ROSENTHAL & MARSH, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROSENTHAL & MARSH, LLP 401K PLAN
| Measure | Date | Value |
|---|
| 2022 : ROSENTHAL & MARSH, LLP 401K PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-03-28 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-28 | 7210 |
| Net assets as of the end of the plan year | 2022-03-28 | 667323 |
| Total assets as of the beginning of the plan year | 2022-03-28 | 532404 |
| Value of plan covered by a fidelity bond | 2022-03-28 | 100000 |
| Participant contributions to plan in this plan year | 2022-03-28 | 55100 |
| Other expenses paid from plan in this plan year | 2022-03-28 | 0 |
| Other contributions to plan in this plan year | 2022-03-28 | 0 |
| Other income to plan in this plan year | 2022-03-28 | 69348 |
| Plan net income in this plan year | 2022-03-28 | 134919 |
| Net assets as of the end of the plan year | 2022-03-28 | 667323 |
| Net assets as of the beginning of the plan year | 2022-03-28 | 532404 |
| Employer contributions to plan in this plan year | 2022-03-28 | 17681 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-28 | 7210 |
| 2013 : ROSENTHAL & MARSH, LLP 401K PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $120,795 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $10,830 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $6,862 |
| Total plan assets at end of year | 2013-12-31 | $987,484 |
| Total plan assets at beginning of year | 2013-12-31 | $877,519 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $32,194 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $75,075 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $109,965 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $987,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $877,519 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $13,526 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,968 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Transfers to/from the plan | 2013-05-31 | $0 |
| Total plan liabilities at end of year | 2013-05-31 | $0 |
| Total plan liabilities at beginning of year | 2013-05-31 | $0 |
| Total income from all sources | 2013-05-31 | $241,628 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $4,198 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $0 |
| Total plan assets at end of year | 2013-05-31 | $877,519 |
| Total plan assets at beginning of year | 2013-05-31 | $640,089 |
| Value of fidelity bond covering the plan | 2013-05-31 | $85,000 |
| Total contributions received or receivable from participants | 2013-05-31 | $48,930 |
| Expenses. Other expenses not covered elsewhere | 2013-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-05-31 | $0 |
| Other income received | 2013-05-31 | $171,416 |
| Noncash contributions received | 2013-05-31 | $0 |
| Net income (gross income less expenses) | 2013-05-31 | $237,430 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $877,519 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $640,089 |
| Assets. Value of participant loans | 2013-05-31 | $1,952 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-05-31 | $85,694 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $21,282 |
| Value of certain deemed distributions of participant loans | 2013-05-31 | $0 |
| Value of corrective distributions | 2013-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $4,198 |
| 2012 : ROSENTHAL & MARSH, LLP 401K PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-05-31 | $0 |
| Total income from all sources | 2012-05-31 | $59,056 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $0 |
| Total plan assets at end of year | 2012-05-31 | $640,089 |
| Total plan assets at beginning of year | 2012-05-31 | $581,033 |
| Value of fidelity bond covering the plan | 2012-05-31 | $75,000 |
| Total contributions received or receivable from participants | 2012-05-31 | $51,550 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-05-31 | $0 |
| Other income received | 2012-05-31 | $-21,634 |
| Noncash contributions received | 2012-05-31 | $0 |
| Net income (gross income less expenses) | 2012-05-31 | $59,056 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $640,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $581,033 |
| Assets. Value of participant loans | 2012-05-31 | $13,222 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-05-31 | $31,210 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $29,140 |
| Value of certain deemed distributions of participant loans | 2012-05-31 | $0 |
| Value of corrective distributions | 2012-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $0 |
| 2013: ROSENTHAL & MARSH, LLP 401K PLAN 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Submission has been amended | No |
| 2013-06-01 | This submission is the final filing | No |
| 2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-06-01 | Plan is a collectively bargained plan | No |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROSENTHAL & MARSH, LLP 401K PLAN 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Submission has been amended | No |
| 2012-06-01 | This submission is the final filing | No |
| 2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-01 | Plan is a collectively bargained plan | No |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROSENTHAL & MARSH, LLP 401K PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | No |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | No |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
