ROSENBERG & GIGER P.C. has sponsored the creation of one or more 401k plans.
Additional information about ROSENBERG & GIGER P.C.
Submission information for form 5500 for 401k plan ROSENBERG & GIGER P.C. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2025 : ROSENBERG & GIGER P.C. RETIREMENT TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 4453 |
| Net assets as of the end of the plan year | 2025-07-28 | 785041 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 693532 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 69353 |
| Participant contributions to plan in this plan year | 2025-07-28 | 55617 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 38458 |
| Plan net income in this plan year | 2025-07-28 | 91509 |
| Net assets as of the end of the plan year | 2025-07-28 | 785041 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 693532 |
| Employer contributions to plan in this plan year | 2025-07-28 | 1887 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 4453 |
| 2024 : ROSENBERG & GIGER P.C. RETIREMENT TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-30 | 3983 |
| Net assets as of the end of the plan year | 2024-07-30 | 693532 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 592050 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 60000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 57737 |
| Other expenses paid from plan in this plan year | 2024-07-30 | 0 |
| Other contributions to plan in this plan year | 2024-07-30 | 0 |
| Other income to plan in this plan year | 2024-07-30 | 45333 |
| Plan net income in this plan year | 2024-07-30 | 101482 |
| Net assets as of the end of the plan year | 2024-07-30 | 693532 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 592050 |
| Employer contributions to plan in this plan year | 2024-07-30 | 2395 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 3592 |
| 2022 : ROSENBERG & GIGER P.C. RETIREMENT TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-15 | 2964 |
| Net assets as of the end of the plan year | 2022-07-15 | 703432 |
| Total assets as of the beginning of the plan year | 2022-07-15 | 613673 |
| Value of plan covered by a fidelity bond | 2022-07-15 | 61367 |
| Participant contributions to plan in this plan year | 2022-07-15 | 42018 |
| Value of participant loans at end of plan year | 2022-07-15 | 10166 |
| Other expenses paid from plan in this plan year | 2022-07-15 | 0 |
| Other contributions to plan in this plan year | 2022-07-15 | 0 |
| Other income to plan in this plan year | 2022-07-15 | 48037 |
| Plan net income in this plan year | 2022-07-15 | 89759 |
| Net assets as of the end of the plan year | 2022-07-15 | 703432 |
| Net assets as of the beginning of the plan year | 2022-07-15 | 613673 |
| Employer contributions to plan in this plan year | 2022-07-15 | 2668 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-15 | 2964 |
| 2016 : ROSENBERG & GIGER P.C. RETIREMENT 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 | $49,547 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $462 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $322,081 |
| Total plan assets at beginning of year | 2016-12-31 | $272,996 |
| Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $13,500 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $36,047 |
| Net income (gross income less expenses) | 2016-12-31 | $49,085 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $322,081 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $272,996 |
| Assets. Value of participant loans | 2016-12-31 | $3,668 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $462 |
