ROGITZ & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN
401k plan membership statisitcs for ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2016: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-01 | 3,907,561 |
| Acturial value of plan assets | 2016-12-01 | 3,907,561 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-01 | 0 |
| Number of terminated vested participants | 2016-12-01 | 2 |
| Fundng target for terminated vested participants | 2016-12-01 | 4,063,648 |
| Active participant vested funding target | 2016-12-01 | 0 |
| Number of active participants | 2016-12-01 | 0 |
| Total funding liabilities for active participants | 2016-12-01 | 0 |
| Total participant count | 2016-12-01 | 2 |
| Total funding target for all participants | 2016-12-01 | 4,063,648 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-01 | 18,723 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-01 | 595,137 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-01 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-01 | 0 |
| Amount remaining of carryover balance | 2016-12-01 | 18,723 |
| Amount remaining of prefunding balance | 2016-12-01 | 595,137 |
| Present value of excess contributions | 2016-12-01 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-01 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-01 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-01 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-01 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-01 | 19,483 |
| Balance of prefunding at beginning of current year | 2016-12-01 | 619,300 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-01 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-01 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-01 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-01 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-01 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-01 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-01 | 0 |
| Net shortfall amortization installment of oustanding balance | 2016-12-01 | 830,038 |
| Waiver amortization installment | 2016-12-01 | 0 |
| Waived amount of outstanding balance | 2016-12-01 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-01 | 125,901 |
| Carryover balance elected to use to offset funding requirement | 2016-12-01 | 20,556 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-01 | 105,345 |
| Additional cash requirement | 2016-12-01 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-01 | 0 |
| Unpaid minimum required contributions for current year | 2016-12-01 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-01 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-01 | $0 |
| Total plan liabilities at end of year | 2016-12-01 | $0 |
| Total plan liabilities at beginning of year | 2016-12-01 | $0 |
| Total income from all sources | 2016-12-01 | $-798,765 |
| Expenses. Total of all expenses incurred | 2016-12-01 | $3,907,561 |
| Benefits paid (including direct rollovers) | 2016-12-01 | $3,907,561 |
| Total plan assets at end of year | 2016-12-01 | $0 |
| Total plan assets at beginning of year | 2016-12-01 | $4,706,326 |
| Total contributions received or receivable from participants | 2016-12-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-01 | $0 |
| Other income received | 2016-12-01 | $-798,765 |
| Noncash contributions received | 2016-12-01 | $0 |
| Net income (gross income less expenses) | 2016-12-01 | $-4,706,326 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-01 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-01 | $4,706,326 |
| Total contributions received or receivable from employer(s) | 2016-12-01 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-01 | $0 |
| Value of corrective distributions | 2016-12-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-01 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-01 | $0 |
| 2015 : ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2015 401k financial data |
|---|
| 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 | $180,994 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $4,706,326 |
| Total plan assets at beginning of year | 2015-12-31 | $4,525,332 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| 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 | $180,994 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $180,994 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,706,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,525,332 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| 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 | $0 |
| 2014 : ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2014 401k financial data |
|---|
| 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 | $350,668 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $4,525,332 |
| Total plan assets at beginning of year | 2014-12-31 | $4,174,664 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $250,668 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $350,668 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,525,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,174,664 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $100,000 |
| 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 | $0 |
| 2013 : ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $490,532 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $4,174,664 |
| Total plan assets at beginning of year | 2013-12-31 | $3,684,132 |
| Other income received | 2013-12-31 | $390,532 |
| Net income (gross income less expenses) | 2013-12-31 | $490,532 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,174,664 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,684,132 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $100,000 |
| 2012 : ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $601,385 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $3,684,132 |
| Total plan assets at beginning of year | 2012-12-31 | $3,082,747 |
| Other income received | 2012-12-31 | $526,385 |
| Net income (gross income less expenses) | 2012-12-31 | $601,385 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,684,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,082,747 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $75,000 |
| 2011 : ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $297,747 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $3,082,747 |
| Total plan assets at beginning of year | 2011-12-31 | $2,785,000 |
| Other income received | 2011-12-31 | $122,747 |
| Net income (gross income less expenses) | 2011-12-31 | $297,747 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,082,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,785,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $175,000 |
| 2010 : ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $381,369 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,785,000 |
| Total plan assets at beginning of year | 2010-12-31 | $2,403,631 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $381,369 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $381,369 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,785,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,403,631 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| 2016: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses |
|---|
| 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 | Yes |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses |
|---|
| 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: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses |
|---|
| 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: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses |
|---|
| 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: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses |
|---|
| 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 is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses |
|---|
| 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 |
| 2009: ROGITZ & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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 is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
