2023 Form 5500 filing — Rosen'S Diversified 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 20240904160114NAL0044270562001) for Rosen'S Diversified 401(K) Retirement Plan, reported by Rosen'S Diversified, Inc. under EIN 41-1224625 and plan number 002. It reports 4,284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904160114NAL0044270562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rosen'S Diversified, Inc.
- EIN
- 41-1224625
- Plan number
- 002
- Location
- Eagan, MN
- Participants
- 4,284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $188,225,055
- Total liabilities (EOY)
- $18,369
- Net assets (EOY)
- $188,206,686
- Employer contributions
- $6,305,429
- Participant contributions
- $14,155,394
- Total income / additions
- $43,812,340
- Benefits paid
- $22,390,679
- Administrative expenses
- $343,410
- Total expenses
- $22,734,089
- Net increase / (decrease)
- $21,078,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $287,410 | $0 |
| Sageview Advisory Group | INVESTMENT ADVISORY | $22,500 | not reported in the loaded dataset |
| Eide Bailly Llp | ACCOUNTANT | $22,250 | not reported in the loaded dataset |
| Sageview Advisory Group, | INVESTMENT ADVISORY | $11,250 | not reported in the loaded dataset |