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

Plan NamePROFIT 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 TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012023-02-01
0012023-02-01BRYANT K. CRANFORD
0012022-02-01
0012022-02-01BRYANT K CRANFORD
0012021-02-01
0012021-02-01BRYANT K. CRANFORD
0012020-02-01
0012019-02-01
0012018-02-01
0012017-02-01BRYANT K CRANFORD BRYANT K CRANFORD2018-11-14
0012017-02-01
0012016-02-01BRYANT K. CRANFORD BRYANT K. CRANFORD2017-11-14
0012015-02-01BRYANT K. CRANFORD BRYANT K. CRANFORD2016-11-13
0012014-02-01BRYANT K. CRANFORD BRYANT K. CRANFORD2015-11-15
0012013-02-01BRYANT K. CRANFORD BRYANT K. CRANFORD2014-11-12
0012012-02-01BRYANT K. CRANFORD BRYANT K. CRANFORD2013-11-14
0012011-02-01BRYANT K. CRANFORD BRYANT K. CRANFORD2012-11-14
0012010-02-01BRYANT K. CRANFORD BRYANT K. CRANFORD2011-11-11
0012009-02-01BRYANT K. CRANFORD BRYANT K. CRANFORD2010-11-11

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

Measure Date Value
2024 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2024 401k financial data
Total income from all sources2024-01-31$2,715,295
Expenses. Total of all expenses incurred2024-01-31$415,288
Benefits paid (including direct rollovers)2024-01-31$375,308
Total plan assets at end of year2024-01-31$14,626,484
Total plan assets at beginning of year2024-01-31$12,326,477
Value of fidelity bond covering the plan2024-01-31$1,000,000
Total contributions received or receivable from participants2024-01-31$531,452
Expenses. Other expenses not covered elsewhere2024-01-31$39,980
Contributions received from other sources (not participants or employers)2024-01-31$908,495
Other income received2024-01-31$978,228
Net income (gross income less expenses)2024-01-31$2,300,007
Net plan assets at end of year (total assets less liabilities)2024-01-31$14,626,484
Net plan assets at beginning of year (total assets less liabilities)2024-01-31$12,326,477
Assets. Value of participant loans2024-01-31$55,202
Total contributions received or receivable from employer(s)2024-01-31$297,120
2023 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2023 401k financial data
Total income from all sources2023-01-31$-551,269
Expenses. Total of all expenses incurred2023-01-31$1,794,406
Benefits paid (including direct rollovers)2023-01-31$1,753,783
Total plan assets at end of year2023-01-31$12,326,477
Total plan assets at beginning of year2023-01-31$14,672,152
Value of fidelity bond covering the plan2023-01-31$1,000,000
Total contributions received or receivable from participants2023-01-31$414,694
Expenses. Other expenses not covered elsewhere2023-01-31$39,200
Contributions received from other sources (not participants or employers)2023-01-31$169,538
Other income received2023-01-31$-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 loans2023-01-31$77,868
Total contributions received or receivable from employer(s)2023-01-31$234,714
Value of certain deemed distributions of participant loans2023-01-31$1,423
2022 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2022 401k financial data
Total income from all sources2022-01-31$1,250,086
Expenses. Total of all expenses incurred2022-01-31$611,808
Benefits paid (including direct rollovers)2022-01-31$568,100
Total plan assets at end of year2022-01-31$14,672,152
Total plan assets at beginning of year2022-01-31$14,033,874
Value of fidelity bond covering the plan2022-01-31$1,000,000
Total contributions received or receivable from participants2022-01-31$394,214
Expenses. Other expenses not covered elsewhere2022-01-31$43,708
Other income received2022-01-31$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 loans2022-01-31$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 year2021-01-31$0
Total income from all sources2021-01-31$3,179,918
Expenses. Total of all expenses incurred2021-01-31$1,159,728
Benefits paid (including direct rollovers)2021-01-31$1,110,555
Total plan assets at end of year2021-01-31$14,033,874
Total plan assets at beginning of year2021-01-31$12,013,684
Value of fidelity bond covering the plan2021-01-31$1,000,000
Total contributions received or receivable from participants2021-01-31$461,200
Contributions received from other sources (not participants or employers)2021-01-31$55,152
Other income received2021-01-31$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 loans2021-01-31$95,521
Total contributions received or receivable from employer(s)2021-01-31$240,698
Value of certain deemed distributions of participant loans2021-01-31$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 year2020-01-31$0
Total income from all sources2020-01-31$2,395,387
Expenses. Total of all expenses incurred2020-01-31$3,782,077
Benefits paid (including direct rollovers)2020-01-31$3,753,796
Total plan assets at end of year2020-01-31$12,013,684
Total plan assets at beginning of year2020-01-31$13,400,374
Value of fidelity bond covering the plan2020-01-31$100,000
Total contributions received or receivable from participants2020-01-31$470,664
Other income received2020-01-31$1,686,381
Net income (gross income less expenses)2020-01-31$-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 loans2020-01-31$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
2019 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2019 401k financial data
Total plan liabilities at beginning of year2019-01-31$0
Total income from all sources2019-01-31$-26,990
Expenses. Total of all expenses incurred2019-01-31$1,998,784
Benefits paid (including direct rollovers)2019-01-31$1,973,841
Total plan assets at end of year2019-01-31$13,400,374
Total plan assets at beginning of year2019-01-31$15,426,148
Value of fidelity bond covering the plan2019-01-31$1,000,000
Total contributions received or receivable from participants2019-01-31$389,501
Other income received2019-01-31$-643,612
Net income (gross income less expenses)2019-01-31$-2,025,774
Net plan assets at end of year (total assets less liabilities)2019-01-31$13,400,374
Net plan assets at beginning of year (total assets less liabilities)2019-01-31$15,426,148
Assets. Value of participant loans2019-01-31$136,901
Total contributions received or receivable from employer(s)2019-01-31$227,121
Expenses. Administrative service providers (salaries,fees and commissions)2019-01-31$24,943
2018 : PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2018 401k financial data
Total plan liabilities at beginning of year2018-01-31$0
Total income from all sources2018-01-31$4,763,778
Expenses. Total of all expenses incurred2018-01-31$341,593
Benefits paid (including direct rollovers)2018-01-31$321,886
Total plan assets at end of year2018-01-31$17,825,521
Total plan assets at beginning of year2018-01-31$13,403,336
Value of fidelity bond covering the plan2018-01-31$1,000,000
Total contributions received or receivable from participants2018-01-31$456,059
Expenses. Other expenses not covered elsewhere2018-01-31$19,707
Other income received2018-01-31$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 loans2018-01-31$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 year2017-01-31$0
Total income from all sources2017-01-31$2,660,737
Expenses. Total of all expenses incurred2017-01-31$2,289,215
Benefits paid (including direct rollovers)2017-01-31$2,272,983
Total plan assets at end of year2017-01-31$13,403,336
Total plan assets at beginning of year2017-01-31$13,031,814
Value of fidelity bond covering the plan2017-01-31$1,000,000
Total contributions received or receivable from participants2017-01-31$417,496
Other income received2017-01-31$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 loans2017-01-31$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 year2016-01-31$0
Total income from all sources2016-01-31$-898,427
Expenses. Total of all expenses incurred2016-01-31$1,521,882
Benefits paid (including direct rollovers)2016-01-31$1,506,305
Total plan assets at end of year2016-01-31$13,031,814
Total plan assets at beginning of year2016-01-31$15,452,123
Value of fidelity bond covering the plan2016-01-31$1,000,000
Total contributions received or receivable from participants2016-01-31$202,129
Other income received2016-01-31$-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 loans2016-01-31$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 year2015-01-31$0
Total income from all sources2015-01-31$534,898
Expenses. Total of all expenses incurred2015-01-31$215,951
Benefits paid (including direct rollovers)2015-01-31$198,538
Total plan assets at end of year2015-01-31$15,452,123
Total plan assets at beginning of year2015-01-31$15,133,176
Value of fidelity bond covering the plan2015-01-31$1,000,000
Total contributions received or receivable from participants2015-01-31$256,745
Expenses. Other expenses not covered elsewhere2015-01-31$17,413
Other income received2015-01-31$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 loans2015-01-31$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 year2014-01-31$0
Total income from all sources2014-01-31$1,963,169
Expenses. Total of all expenses incurred2014-01-31$859,154
Benefits paid (including direct rollovers)2014-01-31$843,250
Total plan assets at end of year2014-01-31$15,133,176
Total plan assets at beginning of year2014-01-31$14,029,161
Value of fidelity bond covering the plan2014-01-31$1,000,000
Total contributions received or receivable from participants2014-01-31$245,459
Expenses. Other expenses not covered elsewhere2014-01-31$15,904
Other income received2014-01-31$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 loans2014-01-31$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 year2013-01-31$0
Total income from all sources2013-01-31$1,516,645
Expenses. Total of all expenses incurred2013-01-31$226,162
Benefits paid (including direct rollovers)2013-01-31$211,736
Total plan assets at end of year2013-01-31$14,029,161
Total plan assets at beginning of year2013-01-31$12,738,678
Value of fidelity bond covering the plan2013-01-31$1,000,000
Total contributions received or receivable from participants2013-01-31$79,280
Other income received2013-01-31$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 loans2013-01-31$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 year2012-01-31$0
Total income from all sources2012-01-31$643,052
Expenses. Total of all expenses incurred2012-01-31$82,216
Benefits paid (including direct rollovers)2012-01-31$68,374
Total plan assets at end of year2012-01-31$12,738,678
Total plan assets at beginning of year2012-01-31$12,177,842
Value of fidelity bond covering the plan2012-01-31$1,000,000
Total contributions received or receivable from participants2012-01-31$272,545
Other income received2012-01-31$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 loans2012-01-31$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 year2011-01-31$0
Total income from all sources2011-01-31$2,298,397
Expenses. Total of all expenses incurred2011-01-31$157,528
Benefits paid (including direct rollovers)2011-01-31$145,028
Total plan assets at end of year2011-01-31$12,177,842
Total plan assets at beginning of year2011-01-31$10,036,973
Value of fidelity bond covering the plan2011-01-31$1,000,000
Total contributions received or receivable from participants2011-01-31$250,286
Other income received2011-01-31$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 loans2011-01-31$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

2023: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2023 form 5500 responses
2023-02-01Type of plan entitySingle employer plan
2023-02-01Plan funding arrangement – TrustYes
2023-02-01Plan benefit arrangement - TrustYes
2022: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement - TrustYes
2021: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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