2023 Form 5500 filing — Rose Associates, Inc. Pension Trust
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 20241015161014NAL0050369072001) for Rose Associates, Inc. Pension Trust, reported by Rose Associates, Inc. under EIN 13-2796845 and plan number 001. It reports 121 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)$28MReported net assets$27,979,340
Participants121
Provider compensation$128.8K2 Schedule C row(s)$128,750
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015161014NAL0050369072001
- Plan sponsor
- Rose Associates, Inc.
- EIN
- 13-2796845
- Plan number
- 001
- Location
- New York, NY
- 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)$28M total assets
Net assets$28MLiabilities$69.6K
Full reported line items
- Total assets (EOY)
- $28,048,937
- Total liabilities (EOY)
- $69,597
- Net assets (EOY)
- $27,979,340
- Employer contributions
- $600,000
- Total income / additions
- $3,858,196
- Benefits paid
- $2,218,963
- Administrative expenses
- $185,031
- Total expenses
- $2,403,994
- Net increase / (decrease)
- $1,454,202
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Company | NONE | $103,819 | not reported in the loaded dataset |
| Wilmington Trust Company | NONE | $24,931 | not reported in the loaded dataset |