401k Plan data: JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST plan

JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

JOSEPH ROSATI INC has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH ROSATI INC

Employer identification number (EIN): 232966860

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 REGINA M WEINHARDT 2024-06-12
001 2022-01-01 REGINA M WEINHARDT 2023-06-01
001 2021-01-01 REGINA WEINHARDT 2022-04-21
001 2020-01-01 REGINA M WEINHARDT 2021-04-20
001 2019-01-01 REGINA M WEINHARDT 2020-05-19
001 2018-01-01 REGINA WEINHARDT 2019-05-09
001 2017-01-01 REGINA M WEINHARDT 2018-06-27
001 2016-01-01 REGINA WEINHARDT
001 2015-01-01 REGINA WEINHARDT 2016-05-31
001 2014-01-01 REGINA WEINHARDT 2015-05-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	REGINA M WEINHARDT	2024-06-12
001	2022-01-01	REGINA M WEINHARDT	2023-06-01
001	2021-01-01	REGINA WEINHARDT	2022-04-21
001	2020-01-01	REGINA M WEINHARDT	2021-04-20
001	2019-01-01	REGINA M WEINHARDT	2020-05-19
001	2018-01-01	REGINA WEINHARDT	2019-05-09
001	2017-01-01	REGINA M WEINHARDT	2018-06-27
001	2016-01-01	REGINA WEINHARDT
001	2015-01-01	REGINA WEINHARDT	2016-05-31
001	2014-01-01	REGINA WEINHARDT	2015-05-07

Plan Statistics for JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 43
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 43
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2016: JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	43
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	43
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & 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	$38,568
Expenses. Total of all expenses incurred	2016-12-31	$38
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$55,644
Total plan assets at beginning of year	2016-12-31	$17,114
Value of fidelity bond covering the plan	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$27,065
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	$4,004
Net income (gross income less expenses)	2016-12-31	$38,530
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$55,644
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$17,114
Assets. Value of participant loans	2016-12-31	$2,525
Total contributions received or receivable from employer(s)	2016-12-31	$7,499
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	$38

Form 5500 Responses for JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST

2016: JOSEPH ROSATI INC 401(K) PROFIT SHARING PLAN & TRUST 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

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Company Name:	JOSEPH ROSATI INC
Employer identification number (EIN):	232966860
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors