Plan5500

Clare Rose, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Clare Rose, Inc. (EIN 11-2036262) is a plan sponsor located in East Yaphank, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-2036262
Location
East Yaphank, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Clare Rose, Inc.

  • 3 loaded plans hold $25.6M in reported assets.
  • The largest, Clare Rose, Inc. Profit Sharing And 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 540 reported participants.
  • 2 of 3 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.6MSummed across loaded plans$25,551,667
Total reported assets$25.6M$25,551,667
Total reported participants540
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.6M total assets
Net assets$25.6MLiabilities$0
Contributions & income
Employer contributions$798.4K
Participant contributions$945.4K
Total income / additions$5.9M
Expenses & distributions
Benefits paid / distributions$8.4M
Total expenses$8.6M
Net increase / (decrease)-$2.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation3 / 3 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Clare Rose, Inc. Profit Sharing And 401(K) Plan
Participants per plan180Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Clare Rose, Inc. Profit Sharing And 401(K) Plan$25.6M
    Plan #001 · 259 participants · 2023
  2. 2
    Clare Rose, Inc. Union 401(K) Plan$0
    Plan #004 · 144 participants · 2023
  3. 3
    Clare Rose Health Benefit Plannot reported in the loaded dataset
    Plan #501 · 137 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Clare Rose, Inc.. Open one for its full reported snapshot.

  1. 2023
    Clare Rose Health Benefit Plan137 participants · 2Sch C
    View filing →
  2. 2023
    Clare Rose, Inc. Profit Sharing And 401(K) Plan259 participants · 2Sch HSch C
    View filing →
  3. 2023
    Clare Rose, Inc. Union 401(K) Plan144 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Clare Rose, Inc. report on Form 5500?
Clare Rose, Inc. (EIN 11-2036262) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Clare Rose, Inc.?
The Employer Identification Number (EIN) reported for Clare Rose, Inc. is 11-2036262.
What is the latest Form 5500 filing year for Clare Rose, Inc.?
The latest loaded Form 5500 filing year for Clare Rose, Inc. is 2023.

Related Form 5500 pages