2023 Form 5500 filing — A.J. Rose Retirement And 401(K) Plan For Non-Union Employees
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 20240918133300NAL0002601043001) for A.J. Rose Retirement And 401(K) Plan For Non-Union Employees, reported by A. J. Rose Manufacturing Co. under EIN 34-0843927 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918133300NAL0002601043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A. J. Rose Manufacturing Co.
- EIN
- 34-0843927
- Plan number
- 001
- Location
- Avon, OH
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,914,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,914,977
- Employer contributions
- $651,543
- Participant contributions
- $941,664
- Total income / additions
- $5,472,498
- Benefits paid
- $2,175,624
- Administrative expenses
- $50,868
- Total expenses
- $2,226,492
- Net increase / (decrease)
- $3,246,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,868 | $0 |
| Newedge Advisors | INVESTMENT ADVISORY | $0 | $13,334 |
| Mid Atlantic Financial Management I | INVESTMENT ADVISORY | $0 | $10,910 |