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ROBERT A. ROSENBLATT, P.A. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameROBERT A. ROSENBLATT, P.A. RETIREMENT PLAN AND TRUST
Plan identification number 001

ROBERT A. ROSENBLATT, P.A. 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
  • 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

ROBERT ALAN ROSENBLATT, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT ALAN ROSENBLATT, P.A.
Employer identification number (EIN):592830468
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. ROSENBLATT, P.A. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012013-01-01
0012012-01-01BARBARA PITALUGA2013-07-16
0012011-01-01BARBARA PITALUGA2012-09-21
0012010-01-01BARBARA PITALUGA2011-08-09

Plan Statistics for ROBERT A. ROSENBLATT, P.A. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for ROBERT A. ROSENBLATT, P.A. RETIREMENT PLAN AND TRUST

Measure Date Value
2025: ROBERT A. ROSENBLATT, P.A. RETIREMENT PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-202
Total number of particpants at end of year2025-05-202
Number of Participants With Account Balances2025-05-202
2024: ROBERT A. ROSENBLATT, P.A. RETIREMENT PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-122
Total number of particpants at end of year2024-08-122
Number of Participants With Account Balances2024-08-122

Financial Data on ROBERT A. ROSENBLATT, P.A. RETIREMENT PLAN AND TRUST

Measure Date Value
2025 : ROBERT A. ROSENBLATT, P.A. RETIREMENT PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-200
Total liabilities as of the end of the plan year2025-05-200
Total liabilities as of the beginning of the plan year2025-05-200
Total expenses incurred by plan in this plan year2025-05-2014560
Net assets as of the end of the plan year2025-05-20337217
Total assets as of the beginning of the plan year2025-05-20337281
Participant contributions to plan in this plan year2025-05-200
Other expenses paid from plan in this plan year2025-05-200
Other contributions to plan in this plan year2025-05-200
Other income to plan in this plan year2025-05-2014496
Plan net income in this plan year2025-05-20-64
Net assets as of the end of the plan year2025-05-20337217
Net assets as of the beginning of the plan year2025-05-20337281
Employer contributions to plan in this plan year2025-05-200
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-200
2024 : ROBERT A. ROSENBLATT, P.A. RETIREMENT PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-120
Total liabilities as of the end of the plan year2024-08-120
Total liabilities as of the beginning of the plan year2024-08-120
Total expenses incurred by plan in this plan year2024-08-1212848
Net assets as of the end of the plan year2024-08-12337281
Total assets as of the beginning of the plan year2024-08-12307907
Participant contributions to plan in this plan year2024-08-120
Other expenses paid from plan in this plan year2024-08-120
Other contributions to plan in this plan year2024-08-120
Other income to plan in this plan year2024-08-1242222
Plan net income in this plan year2024-08-1229374
Net assets as of the end of the plan year2024-08-12337281
Net assets as of the beginning of the plan year2024-08-12307907
Employer contributions to plan in this plan year2024-08-120
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-120

Potentially related plans

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