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LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameLAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST
Plan identification number 003

LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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.
  • 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 CAREY S. ROSEMARIN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF CAREY S. ROSEMARIN, P.C.
Employer identification number (EIN):364327345
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01CAREY S. ROSEMARIN
0032016-01-01CAREY S. ROSEMARIN
0032015-01-01CAREY S. ROSEMARIN
0032014-01-01CAREY S. ROSEMARIN
0032013-01-01CAREY S. ROSEMARIN
0032012-01-01CAREY S. ROSEMARIN
0032011-01-01CAREY S. ROSEMARIN
0032009-01-01CAREY S. ROSEMARIN

Plan Statistics for LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST

Measure Date Value
2023: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
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 participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST

Measure Date Value
2023 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-04-30$0
Total plan liabilities at end of year2023-04-30$0
Total plan liabilities at beginning of year2023-04-30$0
Total income from all sources2023-04-30$235
Expenses. Total of all expenses incurred2023-04-30$7,626
Benefits paid (including direct rollovers)2023-04-30$7,546
Total plan assets at end of year2023-04-30$0
Total plan assets at beginning of year2023-04-30$7,391
Value of fidelity bond covering the plan2023-04-30$140,000
Total contributions received or receivable from participants2023-04-30$0
Expenses. Other expenses not covered elsewhere2023-04-30$0
Contributions received from other sources (not participants or employers)2023-04-30$0
Other income received2023-04-30$235
Noncash contributions received2023-04-30$0
Net income (gross income less expenses)2023-04-30$-7,391
Net plan assets at end of year (total assets less liabilities)2023-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2023-04-30$7,391
Total contributions received or receivable from employer(s)2023-04-30$0
Value of certain deemed distributions of participant loans2023-04-30$0
Value of corrective distributions2023-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-04-30$80
2022 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-118,481
Expenses. Total of all expenses incurred2022-12-31$1,257,762
Benefits paid (including direct rollovers)2022-12-31$1,246,196
Total plan assets at end of year2022-12-31$7,391
Total plan assets at beginning of year2022-12-31$1,383,634
Value of fidelity bond covering the plan2022-12-31$140,000
Total contributions received or receivable from participants2022-12-31$27,000
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-145,481
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,376,243
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,391
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,383,634
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$11,566
2021 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$139,032
Expenses. Total of all expenses incurred2021-12-31$11,717
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$1,383,634
Total plan assets at beginning of year2021-12-31$1,256,319
Value of fidelity bond covering the plan2021-12-31$130,000
Total contributions received or receivable from participants2021-12-31$21,205
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$117,827
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$127,315
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,383,634
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,256,319
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$11,717
2020 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$135,655
Expenses. Total of all expenses incurred2020-12-31$10,290
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,256,319
Total plan assets at beginning of year2020-12-31$1,130,954
Value of fidelity bond covering the plan2020-12-31$120,000
Total contributions received or receivable from participants2020-12-31$26,000
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$109,655
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$125,365
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,256,319
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,130,954
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,290
2019 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$139,119
Expenses. Total of all expenses incurred2019-12-31$9,680
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,130,954
Total plan assets at beginning of year2019-12-31$1,001,515
Value of fidelity bond covering the plan2019-12-31$120,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$139,119
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$129,439
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,130,954
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,001,515
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$9,680
2018 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-13,702
Expenses. Total of all expenses incurred2018-12-31$8,711
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,001,515
Total plan assets at beginning of year2018-12-31$1,023,928
Value of fidelity bond covering the plan2018-12-31$120,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-13,702
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-22,413
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,001,515
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,023,928
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$8,711
2017 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$107,580
Expenses. Total of all expenses incurred2017-12-31$8,691
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,023,928
Total plan assets at beginning of year2017-12-31$925,039
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$24,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$83,580
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$98,889
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,023,928
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$925,039
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,691
2016 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$97,303
Expenses. Total of all expenses incurred2016-12-31$7,857
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$925,039
Total plan assets at beginning of year2016-12-31$835,593
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$16,500
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$44,303
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$89,446
Net plan assets at end of year (total assets less liabilities)2016-12-31$925,039
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$835,593
Total contributions received or receivable from employer(s)2016-12-31$36,500
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,857
2015 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$49,482
Expenses. Total of all expenses incurred2015-12-31$7,410
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$835,593
Total plan assets at beginning of year2015-12-31$793,521
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$24,000
Expenses. Other expenses not covered elsewhere2015-12-31$7,410
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-5,018
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$42,072
Net plan assets at end of year (total assets less liabilities)2015-12-31$835,593
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$793,521
Total contributions received or receivable from employer(s)2015-12-31$30,500
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$67,152
Expenses. Total of all expenses incurred2014-12-31$6,868
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$793,521
Total plan assets at beginning of year2014-12-31$733,237
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$11,500
Expenses. Other expenses not covered elsewhere2014-12-31$6,868
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$28,527
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$60,284
Net plan assets at end of year (total assets less liabilities)2014-12-31$793,521
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$733,237
Total contributions received or receivable from employer(s)2014-12-31$27,125
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$103,165
Expenses. Total of all expenses incurred2013-12-31$8,748
Benefits paid (including direct rollovers)2013-12-31$2,629
Total plan assets at end of year2013-12-31$733,237
Total plan assets at beginning of year2013-12-31$638,820
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$23,000
Expenses. Other expenses not covered elsewhere2013-12-31$6,119
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$46,665
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$94,417
Net plan assets at end of year (total assets less liabilities)2013-12-31$733,237
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$638,820
Total contributions received or receivable from employer(s)2013-12-31$33,500
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$85,047
Expenses. Total of all expenses incurred2012-12-31$13,274
Benefits paid (including direct rollovers)2012-12-31$7,958
Total plan assets at end of year2012-12-31$638,820
Total plan assets at beginning of year2012-12-31$567,047
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$22,500
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$32,375
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$71,773
Net plan assets at end of year (total assets less liabilities)2012-12-31$638,820
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$567,047
Total contributions received or receivable from employer(s)2012-12-31$30,172
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$68,037
Expenses. Total of all expenses incurred2011-12-31$4,702
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$567,047
Total plan assets at beginning of year2011-12-31$503,712
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$22,400
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$9,880
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$63,335
Net plan assets at end of year (total assets less liabilities)2011-12-31$567,047
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$503,712
Total contributions received or receivable from employer(s)2011-12-31$35,757
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,702
2010 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$86,947
Expenses. Total of all expenses incurred2010-12-31$4,003
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$503,712
Total plan assets at beginning of year2010-12-31$420,768
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$22,925
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$26,202
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$82,944
Net plan assets at end of year (total assets less liabilities)2010-12-31$503,712
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$420,768
Total contributions received or receivable from employer(s)2010-12-31$37,820
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,003
2009 : LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST

2023: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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: LAW OFFICES OF CAREY S. ROSEMARIN, P.C. RETIREMENT PLAN AND TRUST 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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