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LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameLAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

LAW OFFICES OF MICHAEL S ROSENBLUM has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF MICHAEL S ROSENBLUM
Employer identification number (EIN):954588807
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-01MICHAEL ROSENBLUM2023-09-14
0012020-12-01MICHAEL ROSENBLUM2022-09-15
0012019-12-01MICHAEL ROSENBLUM2021-09-15
0012018-12-01MICHAEL ROSENBLUM2020-09-11
0012017-12-01MICHAEL ROSENBLUM2019-09-17
0012016-12-01
0012015-12-01
0012014-12-01
0012013-12-01MICHAEL ROSENBLUM
0012012-12-01MICHAEL ROSENBLUM
0012011-12-01MICHAEL ROSENBLUM
0012010-12-01MICHAEL ROSENBLUM
0012009-12-01MICHAEL ROSENBLUM
0012008-12-01

Plan Statistics for LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-11-301,131,100
Acturial value of plan assets2022-11-301,131,100
Funding target for retired participants and beneficiaries receiving payment2022-11-300
Number of terminated vested participants2022-11-302
Fundng target for terminated vested participants2022-11-3020,864
Active participant vested funding target2022-11-30917,718
Number of active participants2022-11-301
Total funding liabilities for active participants2022-11-30917,718
Total participant count2022-11-303
Total funding target for all participants2022-11-30938,582
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-300
Present value of excess contributions2022-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-300
Total employer contributions2022-11-300
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-300
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-300
Net shortfall amortization installment of oustanding balance2022-11-300
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-300
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-300
Contributions allocatedtoward minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-12-013
Total number of active participants reported on line 7a of the Form 55002021-12-011
Number of retired or separated participants receiving benefits2021-12-010
Number of other retired or separated participants entitled to future benefits2021-12-012
Total of all active and inactive participants2021-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-010
Total participants2021-12-013
Market value of plan assets2021-11-301,005,546
Acturial value of plan assets2021-11-301,005,546
Funding target for retired participants and beneficiaries receiving payment2021-11-300
Number of terminated vested participants2021-11-301
Fundng target for terminated vested participants2021-11-309,542
Active participant vested funding target2021-11-30879,442
Number of active participants2021-11-302
Total funding liabilities for active participants2021-11-30879,442
Total participant count2021-11-303
Total funding target for all participants2021-11-30888,984
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-300
Present value of excess contributions2021-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-300
Total employer contributions2021-11-300
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-300
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-300
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-12-013
Total number of active participants reported on line 7a of the Form 55002020-12-011
Number of retired or separated participants receiving benefits2020-12-010
Number of other retired or separated participants entitled to future benefits2020-12-012
Total of all active and inactive participants2020-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-010
Total participants2020-12-013
Market value of plan assets2020-11-30919,906
Acturial value of plan assets2020-11-30919,906
Funding target for retired participants and beneficiaries receiving payment2020-11-300
Number of terminated vested participants2020-11-302
Fundng target for terminated vested participants2020-11-3018,872
Active participant vested funding target2020-11-30846,290
Number of active participants2020-11-301
Total funding liabilities for active participants2020-11-30846,290
Total participant count2020-11-303
Total funding target for all participants2020-11-30865,162
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-300
Present value of excess contributions2020-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-300
Total employer contributions2020-11-300
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-300
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-300
Net shortfall amortization installment of oustanding balance2020-11-300
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-300
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-300
Contributions allocatedtoward minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-12-013
Total number of active participants reported on line 7a of the Form 55002019-12-011
Number of retired or separated participants receiving benefits2019-12-010
Number of other retired or separated participants entitled to future benefits2019-12-012
Total of all active and inactive participants2019-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-010
Total participants2019-12-013
Market value of plan assets2019-11-30873,513
Acturial value of plan assets2019-11-30873,513
Funding target for retired participants and beneficiaries receiving payment2019-11-300
Number of terminated vested participants2019-11-302
Fundng target for terminated vested participants2019-11-3017,771
Active participant vested funding target2019-11-30811,549
Number of active participants2019-11-301
Total funding liabilities for active participants2019-11-30811,549
Total participant count2019-11-303
Total funding target for all participants2019-11-30829,320
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-300
Present value of excess contributions2019-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-300
Total employer contributions2019-11-300
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-300
Net shortfall amortization installment of oustanding balance2019-11-300
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-300
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-12-013
Total number of active participants reported on line 7a of the Form 55002018-12-011
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-012
Total of all active and inactive participants2018-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-010
Total participants2018-12-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
Market value of plan assets2018-11-30792,568
Acturial value of plan assets2018-11-30792,568
Funding target for retired participants and beneficiaries receiving payment2018-11-300
Number of terminated vested participants2018-11-302
Fundng target for terminated vested participants2018-11-3016,629
Active participant vested funding target2018-11-30773,763
Number of active participants2018-11-301
Total funding liabilities for active participants2018-11-30773,763
Total participant count2018-11-303
Total funding target for all participants2018-11-30790,392
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-300
Present value of excess contributions2018-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-300
Total employer contributions2018-11-300
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-301,620
Net shortfall amortization installment of oustanding balance2018-11-300
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-300
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-12-013
Total number of active participants reported on line 7a of the Form 55002017-12-011
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-012
Total of all active and inactive participants2017-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-010
Total participants2017-12-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
Market value of plan assets2017-11-30714,630
Acturial value of plan assets2017-11-30714,630
Funding target for retired participants and beneficiaries receiving payment2017-11-300
Number of terminated vested participants2017-11-302
Fundng target for terminated vested participants2017-11-3014,580
Active participant vested funding target2017-11-30683,482
Number of active participants2017-11-301
Total funding liabilities for active participants2017-11-30683,482
Total participant count2017-11-303
Total funding target for all participants2017-11-30698,062
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-300
Present value of excess contributions2017-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-300
Total employer contributions2017-11-300
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-301,620
Net shortfall amortization installment of oustanding balance2017-11-300
Waiver amortization installment2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-300
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-300
Additional cash requirement2017-11-300
Contributions allocatedtoward minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2016: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-12-013
Total number of active participants reported on line 7a of the Form 55002016-12-011
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-012
Total of all active and inactive participants2016-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2015: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-12-013
Total number of active participants reported on line 7a of the Form 55002015-12-011
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-012
Total of all active and inactive participants2015-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-12-013
Total number of active participants reported on line 7a of the Form 55002014-12-011
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-012
Total of all active and inactive participants2014-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-12-013
Total number of active participants reported on line 7a of the Form 55002013-12-011
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-012
Total of all active and inactive participants2013-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-12-013
Total number of active participants reported on line 7a of the Form 55002012-12-011
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-012
Total of all active and inactive participants2012-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-12-014
Total number of active participants reported on line 7a of the Form 55002011-12-011
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-012
Total of all active and inactive participants2011-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2010: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-12-014
Total number of active participants reported on line 7a of the Form 55002010-12-012
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-012
Total of all active and inactive participants2010-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-010
Total participants2010-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-010
2009: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-12-014
Total number of active participants reported on line 7a of the Form 55002009-12-012
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-012
Total of all active and inactive participants2009-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010

Financial Data on LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-11-30$0
Total plan liabilities at beginning of year2022-11-30$0
Total income from all sources2022-11-30$125,554
Expenses. Total of all expenses incurred2022-11-30$0
Benefits paid (including direct rollovers)2022-11-30$0
Total plan assets at end of year2022-11-30$1,131,100
Total plan assets at beginning of year2022-11-30$1,005,546
Total contributions received or receivable from participants2022-11-30$0
Assets. Value of loans (other than to participants)2022-11-30$50,000
Contributions received from other sources (not participants or employers)2022-11-30$0
Other income received2022-11-30$125,554
Noncash contributions received2022-11-30$0
Net income (gross income less expenses)2022-11-30$125,554
Net plan assets at end of year (total assets less liabilities)2022-11-30$1,131,100
Net plan assets at beginning of year (total assets less liabilities)2022-11-30$1,005,546
Assets. Value of assets in partnership/joint-venture interests2022-11-30$896,868
Total contributions received or receivable from employer(s)2022-11-30$0
2021 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-11-30$0
Total plan liabilities at beginning of year2021-11-30$0
Total income from all sources2021-11-30$85,640
Expenses. Total of all expenses incurred2021-11-30$0
Benefits paid (including direct rollovers)2021-11-30$0
Total plan assets at end of year2021-11-30$1,005,546
Total plan assets at beginning of year2021-11-30$919,906
Total contributions received or receivable from participants2021-11-30$0
Assets. Value of loans (other than to participants)2021-11-30$25,000
Contributions received from other sources (not participants or employers)2021-11-30$0
Other income received2021-11-30$85,640
Noncash contributions received2021-11-30$0
Net income (gross income less expenses)2021-11-30$85,640
Net plan assets at end of year (total assets less liabilities)2021-11-30$1,005,546
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$919,906
Assets. Value of assets in partnership/joint-venture interests2021-11-30$514,628
Total contributions received or receivable from employer(s)2021-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
2020 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-11-30$0
Total plan liabilities at beginning of year2020-11-30$0
Total income from all sources2020-11-30$46,405
Expenses. Total of all expenses incurred2020-11-30$12
Benefits paid (including direct rollovers)2020-11-30$0
Total plan assets at end of year2020-11-30$919,906
Total plan assets at beginning of year2020-11-30$873,513
Total contributions received or receivable from participants2020-11-30$0
Assets. Value of loans (other than to participants)2020-11-30$125,000
Expenses. Other expenses not covered elsewhere2020-11-30$0
Contributions received from other sources (not participants or employers)2020-11-30$0
Other income received2020-11-30$46,405
Noncash contributions received2020-11-30$0
Net income (gross income less expenses)2020-11-30$46,393
Net plan assets at end of year (total assets less liabilities)2020-11-30$919,906
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$873,513
Assets. Value of assets in partnership/joint-venture interests2020-11-30$467,844
Total contributions received or receivable from employer(s)2020-11-30$0
Value of certain deemed distributions of participant loans2020-11-30$0
Value of corrective distributions2020-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-11-30$12
2019 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-11-30$0
Total plan liabilities at beginning of year2019-11-30$0
Total income from all sources2019-11-30$80,945
Expenses. Total of all expenses incurred2019-11-30$0
Benefits paid (including direct rollovers)2019-11-30$0
Total plan assets at end of year2019-11-30$873,513
Total plan assets at beginning of year2019-11-30$792,568
Total contributions received or receivable from participants2019-11-30$0
Assets. Value of loans (other than to participants)2019-11-30$51,000
Contributions received from other sources (not participants or employers)2019-11-30$0
Other income received2019-11-30$80,945
Noncash contributions received2019-11-30$0
Net income (gross income less expenses)2019-11-30$80,945
Net plan assets at end of year (total assets less liabilities)2019-11-30$873,513
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$792,568
Assets. Value of assets in partnership/joint-venture interests2019-11-30$443,398
Total contributions received or receivable from employer(s)2019-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
2018 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
2017 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-11-30$0
Total plan liabilities at beginning of year2017-11-30$0
Total income from all sources2017-11-30$13,997
Expenses. Total of all expenses incurred2017-11-30$1,620
Benefits paid (including direct rollovers)2017-11-30$0
Total plan assets at end of year2017-11-30$714,630
Total plan assets at beginning of year2017-11-30$702,253
Total contributions received or receivable from participants2017-11-30$0
Expenses. Other expenses not covered elsewhere2017-11-30$0
Contributions received from other sources (not participants or employers)2017-11-30$0
Other income received2017-11-30$13,997
Noncash contributions received2017-11-30$0
Net income (gross income less expenses)2017-11-30$12,377
Net plan assets at end of year (total assets less liabilities)2017-11-30$714,630
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$702,253
Assets. Value of assets in partnership/joint-venture interests2017-11-30$278,624
Total contributions received or receivable from employer(s)2017-11-30$0
Value of certain deemed distributions of participant loans2017-11-30$0
Value of corrective distributions2017-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$1,620
2016 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-11-30$0
Total plan liabilities at beginning of year2016-11-30$0
Total income from all sources2016-11-30$-30,933
Expenses. Total of all expenses incurred2016-11-30$1,620
Benefits paid (including direct rollovers)2016-11-30$0
Total plan assets at end of year2016-11-30$702,253
Total plan assets at beginning of year2016-11-30$734,806
Total contributions received or receivable from participants2016-11-30$0
Expenses. Other expenses not covered elsewhere2016-11-30$0
Contributions received from other sources (not participants or employers)2016-11-30$0
Other income received2016-11-30$-30,933
Noncash contributions received2016-11-30$0
Net income (gross income less expenses)2016-11-30$-32,553
Net plan assets at end of year (total assets less liabilities)2016-11-30$702,253
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$734,806
Assets. Value of assets in partnership/joint-venture interests2016-11-30$162,814
Total contributions received or receivable from employer(s)2016-11-30$0
Value of certain deemed distributions of participant loans2016-11-30$0
Value of corrective distributions2016-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$1,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$20,036
Expenses. Total of all expenses incurred2015-11-30$1,620
Benefits paid (including direct rollovers)2015-11-30$0
Total plan assets at end of year2015-11-30$734,806
Total plan assets at beginning of year2015-11-30$716,390
Total contributions received or receivable from participants2015-11-30$0
Expenses. Other expenses not covered elsewhere2015-11-30$0
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$20,036
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$18,416
Net plan assets at end of year (total assets less liabilities)2015-11-30$734,806
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$716,390
Assets. Value of assets in partnership/joint-venture interests2015-11-30$424,233
Total contributions received or receivable from employer(s)2015-11-30$0
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$1,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-11-30$0
Total plan liabilities at beginning of year2014-11-30$0
Total income from all sources2014-11-30$105,490
Expenses. Total of all expenses incurred2014-11-30$1,620
Benefits paid (including direct rollovers)2014-11-30$0
Total plan assets at end of year2014-11-30$716,390
Total plan assets at beginning of year2014-11-30$612,520
Total contributions received or receivable from participants2014-11-30$0
Expenses. Other expenses not covered elsewhere2014-11-30$0
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$105,490
Noncash contributions received2014-11-30$0
Net income (gross income less expenses)2014-11-30$103,870
Net plan assets at end of year (total assets less liabilities)2014-11-30$716,390
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$612,520
Assets. Value of assets in partnership/joint-venture interests2014-11-30$491,735
Total contributions received or receivable from employer(s)2014-11-30$0
Value of certain deemed distributions of participant loans2014-11-30$0
Value of corrective distributions2014-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$1,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-11-30$0
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$1,857
Expenses. Total of all expenses incurred2013-11-30$1,657
Benefits paid (including direct rollovers)2013-11-30$0
Total plan assets at end of year2013-11-30$612,520
Total plan assets at beginning of year2013-11-30$612,320
Total contributions received or receivable from participants2013-11-30$0
Expenses. Other expenses not covered elsewhere2013-11-30$37
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$1,857
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$200
Net plan assets at end of year (total assets less liabilities)2013-11-30$612,520
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$612,320
Assets. Value of assets in partnership/joint-venture interests2013-11-30$449,498
Total contributions received or receivable from employer(s)2013-11-30$0
Value of certain deemed distributions of participant loans2013-11-30$0
Value of corrective distributions2013-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$1,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
2012 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-11-30$0
Total plan liabilities at beginning of year2012-11-30$0
Total income from all sources2012-11-30$29,501
Expenses. Total of all expenses incurred2012-11-30$25
Benefits paid (including direct rollovers)2012-11-30$0
Total plan assets at end of year2012-11-30$612,320
Total plan assets at beginning of year2012-11-30$582,844
Total contributions received or receivable from participants2012-11-30$0
Assets. Value of loans (other than to participants)2012-11-30$0
Expenses. Other expenses not covered elsewhere2012-11-30$0
Contributions received from other sources (not participants or employers)2012-11-30$0
Other income received2012-11-30$25,320
Noncash contributions received2012-11-30$0
Net income (gross income less expenses)2012-11-30$29,476
Net plan assets at end of year (total assets less liabilities)2012-11-30$612,320
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$582,844
Assets. Value of assets in partnership/joint-venture interests2012-11-30$338,293
Total contributions received or receivable from employer(s)2012-11-30$4,181
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-11-30$0
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$-3,410
Expenses. Total of all expenses incurred2011-11-30$1,380
Benefits paid (including direct rollovers)2011-11-30$0
Total plan assets at end of year2011-11-30$582,844
Total plan assets at beginning of year2011-11-30$587,634
Total contributions received or receivable from participants2011-11-30$0
Assets. Value of loans (other than to participants)2011-11-30$44,854
Expenses. Other expenses not covered elsewhere2011-11-30$0
Contributions received from other sources (not participants or employers)2011-11-30$0
Other income received2011-11-30$-3,410
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$-4,790
Net plan assets at end of year (total assets less liabilities)2011-11-30$582,844
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$587,634
Assets. Value of assets in partnership/joint-venture interests2011-11-30$168,257
Total contributions received or receivable from employer(s)2011-11-30$0
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$1,380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
2010 : LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST

2021: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement - TrustYes
2019: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement - TrustYes
2018: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement - TrustYes
2017: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2010: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement - TrustYes
2009: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: LAW OFFICES OF MICHAEL S ROSENBLUM DEFINED BENEFIT PLAN AND TRUST 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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