2023 Form 5500 filing — Rose Associates, Inc. Pension Trust
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 20241015161014NAL0050369072001) for Rose Associates, Inc. Pension Trust, reported by Rose Associates, Inc. under EIN 13-2796845 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161014NAL0050369072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rose Associates, Inc.
- EIN
- 13-2796845
- Plan number
- 001
- Location
- New York, NY
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,048,937
- Total liabilities (EOY)
- $69,597
- Net assets (EOY)
- $27,979,340
- Employer contributions
- $600,000
- Total income / additions
- $3,858,196
- Benefits paid
- $2,218,963
- Administrative expenses
- $185,031
- Total expenses
- $2,403,994
- Net increase / (decrease)
- $1,454,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Company | NONE | $103,819 | not reported in the loaded dataset |
| Wilmington Trust Company | NONE | $24,931 | not reported in the loaded dataset |