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, The Rossi Group 401(K) Plan is a benefit plan reported by The Rossi Group, LLC under EIN 27-1727530 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $5,714,855 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,714,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,714,855
- Net assets (BOY)
- $5,018,808
Income & contributions
- Employer contributions
- $213,186
- Participant contributions
- $603,573
- Total contributions
- $816,759
- Total income / additions
- $1,483,904
Expenses & distributions
- Benefits paid
- $751,020
- Administrative expenses
- $36,837
- Total expenses
- $787,857
- Net increase / (decrease)
- $696,047