Plan5500

Rosendin Electric 401(K) Savings Plan — Form 5500 plan (Rosendin Electric)

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, Rosendin Electric 401(K) Savings Plan is a benefit plan reported by Rosendin Electric under EIN 94-1242813 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,223 participants and $154,787,989 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$152.1MPlan net assets, end of year$152,097,949
Participants2.2KCovered participants reported2,223
Assets / participant$69.6KComputed: assets ÷ participants$69,630 (computed)
Provider compensation$81.4K2 Schedule C provider row(s)$81,434
Plan sponsor
Rosendin Electric
EIN
94-1242813
Plan number
004
Plan type
3
Location
San Jose, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,223 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$154.8M total assets
Net assets$152.1MLiabilities$2.7M
Money in vs. money out
Total income / additions$45.4M
Total expenses$13.3M
Benefits paid / distributions$13.2M
Contributions
Employer$3.1M
Participant$14.4M
Full reported line items

Net assets

Total assets (EOY)
$154,787,989
Total liabilities (EOY)
$2,690,040
Net assets (EOY)
$152,097,949
Net assets (BOY)
$119,995,074

Income & contributions

Employer contributions
$3,066,747
Participant contributions
$14,396,143
Total contributions
$19,003,026
Total income / additions
$45,409,664

Expenses & distributions

Benefits paid
$13,181,155
Administrative expenses
$81,434
Total expenses
$13,306,789
Net increase / (decrease)
$32,102,875
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Strategic Advisors, Inc.$72.5K
    ADVISOR · Direct $72.5K
  2. 2
    Fidelity Investments Institutional$9K
    RECORDKEEPER · Direct $9K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Rosendin Electric 401(K) Savings Plan?
Rosendin Electric 401(K) Savings Plan is reported as sponsored by Rosendin Electric (EIN 94-1242813, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rosendin Electric 401(K) Savings Plan?
The latest Form 5500 filing year loaded for Rosendin Electric 401(K) Savings Plan is 2023.
How many participants does Rosendin Electric 401(K) Savings Plan report?
Rosendin Electric 401(K) Savings Plan reports 2,223 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Rosendin Electric 401(K) Savings Plan?
Rosendin Electric 401(K) Savings Plan reports $154,787,989 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages