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EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC. 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ROSENBALM ROCKERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROSENBALM ROCKERY, INC.
Employer identification number (EIN):810593127
NAIC Classification:444200
NAIC Description: Lawn and Garden Equipment and Supplies Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-06-20
0012022-01-01SHIRLEY HORNER2023-09-10
0012021-01-01MELISSA COSTALES2022-07-19
0012020-01-01MELISSA COSTALES2021-07-26
0012019-01-01MELISSA COSTALES2020-07-01
0012018-01-01MELISSA COSTALES2019-07-30

Plan Statistics for EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-1065
Total number of particpants at end of year2025-07-1041
Number of Participants With Account Balances2025-07-1041
2024: EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-06-2059
Total number of particpants at end of year2024-06-2064
Number of Participants With Account Balances2024-06-2064
2022: EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-1936
Total number of particpants at end of year2022-07-1944
Number of Participants With Account Balances2022-07-1943

Financial Data on EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-10129085
Net assets as of the end of the plan year2025-07-10636366
Total assets as of the beginning of the plan year2025-07-10574645
Value of plan covered by a fidelity bond2025-07-1058000
Participant contributions to plan in this plan year2025-07-1069421
Other income to plan in this plan year2025-07-1074259
Plan net income in this plan year2025-07-1061721
Net assets as of the end of the plan year2025-07-10636366
Net assets as of the beginning of the plan year2025-07-10574645
Employer contributions to plan in this plan year2025-07-1047126
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-102400
2024 : EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2039279
Net assets as of the end of the plan year2024-06-20574645
Total assets as of the beginning of the plan year2024-06-20419302
Value of plan covered by a fidelity bond2024-06-2042000
Participant contributions to plan in this plan year2024-06-2066142
Other income to plan in this plan year2024-06-2085948
Plan net income in this plan year2024-06-20155343
Net assets as of the end of the plan year2024-06-20574645
Net assets as of the beginning of the plan year2024-06-20419302
Employer contributions to plan in this plan year2024-06-2042532
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-201375
2022 : EMPLOYEE BENEFIT PLAN OF ROSENBALM ROCKERY, INC. 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1924455
Net assets as of the end of the plan year2022-07-19395590
Total assets as of the beginning of the plan year2022-07-19237206
Value of plan covered by a fidelity bond2022-07-1924000
Participant contributions to plan in this plan year2022-07-1995501
Other income to plan in this plan year2022-07-1943661
Plan net income in this plan year2022-07-19158384
Net assets as of the end of the plan year2022-07-19395590
Net assets as of the beginning of the plan year2022-07-19237206
Employer contributions to plan in this plan year2022-07-1943677
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-19165

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