A.J. Rose Mfg. Co. 401(K) Plan For Union Employees — Form 5500 plan (A.J. Rose Manufacturing Co.)
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, A.J. Rose Mfg. Co. 401(K) Plan For Union Employees is a benefit plan reported by A.J. Rose Manufacturing Co. under EIN 34-0843927 and plan number 003. The latest loaded filing year is 2023. The filing reports 318 participants and $17,777,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.J. Rose Manufacturing Co.
- EIN
- 34-0843927
- Plan number
- 003
- Plan type
- 2
- Location
- Avon, OH
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $17,777,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20240927130532NAL0001271475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,777,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,777,046
- Net assets (BOY)
- $16,373,062
Income & contributions
- Employer contributions
- $512,011
- Participant contributions
- $750,662
- Total contributions
- $1,267,217
- Total income / additions
- $3,243,925
Expenses & distributions
- Benefits paid
- $1,784,276
- Administrative expenses
- $68,883
- Total expenses
- $1,853,159
- Net increase / (decrease)
- $1,390,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,883 | $0 | 2023 |
| Newedge Advisors | INVESTMENT ADVISORY | $0 | $9,656 | 2023 |
| Mid Atlantic Financial Management I | INVESTMENT ADVISORY | $0 | $7,900 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.J. Rose Manufacturing Co.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Avon, OH
- Principal Life Insurance Company — Schedule C compensation
- Newedge Advisors — Schedule C compensation
- Mid Atlantic Financial Management I — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation