2023 Form 5500 filing — Rosen Publishing Group 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 20240807100515NAL0003551105001) for Rosen Publishing Group 401(K) Plan, reported by Rosen Publishing Group Inc. under EIN 13-3129750 and plan number 001. It reports 128 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)$9.5MReported net assets$9,468,437
Participants128
Provider compensation$27.4K2 Schedule C row(s)$27,393
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240807100515NAL0003551105001
Plan sponsor
Rosen Publishing Group Inc.
EIN
13-3129750
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.5M total assets
Net assets$9.5MLiabilities
Money in vs. money out
Total income / additions$2M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$73.6K
Participant$293.4K
Full reported line items
Total assets (EOY)
$9,468,437
Net assets (EOY)
$9,468,437
Employer contributions
$73,623
Participant contributions
$293,357
Total income / additions
$1,972,774
Benefits paid
$1,532,875
Administrative expenses
$56,642
Total expenses
$1,601,147
Net increase / (decrease)
$371,627
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $26.9K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $504 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807100515NAL0003551105001 cover?
It is the 2023 Form 5500 filing for Rosen Publishing Group 401(K) Plan, reported by Rosen Publishing Group Inc. (EIN 13-3129750).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages