ROSENFELD, ZWEIG & DONENBERG, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST
401k plan membership statisitcs for ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST
Measure | Date | Value |
---|
2016: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 3 |
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 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 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: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 16 |
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 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 15 |
Number of participants with account balances | 2014-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 15 |
Number of participants with account balances | 2013-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 16 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 16 |
Number of participants with account balances | 2009-01-01 | 15 |
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 : ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-04-30 | $26,715 |
Expenses. Total of all expenses incurred | 2016-04-30 | $1,618,028 |
Benefits paid (including direct rollovers) | 2016-04-30 | $1,617,878 |
Total plan assets at end of year | 2016-04-30 | $0 |
Total plan assets at beginning of year | 2016-04-30 | $1,591,313 |
Value of fidelity bond covering the plan | 2016-04-30 | $266,555 |
Total contributions received or receivable from participants | 2016-04-30 | $0 |
Other income received | 2016-04-30 | $26,715 |
Net income (gross income less expenses) | 2016-04-30 | $-1,591,313 |
Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $1,591,313 |
Total contributions received or receivable from employer(s) | 2016-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-04-30 | $150 |
2015 : ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $10,705 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,084,935 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,084,260 |
Total plan assets at end of year | 2015-12-31 | $1,591,313 |
Total plan assets at beginning of year | 2015-12-31 | $2,665,543 |
Value of fidelity bond covering the plan | 2015-12-31 | $266,555 |
Other income received | 2015-12-31 | $-29,978 |
Net income (gross income less expenses) | 2015-12-31 | $-1,074,230 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,591,313 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,665,543 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $40,683 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $675 |
Value of corrective distributions | 2015-12-31 | $0 |
2014 : ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $273,432 |
Expenses. Total of all expenses incurred | 2014-12-31 | $79,635 |
Benefits paid (including direct rollovers) | 2014-12-31 | $79,115 |
Total plan assets at end of year | 2014-12-31 | $2,665,543 |
Total plan assets at beginning of year | 2014-12-31 | $2,471,746 |
Value of fidelity bond covering the plan | 2014-12-31 | $266,555 |
Total contributions received or receivable from participants | 2014-12-31 | $70,926 |
Other income received | 2014-12-31 | $146,462 |
Net income (gross income less expenses) | 2014-12-31 | $193,797 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,665,543 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,471,746 |
Assets. Value of participant loans | 2014-12-31 | $3,129 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $56,044 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $520 |
2013 : ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $537,874 |
Expenses. Total of all expenses incurred | 2013-12-31 | $70,605 |
Benefits paid (including direct rollovers) | 2013-12-31 | $70,320 |
Total plan assets at end of year | 2013-12-31 | $2,471,746 |
Total plan assets at beginning of year | 2013-12-31 | $2,004,477 |
Value of fidelity bond covering the plan | 2013-12-31 | $247,175 |
Total contributions received or receivable from participants | 2013-12-31 | $71,999 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $44,435 |
Other income received | 2013-12-31 | $361,240 |
Net income (gross income less expenses) | 2013-12-31 | $467,269 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,471,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,004,477 |
Assets. Value of participant loans | 2013-12-31 | $18,709 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $60,200 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $285 |
2012 : ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $342,671 |
Expenses. Total of all expenses incurred | 2012-12-31 | $47,732 |
Benefits paid (including direct rollovers) | 2012-12-31 | $47,597 |
Total plan assets at end of year | 2012-12-31 | $2,004,477 |
Total plan assets at beginning of year | 2012-12-31 | $1,709,538 |
Value of fidelity bond covering the plan | 2012-12-31 | $160,000 |
Total contributions received or receivable from participants | 2012-12-31 | $78,528 |
Other income received | 2012-12-31 | $207,793 |
Net income (gross income less expenses) | 2012-12-31 | $294,939 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,004,477 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,709,538 |
Assets. Value of participant loans | 2012-12-31 | $19,278 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $56,350 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $135 |
2011 : ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $137,090 |
Expenses. Total of all expenses incurred | 2011-12-31 | $16,498 |
Total plan assets at end of year | 2011-12-31 | $1,709,538 |
Total plan assets at beginning of year | 2011-12-31 | $1,588,946 |
Value of fidelity bond covering the plan | 2011-12-31 | $160,000 |
Total contributions received or receivable from participants | 2011-12-31 | $80,740 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $16,498 |
Net income (gross income less expenses) | 2011-12-31 | $120,592 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,709,538 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,588,946 |
Assets. Value of participant loans | 2011-12-31 | $20,738 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $56,350 |
2010 : ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $240,946 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,044 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,044 |
Total plan assets at end of year | 2010-12-31 | $1,588,946 |
Total plan assets at beginning of year | 2010-12-31 | $1,349,044 |
Value of fidelity bond covering the plan | 2010-12-31 | $160,000 |
Total contributions received or receivable from participants | 2010-12-31 | $81,002 |
Other income received | 2010-12-31 | $103,232 |
Net income (gross income less expenses) | 2010-12-31 | $239,902 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,588,946 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,349,044 |
Assets. Value of participant loans | 2010-12-31 | $15,815 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $56,712 |
2016: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 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: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 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: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 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: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 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: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 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: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 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: ROSENFELD, ZWEIG & DONENBERG, LTD. PROFIT SHARING & 401(K) PLAN & TRUST 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 |