401k Plan data: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN plan

RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN
Plan identification number	002

RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: RCK, INC.

Employer identification number (EIN): 742000112

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-11-01
002 2020-11-01
002 2019-11-01
002 2018-11-01
002 2017-11-01
002 2016-11-01
002 2015-11-01
002 2014-11-01
002 2013-11-01 SUZANNE THOMPSON
002 2012-11-01 UYEN PHUNG
002 2011-11-01 RICHARD C. KURIGER, III

Plan Statistics for RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN

Measure Date Value
2014: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 2
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 2
Number of participants with account balances 2014-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 2
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 2
Number of participants with account balances 2013-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 2
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 0
Total of all active and inactive participants 2012-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 2
Number of participants with account balances 2012-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 2
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 2
Number of participants with account balances 2011-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0

Measure	Date	Value
2014: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	2
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	2
Number of participants with account balances	2014-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	2
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	2
Number of participants with account balances	2013-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	2
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	0
Total of all active and inactive participants	2012-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	2
Number of participants with account balances	2012-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	2
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	2
Number of participants with account balances	2011-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0

Financial Data on RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN

Measure	Date	Value
2015 : RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-10-31	$0
Total plan liabilities at end of year	2015-10-31	$1,449
Total plan liabilities at beginning of year	2015-10-31	$633
Total income from all sources	2015-10-31	$-69,368
Expenses. Total of all expenses incurred	2015-10-31	$45,249
Benefits paid (including direct rollovers)	2015-10-31	$42,996
Total plan assets at end of year	2015-10-31	$487,976
Total plan assets at beginning of year	2015-10-31	$601,777
Total contributions received or receivable from participants	2015-10-31	$0
Assets. Value of loans (other than to participants)	2015-10-31	$0
Expenses. Other expenses not covered elsewhere	2015-10-31	$2,253
Contributions received from other sources (not participants or employers)	2015-10-31	$0
Other income received	2015-10-31	$-69,368
Noncash contributions received	2015-10-31	$0
Net income (gross income less expenses)	2015-10-31	$-114,617
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$486,527
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$601,144
Assets. Value of participant loans	2015-10-31	$20,051
Total contributions received or receivable from employer(s)	2015-10-31	$0
Value of certain deemed distributions of participant loans	2015-10-31	$0
Value of corrective distributions	2015-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0
2014 : RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-10-31	$633
Total plan liabilities at beginning of year	2014-10-31	$633
Total income from all sources	2014-10-31	$28,687
Expenses. Total of all expenses incurred	2014-10-31	$19,082
Benefits paid (including direct rollovers)	2014-10-31	$16,903
Total plan assets at end of year	2014-10-31	$601,777
Total plan assets at beginning of year	2014-10-31	$592,172
Total contributions received or receivable from participants	2014-10-31	$0
Assets. Value of loans (other than to participants)	2014-10-31	$67,492
Expenses. Other expenses not covered elsewhere	2014-10-31	$1,906
Contributions received from other sources (not participants or employers)	2014-10-31	$0
Other income received	2014-10-31	$28,687
Noncash contributions received	2014-10-31	$0
Net income (gross income less expenses)	2014-10-31	$9,605
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$601,144
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$591,539
Assets. Value of participant loans	2014-10-31	$30,423
Total contributions received or receivable from employer(s)	2014-10-31	$0
Value of certain deemed distributions of participant loans	2014-10-31	$0
Value of corrective distributions	2014-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$273
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
2013 : RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-10-31	$0
Total plan liabilities at end of year	2013-10-31	$633
Total plan liabilities at beginning of year	2013-10-31	$633
Total income from all sources	2013-10-31	$72,266
Expenses. Total of all expenses incurred	2013-10-31	$22,898
Benefits paid (including direct rollovers)	2013-10-31	$20,000
Total plan assets at end of year	2013-10-31	$592,172
Total plan assets at beginning of year	2013-10-31	$542,804
Total contributions received or receivable from participants	2013-10-31	$0
Assets. Value of loans (other than to participants)	2013-10-31	$67,492
Expenses. Other expenses not covered elsewhere	2013-10-31	$2,898
Contributions received from other sources (not participants or employers)	2013-10-31	$0
Other income received	2013-10-31	$72,266
Noncash contributions received	2013-10-31	$0
Net income (gross income less expenses)	2013-10-31	$49,368
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$591,539
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$542,171
Assets. Value of participant loans	2013-10-31	$40,815
Total contributions received or receivable from employer(s)	2013-10-31	$0
Value of certain deemed distributions of participant loans	2013-10-31	$0
Value of corrective distributions	2013-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
2012 : RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-10-31	$0
Total plan liabilities at end of year	2012-10-31	$633
Total plan liabilities at beginning of year	2012-10-31	$0
Total income from all sources	2012-10-31	$26,342
Expenses. Total of all expenses incurred	2012-10-31	$5,459
Benefits paid (including direct rollovers)	2012-10-31	$0
Total plan assets at end of year	2012-10-31	$542,804
Total plan assets at beginning of year	2012-10-31	$521,288
Total contributions received or receivable from participants	2012-10-31	$0
Assets. Value of loans (other than to participants)	2012-10-31	$67,492
Expenses. Other expenses not covered elsewhere	2012-10-31	$5,459
Contributions received from other sources (not participants or employers)	2012-10-31	$0
Other income received	2012-10-31	$26,342
Noncash contributions received	2012-10-31	$0
Net income (gross income less expenses)	2012-10-31	$20,883
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$542,171
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$521,288
Assets. Value of participant loans	2012-10-31	$50,000
Total contributions received or receivable from employer(s)	2012-10-31	$0
Value of certain deemed distributions of participant loans	2012-10-31	$0
Value of corrective distributions	2012-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$0
2011 : RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-10-31	$0
Total plan liabilities at end of year	2011-10-31	$0
Total plan liabilities at beginning of year	2011-10-31	$0
Total income from all sources	2011-10-31	$19,256
Expenses. Total of all expenses incurred	2011-10-31	$822
Benefits paid (including direct rollovers)	2011-10-31	$0
Total plan assets at end of year	2011-10-31	$521,288
Total plan assets at beginning of year	2011-10-31	$502,854
Total contributions received or receivable from participants	2011-10-31	$0
Assets. Value of loans (other than to participants)	2011-10-31	$67,492
Expenses. Other expenses not covered elsewhere	2011-10-31	$822
Contributions received from other sources (not participants or employers)	2011-10-31	$0
Other income received	2011-10-31	$19,256
Noncash contributions received	2011-10-31	$0
Net income (gross income less expenses)	2011-10-31	$18,434
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$521,288
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$502,854
Assets. Value of participant loans	2011-10-31	$810
Total contributions received or receivable from employer(s)	2011-10-31	$0
Value of certain deemed distributions of participant loans	2011-10-31	$0
Value of corrective distributions	2011-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$0
2010 : RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-10-31	$0
Total plan liabilities at end of year	2010-10-31	$0
Total plan liabilities at beginning of year	2010-10-31	$0
Total income from all sources	2010-10-31	$46,748
Expenses. Total of all expenses incurred	2010-10-31	$43,880
Benefits paid (including direct rollovers)	2010-10-31	$0
Total plan assets at end of year	2010-10-31	$502,854
Total plan assets at beginning of year	2010-10-31	$499,986
Total contributions received or receivable from participants	2010-10-31	$0
Assets. Value of loans (other than to participants)	2010-10-31	$67,492
Expenses. Other expenses not covered elsewhere	2010-10-31	$43,880
Contributions received from other sources (not participants or employers)	2010-10-31	$0
Other income received	2010-10-31	$46,748
Noncash contributions received	2010-10-31	$0
Net income (gross income less expenses)	2010-10-31	$2,868
Net plan assets at end of year (total assets less liabilities)	2010-10-31	$502,854
Net plan assets at beginning of year (total assets less liabilities)	2010-10-31	$499,986
Assets. Value of participant loans	2010-10-31	$3,142
Total contributions received or receivable from employer(s)	2010-10-31	$0
Value of certain deemed distributions of participant loans	2010-10-31	$0
Value of corrective distributions	2010-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-10-31	$0

Form 5500 Responses for RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN

2014: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD C. KURIGER, III, INC. INTEGRATED PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	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

4606239

Policy instance

Insurance contract or identification number	4606239
Number of Individuals Covered	2
Insurance policy start date	2009-11-01
Insurance policy end date	2010-10-31
Total amount of commissions paid to insurance broker	USD $49
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $49
Insurance broker organization code?	3
Insurance broker name	KURIGER RICHARD C III

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Company Name:	RCK, INC.
Employer identification number (EIN):	742000112
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator
002	2022-11-01
002	2020-11-01
002	2019-11-01
002	2018-11-01
002	2017-11-01
002	2016-11-01
002	2015-11-01
002	2014-11-01
002	2013-11-01	SUZANNE THOMPSON
002	2012-11-01	UYEN PHUNG
002	2011-11-01	RICHARD C. KURIGER, III