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Plan Name | THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | THE ROFFE GROUP P.C. |
Employer identification number (EIN): | 161532997 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about THE ROFFE GROUP P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1997-03-28 |
Company Identification Number: | 2127703 |
Legal Registered Office Address: |
1192 PARK AVENUE Albany NEW YORK United States of America (USA) 10128 |
More information about THE ROFFE GROUP P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2014-01-01 | ANDREW ROFFE | 2015-09-25 | ||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | ANDREW ROFFE | 2013-07-20 | ||
001 | 2011-01-01 | ANDREW ROFFE | 2012-10-15 | ||
001 | 2010-01-01 | ANDREW ROFFE, ESQ. | |||
001 | 2009-01-01 | ANDREW S. ROFFE |
Measure | Date | Value |
---|---|---|
2022: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 2,735,362 |
Acturial value of plan assets | 2022-12-31 | 2,735,362 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 0 |
Fundng target for terminated vested participants | 2022-12-31 | 0 |
Active participant vested funding target | 2022-12-31 | 2,408,581 |
Number of active participants | 2022-12-31 | 3 |
Total funding liabilities for active participants | 2022-12-31 | 2,408,581 |
Total participant count | 2022-12-31 | 3 |
Total funding target for all participants | 2022-12-31 | 2,408,581 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 5,683 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 65,761 |
Amount remaining of carryover balance | 2022-12-31 | 5,683 |
Amount remaining of prefunding balance | 2022-12-31 | 65,761 |
Present value of excess contributions | 2022-12-31 | 269,094 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 283,114 |
Balance of carryovers at beginning of current year | 2022-12-31 | 5,561 |
Balance of prefunding at beginning of current year | 2022-12-31 | 64,354 |
Total employer contributions | 2022-12-31 | 100,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 94,073 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 94,073 |
2021: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 2,590,074 |
Acturial value of plan assets | 2021-12-31 | 2,590,074 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 0 |
Fundng target for terminated vested participants | 2021-12-31 | 0 |
Active participant vested funding target | 2021-12-31 | 2,411,038 |
Number of active participants | 2021-12-31 | 3 |
Total funding liabilities for active participants | 2021-12-31 | 2,411,038 |
Total participant count | 2021-12-31 | 3 |
Total funding target for all participants | 2021-12-31 | 2,411,038 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 5,626 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 65,097 |
Amount remaining of carryover balance | 2021-12-31 | 5,626 |
Amount remaining of prefunding balance | 2021-12-31 | 65,097 |
Present value of excess contributions | 2021-12-31 | 56,793 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 59,724 |
Balance of carryovers at beginning of current year | 2021-12-31 | 5,683 |
Balance of prefunding at beginning of current year | 2021-12-31 | 65,761 |
Total employer contributions | 2021-12-31 | 285,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 269,094 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 269,094 |
2020: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 2,528,868 |
Acturial value of plan assets | 2020-12-31 | 2,528,868 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 2,574,081 |
Number of active participants | 2020-12-31 | 3 |
Total funding liabilities for active participants | 2020-12-31 | 2,574,081 |
Total participant count | 2020-12-31 | 3 |
Total funding target for all participants | 2020-12-31 | 2,574,081 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 5,441 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 62,956 |
Amount remaining of carryover balance | 2020-12-31 | 5,441 |
Amount remaining of prefunding balance | 2020-12-31 | 62,956 |
Present value of excess contributions | 2020-12-31 | 20,104 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 21,129 |
Balance of carryovers at beginning of current year | 2020-12-31 | 5,626 |
Balance of prefunding at beginning of current year | 2020-12-31 | 65,097 |
Total employer contributions | 2020-12-31 | 285,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 263,822 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 188,628 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 113,610 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 207,029 |
Additional cash requirement | 2020-12-31 | 207,029 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 263,822 |
2019: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 2,411,161 |
Acturial value of plan assets | 2019-12-31 | 2,411,161 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 2,408,784 |
Number of active participants | 2019-12-31 | 3 |
Total funding liabilities for active participants | 2019-12-31 | 2,408,784 |
Total participant count | 2019-12-31 | 3 |
Total funding target for all participants | 2019-12-31 | 2,408,784 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 5,333 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 61,703 |
Amount remaining of carryover balance | 2019-12-31 | 5,333 |
Amount remaining of prefunding balance | 2019-12-31 | 61,703 |
Present value of excess contributions | 2019-12-31 | 234,378 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 247,784 |
Balance of carryovers at beginning of current year | 2019-12-31 | 5,441 |
Balance of prefunding at beginning of current year | 2019-12-31 | 62,956 |
Total employer contributions | 2019-12-31 | 250,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 234,910 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 214,806 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 214,806 |
Additional cash requirement | 2019-12-31 | 214,806 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 234,910 |
2017: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 2,145,030 |
Acturial value of plan assets | 2017-12-31 | 2,145,030 |
Active participant vested funding target | 2017-12-31 | 1,755,681 |
Number of active participants | 2017-12-31 | 3 |
Total funding liabilities for active participants | 2017-12-31 | 1,761,321 |
Total participant count | 2017-12-31 | 3 |
Total funding target for all participants | 2017-12-31 | 1,761,321 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 5,218 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 60,367 |
Amount remaining of carryover balance | 2017-12-31 | 5,218 |
Amount remaining of prefunding balance | 2017-12-31 | 60,367 |
Present value of excess contributions | 2017-12-31 | 77,713 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 82,329 |
Balance of carryovers at beginning of current year | 2017-12-31 | 5,270 |
Balance of prefunding at beginning of current year | 2017-12-31 | 60,971 |
Total employer contributions | 2017-12-31 | 250,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 235,335 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 171,743 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 235,335 |
2016: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 1,894,815 |
Acturial value of plan assets | 2016-12-31 | 1,894,815 |
Active participant vested funding target | 2016-12-31 | 1,639,711 |
Number of active participants | 2016-12-31 | 4 |
Total funding liabilities for active participants | 2016-12-31 | 1,650,369 |
Total participant count | 2016-12-31 | 4 |
Total funding target for all participants | 2016-12-31 | 1,650,369 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 5,217 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 60,355 |
Amount remaining of carryover balance | 2016-12-31 | 5,217 |
Amount remaining of prefunding balance | 2016-12-31 | 60,355 |
Present value of excess contributions | 2016-12-31 | 65,484 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 69,472 |
Balance of carryovers at beginning of current year | 2016-12-31 | 5,218 |
Balance of prefunding at beginning of current year | 2016-12-31 | 60,367 |
Total employer contributions | 2016-12-31 | 250,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 243,311 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 165,598 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 165,598 |
Additional cash requirement | 2016-12-31 | 165,598 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 243,311 |
2010: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
2009: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2010 : THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2010 401k financial data | ||
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $162,236 |
Total plan assets at end of year | 2010-12-31 | $732,219 |
Total plan assets at beginning of year | 2010-12-31 | $569,983 |
Other income received | 2010-12-31 | $22,236 |
Net income (gross income less expenses) | 2010-12-31 | $162,236 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $732,219 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $569,983 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $140,000 |
2010: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2010 form 5500 responses | ||
---|---|---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |