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| Company Name: | JAMES A. ROTHBERG & ASSOCIATES, INC. |
| Employer identification number (EIN): | 621849816 |
| NAIC Classification: | 524290 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-07-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-07-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | JAMES A. ROTHBERG & ASSOCIATES, INC. 401(K) PLAN | 2016-01-01 | 2016-01-01 |
| 002 | JAMES A. ROTHBERG & ASSOCIATES, INC. CASH BALANCE PLAN | 2017-01-01 | 2017-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2019-12-19 | Employer Contributions | $ 30,000 |
| 2019-12-19 | Employee Contributions | $ 30,000 |
| 2019-10-08 | Employer Contributions | $ 45,000 |
| 2019-10-08 | Employee Contributions | $ 45,000 |
| 2019-07-23 | Employer Contributions | $ 45,000 |
| 2019-07-23 | Employee Contributions | $ 45,000 |
| 2019-04-12 | Employer Contributions | $ 45,000 |
| 2019-04-12 | Employee Contributions | $ 45,000 |
| 2019-03-05 | Employer Contributions | $ 21,500 |
| 2019-03-05 | Employee Contributions | $ 21,500 |
| 2018-10-18 | Employer Contributions | $ 80,000 |
| 2018-10-18 | Employee Contributions | $ 80,000 |
| 2018-07-16 | Employer Contributions | $ 40,000 |
| 2018-07-16 | Employee Contributions | $ 40,000 |
| 2018-03-28 | Employer Contributions | $ 40,000 |
| 2018-03-28 | Employee Contributions | $ 40,000 |
| 2018-03-02 | Employer Contributions | $ 12,914 |
| 2018-03-02 | Employee Contributions | $ 12,914 |
| 2017-12-29 | Employer Contributions | $ 150,000 |
| 2017-12-29 | Employee Contributions | $ 150,000 |
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