ROBERT ROSENHEIM ASSOCIATES, L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2015 : ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $101,624 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $13,035 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $12,935 |
| Total plan assets at end of year | 2015-12-31 | $1,885,185 |
| Total plan assets at beginning of year | 2015-12-31 | $1,796,596 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $56,844 |
| Other income received | 2015-12-31 | $16,358 |
| Net income (gross income less expenses) | 2015-12-31 | $88,589 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,885,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,796,596 |
| Assets. Value of participant loans | 2015-12-31 | $49,157 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $28,422 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $100 |
| 2014 : ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $181,256 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $13,193 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $13,043 |
| Total plan assets at end of year | 2014-12-31 | $1,796,596 |
| Total plan assets at beginning of year | 2014-12-31 | $1,628,533 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $55,705 |
| Other income received | 2014-12-31 | $97,698 |
| Net income (gross income less expenses) | 2014-12-31 | $168,063 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,796,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,628,533 |
| Assets. Value of participant loans | 2014-12-31 | $55,687 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $27,853 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $150 |
| 2013 : ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $3 |
| Total income from all sources | 2013-12-31 | $363,814 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $10,948 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $10,698 |
| Total plan assets at end of year | 2013-12-31 | $1,628,533 |
| Total plan assets at beginning of year | 2013-12-31 | $1,275,664 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $57,291 |
| Other income received | 2013-12-31 | $277,877 |
| Net income (gross income less expenses) | 2013-12-31 | $352,866 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,628,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,275,664 |
| Assets. Value of participant loans | 2013-12-31 | $66,982 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $28,646 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $250 |
| 2012 : ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $217,264 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $19,251 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $19,151 |
| Total plan assets at end of year | 2012-12-31 | $1,275,664 |
| Total plan assets at beginning of year | 2012-12-31 | $1,077,651 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $57,470 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $100 |
| Other income received | 2012-12-31 | $131,059 |
| Net income (gross income less expenses) | 2012-12-31 | $198,013 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,275,664 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,077,651 |
| Assets. Value of participant loans | 2012-12-31 | $27,464 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $28,735 |
| 2011 : ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $46,960 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $12,243 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $12,168 |
| Total plan assets at end of year | 2011-12-31 | $1,077,651 |
| Total plan assets at beginning of year | 2011-12-31 | $1,042,934 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $55,035 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-35,643 |
| Net income (gross income less expenses) | 2011-12-31 | $34,717 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,077,651 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,042,934 |
| Assets. Value of participant loans | 2011-12-31 | $37,920 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $27,568 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $75 |
| 2010 : ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $195,279 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $50 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,042,934 |
| Total plan assets at beginning of year | 2010-12-31 | $847,705 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $58,016 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $108,250 |
| Net income (gross income less expenses) | 2010-12-31 | $195,229 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,042,934 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $847,705 |
| Assets. Value of participant loans | 2010-12-31 | $46,315 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $29,013 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $50 |
| 2015: ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT ROSENHEIM ASSOCIATES, L. L. C. 401K PROFIT SHARING PLAN AND TRUST 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 |
