Rosen Usa 401(K) Plan — Form 5500 plan (Oprona, Inc. Dba Rosen Usa, Inc.)
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, Rosen Usa 401(K) Plan is a benefit plan reported by Oprona, Inc. Dba Rosen Usa, Inc. under EIN 20-8040748 and plan number 001. The latest loaded filing year is 2023. The filing reports 772 participants and $42,157,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oprona, Inc. Dba Rosen Usa, Inc.
- EIN
- 20-8040748
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 772
- End-of-year plan assets
- $42,157,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 772 | H, C | 20240620074514NAL0000720371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,157,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,157,848
- Net assets (BOY)
- $32,404,617
Income & contributions
- Employer contributions
- $2,415,524
- Participant contributions
- $3,408,811
- Total contributions
- $6,056,582
- Total income / additions
- $12,158,967
Expenses & distributions
- Benefits paid
- $2,220,812
- Administrative expenses
- $132,496
- Total expenses
- $2,405,736
- Net increase / (decrease)
- $9,753,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $86,089 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,187 | $0 | 2023 |
| Robertson & Robertson, Pllc | AUDITOR | $13,220 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oprona, Inc. Dba Rosen Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Robertson & Robertson, Pllc — Schedule C compensation