431
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$312,523
Assets. Value of real-estate (other than employer real property)	2017-01-31	$42,000
2016 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-01-31	$-19,269
Expenses. Total of all expenses incurred	2016-01-31	$16,676
Benefits paid (including direct rollovers)	2016-01-31	$16,676
Total plan assets at end of year	2016-01-31	$312,523
Total plan assets at beginning of year	2016-01-31	$348,468
Value of fidelity bond covering the plan	2016-01-31	$50,000
Other income received	2016-01-31	$-19,269
Net income (gross income less expenses)	2016-01-31	$-35,945
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$312,523
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$348,468
Assets. Value of real-estate (other than employer real property)	2016-01-31	$38,400
2015 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-01-31	$21,128
Expenses. Total of all expenses incurred	2015-01-31	$15,080
Benefits paid (including direct rollovers)	2015-01-31	$15,080
Total plan assets at end of year	2015-01-31	$348,468
Total plan assets at beginning of year	2015-01-31	$342,420
Value of fidelity bond covering the plan	2015-01-31	$50,000
Other income received	2015-01-31	$21,128
Net income (gross income less expenses)	2015-01-31	$6,048
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$348,468
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$342,420
Assets. Value of real-estate (other than employer real property)	2015-01-31	$38,000
2014 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$17,600
Expenses. Total of all expenses incurred	2014-01-31	$14,083
Benefits paid (including direct rollovers)	2014-01-31	$14,083
Total plan assets at end of year	2014-01-31	$342,420
Total plan assets at beginning of year	2014-01-31	$338,903
Value of fidelity bond covering the plan	2014-01-31	$50,000
Other income received	2014-01-31	$17,600
Net income (gross income less expenses)	2014-01-31	$3,517
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$342,420
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$338,903
Assets. Value of real-estate (other than employer real property)	2014-01-31	$36,000
2013 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-31	$0
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$24,723
Expenses. Total of all expenses incurred	2013-01-31	$14,279
Benefits paid (including direct rollovers)	2013-01-31	$14,279
Total plan assets at end of year	2013-01-31	$338,903
Total plan assets at beginning of year	2013-01-31	$328,459
Value of fidelity bond covering the plan	2013-01-31	$50,000
Total contributions received or receivable from participants	2013-01-31	$0
Expenses. Other expenses not covered elsewhere	2013-01-31	$0
Contributions received from other sources (not participants or employers)	2013-01-31	$0
Other income received	2013-01-31	$24,723
Noncash contributions received	2013-01-31	$0
Net income (gross income less expenses)	2013-01-31	$10,444
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$338,903
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$328,459
Assets. Value of real-estate (other than employer real property)	2013-01-31	$36,000
Total contributions received or receivable from employer(s)	2013-01-31	$0
Value of certain deemed distributions of participant loans	2013-01-31	$0
Value of corrective distributions	2013-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-01-31	$0
Total plan liabilities at end of year	2012-01-31	$0
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$-781
Expenses. Total of all expenses incurred	2012-01-31	$14,433
Benefits paid (including direct rollovers)	2012-01-31	$14,433
Total plan assets at end of year	2012-01-31	$328,459
Total plan assets at beginning of year	2012-01-31	$343,673
Value of fidelity bond covering the plan	2012-01-31	$50,000
Total contributions received or receivable from participants	2012-01-31	$0
Expenses. Other expenses not covered elsewhere	2012-01-31	$0
Contributions received from other sources (not participants or employers)	2012-01-31	$0
Other income received	2012-01-31	$-781
Noncash contributions received	2012-01-31	$0
Net income (gross income less expenses)	2012-01-31	$-15,214
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$328,459
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$343,673
Assets. Value of real-estate (other than employer real property)	2012-01-31	$36,000
Total contributions received or receivable from employer(s)	2012-01-31	$0
Value of certain deemed distributions of participant loans	2012-01-31	$0
Value of corrective distributions	2012-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-01-31	$0
Total plan liabilities at end of year	2011-01-31	$0
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$19,949
Expenses. Total of all expenses incurred	2011-01-31	$13,736
Benefits paid (including direct rollovers)	2011-01-31	$13,736
Total plan assets at end of year	2011-01-31	$343,673
Total plan assets at beginning of year	2011-01-31	$337,460
Value of fidelity bond covering the plan	2011-01-31	$50,000
Total contributions received or receivable from participants	2011-01-31	$0
Expenses. Other expenses not covered elsewhere	2011-01-31	$0
Contributions received from other sources (not participants or employers)	2011-01-31	$0
Other income received	2011-01-31	$19,949
Noncash contributions received	2011-01-31	$0
Net income (gross income less expenses)	2011-01-31	$6,213
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$343,673
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$337,460
Assets. Value of real-estate (other than employer real property)	2011-01-31	$36,000
Total contributions received or receivable from employer(s)	2011-01-31	$0
Value of certain deemed distributions of participant loans	2011-01-31	$0
Value of corrective distributions	2011-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN

2022: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Submission has been amended	No
2022-02-01	This submission is the final filing	No
2022-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-02-01	Plan is a collectively bargained plan	No
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Submission has been amended	No
2021-02-01	This submission is the final filing	No
2021-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-02-01	Plan is a collectively bargained plan	No
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: RUTH L. TRETTIS, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	Yes
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RUTH L. TRETTIS, P.A.
Employer identification number (EIN):	592111231
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1981-05-18
Company Identification Number:	F35666
Legal Registered Office Address:	390 BROAD AVE. SOUTH NAPLES 34102