ROTHSTEIN-TAUBER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROTHSTEIN-TAUBER, INC. 401(K) PLAN
401k plan membership statisitcs for ROTHSTEIN-TAUBER, INC. 401(K) PLAN
Measure | Date | Value |
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2022: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 14 |
Total of all active and inactive participants | 2022-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 59 |
Number of participants with account balances | 2022-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 18 |
Total of all active and inactive participants | 2021-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 53 |
Number of participants with account balances | 2021-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
Total of all active and inactive participants | 2020-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 54 |
Number of participants with account balances | 2020-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
Total of all active and inactive participants | 2019-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 55 |
Number of participants with account balances | 2019-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 12 |
Total of all active and inactive participants | 2018-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 59 |
Number of participants with account balances | 2018-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
Total of all active and inactive participants | 2017-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 58 |
Number of participants with account balances | 2017-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 57 |
Number of participants with account balances | 2016-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 54 |
Number of participants with account balances | 2015-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 49 |
Number of participants with account balances | 2014-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 49 |
Number of participants with account balances | 2013-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 50 |
Number of participants with account balances | 2012-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 53 |
Number of participants with account balances | 2011-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 47 |
Number of participants with account balances | 2010-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 47 |
Number of participants with account balances | 2009-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2022 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,939,465 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,254,316 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,262,854 |
Total plan assets at end of year | 2022-12-31 | $11,849,299 |
Total plan assets at beginning of year | 2022-12-31 | $15,043,080 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $551,339 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $2,352 |
Other income received | 2022-12-31 | $-2,568,272 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-3,193,781 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $11,849,299 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,043,080 |
Assets. Value of participant loans | 2022-12-31 | $48,636 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $75,116 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $-8,538 |
2021 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $2,362,442 |
Expenses. Total of all expenses incurred | 2021-12-31 | $284,887 |
Benefits paid (including direct rollovers) | 2021-12-31 | $291,399 |
Total plan assets at end of year | 2021-12-31 | $15,043,080 |
Total plan assets at beginning of year | 2021-12-31 | $12,965,525 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $539,149 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $130,623 |
Other income received | 2021-12-31 | $1,692,670 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $2,077,555 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $15,043,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,965,525 |
Assets. Value of participant loans | 2021-12-31 | $70,201 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $-6,512 |
2020 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $2,861,619 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,467,900 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,475,541 |
Total plan assets at end of year | 2020-12-31 | $12,965,525 |
Total plan assets at beginning of year | 2020-12-31 | $11,571,806 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $579,885 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $258,351 |
Other income received | 2020-12-31 | $1,823,280 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,393,719 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $12,965,525 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,571,806 |
Assets. Value of participant loans | 2020-12-31 | $98,503 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $200,103 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $-7,641 |
2019 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $2,644,417 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,007,311 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,011,190 |
Total plan assets at end of year | 2019-12-31 | $11,571,806 |
Total plan assets at beginning of year | 2019-12-31 | $9,934,700 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $583,708 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $1,928,651 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,637,106 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $11,571,806 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,934,700 |
Assets. Value of participant loans | 2019-12-31 | $76,979 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $132,058 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $-3,879 |
2018 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $285,440 |
Expenses. Total of all expenses incurred | 2018-12-31 | $428,994 |
Benefits paid (including direct rollovers) | 2018-12-31 | $428,838 |
Total plan assets at end of year | 2018-12-31 | $9,934,700 |
Total plan assets at beginning of year | 2018-12-31 | $10,078,254 |
Value of fidelity bond covering the plan | 2018-12-31 | $550,000 |
Total contributions received or receivable from participants | 2018-12-31 | $564,656 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $7,877 |
Other income received | 2018-12-31 | $-434,840 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-143,554 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,934,700 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,078,254 |
Assets. Value of participant loans | 2018-12-31 | $78,899 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $147,747 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $156 |
2017 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $2,228,868 |
Expenses. Total of all expenses incurred | 2017-12-31 | $111,789 |
Benefits paid (including direct rollovers) | 2017-12-31 | $111,683 |
Total plan assets at end of year | 2017-12-31 | $10,078,254 |
Total plan assets at beginning of year | 2017-12-31 | $7,961,175 |
Value of fidelity bond covering the plan | 2017-12-31 | $550,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $602,522 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $119,548 |
Other income received | 2017-12-31 | $1,361,614 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $2,117,079 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $10,078,254 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,961,175 |
Assets. Value of participant loans | 2017-12-31 | $37,100 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $145,184 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $106 |
2016 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,357,001 |
Expenses. Total of all expenses incurred | 2016-12-31 | $194,257 |
Benefits paid (including direct rollovers) | 2016-12-31 | $193,772 |
Total plan assets at end of year | 2016-12-31 | $7,961,175 |
Total plan assets at beginning of year | 2016-12-31 | $6,798,431 |
Value of fidelity bond covering the plan | 2016-12-31 | $550,000 |
Total contributions received or receivable from participants | 2016-12-31 | $601,133 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $187,161 |
Other income received | 2016-12-31 | $428,033 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $1,162,744 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,961,175 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,798,431 |
Assets. Value of participant loans | 2016-12-31 | $40,473 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $140,674 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $485 |
2015 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $700,395 |
Expenses. Total of all expenses incurred | 2015-12-31 | $739,098 |
Benefits paid (including direct rollovers) | 2015-12-31 | $737,857 |
Total plan assets at end of year | 2015-12-31 | $6,798,431 |
Total plan assets at beginning of year | 2015-12-31 | $6,837,134 |
Value of fidelity bond covering the plan | 2015-12-31 | $550,000 |
Total contributions received or receivable from participants | 2015-12-31 | $581,897 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-16,605 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-38,703 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,798,431 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,837,134 |
Assets. Value of participant loans | 2015-12-31 | $47,027 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $135,103 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,241 |
2014 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,101,975 |
Expenses. Total of all expenses incurred | 2014-12-31 | $242,394 |
Benefits paid (including direct rollovers) | 2014-12-31 | $242,155 |
Total plan assets at end of year | 2014-12-31 | $6,837,134 |
Total plan assets at beginning of year | 2014-12-31 | $5,977,553 |
Value of fidelity bond covering the plan | 2014-12-31 | $550,000 |
Total contributions received or receivable from participants | 2014-12-31 | $548,750 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $102,891 |
Other income received | 2014-12-31 | $339,267 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $859,581 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,837,134 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,977,553 |
Assets. Value of participant loans | 2014-12-31 | $17,560 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $111,067 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $239 |
2013 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,385,326 |
Expenses. Total of all expenses incurred | 2013-12-31 | $323,853 |
Benefits paid (including direct rollovers) | 2013-12-31 | $323,623 |
Total plan assets at end of year | 2013-12-31 | $5,977,553 |
Total plan assets at beginning of year | 2013-12-31 | $4,916,080 |
Value of fidelity bond covering the plan | 2013-12-31 | $550,000 |
Total contributions received or receivable from participants | 2013-12-31 | $465,568 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $808,799 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,061,473 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,977,553 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,916,080 |
Assets. Value of participant loans | 2013-12-31 | $17,782 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $110,959 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $230 |
2012 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $1,018,767 |
Expenses. Total of all expenses incurred | 2012-12-31 | $311,879 |
Benefits paid (including direct rollovers) | 2012-12-31 | $311,634 |
Total plan assets at end of year | 2012-12-31 | $4,916,080 |
Total plan assets at beginning of year | 2012-12-31 | $4,209,192 |
Total contributions received or receivable from participants | 2012-12-31 | $465,339 |
Other income received | 2012-12-31 | $455,622 |
Net income (gross income less expenses) | 2012-12-31 | $706,888 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,916,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,209,192 |
Assets. Value of participant loans | 2012-12-31 | $17,983 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $97,806 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $245 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $432,048 |
Expenses. Total of all expenses incurred | 2011-12-31 | $168,485 |
Benefits paid (including direct rollovers) | 2011-12-31 | $168,088 |
Total plan assets at end of year | 2011-12-31 | $4,209,192 |
Total plan assets at beginning of year | 2011-12-31 | $3,945,629 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Total contributions received or receivable from participants | 2011-12-31 | $445,057 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $5,688 |
Other income received | 2011-12-31 | $-120,099 |
Net income (gross income less expenses) | 2011-12-31 | $263,563 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,209,192 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,945,629 |
Assets. Value of participant loans | 2011-12-31 | $21,313 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $101,402 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $397 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,135,286 |
Expenses. Total of all expenses incurred | 2010-12-31 | $271,482 |
Benefits paid (including direct rollovers) | 2010-12-31 | $268,382 |
Total plan assets at end of year | 2010-12-31 | $3,945,629 |
Total plan assets at beginning of year | 2010-12-31 | $3,081,825 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $405,607 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $236,250 |
Other income received | 2010-12-31 | $399,136 |
Net income (gross income less expenses) | 2010-12-31 | $863,804 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,945,629 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,081,825 |
Assets. Value of participant loans | 2010-12-31 | $22,310 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $94,293 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ROTHSTEIN-TAUBER, INC. 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |