Rose Associates, Inc. Pension Trust — Form 5500 plan (Rose Associates, 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, Rose Associates, Inc. Pension Trust is a benefit plan reported by Rose Associates, Inc. under EIN 13-2796845 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $28,048,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rose Associates, Inc.
EIN
13-2796845
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
121
End-of-year plan assets
$28,048,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023121H, C20241015161014NAL0050369072001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,048,937
Total liabilities (EOY)
$69,597
Net assets (EOY)
$27,979,340
Net assets (BOY)
$26,525,138

Income & contributions

Employer contributions
$600,000
Total contributions
$600,000
Total income / additions
$3,858,196

Expenses & distributions

Benefits paid
$2,218,963
Administrative expenses
$185,031
Total expenses
$2,403,994
Net increase / (decrease)
$1,454,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Segal CompanyNONE$103,819not reported in the loaded dataset2023
Wilmington Trust CompanyNONE$24,931not reported in the loaded dataset2023

Related Form 5500 pages