ROSENBERG & GLUCK LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN
Measure | Date | Value |
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2019: ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 4,610,467 |
Acturial value of plan assets | 2019-12-31 | 4,610,467 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 2 |
Fundng target for terminated vested participants | 2019-12-31 | 7,180 |
Active participant vested funding target | 2019-12-31 | 4,020,579 |
Number of active participants | 2019-12-31 | 18 |
Total funding liabilities for active participants | 2019-12-31 | 4,023,059 |
Total participant count | 2019-12-31 | 20 |
Total funding target for all participants | 2019-12-31 | 4,030,239 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,260,000 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 1,260,000 |
Present value of excess contributions | 2019-12-31 | 126,013 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 131,860 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 131,860 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 747,274 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 580,200 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 7,636 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 7,608 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 7,608 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 4,442,695 |
Acturial value of plan assets | 2018-12-31 | 4,442,695 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 2 |
Fundng target for terminated vested participants | 2018-12-31 | 6,613 |
Active participant vested funding target | 2018-12-31 | 3,174,334 |
Number of active participants | 2018-12-31 | 15 |
Total funding liabilities for active participants | 2018-12-31 | 3,176,080 |
Total participant count | 2018-12-31 | 17 |
Total funding target for all participants | 2018-12-31 | 3,182,693 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 777,997 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 777,997 |
Present value of excess contributions | 2018-12-31 | 489,346 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 511,660 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 511,660 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 142,778 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 1,260,000 |
Total employer contributions | 2018-12-31 | 400,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 380,635 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 254,624 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 254,622 |
Additional cash requirement | 2018-12-31 | 254,622 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 380,635 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 3,235,658 |
Acturial value of plan assets | 2017-12-31 | 3,235,658 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 2 |
Fundng target for terminated vested participants | 2017-12-31 | 6,057 |
Active participant vested funding target | 2017-12-31 | 2,370,320 |
Number of active participants | 2017-12-31 | 9 |
Total funding liabilities for active participants | 2017-12-31 | 2,370,320 |
Total participant count | 2017-12-31 | 11 |
Total funding target for all participants | 2017-12-31 | 2,376,377 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 650,500 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 650,500 |
Present value of excess contributions | 2017-12-31 | 70,668 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 73,961 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 73,961 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 777,997 |
Total employer contributions | 2017-12-31 | 679,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 642,420 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 234,358 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 153,074 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 153,074 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 642,420 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 2,206,208 |
Acturial value of plan assets | 2016-12-31 | 2,206,208 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 2,928 |
Active participant vested funding target | 2016-12-31 | 1,551,052 |
Number of active participants | 2016-12-31 | 10 |
Total funding liabilities for active participants | 2016-12-31 | 1,552,681 |
Total participant count | 2016-12-31 | 11 |
Total funding target for all participants | 2016-12-31 | 1,555,609 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 332,190 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 332,190 |
Present value of excess contributions | 2016-12-31 | 380,954 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 399,468 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 399,467 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 76,108 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 650,500 |
Total employer contributions | 2016-12-31 | 804,950 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 756,223 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 685,654 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 685,555 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 685,555 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 756,223 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |