2023 Form 5500 filing — Rosen'S Diversified Union Employees 401(K) Retirement 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 20240904155904NAL0011246147001) for Rosen'S Diversified Union Employees 401(K) Retirement Plan, reported by Rosen'S Diversified, Inc. under EIN 41-1224625 and plan number 003. It reports 504 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)$2.4MReported net assets$2,432,264
Participants504
Provider compensation$23.5K1 Schedule C row(s)$23,461
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240904155904NAL0011246147001
- Plan sponsor
- Rosen'S Diversified, Inc.
- EIN
- 41-1224625
- Plan number
- 003
- Location
- Eagan, MN
- 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)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,432,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,432,264
- Employer contributions
- $136,466
- Participant contributions
- $259,405
- Total income / additions
- $666,335
- Benefits paid
- $269,449
- Administrative expenses
- $24,461
- Total expenses
- $293,910
- Net increase / (decrease)
- $372,425
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,461 | $0 |