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JOHN ROSE 401K PLAN 401k Plan overview

Plan NameJOHN ROSE 401K PLAN
Plan identification number 001

JOHN ROSE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 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

JOHN W. ROSE ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name:JOHN W. ROSE ATTORNEY AT LAW
Employer identification number (EIN):311054724
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ROSE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEREMY J. SCHIRA2024-06-27
0012022-01-01JEREMY J. SCHIRA2023-07-28
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01JOHN W. ROSE
0012017-01-01JOHN W. ROSE
0012016-01-01JOHN W. ROSE
0012015-01-01JOHN W. ROSE
0012014-01-01JOHN W. ROSE
0012013-01-01JOHN W. ROSE
0012012-01-01JOHN W. ROSE
0012011-01-01JOHN W. ROSE
0012009-01-01JOHN W. ROSE

Financial Data on JOHN ROSE 401K PLAN

Measure Date Value
2024 : JOHN ROSE 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-27590124
Net assets as of the end of the plan year2024-06-270
Total assets as of the beginning of the plan year2024-06-27532543
Value of plan covered by a fidelity bond2024-06-2775000
Participant contributions to plan in this plan year2024-06-277269
Other income to plan in this plan year2024-06-2749617
Plan net income in this plan year2024-06-27-532543
Net assets as of the end of the plan year2024-06-270
Net assets as of the beginning of the plan year2024-06-27532543
Employer contributions to plan in this plan year2024-06-27695
2022 : JOHN ROSE 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-110
Net assets as of the end of the plan year2022-10-11827789
Total assets as of the beginning of the plan year2022-10-11721533
Value of plan covered by a fidelity bond2022-10-11100000
Participant contributions to plan in this plan year2022-10-1126639
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-1177327
Plan net income in this plan year2022-10-11106256
Net assets as of the end of the plan year2022-10-11827789
Net assets as of the beginning of the plan year2022-10-11721533
Employer contributions to plan in this plan year2022-10-112290
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-110
2020 : JOHN ROSE 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$104,270
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$721,533
Total plan assets at beginning of year2020-12-31$617,263
Value of fidelity bond covering the plan2020-12-31$75,000
Total contributions received or receivable from participants2020-12-31$23,793
Other income received2020-12-31$74,511
Net income (gross income less expenses)2020-12-31$104,270
Net plan assets at end of year (total assets less liabilities)2020-12-31$721,533
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$617,263
Total contributions received or receivable from employer(s)2020-12-31$5,966
2019 : JOHN ROSE 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$115,809
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$622,981
Total plan assets at beginning of year2019-12-31$507,172
Value of fidelity bond covering the plan2019-12-31$75,000
Total contributions received or receivable from participants2019-12-31$22,673
Other income received2019-12-31$81,326
Net income (gross income less expenses)2019-12-31$115,809
Net plan assets at end of year (total assets less liabilities)2019-12-31$622,981
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$507,172
Total contributions received or receivable from employer(s)2019-12-31$11,810
2018 : JOHN ROSE 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$13,559
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$507,172
Total plan assets at beginning of year2018-12-31$493,613
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$21,498
Other income received2018-12-31$-21,095
Net income (gross income less expenses)2018-12-31$13,559
Net plan assets at end of year (total assets less liabilities)2018-12-31$507,172
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$493,613
Total contributions received or receivable from employer(s)2018-12-31$13,156
2017 : JOHN ROSE 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$83,692
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$493,613
Total plan assets at beginning of year2017-12-31$409,921
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$26,369
Other income received2017-12-31$44,212
Net income (gross income less expenses)2017-12-31$83,692
Net plan assets at end of year (total assets less liabilities)2017-12-31$493,613
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$409,921
Total contributions received or receivable from employer(s)2017-12-31$13,111
2016 : JOHN ROSE 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$49,727
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$409,921
Total plan assets at beginning of year2016-12-31$360,194
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$20,357
Other income received2016-12-31$17,118
Net income (gross income less expenses)2016-12-31$49,727
Net plan assets at end of year (total assets less liabilities)2016-12-31$409,921
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$360,194
Total contributions received or receivable from employer(s)2016-12-31$12,252
2015 : JOHN ROSE 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$33,730
Expenses. Total of all expenses incurred2015-12-31$874
Benefits paid (including direct rollovers)2015-12-31$874
Total plan assets at end of year2015-12-31$360,194
Total plan assets at beginning of year2015-12-31$327,338
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$19,944
Other income received2015-12-31$1,126
Net income (gross income less expenses)2015-12-31$32,856
Net plan assets at end of year (total assets less liabilities)2015-12-31$360,194
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$327,338
Total contributions received or receivable from employer(s)2015-12-31$12,660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JOHN ROSE 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$40,238
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$327,338
Total plan assets at beginning of year2014-12-31$287,100
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$17,733
Other income received2014-12-31$8,281
Net income (gross income less expenses)2014-12-31$40,238
Net plan assets at end of year (total assets less liabilities)2014-12-31$327,338
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$287,100
Total contributions received or receivable from employer(s)2014-12-31$14,224
2013 : JOHN ROSE 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$54,812
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$287,100
Total plan assets at beginning of year2013-12-31$232,288
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$17,766
Other income received2013-12-31$22,519
Net income (gross income less expenses)2013-12-31$54,812
Net plan assets at end of year (total assets less liabilities)2013-12-31$287,100
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$232,288
Total contributions received or receivable from employer(s)2013-12-31$14,527
2012 : JOHN ROSE 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$45,165
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$232,288
Total plan assets at beginning of year2012-12-31$187,123
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$17,436
Other income received2012-12-31$13,891
Net income (gross income less expenses)2012-12-31$45,165
Net plan assets at end of year (total assets less liabilities)2012-12-31$232,288
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$187,123
Total contributions received or receivable from employer(s)2012-12-31$13,838
2011 : JOHN ROSE 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$24,309
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$187,123
Total plan assets at beginning of year2011-12-31$162,814
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$15,164
Other income received2011-12-31$-1,823
Net income (gross income less expenses)2011-12-31$24,309
Net plan assets at end of year (total assets less liabilities)2011-12-31$187,123
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$162,814
Total contributions received or receivable from employer(s)2011-12-31$10,968
2010 : JOHN ROSE 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$38,390
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$162,814
Total plan assets at beginning of year2010-12-31$124,424
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$15,277
Other income received2010-12-31$12,041
Net income (gross income less expenses)2010-12-31$38,390
Net plan assets at end of year (total assets less liabilities)2010-12-31$162,814
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$124,424
Total contributions received or receivable from employer(s)2010-12-31$11,072

Form 5500 Responses for JOHN ROSE 401K PLAN

2020: JOHN ROSE 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN ROSE 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN ROSE 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN ROSE 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN ROSE 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN ROSE 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN ROSE 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN ROSE 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN ROSE 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN ROSE 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN ROSE 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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