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ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN 401k Plan overview

Plan NameROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN
Plan identification number 002

ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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

ROSENBERG & GLUCK LLP has sponsored the creation of one or more 401k plans.

Company Name:ROSENBERG & GLUCK LLP
Employer identification number (EIN):113308091
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01ERIN HARGIS2022-04-19
0022020-01-01ERIN HARGIS2021-05-13
0022019-01-01TED ROSENBERG2020-07-09
0022018-01-01TED ROSENBERG2019-05-01
0022017-01-01MICHAEL GLUCK2018-04-23
0022016-01-01MICHAEL GLUCK2017-06-08
0022015-01-01MICHAEL GLUCK2016-08-10
0022014-01-01MICHAEL GLUCK2015-05-12
0022013-01-01MICHAEL GLUCK2014-07-30
0022012-01-01MICHAEL GLUCK2013-07-25

Plan Statistics for ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN

401k plan membership statisitcs for ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN

Measure Date Value
2019: ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-314,610,467
Acturial value of plan assets2019-12-314,610,467
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-317,180
Active participant vested funding target2019-12-314,020,579
Number of active participants2019-12-3118
Total funding liabilities for active participants2019-12-314,023,059
Total participant count2019-12-3120
Total funding target for all participants2019-12-314,030,239
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,260,000
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311,260,000
Present value of excess contributions2019-12-31126,013
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31131,860
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31131,860
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31747,274
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31580,200
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-317,636
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,608
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-317,608
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-314,442,695
Acturial value of plan assets2018-12-314,442,695
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-316,613
Active participant vested funding target2018-12-313,174,334
Number of active participants2018-12-3115
Total funding liabilities for active participants2018-12-313,176,080
Total participant count2018-12-3117
Total funding target for all participants2018-12-313,182,693
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31777,997
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31777,997
Present value of excess contributions2018-12-31489,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31511,660
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31511,660
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-31142,778
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,260,000
Total employer contributions2018-12-31400,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31380,635
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31254,624
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31254,622
Additional cash requirement2018-12-31254,622
Contributions allocatedtoward minimum required contributions for current year2018-12-31380,635
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-313,235,658
Acturial value of plan assets2017-12-313,235,658
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-316,057
Active participant vested funding target2017-12-312,370,320
Number of active participants2017-12-319
Total funding liabilities for active participants2017-12-312,370,320
Total participant count2017-12-3111
Total funding target for all participants2017-12-312,376,377
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31650,500
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31650,500
Present value of excess contributions2017-12-3170,668
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3173,961
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3173,961
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31777,997
Total employer contributions2017-12-31679,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31642,420
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31234,358
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31153,074
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31153,074
Contributions allocatedtoward minimum required contributions for current year2017-12-31642,420
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ROSENBERG & GLUCK LLP DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-312,206,208
Acturial value of plan assets2016-12-312,206,208
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-312,928
Active participant vested funding target2016-12-311,551,052
Number of active participants2016-12-3110
Total funding liabilities for active participants2016-12-311,552,681
Total participant count2016-12-3111
Total funding target for all participants2016-12-311,555,609
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31332,190
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31332,190
Present value of excess contributions2016-12-31380,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31399,468
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31399,467
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-3176,108
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31650,500
Total employer contributions2016-12-31804,950
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31756,223
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31685,654
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31685,555
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31685,555
Contributions allocatedtoward minimum required contributions for current year2016-12-31756,223
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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