401k Plan data: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST plan

ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST
Plan identification number	002

ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

ROSEN NEUBERGER LEHMANN LLP has sponsored the creation of one or more 401k plans.

Company Name: ROSEN NEUBERGER LEHMANN LLP

Employer identification number (EIN): 521396388

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about ROSEN NEUBERGER LEHMANN LLP

Jurisdiction of Incorporation: Maryland Secretary of State

Incorporation Date:

Company Identification Number: A04168373

More information about ROSEN NEUBERGER LEHMANN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 STEVEN M. ROSEN 2020-09-23
002 2018-01-01 STEVEN M. ROSEN 2019-09-09
002 2017-01-01 STEVEN M. ROSEN 2018-10-03
002 2016-01-01 STEVEN M. ROSEN
002 2015-01-01 STEVEN M. ROSEN
002 2014-01-01 STEVEN ROSEN
002 2013-01-01 STEVEN ROSEN
002 2012-01-01 STEVEN ROSEN
002 2011-01-01 STEVEN ROSEN
002 2009-01-01 STEVEN ROSEN

Plan Statistics for ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
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 3
Total of all active and inactive participants 2016-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 19
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 18
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 19
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: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
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	3
Total of all active and inactive participants	2016-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	19
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	18
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$761,731
Expenses. Total of all expenses incurred	2016-12-31	$967,002
Benefits paid (including direct rollovers)	2016-12-31	$936,107
Total plan assets at end of year	2016-12-31	$9,336,594
Total plan assets at beginning of year	2016-12-31	$9,541,865
Value of fidelity bond covering the plan	2016-12-31	$3,710,000
Total contributions received or receivable from participants	2016-12-31	$76,585
Other income received	2016-12-31	$389,374
Net income (gross income less expenses)	2016-12-31	$-205,271
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,336,594
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,541,865
Assets. Value of participant loans	2016-12-31	$4,753
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$295,772
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$30,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-264,743
Expenses. Total of all expenses incurred	2015-12-31	$32,100
Benefits paid (including direct rollovers)	2015-12-31	$1,300
Total plan assets at end of year	2015-12-31	$9,541,865
Total plan assets at beginning of year	2015-12-31	$9,838,708
Value of fidelity bond covering the plan	2015-12-31	$3,710,000
Total contributions received or receivable from participants	2015-12-31	$57,110
Other income received	2015-12-31	$-671,429
Net income (gross income less expenses)	2015-12-31	$-296,843
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,541,865
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,838,708
Assets. Value of participant loans	2015-12-31	$7,160
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$2,710,068
Total contributions received or receivable from employer(s)	2015-12-31	$349,576
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$30,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$800,890
Expenses. Total of all expenses incurred	2014-12-31	$34,569
Benefits paid (including direct rollovers)	2014-12-31	$4,790
Total plan assets at end of year	2014-12-31	$9,838,708
Total plan assets at beginning of year	2014-12-31	$9,072,387
Value of fidelity bond covering the plan	2014-12-31	$1,900,000
Total contributions received or receivable from participants	2014-12-31	$48,690
Contributions received from other sources (not participants or employers)	2014-12-31	$6,466
Other income received	2014-12-31	$388,334
Net income (gross income less expenses)	2014-12-31	$766,321
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,838,708
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,072,387
Assets. Value of participant loans	2014-12-31	$9,489
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$3,115,385
Total contributions received or receivable from employer(s)	2014-12-31	$357,400
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$29,779
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,390,405
Expenses. Total of all expenses incurred	2013-12-31	$25,394
Total plan assets at end of year	2013-12-31	$9,072,387
Total plan assets at beginning of year	2013-12-31	$6,707,376
Value of fidelity bond covering the plan	2013-12-31	$1,900,000
Total contributions received or receivable from participants	2013-12-31	$44,400
Other income received	2013-12-31	$2,004,475
Net income (gross income less expenses)	2013-12-31	$2,365,011
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,072,387
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,707,376
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$2,732,661
Total contributions received or receivable from employer(s)	2013-12-31	$341,530
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$25,394
2012 : ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,191,260
Expenses. Total of all expenses incurred	2012-12-31	$351,988
Benefits paid (including direct rollovers)	2012-12-31	$327,737
Total plan assets at end of year	2012-12-31	$6,707,376
Total plan assets at beginning of year	2012-12-31	$5,868,104
Value of fidelity bond covering the plan	2012-12-31	$1,900,000
Total contributions received or receivable from participants	2012-12-31	$41,550
Contributions received from other sources (not participants or employers)	2012-12-31	$4,479
Other income received	2012-12-31	$831,918
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$839,272
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,707,376
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,868,104
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$1,851,216
Total contributions received or receivable from employer(s)	2012-12-31	$313,313
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$24,251
2011 : ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-256,652
Expenses. Total of all expenses incurred	2011-12-31	$58,213
Benefits paid (including direct rollovers)	2011-12-31	$34,619
Total plan assets at end of year	2011-12-31	$5,868,104
Total plan assets at beginning of year	2011-12-31	$6,182,969
Value of fidelity bond covering the plan	2011-12-31	$1,900,000
Total contributions received or receivable from participants	2011-12-31	$49,000
Other income received	2011-12-31	$-571,021
Net income (gross income less expenses)	2011-12-31	$-314,865
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,868,104
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,182,969
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,482,675
Total contributions received or receivable from employer(s)	2011-12-31	$265,369
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$23,594
2010 : ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,415,885
Expenses. Total of all expenses incurred	2010-12-31	$483,146
Benefits paid (including direct rollovers)	2010-12-31	$473,530
Total plan assets at end of year	2010-12-31	$6,182,969
Total plan assets at beginning of year	2010-12-31	$5,250,230
Value of fidelity bond covering the plan	2010-12-31	$1,900,000
Total contributions received or receivable from participants	2010-12-31	$63,458
Other income received	2010-12-31	$1,040,066
Net income (gross income less expenses)	2010-12-31	$932,739
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,182,969
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,250,230
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$1,788,244
Total contributions received or receivable from employer(s)	2010-12-31	$312,361
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,616

Form 5500 Responses for ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND TRUST

2016: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND 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	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: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND 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: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND 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: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND 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: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND 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: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND 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: ROSEN NEUBERGER LEHMANN LLP 401(K)AND PROFIT SHARING PLAN AND 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

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Company Name:	ROSEN NEUBERGER LEHMANN LLP
Employer identification number (EIN):	521396388
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Maryland Secretary of State
Incorporation Date:
Company Identification Number:	A04168373

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	STEVEN M. ROSEN	2020-09-23
002	2018-01-01	STEVEN M. ROSEN	2019-09-09
002	2017-01-01	STEVEN M. ROSEN	2018-10-03
002	2016-01-01	STEVEN M. ROSEN
002	2015-01-01	STEVEN M. ROSEN
002	2014-01-01	STEVEN ROSEN
002	2013-01-01	STEVEN ROSEN
002	2012-01-01	STEVEN ROSEN
002	2011-01-01	STEVEN ROSEN
002	2009-01-01	STEVEN ROSEN