401k Plan data: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN plan

RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan Name	RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN
Plan identification number	001

RELIANT ADVISORS & ASSOCIATES RETIREMENT 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

RELIANT ADVISORS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: RELIANT ADVISORS & ASSOCIATES, INC.

Employer identification number (EIN): 814993114

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about RELIANT ADVISORS & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2017-01-10

Company Identification Number: 0802621366

Legal Registered Office Address: 5975 FM 78 STE 200

SAN ANTONIO
United States of America (USA)
78244

More information about RELIANT ADVISORS & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-17 FRANCISCO RENE GONZALEZ

Plan Statistics for RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN

401k plan membership statisitcs for RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN

Measure Date Value
2023: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 5
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 5
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
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 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-17 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-17 1
Number of retired or separated participants receiving benefits 2017-01-17 0
Number of other retired or separated participants entitled to future benefits 2017-01-17 0
Total of all active and inactive participants 2017-01-17 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-17 0
Total participants 2017-01-17 1
Number of participants with account balances 2017-01-17 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-17 0

Measure	Date	Value
2023: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	5
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	5
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
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	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-17	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-17	1
Number of retired or separated participants receiving benefits	2017-01-17	0
Number of other retired or separated participants entitled to future benefits	2017-01-17	0
Total of all active and inactive participants	2017-01-17	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-17	0
Total participants	2017-01-17	1
Number of participants with account balances	2017-01-17	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-17	0

Financial Data on RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN

Measure	Date	Value
2023 : RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$3,629
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$886,687
Total plan assets at beginning of year	2023-12-31	$883,058
Value of fidelity bond covering the plan	2023-12-31	$100,000
Other income received	2023-12-31	$3,629
Net income (gross income less expenses)	2023-12-31	$3,629
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$886,687
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$883,058
Assets. Value of employer securities	2023-12-31	$864,416
2022 : RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$100,143
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$883,058
Total plan assets at beginning of year	2022-12-31	$782,915
Value of fidelity bond covering the plan	2022-12-31	$100,000
Other income received	2022-12-31	$100,143
Net income (gross income less expenses)	2022-12-31	$100,143
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$883,058
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$782,915
Assets. Value of employer securities	2022-12-31	$862,200
2021 : RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$25,166
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$782,915
Total plan assets at beginning of year	2021-12-31	$757,749
Value of fidelity bond covering the plan	2021-12-31	$100,000
Other income received	2021-12-31	$25,166
Net income (gross income less expenses)	2021-12-31	$25,166
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$782,915
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$757,749
Assets. Value of employer securities	2021-12-31	$762,200
2020 : RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$179,245
Expenses. Total of all expenses incurred	2020-12-31	$22,500
Benefits paid (including direct rollovers)	2020-12-31	$22,500
Total plan assets at end of year	2020-12-31	$757,749
Total plan assets at beginning of year	2020-12-31	$601,004
Value of fidelity bond covering the plan	2020-12-31	$100,000
Other income received	2020-12-31	$179,245
Net income (gross income less expenses)	2020-12-31	$156,745
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$757,749
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$601,004
Assets. Value of employer securities	2020-12-31	$740,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$139,084
Expenses. Total of all expenses incurred	2019-12-31	$50,000
Benefits paid (including direct rollovers)	2019-12-31	$50,000
Total plan assets at end of year	2019-12-31	$601,004
Total plan assets at beginning of year	2019-12-31	$511,920
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$139,084
Net income (gross income less expenses)	2019-12-31	$89,084
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$601,004
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$511,920
Assets. Value of employer securities	2019-12-31	$560,592
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$45,458
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$511,920
Total plan assets at beginning of year	2018-12-31	$466,462
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$24,000
Other income received	2018-12-31	$10,458
Net income (gross income less expenses)	2018-12-31	$45,458
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$511,920
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$466,462
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$24,000
Assets. Value of employer securities	2018-12-31	$424,617
Total contributions received or receivable from employer(s)	2018-12-31	$11,000
2017 : RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$466,516
Expenses. Total of all expenses incurred	2017-12-31	$54
Benefits paid (including direct rollovers)	2017-12-31	$54
Total plan assets at end of year	2017-12-31	$466,462
Total contributions received or receivable from participants	2017-12-31	$24,000
Contributions received from other sources (not participants or employers)	2017-12-31	$369,805
Other income received	2017-12-31	$68,240
Net income (gross income less expenses)	2017-12-31	$466,462
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$466,462
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$24,000
Assets. Value of employer securities	2017-12-31	$412,250
Total contributions received or receivable from employer(s)	2017-12-31	$4,471
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN

2023: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RELIANT ADVISORS & ASSOCIATES RETIREMENT PLAN 2017 form 5500 responses
2017-01-17	Type of plan entity	Single employer plan
2017-01-17	First time form 5500 has been submitted	Yes
2017-01-17	Submission has been amended	No
2017-01-17	This submission is the final filing	No
2017-01-17	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-17	Plan is a collectively bargained plan	No
2017-01-17	Plan funding arrangement – Trust	Yes
2017-01-17	Plan benefit arrangement - Trust	Yes

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Company Name:	RELIANT ADVISORS & ASSOCIATES, INC.
Employer identification number (EIN):	814993114
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2017-01-10
Company Identification Number:	0802621366
Legal Registered Office Address:	5975 FM 78 STE 200 SAN ANTONIO United States of America (USA) 78244