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ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN
Plan identification number 002

ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

ROSEDALE MANAGEMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROSEDALE MANAGEMENT COMPANY, INC.
Employer identification number (EIN):136103917
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01ELIZABETH CRANE2015-10-14
0022013-01-01ELIZABETH CRANE
0022012-01-01ELIZABETH CRANE
0022011-01-01ELIZABETH CRANE
0022010-01-01ELIZABETH CRANE
0022009-01-01ELIZABETH CRANE

Financial Data on ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN

Measure Date Value
2025 : ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-030
Total expenses incurred by plan in this plan year2025-09-03307590
Net assets as of the end of the plan year2025-09-031090988
Total assets as of the beginning of the plan year2025-09-031262836
Value of plan covered by a fidelity bond2025-09-03300000
Participant contributions to plan in this plan year2025-09-038654
Other expenses paid from plan in this plan year2025-09-030
Other contributions to plan in this plan year2025-09-030
Other income to plan in this plan year2025-09-03123806
Plan net income in this plan year2025-09-03-171848
Net assets as of the end of the plan year2025-09-031090988
Net assets as of the beginning of the plan year2025-09-031262836
Employer contributions to plan in this plan year2025-09-033282
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0316925
2024 : ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-190
Total liabilities as of the end of the plan year2024-09-190
Total liabilities as of the beginning of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-1915635
Net assets as of the end of the plan year2024-09-191262836
Total assets as of the beginning of the plan year2024-09-191086157
Value of plan covered by a fidelity bond2024-09-19300000
Participant contributions to plan in this plan year2024-09-1925000
Other expenses paid from plan in this plan year2024-09-190
Other contributions to plan in this plan year2024-09-190
Other income to plan in this plan year2024-09-19158172
Plan net income in this plan year2024-09-19176679
Net assets as of the end of the plan year2024-09-191262836
Net assets as of the beginning of the plan year2024-09-191086157
Employer contributions to plan in this plan year2024-09-199142
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1915635
2022 : ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-010
Total liabilities as of the end of the plan year2022-09-010
Total liabilities as of the beginning of the plan year2022-09-010
Total expenses incurred by plan in this plan year2022-09-0115638
Net assets as of the end of the plan year2022-09-011225473
Total assets as of the beginning of the plan year2022-09-011063530
Value of plan covered by a fidelity bond2022-09-01150000
Participant contributions to plan in this plan year2022-09-0125480
Other expenses paid from plan in this plan year2022-09-010
Other contributions to plan in this plan year2022-09-010
Other income to plan in this plan year2022-09-01135124
Plan net income in this plan year2022-09-01161943
Net assets as of the end of the plan year2022-09-011225473
Net assets as of the beginning of the plan year2022-09-011063530
Employer contributions to plan in this plan year2022-09-0116977
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-0115638
2013 : ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$88,609
Expenses. Total of all expenses incurred2013-12-31$7,363
Total plan assets at end of year2013-12-31$603,164
Total plan assets at beginning of year2013-12-31$521,918
Value of fidelity bond covering the plan2013-12-31$250,000
Other income received2013-12-31$88,609
Net income (gross income less expenses)2013-12-31$81,246
Net plan assets at end of year (total assets less liabilities)2013-12-31$603,164
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$521,918
Assets. Value of participant loans2013-12-31$11,576
Value of certain deemed distributions of participant loans2013-12-31$4,436
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$39,235
Expenses. Total of all expenses incurred2012-12-31$2,553
Total plan assets at end of year2012-12-31$521,918
Total plan assets at beginning of year2012-12-31$485,236
Value of fidelity bond covering the plan2012-12-31$250,000
Other income received2012-12-31$39,235
Net income (gross income less expenses)2012-12-31$36,682
Net plan assets at end of year (total assets less liabilities)2012-12-31$521,918
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$485,236
Assets. Value of participant loans2012-12-31$18,873
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,553
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$23,908
Expenses. Total of all expenses incurred2011-12-31$130,248
Benefits paid (including direct rollovers)2011-12-31$130,248
Total plan assets at end of year2011-12-31$485,236
Total plan assets at beginning of year2011-12-31$591,576
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$23,908
Net income (gross income less expenses)2011-12-31$-106,340
Net plan assets at end of year (total assets less liabilities)2011-12-31$485,236
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$591,576
Assets. Value of participant loans2011-12-31$5,928
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$38,547
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$591,576
Total plan assets at beginning of year2010-12-31$553,029
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$38,547
Net income (gross income less expenses)2010-12-31$38,547
Net plan assets at end of year (total assets less liabilities)2010-12-31$591,576
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$553,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN

2013: ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROSEDALE MANAGEMENT COMPANY INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300097
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300097
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300097
Policy instance 1

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