Plain-English plan 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, Rose Associates, Inc. Pension Trust is a benefit plan reported by Rose Associates, Inc. under EIN 13-2796845 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $28,048,937 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,048,937
- Total liabilities (EOY)
- $69,597
- Net assets (EOY)
- $27,979,340
- Net assets (BOY)
- $26,525,138
Income & contributions
- Employer contributions
- $600,000
- Total contributions
- $600,000
- Total income / additions
- $3,858,196
Expenses & distributions
- Benefits paid
- $2,218,963
- Administrative expenses
- $185,031
- Total expenses
- $2,403,994
- Net increase / (decrease)
- $1,454,202