401k Plan data: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN plan

NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	NEWMAR 401(K) EMPLOYEE SAVINGS PLAN
Plan identification number	003

NEWMAR 401(K) EMPLOYEE SAVINGS 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

ROI DEVELOPMENT CORP. DBA NEWMAR has sponsored the creation of one or more 401k plans.

Company Name: ROI DEVELOPMENT CORP. DBA NEWMAR

Employer identification number (EIN): 953394285

NAIC Classification: 335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWMAR 401(K) EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 BRUCE MACCALLUM
003 2016-01-01 KEVIN MOSCHETTI
003 2015-01-01 TIMOTHY RAHMAN 2016-07-08 TIMOTHY RAHMAN 2016-07-08
003 2014-01-01 TIMOTHY RAHMAN 2015-07-13 TIMOTHY RAHMAN 2015-07-13
003 2013-01-01 TIM RAHMAN 2014-07-14
003 2012-01-01 TIM RAHMAN 2013-07-19 TIM RAHMAN 2013-07-19
003 2011-01-01 TIM RAHMAN 2012-07-25 TIM RAHMAN 2012-07-25
003 2010-01-01 TIM RAHMAN
003 2009-01-01 TIMOTHY RAHMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01	BRUCE MACCALLUM
003	2016-01-01	KEVIN MOSCHETTI
003	2015-01-01	TIMOTHY RAHMAN	2016-07-08	TIMOTHY RAHMAN	2016-07-08
003	2014-01-01	TIMOTHY RAHMAN	2015-07-13	TIMOTHY RAHMAN	2015-07-13
003	2013-01-01	TIM RAHMAN	2014-07-14
003	2012-01-01	TIM RAHMAN	2013-07-19	TIM RAHMAN	2013-07-19
003	2011-01-01	TIM RAHMAN	2012-07-25	TIM RAHMAN	2012-07-25
003	2010-01-01	TIM RAHMAN
003	2009-01-01	TIMOTHY RAHMAN

Plan Statistics for NEWMAR 401(K) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for NEWMAR 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2017: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 119
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 24
Total of all active and inactive participants 2017-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 144
Number of participants with account balances 2017-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 116
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 135
Number of participants with account balances 2016-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2010: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 54
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 64
Number of participants with account balances 2010-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 50
Number of retired or separated participants receiving benefits 2009-01-01 14
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 64
Number of participants with account balances 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	119
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	24
Total of all active and inactive participants	2017-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	144
Number of participants with account balances	2017-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	116
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	135
Number of participants with account balances	2016-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2010: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	54
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	64
Number of participants with account balances	2010-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	50
Number of retired or separated participants receiving benefits	2009-01-01	14
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	64
Number of participants with account balances	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NEWMAR 401(K) EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2017 : NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$1,727,021
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$156,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$162,563
Total income from all sources (including contributions)	2017-12-31	$2,492,338
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,971,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,950,800
Value of total corrective distributions	2017-12-31	$2,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$657,943
Value of total assets at end of year	2017-12-31	$13,016,716
Value of total assets at beginning of year	2017-12-31	$10,774,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,312
Total interest from all sources	2017-12-31	$7,979
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$394,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$394,521
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$537,876
Participant contributions at end of year	2017-12-31	$137,018
Participant contributions at beginning of year	2017-12-31	$212,301
Participant contributions at end of year	2017-12-31	$238
Participant contributions at beginning of year	2017-12-31	$3,498
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$156,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$162,563
Other income not declared elsewhere	2017-12-31	$-1,184
Administrative expenses (other) incurred	2017-12-31	$18,312
Total non interest bearing cash at end of year	2017-12-31	$153,828
Total non interest bearing cash at beginning of year	2017-12-31	$158,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$521,197
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,860,352
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,612,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,463,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,772,873
Interest on participant loans	2017-12-31	$7,979
Value of interest in common/collective trusts at end of year	2017-12-31	$1,275,799
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,625,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,408,269
Net investment gain or loss from common/collective trusts	2017-12-31	$24,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$120,067
Employer contributions (assets) at end of year	2017-12-31	$-13,671
Employer contributions (assets) at beginning of year	2017-12-31	$875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,950,800
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WARNICK MAESTAS & MARONEY
Accountancy firm EIN	2017-12-31	330941619
2016 : NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$2,615,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$162,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$130,850
Total income from all sources (including contributions)	2016-12-31	$1,403,241
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,673,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,656,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$565,519
Value of total assets at end of year	2016-12-31	$10,774,697
Value of total assets at beginning of year	2016-12-31	$8,398,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,927
Total interest from all sources	2016-12-31	$8,401
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$283,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$283,545
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$471,283
Participant contributions at end of year	2016-12-31	$212,301
Participant contributions at beginning of year	2016-12-31	$163,684
Participant contributions at end of year	2016-12-31	$3,498
Participant contributions at beginning of year	2016-12-31	$1,774
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$73
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$162,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$130,850
Other income not declared elsewhere	2016-12-31	$680
Administrative expenses (other) incurred	2016-12-31	$16,927
Total non interest bearing cash at end of year	2016-12-31	$158,110
Total non interest bearing cash at beginning of year	2016-12-31	$128,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-270,191
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,612,134
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,267,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,772,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,099,654
Interest on participant loans	2016-12-31	$8,401
Value of interest in common/collective trusts at end of year	2016-12-31	$1,625,773
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,004,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$509,023
Net investment gain or loss from common/collective trusts	2016-12-31	$36,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$94,163
Employer contributions (assets) at end of year	2016-12-31	$875
Employer contributions (assets) at beginning of year	2016-12-31	$444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,656,505
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WARNICK MAESTAS & MARONEY
Accountancy firm EIN	2016-12-31	330941619
2010 : NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$568,427
Expenses. Total of all expenses incurred	2010-12-31	$230,931
Benefits paid (including direct rollovers)	2010-12-31	$215,931
Total plan assets at end of year	2010-12-31	$3,714,750
Total plan assets at beginning of year	2010-12-31	$3,377,254
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$149,016
Other income received	2010-12-31	$419,411
Net income (gross income less expenses)	2010-12-31	$337,496
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,714,750
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,377,254
Assets. Value of participant loans	2010-12-31	$38,508
Value of corrective distributions	2010-12-31	$3,811
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$11,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NEWMAR 401(K) EMPLOYEE SAVINGS PLAN

2017: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2010: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NEWMAR 401(K) EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROI DEVELOPMENT CORP. DBA NEWMAR
Employer identification number (EIN):	953394285
NAIC Classification:	335900