Plan5500

Rosenthal & Rosenthal, Inc. 401(K) Plan — Form 5500 plan (Rosenthal & Rosenthal Inc.)

Plain-English plan 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, Rosenthal & Rosenthal, Inc. 401(K) Plan is a benefit plan reported by Rosenthal & Rosenthal Inc. under EIN 13-1238943 and plan number 002. The latest loaded filing year is 2023. The filing reports 264 participants and $48,799,170 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$48.8MPlan net assets, end of year$48,799,170
Participants264Covered participants reported
Assets / participant$184.8KComputed: assets ÷ participants$184,845 (computed)
Provider compensation$29.3K3 Schedule C provider row(s)$29,304
Plan sponsor
Rosenthal & Rosenthal Inc.
EIN
13-1238943
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    264 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$48.8M total assets
Net assets$48.8MLiabilities—
Money in vs. money out
Total income / additions$12.1M
Total expenses$4.9M
Benefits paid / distributions$4.9M
Contributions
Employer$2.3M
Participant$2.2M
Full reported line items

Net assets

Total assets (EOY)
$48,799,170
Net assets (EOY)
$48,799,170
Net assets (BOY)
$41,622,057

Income & contributions

Employer contributions
$2,349,879
Participant contributions
$2,195,262
Total contributions
$4,933,104
Total income / additions
$12,094,119

Expenses & distributions

Benefits paid
$4,870,852
Administrative expenses
$10,414
Total expenses
$4,917,006
Net increase / (decrease)
$7,177,113
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Cbiz Cpas P.C.$18.9K
    ACCOUNTANT · Direct $0 · Indirect $18.9K
  2. 2
    Principal Life Insurance Company$10.4K
    CONTRACT ADMINISTRATOR · Direct $10.4K · Indirect $0
  3. 3
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

Related Form 5500 pages