ROBERT A. ROSE & ASSOCIATES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT A ROSE & ASSOCIATES LLC
| Measure | Date | Value |
|---|
| 2022: ROBERT A ROSE & ASSOCIATES LLC 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| 2021: ROBERT A ROSE & ASSOCIATES LLC 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| 2020: ROBERT A ROSE & ASSOCIATES LLC 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| 2019: ROBERT A ROSE & ASSOCIATES LLC 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| 2018: ROBERT A ROSE & ASSOCIATES LLC 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| 2017: ROBERT A ROSE & ASSOCIATES LLC 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 0 |
| 2016: ROBERT A ROSE & ASSOCIATES LLC 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| 2015: ROBERT A ROSE & ASSOCIATES LLC 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| 2014: ROBERT A ROSE & ASSOCIATES LLC 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: ROBERT A ROSE & ASSOCIATES LLC 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ROBERT A ROSE & ASSOCIATES LLC 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ROBERT A ROSE & ASSOCIATES LLC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: ROBERT A ROSE & ASSOCIATES LLC 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 | 2 |
| 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 | 0 |
| 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 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2022 : ROBERT A ROSE & ASSOCIATES LLC 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $28,906 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $87,425 |
| Total plan assets at end of year | 2022-12-31 | $578,809 |
| Total plan assets at beginning of year | 2022-12-31 | $637,328 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $87,425 |
| Other income received | 2022-12-31 | $16,717 |
| Net income (gross income less expenses) | 2022-12-31 | $-58,519 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $578,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $637,328 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $12,189 |
| 2021 : ROBERT A ROSE & ASSOCIATES LLC 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $22,673 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $637,328 |
| Total plan assets at beginning of year | 2021-12-31 | $614,655 |
| Other income received | 2021-12-31 | $13,835 |
| Net income (gross income less expenses) | 2021-12-31 | $22,673 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $637,328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $614,655 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $8,838 |
| 2020 : ROBERT A ROSE & ASSOCIATES LLC 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $7,652 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $614,655 |
| Total plan assets at beginning of year | 2020-12-31 | $607,003 |
| Other income received | 2020-12-31 | $1,667 |
| Net income (gross income less expenses) | 2020-12-31 | $7,652 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $614,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $607,003 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $5,985 |
| 2019 : ROBERT A ROSE & ASSOCIATES LLC 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $21,135 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $607,003 |
| Total plan assets at beginning of year | 2019-12-31 | $585,868 |
| Other income received | 2019-12-31 | $11,230 |
| Net income (gross income less expenses) | 2019-12-31 | $21,135 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $607,003 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $585,868 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $9,905 |
| 2018 : ROBERT A ROSE & ASSOCIATES LLC 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $19,172 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $585,868 |
| Total plan assets at beginning of year | 2018-12-31 | $566,696 |
| Other income received | 2018-12-31 | $8,750 |
| Net income (gross income less expenses) | 2018-12-31 | $19,172 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $585,868 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $566,696 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,422 |
| 2017 : ROBERT A ROSE & ASSOCIATES LLC 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $3,150 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $566,696 |
| Total plan assets at beginning of year | 2017-12-31 | $563,546 |
| Other income received | 2017-12-31 | $3,150 |
| Net income (gross income less expenses) | 2017-12-31 | $3,150 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $566,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $563,546 |
| 2016 : ROBERT A ROSE & ASSOCIATES LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $524 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $563,546 |
| Total plan assets at beginning of year | 2016-12-31 | $563,022 |
| Other income received | 2016-12-31 | $524 |
| Net income (gross income less expenses) | 2016-12-31 | $524 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $563,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $563,022 |
| 2015 : ROBERT A ROSE & ASSOCIATES LLC 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-12,352 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $563,022 |
| Total plan assets at beginning of year | 2015-12-31 | $575,374 |
| Other income received | 2015-12-31 | $-24,759 |
| Net income (gross income less expenses) | 2015-12-31 | $-12,352 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $563,022 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $575,374 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $12,407 |
| 2014 : ROBERT A ROSE & ASSOCIATES LLC 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $35,209 |
| Total plan assets at end of year | 2014-12-31 | $575,374 |
| Total plan assets at beginning of year | 2014-12-31 | $540,165 |
| Total contributions received or receivable from participants | 2014-12-31 | $12,407 |
| Other income received | 2014-12-31 | $10,395 |
| Net income (gross income less expenses) | 2014-12-31 | $35,209 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $575,374 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $540,165 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $12,407 |
| 2013 : ROBERT A ROSE & ASSOCIATES LLC 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $4,213 |
| Total plan assets at end of year | 2013-12-31 | $540,165 |
| Total plan assets at beginning of year | 2013-12-31 | $535,952 |
| Total contributions received or receivable from participants | 2013-12-31 | $14,500 |
| Other income received | 2013-12-31 | $-10,287 |
| Net income (gross income less expenses) | 2013-12-31 | $4,213 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $540,165 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $535,952 |
| 2012 : ROBERT A ROSE & ASSOCIATES LLC 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $81 |
| Total plan assets at end of year | 2012-12-31 | $515,274 |
| Total plan assets at beginning of year | 2012-12-31 | $515,193 |
| Total contributions received or receivable from participants | 2012-12-31 | $20,678 |
| Other income received | 2012-12-31 | $81 |
| Net income (gross income less expenses) | 2012-12-31 | $81 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $515,274 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $515,193 |
| 2011 : ROBERT A ROSE & ASSOCIATES LLC 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $19,472 |
| Total plan assets at end of year | 2011-12-31 | $515,193 |
| Total plan assets at beginning of year | 2011-12-31 | $495,721 |
| Total contributions received or receivable from participants | 2011-12-31 | $19,408 |
| Other income received | 2011-12-31 | $64 |
| Net income (gross income less expenses) | 2011-12-31 | $19,472 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $515,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $495,721 |
| 2010 : ROBERT A ROSE & ASSOCIATES LLC 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $41,873 |
| Total plan assets at end of year | 2010-12-31 | $495,721 |
| Total plan assets at beginning of year | 2010-12-31 | $453,848 |
| Total contributions received or receivable from participants | 2010-12-31 | $17,206 |
| Other income received | 2010-12-31 | $24,667 |
| Net income (gross income less expenses) | 2010-12-31 | $41,873 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $495,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $453,848 |
| 2022: ROBERT A ROSE & ASSOCIATES LLC 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ROBERT A ROSE & ASSOCIATES LLC 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ROBERT A ROSE & ASSOCIATES LLC 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ROBERT A ROSE & ASSOCIATES LLC 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT A ROSE & ASSOCIATES LLC 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT A ROSE & ASSOCIATES LLC 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT A ROSE & ASSOCIATES LLC 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT A ROSE & ASSOCIATES LLC 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT A ROSE & ASSOCIATES LLC 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT A ROSE & ASSOCIATES LLC 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT A ROSE & ASSOCIATES LLC 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT A ROSE & ASSOCIATES LLC 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT A ROSE & ASSOCIATES LLC 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
