Rolex Watch U.S.A., Inc. Profit Sharing Plan — Form 5500 plan (Rolex Watch U.S.A., 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, Rolex Watch U.S.A., Inc. Profit Sharing Plan is a benefit plan reported by Rolex Watch U.S.A., Inc. under EIN 13-1574389 and plan number 001. The latest loaded filing year is 2023. The filing reports 831 participants and $241,967,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rolex Watch U.S.A., Inc.
- EIN
- 13-1574389
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 831
- End-of-year plan assets
- $241,967,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 831 | H, C | 20241009104925NAL0030958128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $241,967,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $241,967,229
- Net assets (BOY)
- $207,763,425
Income & contributions
- Employer contributions
- $8,031,606
- Participant contributions
- $5,276,487
- Total contributions
- $13,730,404
- Total income / additions
- $48,022,695
Expenses & distributions
- Benefits paid
- $13,480,641
- Administrative expenses
- $333,095
- Total expenses
- $13,818,891
- Net increase / (decrease)
- $34,203,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $220,459 | $0 | 2023 |
| Pkf O'Connor Davies | ACCOUNTANT | $58,000 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISORY | $54,636 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rolex Watch U.S.A., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Pkf O'Connor Davies — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation