ROSENBERG & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN
401k plan membership statisitcs for ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2008: ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2008-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 1 |
| Total of all active and inactive participants | 2008-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 0 |
| Total participants | 2008-07-01 | 12 |
| 2007: ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2007-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-07-01 | 1 |
| Total of all active and inactive participants | 2007-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-07-01 | 0 |
| Total participants | 2007-07-01 | 12 |
| 2006: ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2006-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-07-01 | 1 |
| Total of all active and inactive participants | 2006-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-07-01 | 0 |
| Total participants | 2006-07-01 | 12 |
| Measure | Date | Value |
|---|
| 2009 : ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2009 401k financial data |
|---|
| Total income from all sources | 2009-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2009-06-30 | $0 |
| Total plan assets at end of year | 2009-06-30 | $325,713 |
| Total plan assets at beginning of year | 2009-06-30 | $325,713 |
| Net income (gross income less expenses) | 2009-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $325,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $325,713 |
| 2008 : ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2008-06-30 | $0 |
| Total plan assets at end of year | 2008-06-30 | $325,713 |
| Total plan assets at beginning of year | 2008-06-30 | $325,713 |
| Net income (gross income less expenses) | 2008-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2008-06-30 | $325,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-06-30 | $325,713 |
| 2007 : ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2007-06-30 | $0 |
| Total plan assets at end of year | 2007-06-30 | $325,713 |
| Total plan assets at beginning of year | 2007-06-30 | $325,713 |
| Net income (gross income less expenses) | 2007-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2007-06-30 | $325,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-06-30 | $325,713 |
| 2008: ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses |
|---|
| 2008-07-01 | Type of plan entity | Single employer plan |
| 2008-07-01 | Submission has been amended | No |
| 2008-07-01 | This submission is the final filing | No |
| 2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-07-01 | Plan is a collectively bargained plan | No |
| 2008-07-01 | Plan funding arrangement – Trust | Yes |
| 2008-07-01 | Plan benefit arrangement - Trust | Yes |
| 2007: ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2007 form 5500 responses |
|---|
| 2007-07-01 | Type of plan entity | Single employer plan |
| 2007-07-01 | Submission has been amended | No |
| 2007-07-01 | This submission is the final filing | No |
| 2007-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-07-01 | Plan is a collectively bargained plan | No |
| 2007-07-01 | Plan funding arrangement – Trust | Yes |
| 2007-07-01 | Plan benefit arrangement - Trust | Yes |
| 2006: ROSENBERG & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2006 form 5500 responses |
|---|
| 2006-07-01 | Type of plan entity | Single employer plan |
| 2006-07-01 | Submission has been amended | No |
| 2006-07-01 | This submission is the final filing | No |
| 2006-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-07-01 | Plan is a collectively bargained plan | No |
| 2006-07-01 | Plan funding arrangement – Trust | Yes |
| 2006-07-01 | Plan benefit arrangement - Trust | Yes |
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