Rose Casual Dining 401(K) Retirement Savings Plan — Form 5500 plan (H. T. Rose Enterprises, 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 Casual Dining 401(K) Retirement Savings Plan is a benefit plan reported by H. T. Rose Enterprises, Inc. under EIN 23-2360799 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $9,597,755 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H. T. Rose Enterprises, Inc.
EIN
23-2360799
Plan number
001
Plan type
2
Location
Newtown, PA
Latest filing year
2023
Participants
312
End-of-year plan assets
$9,597,755

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20241007125735NAL0008884195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,597,755
Total liabilities (EOY)
$0
Net assets (EOY)
$9,597,755
Net assets (BOY)
$8,239,060

Income & contributions

Employer contributions
$95,648
Participant contributions
$511,574
Total contributions
$607,222
Total income / additions
$1,964,675

Expenses & distributions

Benefits paid
$605,980
Administrative expenses
$0
Total expenses
$605,980
Net increase / (decrease)
$1,358,695

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Axa Advisors, LLCINVESTMENT ADVISOR$21,040not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$19,211$02023

Related Form 5500 pages