2023 Form 5500 filing — Rose Associates, Inc. 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 20241022125026NAL0002654097001) for Rose Associates, Inc. 401(K) Plan, reported by Rose Associates, Inc. under EIN 13-2796845 and plan number 002. It reports 383 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)$24.3MReported net assets$24,320,683
Participants383
Provider compensation$7.4K1 Schedule C row(s)$7,420
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241022125026NAL0002654097001
- Plan sponsor
- Rose Associates, Inc.
- EIN
- 13-2796845
- Plan number
- 002
- 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)$24.3M total assets
Net assets$24.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,320,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,320,683
- Employer contributions
- $995,291
- Participant contributions
- $1,973,961
- Total income / additions
- $6,666,455
- Benefits paid
- $1,836,822
- Administrative expenses
- $7,420
- Total expenses
- $1,844,242
- Net increase / (decrease)
- $4,822,213
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $7,420 | $0 |