Rosen Hyundai Enterprises, LLC 401(K) Plan — Form 5500 plan (Rosen Hyundai Enterprises, LLC)
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 Hyundai Enterprises, LLC 401(K) Plan is a benefit plan reported by Rosen Hyundai Enterprises, LLC under EIN 47-3339060 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $6,400,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rosen Hyundai Enterprises, LLC
- EIN
- 47-3339060
- Plan number
- 001
- Plan type
- 3
- Location
- Algonquin, IL
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $6,400,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H, C | 20241015161214NAL0048842624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,400,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,400,139
- Net assets (BOY)
- $14,445,225
Income & contributions
- Employer contributions
- $253,713
- Participant contributions
- $332,497
- Total contributions
- $1,306,725
- Total income / additions
- $2,354,955
Expenses & distributions
- Benefits paid
- $50,900
- Administrative expenses
- $70,324
- Total expenses
- $152,005
- Net increase / (decrease)
- $2,202,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of Amer | RECORDKEEPER | $17,995 | $0 | 2023 |
| William Blair & Company | OTHER | $8,113 | not reported in the loaded dataset | 2023 |
| Map Retirement, Inc. | TPA | $1,675 | $3,245 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,600 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $3,245 | not reported in the loaded dataset | 2023 |
| Sva Certified Public Accountants | AUDITOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rosen Hyundai Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Algonquin, IL
- Empower Annuity Ins Co Of Amer — Schedule C compensation
- William Blair & Company — Schedule C compensation
- Map Retirement, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Sva Certified Public Accountants — Schedule C compensation