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BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 401k Plan overview

Plan NameBRIAN J. ROSENZWEIG, DMD, PC 401K PLAN
Plan identification number 001

BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

BRIAN J. ROSENZWEIG, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name:BRIAN J. ROSENZWEIG, DMD, PC
Employer identification number (EIN):550818729
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN J. ROSENZWEIG, D.M.D.2024-03-01
0012022-01-01BRIAN J. ROSENZWEIG, D.M.D.2023-03-07
0012021-01-01BRIAN J. ROSENZWEIG, D.M.D.2022-03-17
0012020-01-01BRIAN J. ROSENZWEIG, D.M.D.2021-02-10
0012019-01-01BRIAN J. ROSENZWEIG, D.M.D.2020-04-25
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BRIAN J. ROSENZWEIG, D.M.D.2015-03-23
0012013-01-01BRIAN J. ROSENZWEIG, D.M.D.2014-03-10
0012012-01-01BRIAN J. ROSENZWEIG, D.M.D.2013-03-25
0012011-01-01BRIAN J. ROSENZWEIG, D.M.D.2012-03-08
0012010-01-01BRIAN J. ROSENZWEIG, D.M.D.2011-03-11

Financial Data on BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN

Measure Date Value
2023 : BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$240
Total plan liabilities at beginning of year2023-12-31$120
Total income from all sources2023-12-31$940,493
Expenses. Total of all expenses incurred2023-12-31$18,342
Benefits paid (including direct rollovers)2023-12-31$162
Total plan assets at end of year2023-12-31$2,553,503
Total plan assets at beginning of year2023-12-31$1,631,232
Value of fidelity bond covering the plan2023-12-31$275,000
Total contributions received or receivable from participants2023-12-31$50,509
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$827,241
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$922,151
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,553,263
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,631,112
Assets. Value of participant loans2023-12-31$9,902
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$2,035
Total contributions received or receivable from employer(s)2023-12-31$62,743
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$18,180
2022 : BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$120
Total plan liabilities at beginning of year2022-12-31$237
Total income from all sources2022-12-31$-530,182
Expenses. Total of all expenses incurred2022-12-31$18,067
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$1,631,232
Total plan assets at beginning of year2022-12-31$2,179,598
Value of fidelity bond covering the plan2022-12-31$275,000
Total contributions received or receivable from participants2022-12-31$47,427
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$565
Other income received2022-12-31$-645,378
Net income (gross income less expenses)2022-12-31$-548,249
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,631,112
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,179,361
Assets. Value of participant loans2022-12-31$13,912
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$8,676
Total contributions received or receivable from employer(s)2022-12-31$67,204
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$18,067
2021 : BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$237
Total plan liabilities at beginning of year2021-12-31$2
Total income from all sources2021-12-31$359,086
Expenses. Total of all expenses incurred2021-12-31$18,990
Benefits paid (including direct rollovers)2021-12-31$1,148
Total plan assets at end of year2021-12-31$2,179,598
Total plan assets at beginning of year2021-12-31$1,839,267
Value of fidelity bond covering the plan2021-12-31$65,000
Total contributions received or receivable from participants2021-12-31$51,433
Expenses. Other expenses not covered elsewhere2021-12-31$0
Other income received2021-12-31$249,503
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$340,096
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,179,361
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,839,265
Assets. Value of participant loans2021-12-31$17,756
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$6,641
Total contributions received or receivable from employer(s)2021-12-31$58,150
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$17,842
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$2
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$505,432
Expenses. Total of all expenses incurred2020-12-31$12,578
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,839,267
Total plan assets at beginning of year2020-12-31$1,346,411
Value of fidelity bond covering the plan2020-12-31$183,927
Total contributions received or receivable from participants2020-12-31$46,422
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$404,810
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$492,854
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,839,265
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,346,411
Total contributions received or receivable from employer(s)2020-12-31$54,200
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$12,578
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 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$535,512
Expenses. Total of all expenses incurred2019-12-31$88,752
Benefits paid (including direct rollovers)2019-12-31$78,472
Total plan assets at end of year2019-12-31$1,346,411
Total plan assets at beginning of year2019-12-31$899,651
Value of fidelity bond covering the plan2019-12-31$134,642
Total contributions received or receivable from participants2019-12-31$45,503
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$459,815
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$446,760
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,346,411
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$899,651
Assets. Value of participant loans2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$30,194
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$10,280
2018 : BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-154,187
Expenses. Total of all expenses incurred2018-12-31$28,818
Benefits paid (including direct rollovers)2018-12-31$19,044
Total plan assets at end of year2018-12-31$899,651
Total plan assets at beginning of year2018-12-31$1,082,656
Value of fidelity bond covering the plan2018-12-31$109,000
Total contributions received or receivable from participants2018-12-31$46,657
Expenses. Other expenses not covered elsewhere2018-12-31$9,774
Other income received2018-12-31$-214,069
Net income (gross income less expenses)2018-12-31$-183,005
Net plan assets at end of year (total assets less liabilities)2018-12-31$899,651
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,082,656
Assets. Value of participant loans2018-12-31$3,903
Total contributions received or receivable from employer(s)2018-12-31$13,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$790
Total income from all sources2017-12-31$218,519
Expenses. Total of all expenses incurred2017-12-31$8,815
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,082,656
Total plan assets at beginning of year2017-12-31$873,742
Value of fidelity bond covering the plan2017-12-31$108,266
Total contributions received or receivable from participants2017-12-31$49,843
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$1,427
Other income received2017-12-31$146,508
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$209,704
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,082,656
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$872,952
Total contributions received or receivable from employer(s)2017-12-31$20,741
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$8,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$790
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$58,985
Expenses. Total of all expenses incurred2016-12-31$7,319
Total plan assets at end of year2016-12-31$873,742
Total plan assets at beginning of year2016-12-31$821,286
Value of fidelity bond covering the plan2016-12-31$88,000
Total contributions received or receivable from participants2016-12-31$49,473
Expenses. Other expenses not covered elsewhere2016-12-31$13
Contributions received from other sources (not participants or employers)2016-12-31$15,106
Other income received2016-12-31$-16,487
Net income (gross income less expenses)2016-12-31$51,666
Net plan assets at end of year (total assets less liabilities)2016-12-31$872,952
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$821,286
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$10,893
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,306
2015 : BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total income from all sources2015-12-31$-30,287
Expenses. Total of all expenses incurred2015-12-31$3,284
Total plan assets at end of year2015-12-31$821,286
Total plan assets at beginning of year2015-12-31$854,857
Value of fidelity bond covering the plan2015-12-31$86,000
Total contributions received or receivable from participants2015-12-31$48,903
Other income received2015-12-31$-90,928
Net income (gross income less expenses)2015-12-31$-33,571
Net plan assets at end of year (total assets less liabilities)2015-12-31$821,286
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$854,857
Assets. Value of participant loans2015-12-31$11,973
Total contributions received or receivable from employer(s)2015-12-31$11,738
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,284

Form 5500 Responses for BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN

2023: BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 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 filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 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: BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 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: BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRIAN J. ROSENZWEIG, DMD, PC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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