401k Plan data: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST plan

LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 401k Plan overview

Plan Name	LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST
Plan identification number	003

LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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

LAW OFFICES OF RONALD J. ROSENBERG has sponsored the creation of one or more 401k plans.

Company Name: LAW OFFICES OF RONALD J. ROSENBERG

Employer identification number (EIN): 112545065

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01 RONALD J. ROSENBERG 2016-10-14
003 2014-01-01 WILLIAM CLEMANS, E.A. 2015-10-13
003 2013-01-01 RONALD J. ROSENBERG 2014-10-10
003 2012-01-01 RONALD J. ROSENBERG 2013-10-08
003 2011-01-01 WILLIAM CLEMANS, E.A. 2012-10-12
003 2010-01-01 WILLIAM CLEMANS 2011-10-11

Plan Statistics for LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST

401k plan membership statisitcs for LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST

Measure Date Value
2022: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 3,220,001
Acturial value of plan assets 2022-12-31 3,220,001
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 6
Fundng target for terminated vested participants 2022-12-31 158,060
Active participant vested funding target 2022-12-31 3,128,164
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 3,128,164
Total participant count 2022-12-31 12
Total funding target for all participants 2022-12-31 3,286,224
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 24,193
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 24,193
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 25,625
Total employer contributions 2022-12-31 207,780
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 199,609
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 186,031
Net shortfall amortization installment of oustanding balance 2022-12-31 93,345
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 194,658
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 194,658
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 199,609
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 3,468,371
Acturial value of plan assets 2021-12-31 3,468,371
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 5
Fundng target for terminated vested participants 2021-12-31 67,690
Active participant vested funding target 2021-12-31 2,865,403
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 2,865,403
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 2,933,093
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 22,120
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 22,120
Present value of excess contributions 2021-12-31 26,471
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 26,471
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 24,193
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 178,545
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 3,145,374
Acturial value of plan assets 2020-12-31 3,145,374
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 5
Fundng target for terminated vested participants 2020-12-31 60,046
Active participant vested funding target 2020-12-31 2,588,998
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 2,588,998
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 2,649,044
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 19,211
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 19,211
Present value of excess contributions 2020-12-31 210,833
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 210,833
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 22,120
Total employer contributions 2020-12-31 25,782
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 26,471
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 174,411
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 26,471
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 2,554,997
Acturial value of plan assets 2019-12-31 2,554,997
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 17,751
Active participant vested funding target 2019-12-31 2,356,854
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 2,356,854
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 2,374,605
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 20,093
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 20,093
Present value of excess contributions 2019-12-31 3,862
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 3,862
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 19,211
Total employer contributions 2019-12-31 228,458
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 219,981
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 170,329
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 9,148
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 9,148
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 219,981
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,958,288
Acturial value of plan assets 2018-12-31 1,958,288
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 18,312
Active participant vested funding target 2018-12-31 2,093,666
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 2,093,666
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 2,111,978
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 18,392
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 18,392
Present value of excess contributions 2018-12-31 10,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 10,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 20,093
Total employer contributions 2018-12-31 219,628
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 204,722
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 164,966
Net shortfall amortization installment of oustanding balance 2018-12-31 174,749
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 200,860
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 200,860
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 204,722
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,863,644
Acturial value of plan assets 2017-12-31 1,863,644
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 24,789
Active participant vested funding target 2017-12-31 1,841,795
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 1,841,795
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 1,866,584
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 17,115
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 17,115
Present value of excess contributions 2017-12-31 2,671
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 2,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 18,392
Total employer contributions 2017-12-31 195,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 181,637
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 161,409
Net shortfall amortization installment of oustanding balance 2017-12-31 22,222
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 170,764
Additional cash requirement 2017-12-31 170,764
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 181,637
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,526,737
Acturial value of plan assets 2016-12-31 1,526,737
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 20,626
Active participant vested funding target 2016-12-31 1,599,851
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 1,599,851
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 1,620,477
Balance at beginning of prior year after applicable adjustments 2016-12-31 4,280
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 36,875
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 4,280
Prefunding balanced used to offset prior years funding requirement 2016-12-31 19,209
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 17,666
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 17,115
Total employer contributions 2016-12-31 195,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 181,242
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 157,118
Net shortfall amortization installment of oustanding balance 2016-12-31 111,702
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 178,571
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 178,571
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 181,242
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	3,220,001
Acturial value of plan assets	2022-12-31	3,220,001
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	6
Fundng target for terminated vested participants	2022-12-31	158,060
Active participant vested funding target	2022-12-31	3,128,164
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	3,128,164
Total participant count	2022-12-31	12
Total funding target for all participants	2022-12-31	3,286,224
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	24,193
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	24,193
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	25,625
Total employer contributions	2022-12-31	207,780
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	199,609
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	186,031
Net shortfall amortization installment of oustanding balance	2022-12-31	93,345
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	194,658
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	194,658
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	199,609
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	3,468,371
Acturial value of plan assets	2021-12-31	3,468,371
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	67,690
Active participant vested funding target	2021-12-31	2,865,403
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	2,865,403
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	2,933,093
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	22,120
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	22,120
Present value of excess contributions	2021-12-31	26,471
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	26,471
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	24,193
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	178,545
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	3,145,374
Acturial value of plan assets	2020-12-31	3,145,374
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	60,046
Active participant vested funding target	2020-12-31	2,588,998
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	2,588,998
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	2,649,044
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	19,211
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	19,211
Present value of excess contributions	2020-12-31	210,833
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	210,833
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	22,120
Total employer contributions	2020-12-31	25,782
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	26,471
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	174,411
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	26,471
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	2,554,997
Acturial value of plan assets	2019-12-31	2,554,997
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	17,751
Active participant vested funding target	2019-12-31	2,356,854
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	2,356,854
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	2,374,605
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	20,093
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	20,093
Present value of excess contributions	2019-12-31	3,862
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,862
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	19,211
Total employer contributions	2019-12-31	228,458
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	219,981
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	170,329
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	9,148
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	9,148
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	219,981
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,958,288
Acturial value of plan assets	2018-12-31	1,958,288
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	18,312
Active participant vested funding target	2018-12-31	2,093,666
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	2,093,666
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	2,111,978
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	18,392
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	18,392
Present value of excess contributions	2018-12-31	10,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	10,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	20,093
Total employer contributions	2018-12-31	219,628
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	204,722
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	164,966
Net shortfall amortization installment of oustanding balance	2018-12-31	174,749
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	200,860
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	200,860
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	204,722
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,863,644
Acturial value of plan assets	2017-12-31	1,863,644
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	24,789
Active participant vested funding target	2017-12-31	1,841,795
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	1,841,795
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	1,866,584
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	17,115
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	17,115
Present value of excess contributions	2017-12-31	2,671
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	18,392
Total employer contributions	2017-12-31	195,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	181,637
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	161,409
Net shortfall amortization installment of oustanding balance	2017-12-31	22,222
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	170,764
Additional cash requirement	2017-12-31	170,764
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	181,637
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LAW OFFICES OF RONALD J. ROSENBERG CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,526,737
Acturial value of plan assets	2016-12-31	1,526,737
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	20,626
Active participant vested funding target	2016-12-31	1,599,851
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	1,599,851
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	1,620,477
Balance at beginning of prior year after applicable adjustments	2016-12-31	4,280
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	36,875
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	4,280
Prefunding balanced used to offset prior years funding requirement	2016-12-31	19,209
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	17,666
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	17,115
Total employer contributions	2016-12-31	195,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	181,242
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	157,118
Net shortfall amortization installment of oustanding balance	2016-12-31	111,702
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	178,571
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	178,571
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	181,242
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	LAW OFFICES OF RONALD J. ROSENBERG
Employer identification number (EIN):	112545065
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01	RONALD J. ROSENBERG	2016-10-14
003	2014-01-01	WILLIAM CLEMANS, E.A.	2015-10-13
003	2013-01-01	RONALD J. ROSENBERG	2014-10-10
003	2012-01-01	RONALD J. ROSENBERG	2013-10-08
003	2011-01-01	WILLIAM CLEMANS, E.A.	2012-10-12
003	2010-01-01	WILLIAM CLEMANS	2011-10-11