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| Plan Name | ROSENBERG & KOFFMAN PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROSENBERG & KOFFMAN |
| Employer identification number (EIN): | 954476083 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | TERESA URANGA | 2018-10-15 | ||
| 001 | 2016-01-01 | TERESA URANGA | 2017-10-10 | ||
| 001 | 2015-01-01 | TERESA URANGA | 2016-09-29 | ||
| 001 | 2014-01-01 | TERESA URANGA | 2015-10-16 | ||
| 001 | 2013-01-01 | FRANK HARRISON | 2014-07-29 | ||
| 001 | 2012-01-01 | RONALD G. ROSENBERG | 2013-05-07 | GREG K. KOFFMAN | 2013-05-07 |
| 001 | 2011-01-01 | RONALD G. ROSENBERG | 2012-07-19 | GREG K. KOFFMAN | 2012-07-19 |
| 001 | 2010-01-01 | RONALD G. ROSENBERG | 2011-09-27 | GREG K. KOFFMAN | 2011-09-27 |
| 001 | 2009-01-01 | RONALD G. ROSENBERG, TRUSTEE | RONALD G. ROSENBERG, PARTNER | 2010-10-15 |
| Measure | Date | Value |
|---|---|---|
| 2009: ROSENBERG & KOFFMAN PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2009: ROSENBERG & KOFFMAN PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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