2023 Form 5500 filing — The Rosedale Group, 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 20250501124749NAL0003196209001) for The Rosedale Group, Inc. 401(K) Plan, reported by The Rosedale Group, Inc. under EIN 58-1649130 and plan number 001. It reports 356 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)$1.9MReported net assets$1,918,364
Participants356
Provider compensation$12K1 Schedule C row(s)$12,033
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250501124749NAL0003196209001
Plan sponsor
The Rosedale Group, Inc.
EIN
58-1649130
Plan number
001
Location
Dalton, GA
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$557.8K
Total expenses$434.1K
Benefits paid / distributions$402.4K
Contributions
Employer$51.5K
Participant$243.5K
Full reported line items
Total assets (EOY)
$1,918,364
Total liabilities (EOY)
$0
Net assets (EOY)
$1,918,364
Employer contributions
$51,503
Participant contributions
$243,521
Total income / additions
$557,759
Benefits paid
$402,406
Administrative expenses
$12,033
Total expenses
$434,100
Net increase / (decrease)
$123,659
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250501124749NAL0003196209001 cover?
It is the 2023 Form 5500 filing for The Rosedale Group, Inc. 401(K) Plan, reported by The Rosedale Group, Inc. (EIN 58-1649130).
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