2023 Form 5500 filing — Rosen Usa 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620074514NAL0000720371001) for Rosen Usa 401(K) Plan, reported by Oprona, Inc. Dba Rosen Usa, Inc. under EIN 20-8040748 and plan number 001. It reports 772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240620074514NAL0000720371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oprona, Inc. Dba Rosen Usa, Inc.
- EIN
- 20-8040748
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,157,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,157,848
- Employer contributions
- $2,415,524
- Participant contributions
- $3,408,811
- Total income / additions
- $12,158,967
- Benefits paid
- $2,220,812
- Administrative expenses
- $132,496
- Total expenses
- $2,405,736
- Net increase / (decrease)
- $9,753,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $86,089 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,187 | $0 |
| Robertson & Robertson, Pllc | AUDITOR | $13,220 | not reported in the loaded dataset |