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LAWRENCE ROGAK ESQ 401K PLAN 401k Plan overview

Plan NameLAWRENCE ROGAK ESQ 401K PLAN
Plan identification number 001

LAWRENCE ROGAK ESQ 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

LAWRENCE ROGAK ESQ has sponsored the creation of one or more 401k plans.

Company Name:LAWRENCE ROGAK ESQ
Employer identification number (EIN):113202419
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCE ROGAK ESQ 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01LAWRENCE ROGAK2020-04-16
0012018-01-01LAWRENCE ROGAK2019-07-08
0012017-01-01LAWRENCE ROGAK2018-09-06
0012016-01-01LAWRENCE ROGAK2017-09-14
0012015-01-01LAWRENCE ROGAK
0012014-01-01LAWRENCE ROGAK
0012013-01-01LAWRENCE ROGAK
0012012-01-01LAWRENCE ROGAK
0012011-01-01LAWRENCE ROGAK
0012009-01-01LAWRENCE ROGAK
0012009-01-01LAWRENCE ROGAK

Plan Statistics for LAWRENCE ROGAK ESQ 401K PLAN

401k plan membership statisitcs for LAWRENCE ROGAK ESQ 401K PLAN

Measure Date Value
2015: LAWRENCE ROGAK ESQ 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0138
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0135
Number of participants with account balances2015-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: LAWRENCE ROGAK ESQ 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0138
Number of participants with account balances2014-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAWRENCE ROGAK ESQ 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0138
Number of participants with account balances2013-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAWRENCE ROGAK ESQ 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0137
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0138
Number of participants with account balances2012-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: LAWRENCE ROGAK ESQ 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0135
Total number of active participants reported on line 7a of the Form 55002011-01-0137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0137
Number of participants with account balances2011-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: LAWRENCE ROGAK ESQ 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-0133
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0133
Number of participants with account balances2009-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAWRENCE ROGAK ESQ 401K PLAN

Measure Date Value
2015 : LAWRENCE ROGAK ESQ 401K PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$116,040
Expenses. Total of all expenses incurred2015-12-31$55,175
Benefits paid (including direct rollovers)2015-12-31$42,099
Total plan assets at end of year2015-12-31$1,573,070
Total plan assets at beginning of year2015-12-31$1,512,205
Total contributions received or receivable from participants2015-12-31$65,340
Expenses. Other expenses not covered elsewhere2015-12-31$13,076
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$39,528
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$60,865
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,573,070
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,512,205
Total contributions received or receivable from employer(s)2015-12-31$11,172
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : LAWRENCE ROGAK ESQ 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$163,641
Expenses. Total of all expenses incurred2014-12-31$14,330
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,512,205
Total plan assets at beginning of year2014-12-31$1,362,894
Total contributions received or receivable from participants2014-12-31$52,443
Expenses. Other expenses not covered elsewhere2014-12-31$14,330
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$88,223
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$149,311
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,512,205
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,362,894
Total contributions received or receivable from employer(s)2014-12-31$22,975
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : LAWRENCE ROGAK ESQ 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$268,666
Expenses. Total of all expenses incurred2013-12-31$17,393
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,362,894
Total plan assets at beginning of year2013-12-31$1,111,621
Total contributions received or receivable from participants2013-12-31$23,457
Expenses. Other expenses not covered elsewhere2013-12-31$17,393
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$205,386
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$251,273
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,362,894
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,111,621
Assets. Value of participant loans2013-12-31$41,019
Total contributions received or receivable from employer(s)2013-12-31$39,823
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : LAWRENCE ROGAK ESQ 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$59,523
Expenses. Total of all expenses incurred2012-12-31$65,593
Benefits paid (including direct rollovers)2012-12-31$50,000
Total plan assets at end of year2012-12-31$1,111,621
Total plan assets at beginning of year2012-12-31$1,117,691
Total contributions received or receivable from participants2012-12-31$37,904
Expenses. Other expenses not covered elsewhere2012-12-31$15,593
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$7,085
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-6,070
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,111,621
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,117,691
Assets. Value of participant loans2012-12-31$50,000
Total contributions received or receivable from employer(s)2012-12-31$14,534
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : LAWRENCE ROGAK ESQ 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$307,875
Expenses. Total of all expenses incurred2011-12-31$82,441
Benefits paid (including direct rollovers)2011-12-31$65,791
Total plan assets at end of year2011-12-31$1,117,691
Total plan assets at beginning of year2011-12-31$892,257
Total contributions received or receivable from participants2011-12-31$20,350
Expenses. Other expenses not covered elsewhere2011-12-31$16,650
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$204,383
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$225,434
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,117,691
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$892,257
Assets. Value of participant loans2011-12-31$50,000
Total contributions received or receivable from employer(s)2011-12-31$83,142
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : LAWRENCE ROGAK ESQ 401K PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$332,150
Expenses. Total of all expenses incurred2010-12-31$16,650
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$892,257
Total plan assets at beginning of year2010-12-31$576,757
Total contributions received or receivable from participants2010-12-31$35,100
Expenses. Other expenses not covered elsewhere2010-12-31$16,650
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$225,135
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$315,500
Net plan assets at end of year (total assets less liabilities)2010-12-31$892,257
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$576,757
Total contributions received or receivable from employer(s)2010-12-31$71,915
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2008 : LAWRENCE ROGAK ESQ 401K PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-168,721
Expenses. Total of all expenses incurred2008-12-31$24,935
Benefits paid (including direct rollovers)2008-12-31$7,551
Total plan assets at end of year2008-12-31$450,066
Total plan assets at beginning of year2008-12-31$643,722
Total contributions received or receivable from participants2008-12-31$21,780
Expenses. Other expenses not covered elsewhere2008-12-31$17,384
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-259,904
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-193,656
Net plan assets at end of year (total assets less liabilities)2008-12-31$450,066
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$643,722
Total contributions received or receivable from employer(s)2008-12-31$69,403
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0

Form 5500 Responses for LAWRENCE ROGAK ESQ 401K PLAN

2015: LAWRENCE ROGAK ESQ 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAWRENCE ROGAK ESQ 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAWRENCE ROGAK ESQ 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAWRENCE ROGAK ESQ 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAWRENCE ROGAK ESQ 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAWRENCE ROGAK ESQ 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP60943
Policy instance 1
Insurance contract or identification numberP60943
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP60943
Policy instance 1
Insurance contract or identification numberP60943
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP60943
Policy instance 1
Insurance contract or identification numberP60943
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP60943
Policy instance 1
Insurance contract or identification numberP60943
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP60943
Policy instance 1
Insurance contract or identification numberP60943
Number of Individuals Covered3
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP60943
Policy instance 1
Insurance contract or identification numberP60943
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP60943
Policy instance 1
Insurance contract or identification numberP60943
Number of Individuals Covered3
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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