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THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTHE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN
Plan identification number 001

THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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(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.
  • 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

JUDGE ROTENBERG EDUCATIONAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:JUDGE ROTENBERG EDUCATIONAL CENTER, INC.
Employer identification number (EIN):042489805
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01GLENDA CROOKES2023-03-31 GLENDA CROOKES2023-03-31
0012020-07-01GLENDA CROOKES2022-03-07 GLENDA CROOKES2022-03-07
0012019-07-01GLENDA CROOKES2021-03-15 GLENDA CROOKES2021-03-15
0012018-07-01GLENDA CROOKES2020-03-16 GLENDA CROOKES2020-03-16
0012017-07-01
0012017-07-012019-03-14 GLENDA CROOKES2019-03-14
0012017-07-012019-03-14 GLENDA CROOKES2019-03-14
0012016-07-01
0012015-07-01DOLORES SHAREK
0012014-07-01DOLORES SHAREK
0012013-07-01
0012012-07-01DOLORES D. SHAREK
0012011-07-01ELVIRA MARTIN
0012009-07-01ANN-MARIE IASIMONE

Plan Statistics for THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN

401k plan membership statisitcs for THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN

Measure Date Value
2021: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,141
Total number of active participants reported on line 7a of the Form 55002021-07-01930
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-01209
Total of all active and inactive participants2021-07-011,141
Total participants2021-07-011,141
Number of participants with account balances2021-07-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0143
2020: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,211
Total number of active participants reported on line 7a of the Form 55002020-07-01931
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01210
Total of all active and inactive participants2020-07-011,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011,141
Number of participants with account balances2020-07-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0135
2019: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,189
Total number of active participants reported on line 7a of the Form 55002019-07-011,009
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-01201
Total of all active and inactive participants2019-07-011,211
Total participants2019-07-011,211
Number of participants with account balances2019-07-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0144
2018: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,109
Total number of active participants reported on line 7a of the Form 55002018-07-01998
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-01190
Total of all active and inactive participants2018-07-011,189
Total participants2018-07-011,189
Number of participants with account balances2018-07-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0132
2017: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,018
Total number of active participants reported on line 7a of the Form 55002017-07-01909
Number of retired or separated participants receiving benefits2017-07-012
Number of other retired or separated participants entitled to future benefits2017-07-01198
Total of all active and inactive participants2017-07-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-011,109
Number of participants with account balances2017-07-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0130
2016: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01931
Total number of active participants reported on line 7a of the Form 55002016-07-01835
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-01181
Total of all active and inactive participants2016-07-011,018
Total participants2016-07-011,018
Number of participants with account balances2016-07-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0130
2015: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,048
Total number of active participants reported on line 7a of the Form 55002015-07-01717
Number of other retired or separated participants entitled to future benefits2015-07-01214
Total of all active and inactive participants2015-07-01931
Total participants2015-07-01931
Number of participants with account balances2015-07-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0126
2014: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01929
Total number of active participants reported on line 7a of the Form 55002014-07-01705
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01343
Total of all active and inactive participants2014-07-011,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,048
Number of participants with account balances2014-07-01934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0170
2013: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01847
Total number of active participants reported on line 7a of the Form 55002013-07-01602
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01324
Total of all active and inactive participants2013-07-01926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-01929
Number of participants with account balances2013-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0120
2012: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01830
Total number of active participants reported on line 7a of the Form 55002012-07-01549
Number of other retired or separated participants entitled to future benefits2012-07-01356
Total of all active and inactive participants2012-07-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01906
Number of participants with account balances2012-07-01895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0137
2011: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01819
Total number of active participants reported on line 7a of the Form 55002011-07-01524
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01316
Total of all active and inactive participants2011-07-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01841
Number of participants with account balances2011-07-01830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-019
2009: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01864
Total number of active participants reported on line 7a of the Form 55002009-07-01353
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01420
Total of all active and inactive participants2009-07-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01774
Number of participants with account balances2009-07-01774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN

Measure Date Value
2022 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-1,320,784
Total of all expenses incurred2022-06-30$1,804,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,805,574
Expenses. Certain deemed distributions of participant loans2022-06-30$10,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$4,677,459
Value of total assets at end of year2022-06-30$38,037,327
Value of total assets at beginning of year2022-06-30$41,162,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$-11,921
Total interest from all sources2022-06-30$79,418
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$3,621,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$3,621,871
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,200,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at end of year2022-06-30$1,886,210
Participant contributions at beginning of year2022-06-30$1,702,503
Administrative expenses (other) incurred2022-06-30$-11,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,124,990
Value of net assets at end of year (total assets less liabilities)2022-06-30$38,037,327
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$41,162,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$30,413,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$34,242,106
Interest on participant loans2022-06-30$79,418
Value of interest in common/collective trusts at end of year2022-06-30$874,980
Value of interest in common/collective trusts at beginning of year2022-06-30$1,050,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$185,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$132,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$132,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-9,699,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$4,677,459
Employer contributions (assets) at end of year2022-06-30$4,677,459
Employer contributions (assets) at beginning of year2022-06-30$4,035,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,805,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2022-06-30050392605
2021 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$11,984,479
Total of all expenses incurred2021-06-30$3,411,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,371,978
Expenses. Certain deemed distributions of participant loans2021-06-30$38,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$4,035,344
Value of total assets at end of year2021-06-30$41,162,317
Value of total assets at beginning of year2021-06-30$32,589,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,061
Total interest from all sources2021-06-30$90,987
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$2,015,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$2,015,713
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,200,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$1,702,503
Participant contributions at beginning of year2021-06-30$1,706,965
Administrative expenses (other) incurred2021-06-30$1,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$8,572,850
Value of net assets at end of year (total assets less liabilities)2021-06-30$41,162,317
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$32,589,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$34,242,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$25,076,927
Interest on participant loans2021-06-30$90,987
Value of interest in common/collective trusts at end of year2021-06-30$1,050,030
Value of interest in common/collective trusts at beginning of year2021-06-30$2,254,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$132,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$174,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$174,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,842,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$4,035,344
Employer contributions (assets) at end of year2021-06-30$4,035,344
Employer contributions (assets) at beginning of year2021-06-30$3,376,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,371,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2021-06-30050392605
2020 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$4,139,236
Total of all expenses incurred2020-06-30$1,800,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,795,778
Expenses. Certain deemed distributions of participant loans2020-06-30$8,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,376,535
Value of total assets at end of year2020-06-30$32,589,467
Value of total assets at beginning of year2020-06-30$30,250,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$-3,906
Total interest from all sources2020-06-30$96,705
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,479,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,479,350
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$1,706,965
Participant contributions at beginning of year2020-06-30$1,823,078
Administrative expenses (other) incurred2020-06-30$-3,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,339,085
Value of net assets at end of year (total assets less liabilities)2020-06-30$32,589,467
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$30,250,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$25,076,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$23,946,946
Interest on participant loans2020-06-30$96,705
Value of interest in common/collective trusts at end of year2020-06-30$2,254,384
Value of interest in common/collective trusts at beginning of year2020-06-30$1,367,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$174,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$12,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$12,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-813,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,376,535
Employer contributions (assets) at end of year2020-06-30$3,376,535
Employer contributions (assets) at beginning of year2020-06-30$3,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,795,778
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2020-06-30050392605
2019 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$4,631,711
Total of all expenses incurred2019-06-30$2,221,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,165,356
Expenses. Certain deemed distributions of participant loans2019-06-30$36,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,100,000
Value of total assets at end of year2019-06-30$30,250,382
Value of total assets at beginning of year2019-06-30$27,840,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$19,733
Total interest from all sources2019-06-30$85,677
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$2,037,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$2,037,572
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$1,823,078
Participant contributions at beginning of year2019-06-30$1,612,292
Administrative expenses (other) incurred2019-06-30$19,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,410,175
Value of net assets at end of year (total assets less liabilities)2019-06-30$30,250,382
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$27,840,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$23,946,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$23,247,658
Interest on participant loans2019-06-30$85,677
Value of interest in common/collective trusts at end of year2019-06-30$1,367,791
Value of interest in common/collective trusts at beginning of year2019-06-30$320,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$12,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$5,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$5,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-591,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$3,100,000
Employer contributions (assets) at end of year2019-06-30$3,100,000
Employer contributions (assets) at beginning of year2019-06-30$2,654,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,165,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2019-06-30050392605
2018 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$4,516,555
Total of all expenses incurred2018-06-30$1,955,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,914,386
Expenses. Certain deemed distributions of participant loans2018-06-30$22,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,657,268
Value of total assets at end of year2018-06-30$27,840,207
Value of total assets at beginning of year2018-06-30$25,279,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$19,407
Total interest from all sources2018-06-30$73,008
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,548,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,548,860
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$1,612,292
Participant contributions at beginning of year2018-06-30$1,584,536
Administrative expenses (other) incurred2018-06-30$19,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,560,706
Value of net assets at end of year (total assets less liabilities)2018-06-30$27,840,207
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$25,279,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$23,247,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$20,997,447
Interest on participant loans2018-06-30$73,008
Value of interest in common/collective trusts at end of year2018-06-30$320,895
Value of interest in common/collective trusts at beginning of year2018-06-30$365,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$5,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$7,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$7,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$231,838
Net investment gain or loss from common/collective trusts2018-06-30$5,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,657,268
Employer contributions (assets) at end of year2018-06-30$2,654,357
Employer contributions (assets) at beginning of year2018-06-30$2,325,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,914,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2018-06-30050392605
2017 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$5,114,922
Total of all expenses incurred2017-06-30$1,518,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,456,265
Expenses. Certain deemed distributions of participant loans2017-06-30$41,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,328,693
Value of total assets at end of year2017-06-30$25,279,501
Value of total assets at beginning of year2017-06-30$21,683,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$20,536
Total interest from all sources2017-06-30$60,506
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$593,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$593,708
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$1,584,536
Participant contributions at beginning of year2017-06-30$1,300,330
Other income not declared elsewhere2017-06-30$1,793
Administrative expenses (other) incurred2017-06-30$20,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,596,240
Value of net assets at end of year (total assets less liabilities)2017-06-30$25,279,501
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$21,683,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$20,997,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$17,784,044
Interest on participant loans2017-06-30$60,506
Value of interest in common/collective trusts at end of year2017-06-30$365,219
Value of interest in common/collective trusts at beginning of year2017-06-30$697,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$7,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,122,919
Net investment gain or loss from common/collective trusts2017-06-30$7,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,328,693
Employer contributions (assets) at end of year2017-06-30$2,325,000
Employer contributions (assets) at beginning of year2017-06-30$1,901,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,456,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2017-06-30050392605
2016 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Expenses. Interest paid2016-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,867,774
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,402,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,392,875
Expenses. Certain deemed distributions of participant loans2016-06-30$-4,371
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,901,087
Value of total assets at end of year2016-06-30$21,683,261
Value of total assets at beginning of year2016-06-30$21,218,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$14,281
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$48,366
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$923,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$923,250
Assets. Real estate other than employer real property at end of year2016-06-30$0
Assets. Real estate other than employer real property at beginning of year2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$1,300,330
Participant contributions at beginning of year2016-06-30$1,180,730
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Assets. Loans (other than to participants) at end of year2016-06-30$0
Assets. Loans (other than to participants) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$14,281
Liabilities. Value of operating payables at end of year2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$464,989
Value of net assets at end of year (total assets less liabilities)2016-06-30$21,683,261
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$21,218,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$0
Assets. partnership/joint venture interests at beginning of year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$17,784,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$17,638,991
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$48,366
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$0
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Value of interest in master investment trust accounts at end of year2016-06-30$0
Value of interest in master investment trust accounts at beginning of year2016-06-30$0
Value of interest in common/collective trusts at end of year2016-06-30$697,800
Value of interest in common/collective trusts at beginning of year2016-06-30$251,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,022,695
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$17,766
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$0
Assets. Invements in employer securities at beginning of year2016-06-30$0
Assets. Value of employer real property at end of year2016-06-30$0
Assets. Value of employer real property at beginning of year2016-06-30$0
Contributions received in cash from employer2016-06-30$1,901,087
Employer contributions (assets) at end of year2016-06-30$1,901,087
Employer contributions (assets) at beginning of year2016-06-30$2,147,509
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,392,875
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$0
Contract administrator fees2016-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$0
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2016-06-30050392605
2015 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Expenses. Interest paid2015-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$0
Total income from all sources (including contributions)2015-06-30$3,082,546
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,160,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,136,501
Expenses. Certain deemed distributions of participant loans2015-06-30$14,107
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,147,509
Value of total assets at end of year2015-06-30$21,218,272
Value of total assets at beginning of year2015-06-30$19,296,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,844
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$48,706
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,103,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,103,142
Assets. Real estate other than employer real property at end of year2015-06-30$0
Assets. Real estate other than employer real property at beginning of year2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$0
Participant contributions at end of year2015-06-30$1,180,730
Participant contributions at beginning of year2015-06-30$0
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Assets. Loans (other than to participants) at end of year2015-06-30$0
Assets. Loans (other than to participants) at beginning of year2015-06-30$1,099,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$163,850
Administrative expenses (other) incurred2015-06-30$9,844
Liabilities. Value of operating payables at end of year2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$1,922,094
Value of net assets at end of year (total assets less liabilities)2015-06-30$21,218,272
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$19,296,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$0
Assets. partnership/joint venture interests at beginning of year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$17,638,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$16,262,763
Value of interest in pooled separate accounts at end of year2015-06-30$0
Value of interest in pooled separate accounts at beginning of year2015-06-30$0
Interest on participant loans2015-06-30$25,745
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$22,961
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Value of interest in master investment trust accounts at end of year2015-06-30$0
Value of interest in master investment trust accounts at beginning of year2015-06-30$0
Value of interest in common/collective trusts at end of year2015-06-30$251,042
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2015-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Asset value of US Government securities at end of year2015-06-30$0
Asset value of US Government securities at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-386,514
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$5,853
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$0
Assets. Invements in employer securities at beginning of year2015-06-30$0
Assets. Value of employer real property at end of year2015-06-30$0
Assets. Value of employer real property at beginning of year2015-06-30$0
Contributions received in cash from employer2015-06-30$2,147,509
Employer contributions (assets) at end of year2015-06-30$2,147,509
Employer contributions (assets) at beginning of year2015-06-30$1,933,575
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,136,501
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$0
Contract administrator fees2015-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$0
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2015-06-30050392605
2014 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$3,633,686
Total of all expenses incurred2014-06-30$645,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$632,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,933,575
Value of total assets at end of year2014-06-30$19,296,178
Value of total assets at beginning of year2014-06-30$16,307,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$12,200
Total interest from all sources2014-06-30$41,007
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$346,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$346,055
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Loans (other than to participants) at end of year2014-06-30$1,099,840
Assets. Loans (other than to participants) at beginning of year2014-06-30$871,125
Administrative expenses (other) incurred2014-06-30$12,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,988,606
Value of net assets at end of year (total assets less liabilities)2014-06-30$19,296,178
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$16,307,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$16,262,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$13,436,447
Interest on participant loans2014-06-30$41,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,313,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,933,575
Employer contributions (assets) at end of year2014-06-30$1,933,575
Employer contributions (assets) at beginning of year2014-06-30$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$632,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2014-06-30050392605
2013 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$2,983,219
Total of all expenses incurred2013-06-30$286,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$272,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,000,000
Value of total assets at end of year2013-06-30$16,307,572
Value of total assets at beginning of year2013-06-30$13,610,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$13,869
Total interest from all sources2013-06-30$31,903
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$164,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$164,021
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$871,125
Participant contributions at beginning of year2013-06-30$653,958
Administrative expenses (other) incurred2013-06-30$13,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,697,150
Value of net assets at end of year (total assets less liabilities)2013-06-30$16,307,572
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$13,610,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$13,436,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$11,256,464
Interest on participant loans2013-06-30$31,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$787,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,000,000
Employer contributions (assets) at end of year2013-06-30$2,000,000
Employer contributions (assets) at beginning of year2013-06-30$1,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$272,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2013-06-30050392605
2012 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$1,673,900
Total of all expenses incurred2012-06-30$1,011,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,004,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,700,000
Value of total assets at end of year2012-06-30$13,610,422
Value of total assets at beginning of year2012-06-30$12,947,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$6,600
Total interest from all sources2012-06-30$25,098
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$117,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$117,663
Administrative expenses professional fees incurred2012-06-30$6,600
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$653,958
Participant contributions at beginning of year2012-06-30$506,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$662,696
Value of net assets at end of year (total assets less liabilities)2012-06-30$13,610,422
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$12,947,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$11,256,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$9,613,695
Interest on participant loans2012-06-30$25,098
Value of interest in common/collective trusts at end of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$1,307,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-168,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,700,000
Employer contributions (assets) at end of year2012-06-30$1,700,000
Employer contributions (assets) at beginning of year2012-06-30$1,520,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,004,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2012-06-30050392605
2011 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$2,748,147
Total of all expenses incurred2011-06-30$249,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$236,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,520,000
Value of total assets at end of year2011-06-30$12,947,726
Value of total assets at beginning of year2011-06-30$10,449,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$13,414
Total interest from all sources2011-06-30$7,215
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$73,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$73,585
Administrative expenses professional fees incurred2011-06-30$13,414
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$506,894
Participant contributions at beginning of year2011-06-30$438,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,498,327
Value of net assets at end of year (total assets less liabilities)2011-06-30$12,947,726
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$10,449,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$9,613,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$7,551,660
Interest on participant loans2011-06-30$7,215
Value of interest in common/collective trusts at end of year2011-06-30$1,307,137
Value of interest in common/collective trusts at beginning of year2011-06-30$1,144,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,147,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,520,000
Employer contributions (assets) at end of year2011-06-30$1,520,000
Employer contributions (assets) at beginning of year2011-06-30$1,315,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$236,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MULLEN SCORPIO CERILLI
Accountancy firm EIN2011-06-30050392605
2010 : THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN

2021: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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