2023 Form 5500 filing — The Rk Group 401(K) Profit Sharing 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 20250414152132NAL0003391600001) for The Rk Group 401(K) Profit Sharing Plan, reported by Catering By Rosemary, Inc. under EIN 74-1611332 and plan number 001. It reports 745 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)$8.1MReported net assets$8,075,831
Participants745
Provider compensation$56.3K2 Schedule C row(s)$56,274
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414152132NAL0003391600001
Plan sponsor
Catering By Rosemary, Inc.
EIN
74-1611332
Plan number
001
Location
San Antonio, TX
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$389K
Benefits paid / distributions$326.8K
Contributions
Employer$177.5K
Participant$787.1K
Full reported line items
Total assets (EOY)
$8,075,831
Total liabilities (EOY)
$0
Net assets (EOY)
$8,075,831
Employer contributions
$177,529
Participant contributions
$787,099
Total income / additions
$2,063,055
Benefits paid
$326,758
Administrative expenses
$59,647
Total expenses
$389,011
Net increase / (decrease)
$1,674,044
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $30.2K · Indirect $0
  2. 2
    ADVISOR · Direct $26K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414152132NAL0003391600001 cover?
It is the 2023 Form 5500 filing for The Rk Group 401(K) Profit Sharing Plan, reported by Catering By Rosemary, Inc. (EIN 74-1611332).
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