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MICHAEL J. ROSEN, P.A. 401(K) PLAN 401k Plan overview

Plan NameMICHAEL J. ROSEN, P.A. 401(K) PLAN
Plan identification number 001

MICHAEL J. ROSEN, P.A. 401(K) 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
  • 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.
  • 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

MICHAEL J. ROSEN, P.A. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. ROSEN, P.A.
Employer identification number (EIN):650685909
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. ROSEN, P.A. 401(K) PLAN

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
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012013-01-01MICHAEL ROSEN2014-10-15
0012012-01-01MICHAEL ROSEN2013-10-10
0012011-01-01MICHAEL ROSEN2012-10-10

Plan Statistics for MICHAEL J. ROSEN, P.A. 401(K) PLAN

401k plan membership statisitcs for MICHAEL J. ROSEN, P.A. 401(K) PLAN

Measure Date Value
2025: MICHAEL J. ROSEN, P.A. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-12-055
Total number of particpants at end of year2025-12-055
Number of Participants With Account Balances2025-12-055
Total number of particpants at beginning of year2025-10-155
Total number of particpants at end of year2025-10-155
Number of Participants With Account Balances2025-10-154
2024: MICHAEL J. ROSEN, P.A. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-175
Total number of particpants at end of year2024-10-175
Number of Participants With Account Balances2024-10-175

Financial Data on MICHAEL J. ROSEN, P.A. 401(K) PLAN

Measure Date Value
2025 : MICHAEL J. ROSEN, P.A. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-12-050
Total liabilities as of the beginning of the plan year2025-12-050
Total expenses incurred by plan in this plan year2025-12-0534191
Net assets as of the end of the plan year2025-12-05875781
Total assets as of the beginning of the plan year2025-12-05822966
Value of plan covered by a fidelity bond2025-12-05220000
Other income to plan in this plan year2025-12-0572006
Plan net income in this plan year2025-12-0552815
Net assets as of the end of the plan year2025-12-05875781
Net assets as of the beginning of the plan year2025-12-05822966
Employer contributions to plan in this plan year2025-12-0515000
Expensese paid to adminstrative service provicers from plan in this plan year2025-12-054126
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-154126
Net assets as of the end of the plan year2025-10-15896299
Total assets as of the beginning of the plan year2025-10-15822966
Value of plan covered by a fidelity bond2025-10-15220000
Other income to plan in this plan year2025-10-1550848
Plan net income in this plan year2025-10-1573333
Net assets as of the end of the plan year2025-10-15896299
Net assets as of the beginning of the plan year2025-10-15822966
Employer contributions to plan in this plan year2025-10-1526611
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-154126
2024 : MICHAEL J. ROSEN, P.A. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-170
Total liabilities as of the beginning of the plan year2024-10-170
Total expenses incurred by plan in this plan year2024-10-1728761
Net assets as of the end of the plan year2024-10-17822966
Total assets as of the beginning of the plan year2024-10-17742854
Value of plan covered by a fidelity bond2024-10-17220000
Participant contributions to plan in this plan year2024-10-1730000
Other income to plan in this plan year2024-10-1768145
Plan net income in this plan year2024-10-1780112
Net assets as of the end of the plan year2024-10-17822966
Net assets as of the beginning of the plan year2024-10-17742854
Employer contributions to plan in this plan year2024-10-1710728
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-172663

Potentially related plans

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