2023 Form 5500 filing — The Rosado Group 401k 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 20241015222514NAL0059913010001) for The Rosado Group 401k Plan, reported by The Rosado Group under EIN 23-2575176 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.9MReported net assets$5,929,238
Participants188
Provider compensation$24K3 Schedule C row(s)$23,985
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015222514NAL0059913010001
Plan sponsor
The Rosado Group
EIN
23-2575176
Plan number
001
Location
Milford, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$272.4K
Benefits paid / distributions$260.8K
Contributions
Employer$1.1K
Participant$646.4K
Full reported line items
Total assets (EOY)
$5,929,238
Total liabilities (EOY)
$0
Net assets (EOY)
$5,929,238
Employer contributions
$1,109
Participant contributions
$646,436
Total income / additions
$1,560,564
Benefits paid
$260,792
Administrative expenses
$4,930
Total expenses
$272,429
Net increase / (decrease)
$1,288,135
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $0 · Indirect $19.1K
  2. 2
    RECORD KEEPER · Direct $4.9K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015222514NAL0059913010001 cover?
It is the 2023 Form 5500 filing for The Rosado Group 401k Plan, reported by The Rosado Group (EIN 23-2575176).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages