401k Plan data: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION plan

PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 401k Plan overview

Plan Name	PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION
Plan identification number	001

PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

ROSE LAW FIRM has sponsored the creation of one or more 401k plans.

Company Name: ROSE LAW FIRM

Employer identification number (EIN): 710438614

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-02-01
001 2021-02-01
001 2020-02-01
001 2019-02-01
001 2018-02-01
001 2017-02-01 BRYANT K CRANFORD BRYANT K CRANFORD 2018-11-14
001 2017-02-01
001 2016-02-01 BRYANT K. CRANFORD BRYANT K. CRANFORD 2017-11-14
001 2015-02-01 BRYANT K. CRANFORD BRYANT K. CRANFORD 2016-11-13
001 2014-02-01 BRYANT K. CRANFORD BRYANT K. CRANFORD 2015-11-15
001 2013-02-01 BRYANT K. CRANFORD BRYANT K. CRANFORD 2014-11-12
001 2012-02-01 BRYANT K. CRANFORD BRYANT K. CRANFORD 2013-11-14
001 2011-02-01 BRYANT K. CRANFORD BRYANT K. CRANFORD 2012-11-14
001 2010-02-01 BRYANT K. CRANFORD BRYANT K. CRANFORD 2011-11-11
001 2009-02-01 BRYANT K. CRANFORD BRYANT K. CRANFORD 2010-11-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-02-01
001	2021-02-01
001	2020-02-01
001	2019-02-01
001	2018-02-01
001	2017-02-01	BRYANT K CRANFORD	BRYANT K CRANFORD	2018-11-14
001	2017-02-01
001	2016-02-01	BRYANT K. CRANFORD	BRYANT K. CRANFORD	2017-11-14
001	2015-02-01	BRYANT K. CRANFORD	BRYANT K. CRANFORD	2016-11-13
001	2014-02-01	BRYANT K. CRANFORD	BRYANT K. CRANFORD	2015-11-15
001	2013-02-01	BRYANT K. CRANFORD	BRYANT K. CRANFORD	2014-11-12
001	2012-02-01	BRYANT K. CRANFORD	BRYANT K. CRANFORD	2013-11-14
001	2011-02-01	BRYANT K. CRANFORD	BRYANT K. CRANFORD	2012-11-14
001	2010-02-01	BRYANT K. CRANFORD	BRYANT K. CRANFORD	2011-11-11
001	2009-02-01	BRYANT K. CRANFORD	BRYANT K. CRANFORD	2010-11-11

Plan Statistics for PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

401k plan membership statisitcs for PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

Measure Date Value
2022: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2022 401k membership
Total participants, beginning-of-year 2022-02-01 68
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 55
Number of retired or separated participants receiving benefits 2022-02-01 1
Number of other retired or separated participants entitled to future benefits 2022-02-01 16
Total of all active and inactive participants 2022-02-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 3
Total participants 2022-02-01 75
Number of participants with account balances 2022-02-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 0
2021: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2021 401k membership
Total participants, beginning-of-year 2021-02-01 69
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 48
Number of retired or separated participants receiving benefits 2021-02-01 1
Number of other retired or separated participants entitled to future benefits 2021-02-01 17
Total of all active and inactive participants 2021-02-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 2
Total participants 2021-02-01 68
Number of participants with account balances 2021-02-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 0
2020: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2020 401k membership
Total participants, beginning-of-year 2020-02-01 74
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 50
Number of other retired or separated participants entitled to future benefits 2020-02-01 19
Total of all active and inactive participants 2020-02-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 2
Total participants 2020-02-01 71
Number of participants with account balances 2020-02-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 0
2019: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2019 401k membership
Total participants, beginning-of-year 2019-02-01 76
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 51
Number of retired or separated participants receiving benefits 2019-02-01 1
Number of other retired or separated participants entitled to future benefits 2019-02-01 20
Total of all active and inactive participants 2019-02-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 2
Total participants 2019-02-01 74
Number of participants with account balances 2019-02-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
2018: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2018 401k membership
Total participants, beginning-of-year 2018-02-01 80
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 55
Number of retired or separated participants receiving benefits 2018-02-01 2
Number of other retired or separated participants entitled to future benefits 2018-02-01 19
Total of all active and inactive participants 2018-02-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 1
Total participants 2018-02-01 77
Number of participants with account balances 2018-02-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2017 401k membership
Total participants, beginning-of-year 2017-02-01 69
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 66
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 13
Total of all active and inactive participants 2017-02-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 1
Total participants 2017-02-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2016 401k membership
Total participants, beginning-of-year 2016-02-01 73
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 53
Number of retired or separated participants receiving benefits 2016-02-01 2
Number of other retired or separated participants entitled to future benefits 2016-02-01 13
Total of all active and inactive participants 2016-02-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 1
Total participants 2016-02-01 69
2015: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2015 401k membership
Total participants, beginning-of-year 2015-02-01 72
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 49
Number of retired or separated participants receiving benefits 2015-02-01 2
Number of other retired or separated participants entitled to future benefits 2015-02-01 21
Total of all active and inactive participants 2015-02-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 1
Total participants 2015-02-01 73
Number of participants with account balances 2015-02-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2014 401k membership
Total participants, beginning-of-year 2014-02-01 74
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 49
Number of retired or separated participants receiving benefits 2014-02-01 2
Number of other retired or separated participants entitled to future benefits 2014-02-01 20
Total of all active and inactive participants 2014-02-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 1
Total participants 2014-02-01 72
Number of participants with account balances 2014-02-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2013 401k membership
Total participants, beginning-of-year 2013-02-01 70
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 53
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 20
Total of all active and inactive participants 2013-02-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 1
Total participants 2013-02-01 74
Number of participants with account balances 2013-02-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2012 401k membership
Total participants, beginning-of-year 2012-02-01 69
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 53
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 17
Total of all active and inactive participants 2012-02-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 70
Number of participants with account balances 2012-02-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2011 401k membership
Total participants, beginning-of-year 2011-02-01 66
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 53
Number of other retired or separated participants entitled to future benefits 2011-02-01 16
Total of all active and inactive participants 2011-02-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 69
Number of participants with account balances 2011-02-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2010: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2010 401k membership
Total participants, beginning-of-year 2010-02-01 67
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 44
Number of other retired or separated participants entitled to future benefits 2010-02-01 22
Total of all active and inactive participants 2010-02-01 66
Total participants 2010-02-01 66
Number of participants with account balances 2010-02-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2009 401k membership
Total participants, beginning-of-year 2009-02-01 69
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 46
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 21
Total of all active and inactive participants 2009-02-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 67
Number of participants with account balances 2009-02-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2022: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2022 401k membership
Total participants, beginning-of-year	2022-02-01	68
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	55
Number of retired or separated participants receiving benefits	2022-02-01	1
Number of other retired or separated participants entitled to future benefits	2022-02-01	16
Total of all active and inactive participants	2022-02-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	3
Total participants	2022-02-01	75
Number of participants with account balances	2022-02-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	0
2021: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2021 401k membership
Total participants, beginning-of-year	2021-02-01	69
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	48
Number of retired or separated participants receiving benefits	2021-02-01	1
Number of other retired or separated participants entitled to future benefits	2021-02-01	17
Total of all active and inactive participants	2021-02-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	2
Total participants	2021-02-01	68
Number of participants with account balances	2021-02-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	0
2020: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2020 401k membership
Total participants, beginning-of-year	2020-02-01	74
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	50
Number of other retired or separated participants entitled to future benefits	2020-02-01	19
Total of all active and inactive participants	2020-02-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	2
Total participants	2020-02-01	71
Number of participants with account balances	2020-02-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	0
2019: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2019 401k membership
Total participants, beginning-of-year	2019-02-01	76
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	51
Number of retired or separated participants receiving benefits	2019-02-01	1
Number of other retired or separated participants entitled to future benefits	2019-02-01	20
Total of all active and inactive participants	2019-02-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	2
Total participants	2019-02-01	74
Number of participants with account balances	2019-02-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
2018: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2018 401k membership
Total participants, beginning-of-year	2018-02-01	80
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	55
Number of retired or separated participants receiving benefits	2018-02-01	2
Number of other retired or separated participants entitled to future benefits	2018-02-01	19
Total of all active and inactive participants	2018-02-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	1
Total participants	2018-02-01	77
Number of participants with account balances	2018-02-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2017 401k membership
Total participants, beginning-of-year	2017-02-01	69
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	66
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	13
Total of all active and inactive participants	2017-02-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	1
Total participants	2017-02-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2016 401k membership
Total participants, beginning-of-year	2016-02-01	73
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	53
Number of retired or separated participants receiving benefits	2016-02-01	2
Number of other retired or separated participants entitled to future benefits	2016-02-01	13
Total of all active and inactive participants	2016-02-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	1
Total participants	2016-02-01	69
2015: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2015 401k membership
Total participants, beginning-of-year	2015-02-01	72
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	49
Number of retired or separated participants receiving benefits	2015-02-01	2
Number of other retired or separated participants entitled to future benefits	2015-02-01	21
Total of all active and inactive participants	2015-02-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	1
Total participants	2015-02-01	73
Number of participants with account balances	2015-02-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2014 401k membership
Total participants, beginning-of-year	2014-02-01	74
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	49
Number of retired or separated participants receiving benefits	2014-02-01	2
Number of other retired or separated participants entitled to future benefits	2014-02-01	20
Total of all active and inactive participants	2014-02-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	1
Total participants	2014-02-01	72
Number of participants with account balances	2014-02-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2013 401k membership
Total participants, beginning-of-year	2013-02-01	70
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	53
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	20
Total of all active and inactive participants	2013-02-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	1
Total participants	2013-02-01	74
Number of participants with account balances	2013-02-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2012 401k membership
Total participants, beginning-of-year	2012-02-01	69
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	53
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	17
Total of all active and inactive participants	2012-02-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	70
Number of participants with account balances	2012-02-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2011 401k membership
Total participants, beginning-of-year	2011-02-01	66
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	53
Number of other retired or separated participants entitled to future benefits	2011-02-01	16
Total of all active and inactive participants	2011-02-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	69
Number of participants with account balances	2011-02-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2010: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2010 401k membership
Total participants, beginning-of-year	2010-02-01	67
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	44
Number of other retired or separated participants entitled to future benefits	2010-02-01	22
Total of all active and inactive participants	2010-02-01	66
Total participants	2010-02-01	66
Number of participants with account balances	2010-02-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2009 401k membership
Total participants, beginning-of-year	2009-02-01	69
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	46
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	21
Total of all active and inactive participants	2009-02-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	67
Number of participants with account balances	2009-02-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

Measure	Date	Value
2023 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2023 401k financial data
Total income from all sources	2023-01-31	$-551,269
Expenses. Total of all expenses incurred	2023-01-31	$1,794,406
Benefits paid (including direct rollovers)	2023-01-31	$1,753,783
Total plan assets at end of year	2023-01-31	$12,326,477
Total plan assets at beginning of year	2023-01-31	$14,672,152
Value of fidelity bond covering the plan	2023-01-31	$1,000,000
Total contributions received or receivable from participants	2023-01-31	$414,694
Expenses. Other expenses not covered elsewhere	2023-01-31	$39,200
Contributions received from other sources (not participants or employers)	2023-01-31	$169,538
Other income received	2023-01-31	$-1,370,215
Net income (gross income less expenses)	2023-01-31	$-2,345,675
Net plan assets at end of year (total assets less liabilities)	2023-01-31	$12,326,477
Net plan assets at beginning of year (total assets less liabilities)	2023-01-31	$14,672,152
Assets. Value of participant loans	2023-01-31	$77,868
Total contributions received or receivable from employer(s)	2023-01-31	$234,714
Value of certain deemed distributions of participant loans	2023-01-31	$1,423
2022 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2022 401k financial data
Total income from all sources	2022-01-31	$1,250,086
Expenses. Total of all expenses incurred	2022-01-31	$611,808
Benefits paid (including direct rollovers)	2022-01-31	$568,100
Total plan assets at end of year	2022-01-31	$14,672,152
Total plan assets at beginning of year	2022-01-31	$14,033,874
Value of fidelity bond covering the plan	2022-01-31	$1,000,000
Total contributions received or receivable from participants	2022-01-31	$394,214
Expenses. Other expenses not covered elsewhere	2022-01-31	$43,708
Other income received	2022-01-31	$617,332
Net income (gross income less expenses)	2022-01-31	$638,278
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$14,672,152
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$14,033,874
Assets. Value of participant loans	2022-01-31	$63,936
Total contributions received or receivable from employer(s)	2022-01-31	$238,540
2021 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2021 401k financial data
Total plan liabilities at beginning of year	2021-01-31	$0
Total income from all sources	2021-01-31	$3,179,918
Expenses. Total of all expenses incurred	2021-01-31	$1,159,728
Benefits paid (including direct rollovers)	2021-01-31	$1,110,555
Total plan assets at end of year	2021-01-31	$14,033,874
Total plan assets at beginning of year	2021-01-31	$12,013,684
Value of fidelity bond covering the plan	2021-01-31	$1,000,000
Total contributions received or receivable from participants	2021-01-31	$461,200
Contributions received from other sources (not participants or employers)	2021-01-31	$55,152
Other income received	2021-01-31	$2,422,868
Net income (gross income less expenses)	2021-01-31	$2,020,190
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$14,033,874
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$12,013,684
Assets. Value of participant loans	2021-01-31	$95,521
Total contributions received or receivable from employer(s)	2021-01-31	$240,698
Value of certain deemed distributions of participant loans	2021-01-31	$12,324
Expenses. Administrative service providers (salaries,fees and commissions)	2021-01-31	$36,849
2020 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2020 401k financial data
Total plan liabilities at beginning of year	2020-01-31	$0
Total income from all sources	2020-01-31	$2,395,387
Expenses. Total of all expenses incurred	2020-01-31	$3,782,077
Benefits paid (including direct rollovers)	2020-01-31	$3,753,796
Total plan assets at end of year	2020-01-31	$12,013,684
Total plan assets at beginning of year	2020-01-31	$13,400,374
Value of fidelity bond covering the plan	2020-01-31	$100,000
Total contributions received or receivable from participants	2020-01-31	$470,664
Other income received	2020-01-31	$1,686,381
Net income (gross income less expenses)	2020-01-31	$-1,386,690
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$12,013,684
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$13,400,374
Assets. Value of participant loans	2020-01-31	$153,350
Total contributions received or receivable from employer(s)	2020-01-31	$238,342
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-31	$28,281
2018 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2018 401k financial data
Total plan liabilities at beginning of year	2018-01-31	$0
Total income from all sources	2018-01-31	$4,763,778
Expenses. Total of all expenses incurred	2018-01-31	$341,593
Benefits paid (including direct rollovers)	2018-01-31	$321,886
Total plan assets at end of year	2018-01-31	$17,825,521
Total plan assets at beginning of year	2018-01-31	$13,403,336
Value of fidelity bond covering the plan	2018-01-31	$1,000,000
Total contributions received or receivable from participants	2018-01-31	$456,059
Expenses. Other expenses not covered elsewhere	2018-01-31	$19,707
Other income received	2018-01-31	$4,077,567
Net income (gross income less expenses)	2018-01-31	$4,422,185
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$17,825,521
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$13,403,336
Assets. Value of participant loans	2018-01-31	$103,517
Total contributions received or receivable from employer(s)	2018-01-31	$230,152
2017 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2017 401k financial data
Total plan liabilities at beginning of year	2017-01-31	$0
Total income from all sources	2017-01-31	$2,660,737
Expenses. Total of all expenses incurred	2017-01-31	$2,289,215
Benefits paid (including direct rollovers)	2017-01-31	$2,272,983
Total plan assets at end of year	2017-01-31	$13,403,336
Total plan assets at beginning of year	2017-01-31	$13,031,814
Value of fidelity bond covering the plan	2017-01-31	$1,000,000
Total contributions received or receivable from participants	2017-01-31	$417,496
Other income received	2017-01-31	$2,020,188
Net income (gross income less expenses)	2017-01-31	$371,522
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$13,403,336
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$13,031,814
Assets. Value of participant loans	2017-01-31	$102,344
Total contributions received or receivable from employer(s)	2017-01-31	$223,053
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$16,232
2016 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2016 401k financial data
Total plan liabilities at beginning of year	2016-01-31	$0
Total income from all sources	2016-01-31	$-898,427
Expenses. Total of all expenses incurred	2016-01-31	$1,521,882
Benefits paid (including direct rollovers)	2016-01-31	$1,506,305
Total plan assets at end of year	2016-01-31	$13,031,814
Total plan assets at beginning of year	2016-01-31	$15,452,123
Value of fidelity bond covering the plan	2016-01-31	$1,000,000
Total contributions received or receivable from participants	2016-01-31	$202,129
Other income received	2016-01-31	$-1,150,977
Net income (gross income less expenses)	2016-01-31	$-2,420,309
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$13,031,814
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$15,452,123
Assets. Value of participant loans	2016-01-31	$100,220
Total contributions received or receivable from employer(s)	2016-01-31	$50,421
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$15,577
2015 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2015 401k financial data
Total plan liabilities at beginning of year	2015-01-31	$0
Total income from all sources	2015-01-31	$534,898
Expenses. Total of all expenses incurred	2015-01-31	$215,951
Benefits paid (including direct rollovers)	2015-01-31	$198,538
Total plan assets at end of year	2015-01-31	$15,452,123
Total plan assets at beginning of year	2015-01-31	$15,133,176
Value of fidelity bond covering the plan	2015-01-31	$1,000,000
Total contributions received or receivable from participants	2015-01-31	$256,745
Expenses. Other expenses not covered elsewhere	2015-01-31	$17,413
Other income received	2015-01-31	$225,891
Net income (gross income less expenses)	2015-01-31	$318,947
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$15,452,123
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$15,133,176
Assets. Value of participant loans	2015-01-31	$159,600
Total contributions received or receivable from employer(s)	2015-01-31	$52,262
2014 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2014 401k financial data
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$1,963,169
Expenses. Total of all expenses incurred	2014-01-31	$859,154
Benefits paid (including direct rollovers)	2014-01-31	$843,250
Total plan assets at end of year	2014-01-31	$15,133,176
Total plan assets at beginning of year	2014-01-31	$14,029,161
Value of fidelity bond covering the plan	2014-01-31	$1,000,000
Total contributions received or receivable from participants	2014-01-31	$245,459
Expenses. Other expenses not covered elsewhere	2014-01-31	$15,904
Other income received	2014-01-31	$1,641,455
Net income (gross income less expenses)	2014-01-31	$1,104,015
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$15,133,176
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$14,029,161
Assets. Value of participant loans	2014-01-31	$146,654
Total contributions received or receivable from employer(s)	2014-01-31	$76,255
2013 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2013 401k financial data
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$1,516,645
Expenses. Total of all expenses incurred	2013-01-31	$226,162
Benefits paid (including direct rollovers)	2013-01-31	$211,736
Total plan assets at end of year	2013-01-31	$14,029,161
Total plan assets at beginning of year	2013-01-31	$12,738,678
Value of fidelity bond covering the plan	2013-01-31	$1,000,000
Total contributions received or receivable from participants	2013-01-31	$79,280
Other income received	2013-01-31	$1,351,610
Net income (gross income less expenses)	2013-01-31	$1,290,483
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$14,029,161
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$12,738,678
Assets. Value of participant loans	2013-01-31	$99,183
Total contributions received or receivable from employer(s)	2013-01-31	$85,755
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$14,426
2012 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2012 401k financial data
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$643,052
Expenses. Total of all expenses incurred	2012-01-31	$82,216
Benefits paid (including direct rollovers)	2012-01-31	$68,374
Total plan assets at end of year	2012-01-31	$12,738,678
Total plan assets at beginning of year	2012-01-31	$12,177,842
Value of fidelity bond covering the plan	2012-01-31	$1,000,000
Total contributions received or receivable from participants	2012-01-31	$272,545
Other income received	2012-01-31	$288,545
Net income (gross income less expenses)	2012-01-31	$560,836
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$12,738,678
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$12,177,842
Assets. Value of participant loans	2012-01-31	$79,378
Total contributions received or receivable from employer(s)	2012-01-31	$81,962
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$13,842
2011 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2011 401k financial data
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$2,298,397
Expenses. Total of all expenses incurred	2011-01-31	$157,528
Benefits paid (including direct rollovers)	2011-01-31	$145,028
Total plan assets at end of year	2011-01-31	$12,177,842
Total plan assets at beginning of year	2011-01-31	$10,036,973
Value of fidelity bond covering the plan	2011-01-31	$1,000,000
Total contributions received or receivable from participants	2011-01-31	$250,286
Other income received	2011-01-31	$1,988,358
Net income (gross income less expenses)	2011-01-31	$2,140,869
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$12,177,842
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$10,036,973
Assets. Value of participant loans	2011-01-31	$95,894
Total contributions received or receivable from employer(s)	2011-01-31	$59,753
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$12,500

Form 5500 Responses for PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

2022: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	Yes
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROSE LAW FIRM
Employer identification number (EIN):	710438614
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers