401k Plan data: R C GROUP RETIREMENT PLAN plan

R C GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	R C GROUP RETIREMENT PLAN
Plan identification number	001

R C GROUP RETIREMENT 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
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.
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

R C GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: R C GROUP, INC.

Employer identification number (EIN): 710961276

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R C GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KIMBERLY OLEXA 2018-10-05 KIMBERLY OLEXA 2018-10-05
001 2016-01-01 KIMBERLY OLEXA 2017-07-28 KIMBERLY OLEXA 2017-07-28
001 2015-01-01 ERWIN OLEXA 2016-09-20 ERWIN OLEXA 2016-09-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KIMBERLY OLEXA	2018-10-05	KIMBERLY OLEXA	2018-10-05
001	2016-01-01	KIMBERLY OLEXA	2017-07-28	KIMBERLY OLEXA	2017-07-28
001	2015-01-01	ERWIN OLEXA	2016-09-20	ERWIN OLEXA	2016-09-20

Plan Statistics for R C GROUP RETIREMENT PLAN

401k plan membership statisitcs for R C GROUP RETIREMENT PLAN

Measure Date Value
2020: R C GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: R C GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 119
Number of other retired or separated participants entitled to future benefits 2019-01-01 148
Total of all active and inactive participants 2019-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 268
Number of participants with account balances 2019-01-01 164
2018: R C GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 88
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 86
Total of all active and inactive participants 2018-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 174
Number of participants with account balances 2018-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7

Measure	Date	Value
2020: R C GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: R C GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	119
Number of other retired or separated participants entitled to future benefits	2019-01-01	148
Total of all active and inactive participants	2019-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	268
Number of participants with account balances	2019-01-01	164
2018: R C GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	88
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	86
Total of all active and inactive participants	2018-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	174
Number of participants with account balances	2018-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7

Financial Data on R C GROUP RETIREMENT PLAN

Measure	Date	Value
2020 : R C GROUP RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-08-31	$-19,572
Total of all expenses incurred	2020-08-31	$251,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$228,457
Value of total assets at end of year	2020-08-31	$0
Value of total assets at beginning of year	2020-08-31	$270,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$22,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-08-31	$0
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$15,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$-270,729
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$270,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$268,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$2,659
Net investment gain/loss from pooled separate accounts	2020-08-31	$-19,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Employer contributions (assets) at beginning of year	2020-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$228,457
Contract administrator fees	2020-08-31	$22,700
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	HARPER, RAINS, KNIGHT & COMPANY, PA
Accountancy firm EIN	2020-08-31	640809101
2019 : R C GROUP RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$40,906
Total of all expenses incurred	2019-12-31	$18,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$14,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,016
Value of total assets at end of year	2019-12-31	$270,729
Value of total assets at beginning of year	2019-12-31	$248,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$15,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Other income not declared elsewhere	2019-12-31	$78
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$22,320
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$270,729
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$248,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$268,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$153,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,401
Net investment gain/loss from pooled separate accounts	2019-12-31	$39,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,016
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$92,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$14,408
Contract administrator fees	2019-12-31	$4,178
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HARPER, RAINS, KNIGHT & COMPANY, PA
Accountancy firm EIN	2019-12-31	640809101
2018 : R C GROUP RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$76,147
Total of all expenses incurred	2018-12-31	$3,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$93,129
Value of total assets at end of year	2018-12-31	$248,409
Value of total assets at beginning of year	2018-12-31	$175,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$739
Other income not declared elsewhere	2018-12-31	$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$72,460
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$248,409
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$175,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$144
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$153,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$88,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,369
Net investment gain/loss from pooled separate accounts	2018-12-31	$-17,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$92,390
Employer contributions (assets) at end of year	2018-12-31	$92,390
Employer contributions (assets) at beginning of year	2018-12-31	$85,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$392
Contract administrator fees	2018-12-31	$3,151
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HARPER, RAINS, KNIGHT & COMPANY, PA
Accountancy firm EIN	2018-12-31	640809101

Form 5500 Responses for R C GROUP RETIREMENT PLAN

2020: R C GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: R C GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: R C GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-841461

Policy instance

Insurance contract or identification number	GA-841461
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $100
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
Amount paid for insurance broker fees	100
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-841461

Policy instance

Insurance contract or identification number	GA-841461
Number of Individuals Covered	164
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $100
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
Amount paid for insurance broker fees	100
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-841461

Policy instance

Insurance contract or identification number	GA-841461
Number of Individuals Covered	128
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $119
Total amount of fees paid to insurance company	USD $62
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 Broker	USD $119
Insurance broker organization code?	6
Amount paid for insurance broker fees	37
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE

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Company Name:	R C GROUP, INC.
Employer identification number (EIN):	710961276
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants