401k Plan data: WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN plan

WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan Name	WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN
Plan identification number	002

WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 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
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.
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

ROCKLAND FUNDING, LLC has sponsored the creation of one or more 401k plans.

Company Name: ROCKLAND FUNDING, LLC

Employer identification number (EIN): 562357947

NAIC Classification: 531320
NAIC Description: Offices of Real Estate Appraisers

Additional information about ROCKLAND FUNDING, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3660345

More information about ROCKLAND FUNDING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ERIC BRASHER 2024-09-24
002 2022-01-01 CINDY WOON 2023-10-13
002 2021-01-01 CINDY WOON 2022-10-11
002 2021-01-01 CINDY WOON 2023-10-13
002 2020-01-01 CINDY WOON 2021-10-15
002 2019-01-01 CINDY WOON 2020-10-12
002 2018-01-01 CINDY WOON 2019-07-30
002 2017-01-01 CINDY WOON 2018-06-26
002 2016-01-01 CINDY WOON 2017-05-26
002 2015-01-01 CINDY WOON 2016-07-12
002 2014-01-01 CINDY WOON 2015-06-17
002 2013-01-01 CINDY WOON 2014-05-29
002 2012-01-01 CINDY WOON 2013-07-26
002 2011-01-01 CINDY WOON 2012-06-28
002 2010-01-01 CINDY WOON 2011-06-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	ERIC BRASHER	2024-09-24
002	2022-01-01	CINDY WOON	2023-10-13
002	2021-01-01	CINDY WOON	2022-10-11
002	2021-01-01	CINDY WOON	2023-10-13
002	2020-01-01	CINDY WOON	2021-10-15
002	2019-01-01	CINDY WOON	2020-10-12
002	2018-01-01	CINDY WOON	2019-07-30
002	2017-01-01	CINDY WOON	2018-06-26
002	2016-01-01	CINDY WOON	2017-05-26
002	2015-01-01	CINDY WOON	2016-07-12
002	2014-01-01	CINDY WOON	2015-06-17
002	2013-01-01	CINDY WOON	2014-05-29
002	2012-01-01	CINDY WOON	2013-07-26
002	2011-01-01	CINDY WOON	2012-06-28
002	2010-01-01	CINDY WOON	2011-06-08

Plan Statistics for WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN

Measure Date Value
2025: WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-03 90
Total number of particpants at end of year 2025-10-03 88
Number of Participants With Account Balances 2025-10-03 74
2024: WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-24 87
Total number of particpants at end of year 2024-09-24 90
Number of Participants With Account Balances 2024-09-24 57
2023: WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 2023 401k membership
Total number of particpants at beginning of year 2023-10-13 103
Total number of particpants at end of year 2023-10-13 96
Number of Participants With Account Balances 2023-10-13 74

Measure	Date	Value
2025: WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-03	90
Total number of particpants at end of year	2025-10-03	88
Number of Participants With Account Balances	2025-10-03	74
2024: WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-24	87
Total number of particpants at end of year	2024-09-24	90
Number of Participants With Account Balances	2024-09-24	57
2023: WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 2023 401k membership
Total number of particpants at beginning of year	2023-10-13	103
Total number of particpants at end of year	2023-10-13	96
Number of Participants With Account Balances	2023-10-13	74

Financial Data on WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN

Measure	Date	Value
2025 : WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-10-03	0
Total liabilities as of the beginning of the plan year	2025-10-03	0
Total expenses incurred by plan in this plan year	2025-10-03	3251638
Net assets as of the end of the plan year	2025-10-03	15606237
Total assets as of the beginning of the plan year	2025-10-03	16232347
Value of plan covered by a fidelity bond	2025-10-03	5000000
Participant contributions to plan in this plan year	2025-10-03	673395
Value of participant loans at end of plan year	2025-10-03	65300
Other income to plan in this plan year	2025-10-03	1715233
Plan net income in this plan year	2025-10-03	-626110
Net assets as of the end of the plan year	2025-10-03	15606237
Net assets as of the beginning of the plan year	2025-10-03	16232347
Employer contributions to plan in this plan year	2025-10-03	236900
Fees paid to broker by Benefit Provider	2025-10-03	2544
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-03	72484
2024 : WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-09-24	0
Total liabilities as of the beginning of the plan year	2024-09-24	0
Total expenses incurred by plan in this plan year	2024-09-24	1805477
Net assets as of the end of the plan year	2024-09-24	16232347
Total assets as of the beginning of the plan year	2024-09-24	14859721
Value of plan covered by a fidelity bond	2024-09-24	5000000
Participant contributions to plan in this plan year	2024-09-24	760086
Other income to plan in this plan year	2024-09-24	2149794
Plan net income in this plan year	2024-09-24	1372626
Net assets as of the end of the plan year	2024-09-24	16232347
Net assets as of the beginning of the plan year	2024-09-24	14859721
Employer contributions to plan in this plan year	2024-09-24	268223
Fees paid to broker by Benefit Provider	2024-09-24	1355
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-24	68761
2023 : WESTBROOK PARTNERS EMPLOYEES' 401(K) PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year	2023-10-13	1325178
Net assets as of the end of the plan year	2023-10-13	17126837
Total assets as of the beginning of the plan year	2023-10-13	15303914
Value of plan covered by a fidelity bond	2023-10-13	500000
Participant contributions to plan in this plan year	2023-10-13	708341
Value of participant loans at end of plan year	2023-10-13	12086
Other contributions to plan in this plan year	2023-10-13	220694
Other income to plan in this plan year	2023-10-13	1940566
Plan net income in this plan year	2023-10-13	1822923
Net assets as of the end of the plan year	2023-10-13	17126837
Net assets as of the beginning of the plan year	2023-10-13	15303914
Employer contributions to plan in this plan year	2023-10-13	278500
Fees paid to broker by Benefit Provider	2023-10-13	1281
Expensese paid to adminstrative service provicers from plan in this plan year	2023-10-13	99837

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Company Name:	ROCKLAND FUNDING, LLC
Employer identification number (EIN):	562357947
NAIC Classification:	531320
NAIC Description:	Offices of Real Estate Appraisers

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3660345