401k Plan data: ROSENFARB, LLC RETIREMENT PLAN plan

ROSENFARB, LLC RETIREMENT PLAN 401k Plan overview

Plan Name	ROSENFARB, LLC RETIREMENT PLAN
Plan identification number	001

ROSENFARB, LLC RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

ROSENFARB, LLC has sponsored the creation of one or more 401k plans.

Company Name: ROSENFARB, LLC

Employer identification number (EIN): 452679049

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about ROSENFARB, LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2011-07-08

Company Identification Number: 4116296

Legal Registered Office Address: 825 THIRD AVE
4TH FLOOR
NEW YORK
United States of America (USA)
10022

More information about ROSENFARB, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSENFARB, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JOHN M. BURY, EA 2015-08-20
001 2013-01-01
001 2012-01-01 JOHN BURY 2013-09-03

Plan Statistics for ROSENFARB, LLC RETIREMENT PLAN

401k plan membership statisitcs for ROSENFARB, LLC RETIREMENT PLAN

Measure Date Value
2019: ROSENFARB, LLC RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-04-30 0
Acturial value of plan assets 2019-04-30 0
Funding target for retired participants and beneficiaries receiving payment 2019-04-30 0
Number of terminated vested participants 2019-04-30 0
Fundng target for terminated vested participants 2019-04-30 0
Active participant vested funding target 2019-04-30 0
Number of active participants 2019-04-30 0
Total funding liabilities for active participants 2019-04-30 0
Total participant count 2019-04-30 0
Total funding target for all participants 2019-04-30 0
Balance at beginning of prior year after applicable adjustments 2019-04-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-04-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-04-30 0
Prefunding balanced used to offset prior years funding requirement 2019-04-30 0
Amount remaining of carryover balance 2019-04-30 0
Amount remaining of prefunding balance 2019-04-30 0
Present value of excess contributions 2019-04-30 151,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-04-30 151,425
Balance of carryovers at beginning of current year 2019-04-30 0
Balance of prefunding at beginning of current year 2019-04-30 0
Total employer contributions 2019-04-30 0
Total employee contributions 2019-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-04-30 0
Unpaid minimum required contributions for all prior years 2019-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-04-30 0
Remaining amount of unpaid minimum required contributions 2019-04-30 0
Minimum required contributions for current year target normal cost 2019-04-30 0
Net shortfall amortization installment of oustanding balance 2019-04-30 0
Waiver amortization installment 2019-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-04-30 0
Carryover balance elected to use to offset funding requirement 2019-04-30 0
Prefunding balance elected to use to offset funding requirement 2019-04-30 0
Additional cash requirement 2019-04-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-04-30 0
Unpaid minimum required contributions for current year 2019-04-30 0
Unpaid minimum required contributions for all years 2019-04-30 0
2018: ROSENFARB, LLC RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,453,509
Acturial value of plan assets 2018-12-31 1,453,509
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,193,101
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 1,193,101
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 1,193,101
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 151,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 151,425
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 103,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 105,124
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 247,639
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 105,124
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ROSENFARB, LLC RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,605,240
Acturial value of plan assets 2017-12-31 1,605,240
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,304,240
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 1,306,459
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 1,306,459
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 106,512
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 106,512
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 153,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 152,634
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 299,990
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 1,209
Additional cash requirement 2017-12-31 1,209
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 152,634
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ROSENFARB, LLC RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,179,985
Acturial value of plan assets 2016-12-31 1,179,985
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,027,841
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 1,040,840
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 1,040,840
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 244,261
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 244,261
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 233,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 239,398
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 272,031
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 132,886
Additional cash requirement 2016-12-31 132,886
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 239,398
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2019: ROSENFARB, LLC RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-04-30	0
Acturial value of plan assets	2019-04-30	0
Funding target for retired participants and beneficiaries receiving payment	2019-04-30	0
Number of terminated vested participants	2019-04-30	0
Fundng target for terminated vested participants	2019-04-30	0
Active participant vested funding target	2019-04-30	0
Number of active participants	2019-04-30	0
Total funding liabilities for active participants	2019-04-30	0
Total participant count	2019-04-30	0
Total funding target for all participants	2019-04-30	0
Balance at beginning of prior year after applicable adjustments	2019-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-04-30	0
Prefunding balanced used to offset prior years funding requirement	2019-04-30	0
Amount remaining of carryover balance	2019-04-30	0
Amount remaining of prefunding balance	2019-04-30	0
Present value of excess contributions	2019-04-30	151,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-04-30	151,425
Balance of carryovers at beginning of current year	2019-04-30	0
Balance of prefunding at beginning of current year	2019-04-30	0
Total employer contributions	2019-04-30	0
Total employee contributions	2019-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-04-30	0
Unpaid minimum required contributions for all prior years	2019-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-04-30	0
Remaining amount of unpaid minimum required contributions	2019-04-30	0
Minimum required contributions for current year target normal cost	2019-04-30	0
Net shortfall amortization installment of oustanding balance	2019-04-30	0
Waiver amortization installment	2019-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-04-30	0
Carryover balance elected to use to offset funding requirement	2019-04-30	0
Prefunding balance elected to use to offset funding requirement	2019-04-30	0
Additional cash requirement	2019-04-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-04-30	0
Unpaid minimum required contributions for current year	2019-04-30	0
Unpaid minimum required contributions for all years	2019-04-30	0
2018: ROSENFARB, LLC RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,453,509
Acturial value of plan assets	2018-12-31	1,453,509
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,193,101
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,193,101
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,193,101
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	151,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	151,425
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	103,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	105,124
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	247,639
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	105,124
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ROSENFARB, LLC RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,605,240
Acturial value of plan assets	2017-12-31	1,605,240
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,304,240
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,306,459
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	1,306,459
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	106,512
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	106,512
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	153,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	152,634
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	299,990
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	1,209
Additional cash requirement	2017-12-31	1,209
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	152,634
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ROSENFARB, LLC RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,179,985
Acturial value of plan assets	2016-12-31	1,179,985
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,027,841
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,040,840
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	1,040,840
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	244,261
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	244,261
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	233,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	239,398
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	272,031
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	132,886
Additional cash requirement	2016-12-31	132,886
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	239,398
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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See full terms and conditions

Company Name:	ROSENFARB, LLC
Employer identification number (EIN):	452679049
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2011-07-08
Company Identification Number:	4116296
Legal Registered Office Address:	825 THIRD AVE 4TH FLOOR NEW YORK United States of America (USA) 10022

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JOHN M. BURY, EA	2015-08-20
001	2013-01-01
001	2012-01-01	JOHN BURY	2013-09-03