401k Plan data: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST plan

GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST
Plan identification number	002

GARY J. ROSENBAUM, M.D. RETIREMENT 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

GARY J. ROSENBAUM, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: GARY J. ROSENBAUM, M.D., P.A.

Employer identification number (EIN): 650720597

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about GARY J. ROSENBAUM, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1997-02-10

Company Identification Number: P97000013974

Legal Registered Office Address: 4302 ALTON RD

MIAMI BEACH

33140

More information about GARY J. ROSENBAUM, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01 GARY J. ROSENBAUM 2021-10-04
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 GARY J. ROSENBAUM 2014-08-28
002 2011-01-01 GARY J. ROSENBAUM 2012-10-15

Plan Statistics for GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST

Measure Date Value
2023: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 9
Number of participants with account balances 2023-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2017: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4

Measure	Date	Value
2023: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	9
Number of participants with account balances	2023-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2017: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4

Financial Data on GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST

Measure	Date	Value
2023 : GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$622,632
Expenses. Total of all expenses incurred	2023-12-31	$0
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$2,793,045
Total plan assets at beginning of year	2023-12-31	$2,170,413
Total contributions received or receivable from participants	2023-12-31	$60,600
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$465,770
Net income (gross income less expenses)	2023-12-31	$622,632
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,793,045
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,170,413
Assets. Value of real-estate (other than employer real property)	2023-12-31	$97,000
Total contributions received or receivable from employer(s)	2023-12-31	$96,262
Value of certain deemed distributions of participant loans	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-500,868
Expenses. Total of all expenses incurred	2022-12-31	$3,388
Benefits paid (including direct rollovers)	2022-12-31	$3,388
Total plan assets at end of year	2022-12-31	$2,170,413
Total plan assets at beginning of year	2022-12-31	$2,674,669
Total contributions received or receivable from participants	2022-12-31	$54,600
Other income received	2022-12-31	$-611,137
Net income (gross income less expenses)	2022-12-31	$-504,256
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,170,413
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,674,669
Assets. Value of participant loans	2022-12-31	$3,596
Assets. Value of real-estate (other than employer real property)	2022-12-31	$75,000
Total contributions received or receivable from employer(s)	2022-12-31	$55,669
2021 : GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$233,795
Expenses. Total of all expenses incurred	2021-12-31	$104,066
Benefits paid (including direct rollovers)	2021-12-31	$103,766
Total plan assets at end of year	2021-12-31	$2,674,669
Total plan assets at beginning of year	2021-12-31	$2,544,940
Total contributions received or receivable from participants	2021-12-31	$52,600
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$161,037
Net income (gross income less expenses)	2021-12-31	$129,729
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,674,669
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,544,940
Assets. Value of real-estate (other than employer real property)	2021-12-31	$50,000
Total contributions received or receivable from employer(s)	2021-12-31	$20,158
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$300
2017 : GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$290,292
Expenses. Total of all expenses incurred	2017-12-31	$85
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,868,188
Total plan assets at beginning of year	2017-12-31	$1,577,981
Total contributions received or receivable from participants	2017-12-31	$48,600
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$148,855
Net income (gross income less expenses)	2017-12-31	$290,207
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,868,188
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,577,981
Assets. Value of participant loans	2017-12-31	$3,597
Assets. Value of real-estate (other than employer real property)	2017-12-31	$50,000
Total contributions received or receivable from employer(s)	2017-12-31	$92,837
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$85
2016 : GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$186,993
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,577,981
Total plan assets at beginning of year	2016-12-31	$1,390,988
Total contributions received or receivable from participants	2016-12-31	$48,600
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$50,936
Net income (gross income less expenses)	2016-12-31	$186,993
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,577,981
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,390,988
Assets. Value of real-estate (other than employer real property)	2016-12-31	$5,000
Total contributions received or receivable from employer(s)	2016-12-31	$87,457
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$90,438
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,342,988
Total plan assets at beginning of year	2015-12-31	$1,252,550
Total contributions received or receivable from participants	2015-12-31	$714
Other income received	2015-12-31	$-1,401
Net income (gross income less expenses)	2015-12-31	$90,438
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,342,988
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,252,550
Assets. Value of real-estate (other than employer real property)	2015-12-31	$50,000
Total contributions received or receivable from employer(s)	2015-12-31	$91,125
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0

Form 5500 Responses for GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST

2023: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2017: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GARY J. ROSENBAUM, M.D. RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GARY J. ROSENBAUM, M.D., P.A.
Employer identification number (EIN):	650720597
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1997-02-10
Company Identification Number:	P97000013974
Legal Registered Office Address:	4302 ALTON RD MIAMI BEACH 33140