Rose Exterminator Company, Inc. 401(K) Plan — Form 5500 plan (Rose Exterminator Company, 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 Exterminator Company, Inc. 401(K) Plan is a benefit plan reported by Rose Exterminator Company, Inc. under EIN 36-1702720 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $4,018,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rose Exterminator Company, Inc.
- EIN
- 36-1702720
- Plan number
- 001
- Plan type
- 2
- Location
- Northfield, IL
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $4,018,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241015154145NAL0028974465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,018,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,018,511
- Net assets (BOY)
- $3,223,152
Income & contributions
- Employer contributions
- $145,135
- Participant contributions
- $432,946
- Total contributions
- $608,276
- Total income / additions
- $1,184,683
Expenses & distributions
- Benefits paid
- $310,113
- Administrative expenses
- $62,494
- Total expenses
- $389,324
- Net increase / (decrease)
- $795,359
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Svcs Inc. | INVESTMENT ADVISOR | $22,357 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,598 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc. | INVESTMENT ADVISOR | $688 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rose Exterminator Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Northfield, IL
- Woodbury Financial Svcs Inc. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation