BALLARD ROSENBERG GOLPER & SAVITT, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN
401k plan membership statisitcs for BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN
| Measure | Date | Value |
|---|
| 2022: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 11 |
| Total of all active and inactive participants | 2022-01-01 | 11 |
| Total participants | 2022-01-01 | 11 |
| 2021: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 7 |
| Total participants | 2021-01-01 | 7 |
| 2020: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 7 |
| Total participants | 2020-01-01 | 7 |
| 2019: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
| Total of all active and inactive participants | 2019-01-01 | 8 |
| Total participants | 2019-01-01 | 8 |
| 2018: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
| Total of all active and inactive participants | 2018-01-01 | 10 |
| Total participants | 2018-01-01 | 10 |
| 2017: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Total of all active and inactive participants | 2017-01-01 | 9 |
| Total participants | 2017-01-01 | 9 |
| 2016: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Total participants | 2016-01-01 | 7 |
| 2015: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 7 |
| Total participants | 2015-01-01 | 7 |
| 2013: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Total participants | 2013-01-01 | 8 |
| 2012: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| Total of all active and inactive participants | 2012-01-01 | 9 |
| Total participants | 2012-01-01 | 9 |
| 2011: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 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 |
| Total of all active and inactive participants | 2011-01-01 | 12 |
| Total participants | 2011-01-01 | 12 |
| 2009: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
| Total of all active and inactive participants | 2009-01-01 | 17 |
| Total participants | 2009-01-01 | 17 |
| Measure | Date | Value |
|---|
| 2022 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $16,790 |
| Total income from all sources | 2022-12-31 | $17,691 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $16,790 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $16,790 |
| Total plan assets at end of year | 2022-12-31 | $17,691 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $17,229 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $462 |
| Net income (gross income less expenses) | 2022-12-31 | $901 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| 2021 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $15,682 |
| Total income from all sources | 2021-12-31 | $14,433 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $15,682 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $15,682 |
| Total plan assets at end of year | 2021-12-31 | $14,433 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $14,433 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,249 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-1,249 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| 2020 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $12,544 |
| Total income from all sources | 2020-12-31 | $13,221 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $12,544 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $12,544 |
| Total plan assets at end of year | 2020-12-31 | $13,221 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $13,221 |
| Net income (gross income less expenses) | 2020-12-31 | $677 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $677 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| 2019 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $17,492 |
| Total income from all sources | 2019-12-31 | $17,209 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $17,492 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $17,492 |
| Total plan assets at end of year | 2019-12-31 | $17,209 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $17,209 |
| Net income (gross income less expenses) | 2019-12-31 | $-283 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| 2018 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $19,725 |
| Total income from all sources | 2018-12-31 | $19,716 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $19,725 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $19,725 |
| Total plan assets at end of year | 2018-12-31 | $19,716 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $19,716 |
| Net income (gross income less expenses) | 2018-12-31 | $-9 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-9 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| 2017 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $19,646 |
| Total income from all sources | 2017-12-31 | $19,700 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $19,646 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $19,646 |
| Total plan assets at end of year | 2017-12-31 | $19,700 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $19,700 |
| Net income (gross income less expenses) | 2017-12-31 | $54 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $54 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| 2016 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $13,454 |
| Total income from all sources | 2016-12-31 | $14,191 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $13,454 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $13,454 |
| Total plan assets at end of year | 2016-12-31 | $14,191 |
| Value of fidelity bond covering the plan | 2016-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $14,191 |
| Net income (gross income less expenses) | 2016-12-31 | $737 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| 2015 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $11,625 |
| Total income from all sources | 2015-12-31 | $14,106 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $11,625 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $11,625 |
| Total plan assets at end of year | 2015-12-31 | $14,106 |
| Total contributions received or receivable from participants | 2015-12-31 | $14,106 |
| Net income (gross income less expenses) | 2015-12-31 | $2,481 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| 2013 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $14,496 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $14,299 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $14,299 |
| Total plan assets at end of year | 2013-12-31 | $197 |
| Value of fidelity bond covering the plan | 2013-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $14,496 |
| Net income (gross income less expenses) | 2013-12-31 | $197 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| 2012 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $23,616 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $18,889 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $18,889 |
| Total plan assets at end of year | 2012-12-31 | $4,727 |
| Value of fidelity bond covering the plan | 2012-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $23,616 |
| Net income (gross income less expenses) | 2012-12-31 | $4,727 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,727 |
| 2011 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $32,835 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $26,256 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $26,256 |
| Total plan assets at end of year | 2011-12-31 | $6,579 |
| Value of fidelity bond covering the plan | 2011-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $32,835 |
| Net income (gross income less expenses) | 2011-12-31 | $6,579 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,579 |
| 2010 : BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $36,499 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $29,373 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $29,373 |
| Total plan assets at end of year | 2010-12-31 | $7,126 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $35,064 |
| Net income (gross income less expenses) | 2010-12-31 | $7,126 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,126 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $1,435 |
| 2022: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA 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: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA 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: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA 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: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA 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: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA 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: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA 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: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA 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: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA 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 |
| 2013: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA 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: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 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: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA 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 |
| 2009: BALLARD, ROSENBERG, GOLPER & SAVITT, LLP-125 CAFETERIA PLAN 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 |
