2023 Form 5500 filing — Rosina Food Products, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726123117NAL0008960835001) for Rosina Food Products, Inc. 401(K) Plan, reported by Rosina Food Products, Inc. under EIN 16-0876738 and plan number 002. It reports 756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.6MReported net assets$35,573,185
Participants756
Provider compensation$17.3K2 Schedule C row(s)$17,340
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726123117NAL0008960835001
Plan sponsor
Rosina Food Products, Inc.
EIN
16-0876738
Plan number
002
Location
Buffalo, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.7M total assets
Net assets$35.6MLiabilities$108.9K
Money in vs. money out
Total income / additions$7.6M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$435.7K
Participant$1.5M
Full reported line items
Total assets (EOY)
$35,682,095
Total liabilities (EOY)
$108,910
Net assets (EOY)
$35,573,185
Employer contributions
$435,660
Participant contributions
$1,521,466
Total income / additions
$7,557,719
Benefits paid
$1,748,287
Administrative expenses
$17,337
Total expenses
$1,800,440
Net increase / (decrease)
$5,757,279

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Financial Life Ins. CoRECORDKEEPER$10,931not reported in the loaded dataset
Mesirow Financial Inc.INVESTMENT ADVISORY-PLAN$6,409not reported in the loaded dataset

Related Form 5500 pages