401k Plan data: RFC 403(B) RETIREMENT PLAN plan

RFC 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	RFC 403(B) RETIREMENT PLAN
Plan identification number	001

RFC 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

ROSENBERG FUND FOR CHILDREN has sponsored the creation of one or more 401k plans.

Company Name: ROSENBERG FUND FOR CHILDREN

Employer identification number (EIN): 043095890

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RFC 403(B) RETIREMENT PLAN

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 JENNIFER MEEROPOL 2022-05-18 JENNIFER MEEROPOL 2022-05-18
001 2020-01-01 JENNIFER MEEROPOL 2021-06-23 JENNIFER MEEROPOL 2021-06-23
001 2019-01-01 JENNIFER MEEROPOL 2020-06-01 JENNIFER MEEROPOL 2020-06-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JENNIFER MEEROPOL 2015-07-08 JENNIFER MEEROPOL 2015-07-08
001 2013-01-01 JENNIFER MEEROPOL 2014-07-23 JENNIFER MEEROPOL 2014-07-23
001 2012-01-01 ROBERT MEEROPOL 2013-05-29 ROBERT MEEROPOL 2013-05-29
001 2011-01-01 ROBERT MEEROPOL 2012-06-20 ROBERT MEEROPOL 2012-06-20
001 2010-01-01 ROBERT MEEROPOL 2011-06-22

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	JENNIFER MEEROPOL	2022-05-18	JENNIFER MEEROPOL	2022-05-18
001	2020-01-01	JENNIFER MEEROPOL	2021-06-23	JENNIFER MEEROPOL	2021-06-23
001	2019-01-01	JENNIFER MEEROPOL	2020-06-01	JENNIFER MEEROPOL	2020-06-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JENNIFER MEEROPOL	2015-07-08	JENNIFER MEEROPOL	2015-07-08
001	2013-01-01	JENNIFER MEEROPOL	2014-07-23	JENNIFER MEEROPOL	2014-07-23
001	2012-01-01	ROBERT MEEROPOL	2013-05-29	ROBERT MEEROPOL	2013-05-29
001	2011-01-01	ROBERT MEEROPOL	2012-06-20	ROBERT MEEROPOL	2012-06-20
001	2010-01-01	ROBERT MEEROPOL	2011-06-22

Plan Statistics for RFC 403(B) RETIREMENT PLAN

401k plan membership statisitcs for RFC 403(B) RETIREMENT PLAN

Measure Date Value
2021: RFC 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
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 2
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 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RFC 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
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 2
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
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: RFC 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RFC 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RFC 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
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 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RFC 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RFC 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2021: RFC 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
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	2
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	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RFC 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
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	2
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
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: RFC 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RFC 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RFC 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
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	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RFC 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RFC 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on RFC 403(B) RETIREMENT PLAN

Measure	Date	Value
2021 : RFC 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$110,164
Expenses. Total of all expenses incurred	2021-12-31	$27,512
Benefits paid (including direct rollovers)	2021-12-31	$27,452
Total plan assets at end of year	2021-12-31	$891,300
Total plan assets at beginning of year	2021-12-31	$808,648
Total contributions received or receivable from participants	2021-12-31	$8,600
Expenses. Other expenses not covered elsewhere	2021-12-31	$60
Other income received	2021-12-31	$101,564
Net income (gross income less expenses)	2021-12-31	$82,652
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$891,300
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$808,648
2020 : RFC 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$126,339
Expenses. Total of all expenses incurred	2020-12-31	$7,431
Benefits paid (including direct rollovers)	2020-12-31	$7,371
Total plan assets at end of year	2020-12-31	$808,648
Total plan assets at beginning of year	2020-12-31	$689,740
Total contributions received or receivable from participants	2020-12-31	$10,958
Expenses. Other expenses not covered elsewhere	2020-12-31	$60
Other income received	2020-12-31	$115,381
Net income (gross income less expenses)	2020-12-31	$118,908
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$808,648
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$689,740
Total contributions received or receivable from employer(s)	2020-12-31	$0
2019 : RFC 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$137,521
Expenses. Total of all expenses incurred	2019-12-31	$18,712
Benefits paid (including direct rollovers)	2019-12-31	$18,652
Total plan assets at end of year	2019-12-31	$689,740
Total plan assets at beginning of year	2019-12-31	$570,931
Total contributions received or receivable from participants	2019-12-31	$11,202
Expenses. Other expenses not covered elsewhere	2019-12-31	$60
Other income received	2019-12-31	$126,319
Net income (gross income less expenses)	2019-12-31	$118,809
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$689,740
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$570,931
2018 : RFC 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-520
Expenses. Total of all expenses incurred	2018-12-31	$136,704
Benefits paid (including direct rollovers)	2018-12-31	$136,451
Total plan assets at end of year	2018-12-31	$570,931
Total plan assets at beginning of year	2018-12-31	$708,155
Total contributions received or receivable from participants	2018-12-31	$10,661
Expenses. Other expenses not covered elsewhere	2018-12-31	$253
Other income received	2018-12-31	$-11,181
Net income (gross income less expenses)	2018-12-31	$-137,224
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$570,931
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$708,155
Total contributions received or receivable from employer(s)	2018-12-31	$0
2017 : RFC 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$87,152
Expenses. Total of all expenses incurred	2017-12-31	$117
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$708,155
Total plan assets at beginning of year	2017-12-31	$621,120
Total contributions received or receivable from participants	2017-12-31	$12,928
Expenses. Other expenses not covered elsewhere	2017-12-31	$117
Other income received	2017-12-31	$74,224
Net income (gross income less expenses)	2017-12-31	$87,035
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$708,155
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$621,120
2016 : RFC 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$53,562
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$621,120
Total plan assets at beginning of year	2016-12-31	$567,558
Total contributions received or receivable from participants	2016-12-31	$16,955
Contributions received from other sources (not participants or employers)	2016-12-31	$465
Other income received	2016-12-31	$36,142
Net income (gross income less expenses)	2016-12-31	$53,562
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$621,120
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$567,558
Total contributions received or receivable from employer(s)	2016-12-31	$0
2015 : RFC 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$9,920
Expenses. Total of all expenses incurred	2015-12-31	$132
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$567,558
Total plan assets at beginning of year	2015-12-31	$557,770
Total contributions received or receivable from participants	2015-12-31	$15,378
Expenses. Other expenses not covered elsewhere	2015-12-31	$132
Other income received	2015-12-31	$-5,458
Net income (gross income less expenses)	2015-12-31	$9,788
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$567,558
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$557,770
Total contributions received or receivable from employer(s)	2015-12-31	$0

Form 5500 Responses for RFC 403(B) RETIREMENT PLAN

2021: RFC 403(B) 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: RFC 403(B) 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: RFC 403(B) 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: RFC 403(B) 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
2017: RFC 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RFC 403(B) RETIREMENT PLAN 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
2015: RFC 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROSENBERG FUND FOR CHILDREN
Employer identification number (EIN):	043095890
NAIC Classification:	624100
NAIC Description:	Individual and Family Services