Plan5500

Catering By Rosemary — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Catering By Rosemary (EIN 74-1611332) is a plan sponsor located in San Antonio, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-1611332
Location
San Antonio, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Catering By Rosemary

  • 2 loaded plans hold $8.1M in reported assets.
  • The largest, The Rk Group 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,286 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.1MSummed across loaded plans$8,075,831
Total reported assets$8.1M$8,075,831
Total reported participants1.3K1,286
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.1M total assets
Net assets$8.1MLiabilities$0
Contributions & income
Employer contributions$177.5K
Participant contributions$787.1K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$326.8K
Total expenses$389K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Rk Group 401(K) Profit Sharing Plan
Participants per plan643Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Rk Group 401(K) Profit Sharing Plan$8.1M
    Plan #001 · 745 participants · 2023
  2. 2
    Catering By Rosemary Dba The Rk Group Health & Welfare Plannot reported in the loaded dataset
    Plan #505 · 541 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Catering By Rosemary. Open one for its full reported snapshot.

  1. 2023
    Catering By Rosemary Dba The Rk Group Health & Welfare Plan541 participants · 2No schedules
    View filing →
  2. 2023
    The Rk Group 401(K) Profit Sharing Plan745 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Catering By Rosemary report on Form 5500?
Catering By Rosemary (EIN 74-1611332) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Catering By Rosemary?
The Employer Identification Number (EIN) reported for Catering By Rosemary is 74-1611332.
What is the latest Form 5500 filing year for Catering By Rosemary?
The latest loaded Form 5500 filing year for Catering By Rosemary is 2023.

Related Form 5500 pages