Who sponsors the Rose Associates, Inc. 401(K) Plan?

Rose Associates, Inc. 401(K) Plan is reported as sponsored by Rose Associates, Inc. (EIN 13-2796845, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Rose Associates, Inc. 401(K) Plan?

The latest Form 5500 filing year loaded for Rose Associates, Inc. 401(K) Plan is 2023.

How many participants does Rose Associates, Inc. 401(K) Plan report?

Rose Associates, Inc. 401(K) Plan reports 383 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Rose Associates, Inc. 401(K) Plan?

Rose Associates, Inc. 401(K) Plan reports $24,320,683 in end-of-year plan assets in its latest loaded Form 5500 filing.

Rose Associates, Inc. 401(K) Plan — 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. 401(K) Plan is a benefit plan reported by Rose Associates, Inc. under EIN 13-2796845 and plan number 002. The latest loaded filing year is 2023. The filing reports 383 participants and $24,320,683 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.3MPlan net assets, end of year$24,320,683

Participants383Covered participants reported

Assets / participant$63.5KComputed: assets ÷ participants$63,500 (computed)

Provider compensation$7.4K1 Schedule C provider row(s)$7,420

Plan sponsor: Rose Associates, Inc.
EIN: 13-2796845
Plan number: 002
Plan type: 3
Location: New York, NY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	383	H, C	20241022125026NAL0002654097001

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)$24.3M total assets

Net assets$24.3MLiabilities$0

Money in vs. money out

Total income / additions$6.7M

Total expenses$1.8M

Benefits paid / distributions$1.8M

Contributions

Employer$995.3K

Participant$2M

Full reported line items

Net assets

Total assets (EOY): $24,320,683
Total liabilities (EOY): $0
Net assets (EOY): $24,320,683
Net assets (BOY): $19,498,470

Income & contributions

Employer contributions: $995,291
Participant contributions: $1,973,961
Total contributions: $3,243,123
Total income / additions: $6,666,455

Expenses & distributions

Benefits paid: $1,836,822
Administrative expenses: $7,420
Total expenses: $1,844,242
Net increase / (decrease): $4,822,213

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Merrill Lynch, Pierce, Fenner And S	RECORDKEEPER	$7,420	$0	2023