401k Plan data: ROMANO LAW OFFICE RETIREMENT PLAN plan

ROMANO LAW OFFICE RETIREMENT PLAN 401k Plan overview

Plan Name	ROMANO LAW OFFICE RETIREMENT PLAN
Plan identification number	001

ROMANO LAW OFFICE RETIREMENT PLAN 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ROMANO LAW OFFICE, LC has sponsored the creation of one or more 401k plans.

Company Name: ROMANO LAW OFFICE, LC

Employer identification number (EIN): 825195171

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROMANO LAW OFFICE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID ROMANO 2024-08-14
001 2022-01-01 DAVID ROMANO 2023-10-05
001 2021-01-01 DAVID ROMANO 2022-10-03
001 2020-01-01 DAVID ROMANO 2021-10-04
001 2019-01-01 DAVID ROMANO 2020-10-07
001 2018-01-01 DAVID ROMANO 2019-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DAVID ROMANO	2024-08-14
001	2022-01-01	DAVID ROMANO	2023-10-05
001	2021-01-01	DAVID ROMANO	2022-10-03
001	2020-01-01	DAVID ROMANO	2021-10-04
001	2019-01-01	DAVID ROMANO	2020-10-07
001	2018-01-01	DAVID ROMANO	2019-10-03

Plan Statistics for ROMANO LAW OFFICE RETIREMENT PLAN

401k plan membership statisitcs for ROMANO LAW OFFICE RETIREMENT PLAN

Measure Date Value
2023: ROMANO LAW OFFICE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
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 1
Total of all active and inactive participants 2023-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ROMANO LAW OFFICE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 1
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROMANO LAW OFFICE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROMANO LAW OFFICE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROMANO LAW OFFICE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROMANO LAW OFFICE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: ROMANO LAW OFFICE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
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	1
Total of all active and inactive participants	2023-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ROMANO LAW OFFICE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	1
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROMANO LAW OFFICE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROMANO LAW OFFICE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROMANO LAW OFFICE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROMANO LAW OFFICE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on ROMANO LAW OFFICE RETIREMENT PLAN

Measure	Date	Value
2023 : ROMANO LAW OFFICE RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$347,811
Expenses. Total of all expenses incurred	2023-12-31	$32
Total plan assets at end of year	2023-12-31	$6,047,163
Total plan assets at beginning of year	2023-12-31	$5,699,384
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$269,061
Net income (gross income less expenses)	2023-12-31	$347,779
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,047,163
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,699,384
Total contributions received or receivable from employer(s)	2023-12-31	$78,750
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$32
2022 : ROMANO LAW OFFICE RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$48,055
Expenses. Total of all expenses incurred	2022-12-31	$32
Total plan assets at end of year	2022-12-31	$5,699,384
Total plan assets at beginning of year	2022-12-31	$5,651,361
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-27,676
Net income (gross income less expenses)	2022-12-31	$48,023
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,699,384
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,651,361
Total contributions received or receivable from employer(s)	2022-12-31	$75,731
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$32
2021 : ROMANO LAW OFFICE RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$357,442
Expenses. Total of all expenses incurred	2021-12-31	$20
Total plan assets at end of year	2021-12-31	$5,651,361
Total plan assets at beginning of year	2021-12-31	$5,293,939
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$283,439
Net income (gross income less expenses)	2021-12-31	$357,422
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,651,361
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,293,939
Total contributions received or receivable from employer(s)	2021-12-31	$74,003
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$20
2020 : ROMANO LAW OFFICE RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$350,458
Expenses. Total of all expenses incurred	2020-12-31	$250
Total plan assets at end of year	2020-12-31	$5,293,939
Total plan assets at beginning of year	2020-12-31	$4,943,731
Value of fidelity bond covering the plan	2020-12-31	$380,000
Other income received	2020-12-31	$279,919
Net income (gross income less expenses)	2020-12-31	$350,208
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,293,939
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,943,731
Total contributions received or receivable from employer(s)	2020-12-31	$70,539
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$250
2019 : ROMANO LAW OFFICE RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$399,741
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$4,943,731
Total plan assets at beginning of year	2019-12-31	$4,543,990
Value of fidelity bond covering the plan	2019-12-31	$380,000
Assets. Value of loans (other than to participants)	2019-12-31	$9,188
Other income received	2019-12-31	$328,497
Net income (gross income less expenses)	2019-12-31	$399,741
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,943,731
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,543,990
Total contributions received or receivable from employer(s)	2019-12-31	$71,244
2018 : ROMANO LAW OFFICE RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$99,042
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$4,543,990
Total plan assets at beginning of year	2018-12-31	$4,444,948
Value of fidelity bond covering the plan	2018-12-31	$380,000
Assets. Value of loans (other than to participants)	2018-12-31	$61,900
Other income received	2018-12-31	$33,914
Net income (gross income less expenses)	2018-12-31	$99,042
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,543,990
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,444,948
Total contributions received or receivable from employer(s)	2018-12-31	$65,128

Form 5500 Responses for ROMANO LAW OFFICE RETIREMENT PLAN

2023: ROMANO LAW OFFICE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROMANO LAW OFFICE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROMANO LAW OFFICE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROMANO LAW OFFICE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROMANO LAW OFFICE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROMANO LAW OFFICE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ROMANO LAW OFFICE, LC
Employer identification number (EIN):	825195171
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers