401k Plan data: ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST plan

ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 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
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.
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

ROSENBLATT & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROSENBLATT & ASSOCIATES, INC.

Employer identification number (EIN): 561008935

NAIC Classification: 423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TAMARA SWAN 2024-10-15
001 2022-01-01 TAMARA SWAN 2023-11-27
001 2021-01-01 TAMARA SWAN 2022-08-23
001 2020-01-01 TAMARA SWAN 2021-10-14
001 2019-01-01 TAMARA SWAN 2020-08-11
001 2018-01-01 TAMARA SWAN 2019-05-22
001 2017-01-01 JOHN ROSENBLATT 2018-06-12
001 2016-01-01 JOHN ROSENBLATT 2017-08-09
001 2015-01-01 TAMARA SWAN 2016-07-06
001 2014-01-01 JOHN ROSENBLATT 2015-09-25
001 2013-01-01 JOHN ROSENBLATT 2015-11-10
001 2012-01-01 JOHN ROSENBLATT 2013-08-16
001 2011-01-01 JOHN ROSENBLATT 2012-07-25
001 2010-01-01 ROSENBLATT ASSOCIATES INC 2011-09-07
001 2007-01-01 JOHN ROSENBLATT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	TAMARA SWAN	2024-10-15
001	2022-01-01	TAMARA SWAN	2023-11-27
001	2021-01-01	TAMARA SWAN	2022-08-23
001	2020-01-01	TAMARA SWAN	2021-10-14
001	2019-01-01	TAMARA SWAN	2020-08-11
001	2018-01-01	TAMARA SWAN	2019-05-22
001	2017-01-01	JOHN ROSENBLATT	2018-06-12
001	2016-01-01	JOHN ROSENBLATT	2017-08-09
001	2015-01-01	TAMARA SWAN	2016-07-06
001	2014-01-01	JOHN ROSENBLATT	2015-09-25
001	2013-01-01	JOHN ROSENBLATT	2015-11-10
001	2012-01-01	JOHN ROSENBLATT	2013-08-16
001	2011-01-01	JOHN ROSENBLATT	2012-07-25
001	2010-01-01	ROSENBLATT ASSOCIATES INC	2011-09-07
001	2007-01-01	JOHN ROSENBLATT

Plan Statistics for ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2007: ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year 2007-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 5
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 5
Number of participants with account balances 2007-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2007: ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year	2007-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	5
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	5
Number of participants with account balances	2007-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Form 5500 Responses for ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

2007: ROSENBLATT & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROSENBLATT & ASSOCIATES, INC.
Employer identification number (EIN):	561008935
NAIC Classification:	423600