401k Plan data: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN plan

THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 401k Plan overview

Plan Name	THE BENJAMIN ROSE INSTITUTE 401(K) PLAN
Plan identification number	004

THE BENJAMIN ROSE INSTITUTE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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(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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

BENJAMIN ROSE INSTITUTE ON AGING has sponsored the creation of one or more 401k plans.

Company Name: BENJAMIN ROSE INSTITUTE ON AGING

Employer identification number (EIN): 340714482

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BENJAMIN ROSE INSTITUTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 FRANK CARDINALE
004 2016-01-01 FRANK CARDINALE
004 2015-01-01 FRANK CARDINALE
004 2014-01-01 FRANK CARDINALE
004 2013-01-01 FRANK CARDINALE
004 2012-01-01 FRANK CARDINALE
004 2011-01-01 FRANK CARDINALE
004 2010-01-01 FRANK CARDINALE
004 2009-01-01 FRANK CARDINALE

Plan Statistics for THE BENJAMIN ROSE INSTITUTE 401(K) PLAN

401k plan membership statisitcs for THE BENJAMIN ROSE INSTITUTE 401(K) PLAN

Measure Date Value
2022: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 112
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 29
Total of all active and inactive participants 2022-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 141
Number of participants with account balances 2022-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 97
Number of retired or separated participants receiving benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 129
Total participants 2021-01-01 129
Number of participants with account balances 2021-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 97
Number of retired or separated participants receiving benefits 2020-01-01 66
Total of all active and inactive participants 2020-01-01 163
Total participants 2020-01-01 163
Number of participants with account balances 2020-01-01 163
2019: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 119
Number of other retired or separated participants entitled to future benefits 2019-01-01 42
Total of all active and inactive participants 2019-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 162
Number of participants with account balances 2019-01-01 162
2018: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 139
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 153
Total participants 2018-01-01 153
Number of participants with account balances 2018-01-01 153
2017: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 138
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 167
Total participants 2017-01-01 167
Number of participants with account balances 2017-01-01 157
2016: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 147
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 174
Total participants 2016-01-01 174
Number of participants with account balances 2016-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 134
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 155
Total participants 2015-01-01 155
Number of participants with account balances 2015-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 105
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 131
Total participants 2014-01-01 131
Number of participants with account balances 2014-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 119
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 147
Total participants 2013-01-01 147
Number of participants with account balances 2013-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 126
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 155
Number of participants with account balances 2012-01-01 153
2011: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 137
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 26
Total of all active and inactive participants 2011-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 169
Number of participants with account balances 2011-01-01 168
2010: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 147
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 23
Total of all active and inactive participants 2010-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 170
Number of participants with account balances 2010-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 136
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 19
Total of all active and inactive participants 2009-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 155
Number of participants with account balances 2009-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	112
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	29
Total of all active and inactive participants	2022-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	141
Number of participants with account balances	2022-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	97
Number of retired or separated participants receiving benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	129
Total participants	2021-01-01	129
Number of participants with account balances	2021-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	97
Number of retired or separated participants receiving benefits	2020-01-01	66
Total of all active and inactive participants	2020-01-01	163
Total participants	2020-01-01	163
Number of participants with account balances	2020-01-01	163
2019: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	119
Number of other retired or separated participants entitled to future benefits	2019-01-01	42
Total of all active and inactive participants	2019-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	162
Number of participants with account balances	2019-01-01	162
2018: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	139
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	153
Total participants	2018-01-01	153
Number of participants with account balances	2018-01-01	153
2017: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	138
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	167
Total participants	2017-01-01	167
Number of participants with account balances	2017-01-01	157
2016: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	147
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	174
Total participants	2016-01-01	174
Number of participants with account balances	2016-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	134
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	155
Total participants	2015-01-01	155
Number of participants with account balances	2015-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	105
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	131
Total participants	2014-01-01	131
Number of participants with account balances	2014-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	119
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	147
Total participants	2013-01-01	147
Number of participants with account balances	2013-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	126
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	155
Number of participants with account balances	2012-01-01	153
2011: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	137
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	26
Total of all active and inactive participants	2011-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	169
Number of participants with account balances	2011-01-01	168
2010: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	147
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	23
Total of all active and inactive participants	2010-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	170
Number of participants with account balances	2010-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	136
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	19
Total of all active and inactive participants	2009-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	155
Number of participants with account balances	2009-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on THE BENJAMIN ROSE INSTITUTE 401(K) PLAN

Measure	Date	Value
2022 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-21,132
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$231,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$226,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$732,210
Value of total assets at end of year	2022-12-31	$5,182,552
Value of total assets at beginning of year	2022-12-31	$5,434,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,488
Total interest from all sources	2022-12-31	$3,256
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$222,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$222,775
Administrative expenses professional fees incurred	2022-12-31	$4,488
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$390,991
Participant contributions at end of year	2022-12-31	$125,922
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$113,170
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$7,682
Total non interest bearing cash at end of year	2022-12-31	$1,394
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-252,190
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,182,552
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,434,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,015,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,141,279
Interest on participant loans	2022-12-31	$3,256
Value of interest in common/collective trusts at end of year	2022-12-31	$39,581
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-980,517
Net investment gain or loss from common/collective trusts	2022-12-31	$1,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$228,049
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$285,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$226,570
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HW&CO.
Accountancy firm EIN	2022-12-31	341663157
2021 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$443,847
Total unrealized appreciation/depreciation of assets	2021-12-31	$443,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$3,075
Total income from all sources (including contributions)	2021-12-31	$882,922
Total of all expenses incurred	2021-12-31	$434,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$419,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$285,781
Value of total assets at end of year	2021-12-31	$5,434,742
Value of total assets at beginning of year	2021-12-31	$4,989,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,568
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$153,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$153,294
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2021-12-31	0
Minimum employer required contribution for this plan year	2021-12-31	$285,781
Amount contributed by the employer to the plan for this plan year	2021-12-31	$285,781
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$7,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$9,514
Administrative expenses (other) incurred	2021-12-31	$15,568
Liabilities. Value of operating payables at beginning of year	2021-12-31	$3,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$447,965
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,434,742
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,986,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,141,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,689,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$285,781
Employer contributions (assets) at end of year	2021-12-31	$285,781
Employer contributions (assets) at beginning of year	2021-12-31	$290,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$419,389
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HW&CO.
Accountancy firm EIN	2021-12-31	341663157
2020 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$563,464
Total unrealized appreciation/depreciation of assets	2020-12-31	$563,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3,075
Total income from all sources (including contributions)	2020-12-31	$967,979
Total of all expenses incurred	2020-12-31	$466,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$463,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$290,827
Value of total assets at end of year	2020-12-31	$4,989,852
Value of total assets at beginning of year	2020-12-31	$4,485,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,194
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$113,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$113,688
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2020-12-31	0
Minimum employer required contribution for this plan year	2020-12-31	$290,827
Amount contributed by the employer to the plan for this plan year	2020-12-31	$290,827
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$9,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$12,333
Administrative expenses (other) incurred	2020-12-31	$3,194
Liabilities. Value of operating payables at end of year	2020-12-31	$3,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$501,042
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,986,777
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,485,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,689,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,150,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$290,827
Employer contributions (assets) at end of year	2020-12-31	$290,827
Employer contributions (assets) at beginning of year	2020-12-31	$322,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$463,743
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2020-12-31	341663157
2019 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$616,702
Total unrealized appreciation/depreciation of assets	2019-12-31	$616,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,054,759
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,073,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,073,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$322,713
Value of total assets at end of year	2019-12-31	$4,485,735
Value of total assets at beginning of year	2019-12-31	$4,504,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$115,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$115,344
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	0
Minimum employer required contribution for this plan year	2019-12-31	$322,713
Amount contributed by the employer to the plan for this plan year	2019-12-31	$322,713
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$12,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$12,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-18,480
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,485,735
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,504,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,150,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,175,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$322,713
Employer contributions (assets) at end of year	2019-12-31	$322,713
Employer contributions (assets) at beginning of year	2019-12-31	$315,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,073,239
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2019-12-31	341663157
2018 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-223,993
Total unrealized appreciation/depreciation of assets	2018-12-31	$-223,993
Total income from all sources (including contributions)	2018-12-31	$215,294
Total of all expenses incurred	2018-12-31	$617,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$617,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$315,316
Value of total assets at end of year	2018-12-31	$4,504,215
Value of total assets at beginning of year	2018-12-31	$4,906,248
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$123,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$123,971
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2018-12-31	0
Minimum employer required contribution for this plan year	2018-12-31	$315,316
Amount contributed by the employer to the plan for this plan year	2018-12-31	$315,316
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$12,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$12,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-402,033
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,504,215
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,906,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,175,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,583,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$21,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$21,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$315,316
Employer contributions (assets) at end of year	2018-12-31	$315,316
Employer contributions (assets) at beginning of year	2018-12-31	$288,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$617,327
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2018-12-31	341663157
2017 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$402,577
Total unrealized appreciation/depreciation of assets	2017-12-31	$402,577
Total income from all sources (including contributions)	2017-12-31	$791,317
Total of all expenses incurred	2017-12-31	$327,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$327,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$289,072
Value of total assets at end of year	2017-12-31	$4,906,248
Value of total assets at beginning of year	2017-12-31	$4,442,817
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$99,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$99,668
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2017-12-31	0
Minimum employer required contribution for this plan year	2017-12-31	$294,982
Amount contributed by the employer to the plan for this plan year	2017-12-31	$294,982
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$12,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$463,431
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,906,248
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,442,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,583,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,146,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$21,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$289,072
Employer contributions (assets) at end of year	2017-12-31	$288,272
Employer contributions (assets) at beginning of year	2017-12-31	$295,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$327,886
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2017-12-31	341663157
2016 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$176,392
Total unrealized appreciation/depreciation of assets	2016-12-31	$176,392
Total income from all sources (including contributions)	2016-12-31	$567,022
Total loss/gain on sale of assets	2016-12-31	$-3,815
Total of all expenses incurred	2016-12-31	$95,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$95,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$295,909
Value of total assets at end of year	2016-12-31	$4,442,817
Value of total assets at beginning of year	2016-12-31	$3,970,810
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$98,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-12-31	0
Minimum employer required contribution for this plan year	2016-12-31	$295,909
Amount contributed by the employer to the plan for this plan year	2016-12-31	$295,909
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$472,007
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,442,817
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,970,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,146,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,704,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$295,909
Employer contributions (assets) at end of year	2016-12-31	$295,909
Employer contributions (assets) at beginning of year	2016-12-31	$266,088
Income. Dividends from preferred stock	2016-12-31	$98,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$95,015
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$812,169
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$815,984
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2016-12-31	341663157
2015 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-189,945
Total unrealized appreciation/depreciation of assets	2015-12-31	$-189,945
Total income from all sources (including contributions)	2015-12-31	$263,281
Total loss/gain on sale of assets	2015-12-31	$88,303
Total of all expenses incurred	2015-12-31	$322,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$322,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$266,088
Value of total assets at end of year	2015-12-31	$3,970,810
Value of total assets at beginning of year	2015-12-31	$4,029,599
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$98,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Minimum employer required contribution for this plan year	2015-12-31	$266,088
Amount contributed by the employer to the plan for this plan year	2015-12-31	$266,088
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-58,789
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,970,810
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,029,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,704,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,771,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$266,088
Employer contributions (assets) at end of year	2015-12-31	$266,088
Employer contributions (assets) at beginning of year	2015-12-31	$258,290
Income. Dividends from preferred stock	2015-12-31	$98,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$322,070
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$1,614,886
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$1,526,583
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2015-12-31	341663157
2014 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$90,601
Total unrealized appreciation/depreciation of assets	2014-12-31	$90,601
Total income from all sources (including contributions)	2014-12-31	$510,955
Total loss/gain on sale of assets	2014-12-31	$64,140
Total of all expenses incurred	2014-12-31	$373,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$373,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$258,290
Value of total assets at end of year	2014-12-31	$4,029,599
Value of total assets at beginning of year	2014-12-31	$3,892,383
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$97,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Minimum employer required contribution for this plan year	2014-12-31	$258,290
Amount contributed by the employer to the plan for this plan year	2014-12-31	$258,290
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$1,944
Other income not declared elsewhere	2014-12-31	$353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$137,216
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,029,599
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,892,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,771,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,620,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$258,290
Employer contributions (assets) at end of year	2014-12-31	$258,290
Employer contributions (assets) at beginning of year	2014-12-31	$271,825
Income. Dividends from preferred stock	2014-12-31	$97,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$371,795
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$3,022,520
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$2,958,380
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2014-12-31	341663157
2013 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$201,924
Total unrealized appreciation/depreciation of assets	2013-12-31	$201,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$593,121
Total loss/gain on sale of assets	2013-12-31	$19,120
Total of all expenses incurred	2013-12-31	$250,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$250,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$271,825
Value of total assets at end of year	2013-12-31	$3,892,383
Value of total assets at beginning of year	2013-12-31	$3,549,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$99,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$99,840
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Minimum employer required contribution for this plan year	2013-12-31	$271,825
Amount contributed by the employer to the plan for this plan year	2013-12-31	$271,825
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Other income not declared elsewhere	2013-12-31	$412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$342,679
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,892,383
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,549,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,620,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,280,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$271,825
Employer contributions (assets) at end of year	2013-12-31	$271,825
Employer contributions (assets) at beginning of year	2013-12-31	$269,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$250,442
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$1,028,346
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$1,009,226
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2013-12-31	341663157
2012 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$40,349
Total unrealized appreciation/depreciation of assets	2012-12-31	$40,349
Total income from all sources (including contributions)	2012-12-31	$468,599
Total loss/gain on sale of assets	2012-12-31	$58,520
Total of all expenses incurred	2012-12-31	$168,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$168,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$269,263
Value of total assets at end of year	2012-12-31	$3,549,704
Value of total assets at beginning of year	2012-12-31	$3,249,451
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$99,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$99,372
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$269,263
Amount contributed by the employer to the plan for this plan year	2012-12-31	$269,263
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Other income not declared elsewhere	2012-12-31	$1,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$300,253
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,549,704
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,249,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,280,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,955,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$269,263
Employer contributions (assets) at end of year	2012-12-31	$269,263
Employer contributions (assets) at beginning of year	2012-12-31	$293,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$168,346
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$1,876,985
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$1,818,465
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2012-12-31	341663157
2011 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-86,314
Total unrealized appreciation/depreciation of assets	2011-12-31	$-86,314
Total income from all sources (including contributions)	2011-12-31	$367,062
Total loss/gain on sale of assets	2011-12-31	$106,139
Total of all expenses incurred	2011-12-31	$135,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$135,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$293,699
Value of total assets at end of year	2011-12-31	$3,249,451
Value of total assets at beginning of year	2011-12-31	$3,018,361
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$51,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$51,677
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$293,699
Amount contributed by the employer to the plan for this plan year	2011-12-31	$293,699
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Other income not declared elsewhere	2011-12-31	$1,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$231,090
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,249,451
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,018,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,955,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,732,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$293,699
Employer contributions (assets) at end of year	2011-12-31	$293,699
Employer contributions (assets) at beginning of year	2011-12-31	$285,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$135,972
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$3,318,544
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$3,212,405
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2011-12-31	341663157
2010 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$189,633
Total unrealized appreciation/depreciation of assets	2010-12-31	$189,633
Total income from all sources (including contributions)	2010-12-31	$555,771
Total loss/gain on sale of assets	2010-12-31	$31,897
Total of all expenses incurred	2010-12-31	$37,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$37,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$285,852
Value of total assets at end of year	2010-12-31	$3,018,361
Value of total assets at beginning of year	2010-12-31	$2,499,696
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$48,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$48,389
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$285,852
Amount contributed by the employer to the plan for this plan year	2010-12-31	$285,852
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$518,665
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,018,361
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,499,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,732,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,216,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$285,852
Employer contributions (assets) at end of year	2010-12-31	$285,852
Employer contributions (assets) at beginning of year	2010-12-31	$283,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$37,106
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$270,885
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$238,988
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2010-12-31	341663157
2009 : THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$283,281
Amount contributed by the employer to the plan for this plan year	2009-12-31	$283,281

Form 5500 Responses for THE BENJAMIN ROSE INSTITUTE 401(K) PLAN

2022: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2019 form 5500 responses
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: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2018 form 5500 responses
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: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2017 form 5500 responses
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: THE BENJAMIN ROSE INSTITUTE 401(K) 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	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: THE BENJAMIN ROSE INSTITUTE 401(K) 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: THE BENJAMIN ROSE INSTITUTE 401(K) 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: THE BENJAMIN ROSE INSTITUTE 401(K) 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: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE BENJAMIN ROSE INSTITUTE 401(K) 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
2010: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE BENJAMIN ROSE INSTITUTE 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BENJAMIN ROSE INSTITUTE ON AGING
Employer identification number (EIN):	340714482
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations