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THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameTHE ROFFE GROUP P.C. DEFINED BENEFIT PLAN
Plan identification number 001

THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN Benefits

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

401k Sponsoring company profile

THE ROFFE GROUP P.C. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012014-01-01ANDREW ROFFE2015-09-25
0012013-01-01
0012012-01-01ANDREW ROFFE2013-07-20
0012011-01-01ANDREW ROFFE2012-10-15
0012010-01-01ANDREW ROFFE, ESQ.
0012009-01-01ANDREW S. ROFFE

Plan Statistics for THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN

Measure Date Value
2022: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-312,735,362
Acturial value of plan assets2022-12-312,735,362
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-312,408,581
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-312,408,581
Total participant count2022-12-313
Total funding target for all participants2022-12-312,408,581
Balance at beginning of prior year after applicable adjustments2022-12-315,683
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3165,761
Amount remaining of carryover balance2022-12-315,683
Amount remaining of prefunding balance2022-12-3165,761
Present value of excess contributions2022-12-31269,094
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31283,114
Balance of carryovers at beginning of current year2022-12-315,561
Balance of prefunding at beginning of current year2022-12-3164,354
Total employer contributions2022-12-31100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3194,073
Contributions allocatedtoward minimum required contributions for current year2022-12-3194,073
2021: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-312,590,074
Acturial value of plan assets2021-12-312,590,074
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-312,411,038
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-312,411,038
Total participant count2021-12-313
Total funding target for all participants2021-12-312,411,038
Balance at beginning of prior year after applicable adjustments2021-12-315,626
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3165,097
Amount remaining of carryover balance2021-12-315,626
Amount remaining of prefunding balance2021-12-3165,097
Present value of excess contributions2021-12-3156,793
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3159,724
Balance of carryovers at beginning of current year2021-12-315,683
Balance of prefunding at beginning of current year2021-12-3165,761
Total employer contributions2021-12-31285,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31269,094
Contributions allocatedtoward minimum required contributions for current year2021-12-31269,094
2020: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-312,528,868
Acturial value of plan assets2020-12-312,528,868
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-312,574,081
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-312,574,081
Total participant count2020-12-313
Total funding target for all participants2020-12-312,574,081
Balance at beginning of prior year after applicable adjustments2020-12-315,441
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3162,956
Amount remaining of carryover balance2020-12-315,441
Amount remaining of prefunding balance2020-12-3162,956
Present value of excess contributions2020-12-3120,104
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3121,129
Balance of carryovers at beginning of current year2020-12-315,626
Balance of prefunding at beginning of current year2020-12-3165,097
Total employer contributions2020-12-31285,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31263,822
Minimum required contributions for current year target normal cost2020-12-31188,628
Net shortfall amortization installment of oustanding balance2020-12-31113,610
Total funding amount beforereflecting carryover/prefunding balances2020-12-31207,029
Additional cash requirement2020-12-31207,029
Contributions allocatedtoward minimum required contributions for current year2020-12-31263,822
2019: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-312,411,161
Acturial value of plan assets2019-12-312,411,161
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-312,408,784
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-312,408,784
Total participant count2019-12-313
Total funding target for all participants2019-12-312,408,784
Balance at beginning of prior year after applicable adjustments2019-12-315,333
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3161,703
Amount remaining of carryover balance2019-12-315,333
Amount remaining of prefunding balance2019-12-3161,703
Present value of excess contributions2019-12-31234,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31247,784
Balance of carryovers at beginning of current year2019-12-315,441
Balance of prefunding at beginning of current year2019-12-3162,956
Total employer contributions2019-12-31250,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31234,910
Minimum required contributions for current year target normal cost2019-12-31214,806
Total funding amount beforereflecting carryover/prefunding balances2019-12-31214,806
Additional cash requirement2019-12-31214,806
Contributions allocatedtoward minimum required contributions for current year2019-12-31234,910
2017: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-312,145,030
Acturial value of plan assets2017-12-312,145,030
Active participant vested funding target2017-12-311,755,681
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-311,761,321
Total participant count2017-12-313
Total funding target for all participants2017-12-311,761,321
Balance at beginning of prior year after applicable adjustments2017-12-315,218
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3160,367
Amount remaining of carryover balance2017-12-315,218
Amount remaining of prefunding balance2017-12-3160,367
Present value of excess contributions2017-12-3177,713
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3182,329
Balance of carryovers at beginning of current year2017-12-315,270
Balance of prefunding at beginning of current year2017-12-3160,971
Total employer contributions2017-12-31250,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31235,335
Minimum required contributions for current year target normal cost2017-12-31171,743
Contributions allocatedtoward minimum required contributions for current year2017-12-31235,335
2016: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-311,894,815
Acturial value of plan assets2016-12-311,894,815
Active participant vested funding target2016-12-311,639,711
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-311,650,369
Total participant count2016-12-314
Total funding target for all participants2016-12-311,650,369
Balance at beginning of prior year after applicable adjustments2016-12-315,217
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3160,355
Amount remaining of carryover balance2016-12-315,217
Amount remaining of prefunding balance2016-12-3160,355
Present value of excess contributions2016-12-3165,484
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3169,472
Balance of carryovers at beginning of current year2016-12-315,218
Balance of prefunding at beginning of current year2016-12-3160,367
Total employer contributions2016-12-31250,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31243,311
Minimum required contributions for current year target normal cost2016-12-31165,598
Total funding amount beforereflecting carryover/prefunding balances2016-12-31165,598
Additional cash requirement2016-12-31165,598
Contributions allocatedtoward minimum required contributions for current year2016-12-31243,311
2010: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
2009: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012

Financial Data on THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN

Measure Date Value
2010 : THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$162,236
Total plan assets at end of year2010-12-31$732,219
Total plan assets at beginning of year2010-12-31$569,983
Other income received2010-12-31$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

Form 5500 Responses for THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN

2010: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE ROFFE GROUP P.C. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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