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R.J. PALMER PARTNERS LLC 401(K) PLAN 401k Plan overview

Plan NameR.J. PALMER PARTNERS LLC 401(K) PLAN
Plan identification number 001

R.J. PALMER PARTNERS LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

R.J. PALMER PARTNERS LLC DBA R.J. PALMER has sponsored the creation of one or more 401k plans.

Company Name:R.J. PALMER PARTNERS LLC DBA R.J. PALMER
Employer identification number (EIN):900777753
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.J. PALMER PARTNERS LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01DANIEL KRAMER
0012013-01-01PETER STIEGLITZ
0012012-01-01PETER STIEGLITZ

Plan Statistics for R.J. PALMER PARTNERS LLC 401(K) PLAN

401k plan membership statisitcs for R.J. PALMER PARTNERS LLC 401(K) PLAN

Measure Date Value
2014: R.J. PALMER PARTNERS LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0188
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: R.J. PALMER PARTNERS LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0188
Total number of active participants reported on line 7a of the Form 55002013-01-0176
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0188
Number of participants with account balances2013-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: R.J. PALMER PARTNERS LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0184
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0188
Number of participants with account balances2012-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014

Financial Data on R.J. PALMER PARTNERS LLC 401(K) PLAN

Measure Date Value
2014 : R.J. PALMER PARTNERS LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-08-14$-5,862,730
Total plan liabilities at end of year2014-08-14$0
Total plan liabilities at beginning of year2014-08-14$0
Total income from all sources2014-08-14$792,662
Expenses. Total of all expenses incurred2014-08-14$2,259,824
Benefits paid (including direct rollovers)2014-08-14$2,259,824
Total plan assets at end of year2014-08-14$0
Total plan assets at beginning of year2014-08-14$7,329,892
Value of fidelity bond covering the plan2014-08-14$500,000
Total contributions received or receivable from participants2014-08-14$347,732
Expenses. Other expenses not covered elsewhere2014-08-14$0
Contributions received from other sources (not participants or employers)2014-08-14$0
Other income received2014-08-14$386,687
Noncash contributions received2014-08-14$0
Net income (gross income less expenses)2014-08-14$-1,467,162
Net plan assets at end of year (total assets less liabilities)2014-08-14$0
Net plan assets at beginning of year (total assets less liabilities)2014-08-14$7,329,892
Assets. Value of participant loans2014-08-14$0
Total contributions received or receivable from employer(s)2014-08-14$58,243
Value of certain deemed distributions of participant loans2014-08-14$0
Value of corrective distributions2014-08-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-14$0
2013 : R.J. PALMER PARTNERS LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,698,901
Expenses. Total of all expenses incurred2013-12-31$40,510
Benefits paid (including direct rollovers)2013-12-31$32,128
Total plan assets at end of year2013-12-31$7,329,892
Total plan assets at beginning of year2013-12-31$5,671,501
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$502,047
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,135,373
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,658,391
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,329,892
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,671,501
Assets. Value of participant loans2013-12-31$117,687
Total contributions received or receivable from employer(s)2013-12-31$61,481
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$7,632
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$750
2012 : R.J. PALMER PARTNERS LLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,160,598
Expenses. Total of all expenses incurred2012-12-31$226,905
Benefits paid (including direct rollovers)2012-12-31$223,512
Total plan assets at end of year2012-12-31$5,671,501
Total plan assets at beginning of year2012-12-31$4,737,808
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$476,266
Contributions received from other sources (not participants or employers)2012-12-31$5,768
Other income received2012-12-31$620,877
Net income (gross income less expenses)2012-12-31$933,693
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,671,501
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,737,808
Assets. Value of participant loans2012-12-31$52,218
Total contributions received or receivable from employer(s)2012-12-31$57,687
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for R.J. PALMER PARTNERS LLC 401(K) PLAN

2014: R.J. PALMER PARTNERS LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: R.J. PALMER PARTNERS LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: R.J. PALMER PARTNERS LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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