2023 Form 5500 filing — Rosen Hyundai Enterprises, LLC 401(K) 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 20241015161214NAL0048842624001) for Rosen Hyundai Enterprises, LLC 401(K) Plan, reported by Rosen Hyundai Enterprises, LLC under EIN 47-3339060 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161214NAL0048842624001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Rosen Hyundai Enterprises, LLC
- EIN
- 47-3339060
- Plan number
- 001
- Location
- Algonquin, IL
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,400,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,400,139
- Employer contributions
- $253,713
- Participant contributions
- $332,497
- Total income / additions
- $2,354,955
- Benefits paid
- $50,900
- Administrative expenses
- $70,324
- Total expenses
- $152,005
- Net increase / (decrease)
- $2,202,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of Amer | RECORDKEEPER | $17,995 | $0 |
| William Blair & Company | OTHER | $8,113 | not reported in the loaded dataset |
| Map Retirement, Inc. | TPA | $1,675 | $3,245 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,600 | not reported in the loaded dataset |
| Creative Planning LLC | INVESTMENT ADVISOR | $3,245 | not reported in the loaded dataset |
| Sva Certified Public Accountants | AUDITOR | $0 | not reported in the loaded dataset |