2023 Form 5500 filing — Rosendin Electric 401(K) Savings 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 20241011165523NAL0023279185001) for Rosendin Electric 401(K) Savings Plan, reported by Rosendin Electric under EIN 94-1242813 and plan number 004. It reports 2,223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$152.1MReported net assets$152,097,949
Participants2.2K2,223
Provider compensation$81.4K2 Schedule C row(s)$81,434
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011165523NAL0023279185001
Plan sponsor
Rosendin Electric
EIN
94-1242813
Plan number
004
Location
San Jose, CA
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)$154.8M total assets
Net assets$152.1MLiabilities$2.7M
Money in vs. money out
Total income / additions$45.4M
Total expenses$13.3M
Benefits paid / distributions$13.2M
Contributions
Employer$3.1M
Participant$14.4M
Full reported line items
Total assets (EOY)
$154,787,989
Total liabilities (EOY)
$2,690,040
Net assets (EOY)
$152,097,949
Employer contributions
$3,066,747
Participant contributions
$14,396,143
Total income / additions
$45,409,664
Benefits paid
$13,181,155
Administrative expenses
$81,434
Total expenses
$13,306,789
Net increase / (decrease)
$32,102,875
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $72.5K
  2. 2
    RECORDKEEPER · Direct $9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011165523NAL0023279185001 cover?
It is the 2023 Form 5500 filing for Rosendin Electric 401(K) Savings Plan, reported by Rosendin Electric (EIN 94-1242813).
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