401k Plan data: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN plan

THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 401k Plan overview

Plan Name	THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN
Plan identification number	001

THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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 ROCK BROOK CONSULTING GROUP, PA has sponsored the creation of one or more 401k plans.

Company Name: THE ROCK BROOK CONSULTING GROUP, PA

Employer identification number (EIN): 462876020

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about THE ROCK BROOK CONSULTING GROUP, PA

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2017-07-19

Company Identification Number: 0802774341

Legal Registered Office Address: 20 S MIDDLESEX AVE APT B

MONROE TWP
United States of America (USA)
08831

More information about THE ROCK BROOK CONSULTING GROUP, PA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ANNE DEMARCO
001 2017-01-01 ANNE DEMARCO
001 2016-01-01 ANNE DEMARCO ANNE DEMARCO 2017-07-21
001 2015-01-01 ANNE DEMARCO
001 2014-01-01 ANNE DEMARCO 2015-03-16 ANNE DEMARCO 2015-03-16
001 2013-01-01 ANNE DEMARCO 2014-04-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ANNE DEMARCO
001	2017-01-01	ANNE DEMARCO
001	2016-01-01	ANNE DEMARCO		ANNE DEMARCO	2017-07-21
001	2015-01-01	ANNE DEMARCO
001	2014-01-01	ANNE DEMARCO	2015-03-16	ANNE DEMARCO	2015-03-16
001	2013-01-01	ANNE DEMARCO	2014-04-04

Plan Statistics for THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN

401k plan membership statisitcs for THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN

Measure Date Value
2022: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 47
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 56
Number of participants with account balances 2022-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 45
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 54
Number of participants with account balances 2021-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 51
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 57
Number of participants with account balances 2020-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 48
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 52
Number of participants with account balances 2019-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 47
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 49
Number of participants with account balances 2018-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 47
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 4
Total of all active and inactive participants 2017-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 51
Number of participants with account balances 2017-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 39
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 8
Total of all active and inactive participants 2016-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 47
Number of participants with account balances 2016-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 33
Number of participants with account balances 2015-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1

Measure	Date	Value
2022: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	47
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	56
Number of participants with account balances	2022-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	45
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	54
Number of participants with account balances	2021-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	51
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	57
Number of participants with account balances	2020-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	48
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	52
Number of participants with account balances	2019-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	47
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	49
Number of participants with account balances	2018-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	47
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	4
Total of all active and inactive participants	2017-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	51
Number of participants with account balances	2017-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	39
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	8
Total of all active and inactive participants	2016-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	47
Number of participants with account balances	2016-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	33
Number of participants with account balances	2015-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1

Financial Data on THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN

Measure	Date	Value
2022 : THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-795,910
Expenses. Total of all expenses incurred	2022-12-31	$284,475
Benefits paid (including direct rollovers)	2022-12-31	$250,433
Total plan assets at end of year	2022-12-31	$8,218,612
Total plan assets at beginning of year	2022-12-31	$9,298,997
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$477,794
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$323,256
Other income received	2022-12-31	$-1,645,750
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,080,385
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,218,612
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,298,997
Assets. Value of participant loans	2022-12-31	$30,679
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$48,790
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$34,042
2021 : THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,857,427
Expenses. Total of all expenses incurred	2021-12-31	$218,617
Benefits paid (including direct rollovers)	2021-12-31	$194,031
Total plan assets at end of year	2021-12-31	$9,298,997
Total plan assets at beginning of year	2021-12-31	$7,660,187
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$501,463
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$89,129
Other income received	2021-12-31	$1,193,609
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,638,810
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,298,997
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,660,187
Assets. Value of participant loans	2021-12-31	$13,299
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$73,226
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$24,586
2020 : THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,520,568
Expenses. Total of all expenses incurred	2020-12-31	$46,212
Benefits paid (including direct rollovers)	2020-12-31	$46,093
Total plan assets at end of year	2020-12-31	$7,660,187
Total plan assets at beginning of year	2020-12-31	$6,185,831
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$469,099
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$981,104
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,474,356
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,660,187
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,185,831
Assets. Value of participant loans	2020-12-31	$12,843
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$70,365
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$119
2019 : THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,625,733
Expenses. Total of all expenses incurred	2019-12-31	$5,411
Benefits paid (including direct rollovers)	2019-12-31	$2,417
Total plan assets at end of year	2019-12-31	$6,185,831
Total plan assets at beginning of year	2019-12-31	$4,565,509
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$390,216
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$89,279
Other income received	2019-12-31	$1,119,334
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,620,322
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,185,831
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,565,509
Assets. Value of participant loans	2019-12-31	$33,814
Total contributions received or receivable from employer(s)	2019-12-31	$26,904
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$2,869
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$125
2018 : THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$89,772
Expenses. Total of all expenses incurred	2018-12-31	$61,972
Benefits paid (including direct rollovers)	2018-12-31	$46,922
Total plan assets at end of year	2018-12-31	$4,565,509
Total plan assets at beginning of year	2018-12-31	$4,537,709
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$383,532
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$9,906
Other income received	2018-12-31	$-354,175
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$27,800
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,565,509
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,537,709
Assets. Value of participant loans	2018-12-31	$55,995
Total contributions received or receivable from employer(s)	2018-12-31	$50,509
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$14,869
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$181
2017 : THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,161,445
Expenses. Total of all expenses incurred	2017-12-31	$624,210
Benefits paid (including direct rollovers)	2017-12-31	$620,393
Total plan assets at end of year	2017-12-31	$4,537,709
Total plan assets at beginning of year	2017-12-31	$4,000,474
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$347,184
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$92,957
Other income received	2017-12-31	$669,226
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$537,235
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,537,709
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,000,474
Assets. Value of participant loans	2017-12-31	$72,761
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$52,078
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$3,548
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$269
2016 : THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$619,515
Expenses. Total of all expenses incurred	2016-12-31	$36,909
Benefits paid (including direct rollovers)	2016-12-31	$15,638
Total plan assets at end of year	2016-12-31	$4,000,474
Total plan assets at beginning of year	2016-12-31	$3,417,868
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$258,969
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$321,700
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$582,606
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,000,474
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,417,868
Assets. Value of participant loans	2016-12-31	$50,128
Total contributions received or receivable from employer(s)	2016-12-31	$38,846
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$21,152
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$119
2015 : THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$225,602
Expenses. Total of all expenses incurred	2015-12-31	$10,684
Benefits paid (including direct rollovers)	2015-12-31	$10,174
Total plan assets at end of year	2015-12-31	$3,417,868
Total plan assets at beginning of year	2015-12-31	$3,202,950
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$224,789
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$4,894
Other income received	2015-12-31	$-37,798
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$214,918
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,417,868
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,202,950
Assets. Value of participant loans	2015-12-31	$41,735
Total contributions received or receivable from employer(s)	2015-12-31	$33,717
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$510

Form 5500 Responses for THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN

2022: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 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: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 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: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 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: THE ROCK BROOK CONSULTING GROUP, PA 401(K) PLAN 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

331982-01

Policy instance

Insurance contract or identification number	331982-01
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-07-31
Total amount of commissions paid to insurance broker	USD $41
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	DAVID GROSSMAN AXA ADVISORS LLC

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE ROCK BROOK CONSULTING GROUP, PA
Employer identification number (EIN):	462876020
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2017-07-19
Company Identification Number:	0802774341
Legal Registered Office Address:	20 S MIDDLESEX AVE APT B MONROE TWP United States of America (USA) 08831